Dec. 4, 2017, © Leeham Co.: Officially, Boeing says the New Midmarket Aircraft (NMA, or 797) entry-into-service will be around 2024-25 if the program is launched.
LNC has learned the target date now being discussed is 2027.
This means the 737 replacement likewise slips, with EIS after 2030 instead of late next decade or in 2030.
The new NMA target date, which we’ve heard from the supply chain and customer base, gives further impetus to the prospect of restarting the 767-300ER passenger production, a decision that is supposed to be made by the end of this year.
By Bjorn Fehrm
November 23, 2017, © Leeham Co.: The Airbus A350-1000 received its airworthiness certificate Tuesday, after a smooth flight test campaign. The first serial aircraft is in final assembly, for delivery to Qatar Airways next month.
With the A350-1000 now on the market, we check the efficiency difference between the A350-1000 and its main competitor, Boeing’s 777.
With the 777-8 five years away, we compare the A350-1000 to the present 777, the -300ER. The changed fuel prices create a different yardstick since our last comparison of the 777-300ER and A350-1000.
While at it, we also check how much better the A350-1000 score on costs versus the smaller A350-900.
By Bjorn Fehrm
November 09, 2017, © Leeham Co.: International Airlines Group’s (IAG) CEO, Willy Walsh, said in an Investor presentation last week “LEVEL (the group’s Long Haul LCC) is as well off with the Airbus A330-200 as with a Boeing 787.” He said the lower capital costs of the A330 compensates for the Dreamliner’s lower fuel burn.
As a proof, Walsh said IAG had run flight plans with their LEVEL A330 flying the same mission as a Norwegian 787 and configured as the Norwegian aircraft. The difference in fuel burn Barcelona-Los Angeles would be 6t. But this is easily compensated by the difference in capital costs.Going forward, LEVEL has the possibility to switch to the 787, said Walsh. Our reaction is; why not include the A330neo in this discussion?
We decided to verify Walsh statements and also check why an A330neo wouldn’t be more appropriate than a 787.
Oct. 31, 2017: A new event, the Southeast Aerospace and Defence Conference (SADC) scheduled for June 25-27 in Mobile (AL), will examine the commercial, defense, space and corporate aerospace sectors in the US Southeast.
The conference is organized by Airfinance Journal and Leeham Co., the first joint venture between the two companies.
The US Southeast is a growing aerospace center. Defense and space clusters have decades-long histories in the Southeast. Corporate and commercial clusters are more recent developments, albeit in some cases now well within a second decade.
Airbus’ A320 family Final Assembly Line in Mobile opened in September 2015. The FAL is producing 3.5 A320s per month and will reach its initial target of 4/mo by year end, slightly ahead of schedule. There is land capacity to expand to 8/mo.
Earlier this month, Airbus and Bombardier announced that their new venture will establish an FAL in Mobile.
Oct. 16, 2017, © Leeham Co.: President Donald Trump announced Friday he will decertify the Iran nuclear deal, throwing into doubt a host of related commercial deals, including huge aircraft orders.
Trump hasn’t gone so far as to withdraw from the pact, but he still threatens to do so unless Congress makes changes he wants.
Here in the US, focus is, of course, on the commitment by Iran for Boeing aircraft—none of which are firm contracts, but “commitments” to order.
Of less focus here, if any, is on the outstanding orders placed by Iran for Airbus and ATR aircraft, which are subject to US licensing.
Sept. 25, 2017, © Leeham Co.: The ambitious plan of Boeing CEO Dennis Muilenburg to grow after-market services from today’s $14bn in revenues to $50bn in 5-10
years was announced nearly a year ago—Nov. 21.
Boeing Global Services, or BGS, combines separate operations in Boeing Commercial Airplanes and Boeing Defense, Space and Security (BCA and BDS respectively).
The growth depends on a combination of improving its current operations, growing organically and through mergers and acquisitions.
Wall Street aerospace analysts generally regard the timeline as ambitious.
In an interview with LNC, the CEO of BGS, Stan Deal, agreed.
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.
Yet there are airlines that say they don’t want to wait that long for a new airplane.
What are their choices?
July 17, 2017, © Leeham Co.: We’re half way through 2017. Boeing reported orders through July 11, a week ago. Airbus won’t update its July orders until the end of the month.
Through July 11, Boeing reported 116 net wide-body orders: 15 for the 767, 33 for the 777 and 75 for the 787. Net cancellations of -7 for the 747 are included in the net 116 figure.
The 15 767s were not commercial models, however, but 767-2C tankers for the USAF.
Over at Airbus, none of China’s 40 commitments announced July 5 for 40 A350s are in the June summary, and won’t be in the Orders tally until the commitments turn into firm orders. Through June, airbus had net 26 widebody orders: three A330-200s and 29 A350-900. There were cancellations of four A330-800s and two A380s.
If the 40 China A350s were included, this would bring Airbus to 66 widebody orders, still well short of Boeing’s YTD figure.
By Bjorn Fehrm
July 10, 2017, ©. Leeham Co: We went through the changes that are included in the Airbus A380Plus development study last week.
The study packages several improvements to the A380, improving the aerodynamics, increasing the passenger capacity and lowering maintenance costs.The aim is to improve the cost per seat of the A380 to keep it competitive with the new Boeing 777-9. With the rundown of the improvements complete we now use our aircraft model to see if the cost per passenger can compete with the 777.