Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
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Pontifications: Boeing’s sense of invincibility
By Scott Hamilton
Sept. 11, 2017, © Leeham Co.: I can’t help but get the feeling that Boeing feels it’s invincible these days.
And why not?
Boeing racked up some impressive victories and took some hardline positions in recent months that move it forward for its corporate goals.
CSeries, the long-ranger for thin routes
By Bjorn Fehrm
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Introduction
August 16, 2017, © Leeham Co.: At the end of 2014, we predicted the Boeing 737 MAX 8 would be used by LCCs to open new long-range destinations. And sure enough, the fourth MAX 8 off the line went to Norwegian Air Shuttle, for trans-Atlantic operations.
The Bombardier CSeries launch of operations from London City Airport last week gave us the chance to discuss CSeries long-range characteristics with Rob Dewar, VP CSeries program at Bombardier.
With the improved performance data to be announced, the CS300 will pass the range of the MAX 8.
To understand with what margin and costs we feed our performance model with the latest information.
Summary:
- At an equivalent load (standard 2 class or HD cabins) the CS300 flies further than the 737 MAX 8.
- It will transport about 30 fewer passengers, in higher comfort and at lower trip costs.
- The seat mile costs will be only slightly higher than the 737 MAX 8.
Delta asks Commerce to redefine scope of Boeing-Bombardier case
Bombardier CS100.
Aug. 8, 2017, © Leeham Co.: Delta Air Lines asked the US Department of Commerce to redefine the scope of the Boeing complaint of Bombardier price dumping in its CS100 order with the carrier, filings at DOC show.
Delta asked the DOC to redefine the aircraft definition from 100-150 seat to 125-150 seats, arguing that Boeing doesn’t make in airplane in the 100-125 seat size and therefore isn’t harmed by competition in the sale of the 110-seat CS100 that Delta ordered.
Mid-year production update at Airbus
July 27, 2017, © Leeham Co.: It’s mid-way through 2017 and LNC is taking its second look at production and delivery stream flows for the Big Four airframe manufacturers.
We examined Boeing Monday in advance of its earnings call Wednesday. Today we look at Airbus in advance of its earnings call today. We look at Bombardier and Embraer next Monday.
We use the Airfinance Journal Fleet Tracker as the basis for our exam.
Decision detailed (sort of) in Boeing-Bombardier price dumping case
June 27, 2017, © Leeham Co.: The US International Trade Commission (ITC) last week released its detailed decision to go forward with the Boeing complaint that Bombardier engaged in price dumping when it sold the CS100 to Delta Air Lines.
But for the outsider, the public document isn’t much help. It’s heavily redacted and left out all the good stuff that would allow an outsider to fully understand the reasoning the ITC voted 5-0 to send the case over to the US Commerce Department for further study and potential imposition of tariffs.
Delta Air Lines Bombardier CS100.
Pontifications: Read the fine print
By Scott Hamilton
June 26, 2017, © Leeham Co.:
Are the widebodies orders seeing some earlier-than-expected recovery?
Airbus and Boeing said they don’t expect to see a renewed demand for wide-bodied aircraft until around 2022, +/-. But Boeing certainly had stronger-than-expected orders at last week’s Paris Air Show.
- Read the decision in the Boeing-Bombardier complaint. The document is at the end of this column.
The company received orders and commitments for 50 787s and six 777s.
Boeing said it expects new 777 Classic and 777X orders this year.
Commercialized C-130 beats rivals, crew says
June 18, 2017, © Leeham Co.: The commercial offering of the venerable Lockheed Martin C-130J, the LM-100J, is here at the Paris Air Show, along with its rivals, the Embraer KC-390 and Airbus A400M.
The crew with Lockheed Martin waves off the competition.
Neither competitor can match the LM/C-130, they say.
Pontifications: Boeing-Bombardier dispute’s big winner: Airbus
By Scott Hamilton
June 12, 2017, (c) Leeham Co.: Boeing won round one Friday in its price-dumping complaint against Bombardier over its sale of the CSeries to Delta Air Lines.
The US International Trade Commission (ITC) voted 5-0 to continue the investigation. It now goes to the US Department of Commerce to determine whether tariffs should be imposed on the deal, and how much. Delta Air Lines would have to pay the tariffs.
Boeing won this round but the big winner is likely to be Airbus.
Boeing’s tactical option for MOM sector
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Aug. 14, 2017, © Leeham Co.: It’s not a done deal yet—the business for the so-called Boeing 797 remains a challenge. But the consensus is that Boeing will launch the program next year, for an entry-into-service around 2025.
Boeing 797 concept. Source: Boeing.
Yet there are airlines that say they don’t want to wait that long for a new airplane.
What are their choices?
Read more
7 Comments
Posted on August 14, 2017 by Scott Hamilton
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