Pontifications: Market Intelligence from NY

By Scott Hamilton

Oct. 22, 2018, © Leeham News: I was in New York City last week for a series of meetings. Here’s what “the street” is talking about. I make no judgment calls about whether the thoughts are on target or not. Read more

Bjorn’s Corner: Supersonic transport revival, Part 11

October 19, 2018, ©. Leeham News: In the last Corner we discussed the temperature challenges an SST engine faces.

Now we address an even larger problem for SST engines, the takeoff and landing noise.

Figure 1. The GE Affinity SST Turbofan for Aerion AS2. Source: GE Aviation.

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Hazy expects 797 decision middle next year

Steven Udvar-Hazy, Executive Chairman, Air Lease Corp. Photo via Google images.

Sept. 13, 2018, (c) Airfinance Journal: Air Lease’s executive chairman Steven Udvar-Hazy says that Boeing could make a decision on whether or not launch the 797 model mid-year 2019.

If so, the timing could coincide with the Paris Air Show.

“In the NMA market, whether Boeing will launch the 797 is a ‘multi-billion dollars question’, he says, adding that right now the US manufacturer is assessing the engine availability.

“There are two potential engines applications. They are all derivative engines,” he says at the UK Aviation Club Lunch on 13 September.

“We all know the problems that Airbus and Boeing have been going through with the new engines on the Max and the Neo as well as the 787s,” he adds.

And for him Boeing is very ‘cautious’ on a decision. “They are trying to understand what is the real market demand for this aircraft and all indications points out to a decision sometimes in the middle of next year,” he says.

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Pontifications: Boeing wins certification of KC-46A; B-52 MRO model may be key to profits

By Scott Hamilton

Sept. 10, 2018, © Leeham News: While Boeing Commercial Aircraft grapples with more than four dozen unfinished 737s clogging the space at Renton Airport and Boeing Field, Boeing Defense had some good news last week:

The KC-46A received certification from the US Federal Aviation Administration and the first delivery is due for late October.

Final military certification is still to come and the wing-pod drogues need certifying, but at long last, Boeing can move forward.

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Pontifications: Lufthansa is sabotaging history

By Scott Hamilton

June 4, 2018, © Leeham News: I never thought I would find myself writing something like this.

Lufthansa Airlines is sabotaging history and its own airplane restoration project.

Lufthansa, the airline that honors its history with the airworthy Junkers JU-52, flying it around Europe garnering millions of Euros of publicity in the process.

Lufthansa was one of the few airlines to fly the Lockheed L-1649 Starliner Constellation. Only 44 were built.

Lufthansa, which agreed to restore one of just 44 Lockheed L-1649 Starliners to full LH colors and make it flyable.

The engines have been run up. The airplane was assembled. First flights were planned for next year.

And now, Lufthansa is pulling the plug.

Despite media inquiries and questions from leaders of the project, Lufthansa hasn’t said why it is shutting down the effort to create an airworthy airplane.

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How competitive is A330neo? Part 2.

By Bjorn Fehrm

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Introduction

May 31, 2018, © Leeham News: We continue our analysis why the Airbus A330neo has lost to Boeing’s 787-9 in recent sales campaigns. In the first part of the series, we analyzed the key data of the aircraft, including their weight, drag characteristics and payload capacity.

Now we continue with flying the aircraft over typical routes with our performance model. What’s the route capacity of the of the aircraft and how about their fuel consumption?

Summary:
  • The equalized range difference between the aircraft boils down to a maximum of 15-hour routes for the A330-900 versus 17 hours for the 787-9.
  • There is also a difference in fuel efficiency between the types.

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How competitive is Airbus’ A330neo?

By Bjorn Fehrm

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Introduction

May 24, 2018, © Leeham News: Boeing’s 787-9 has won some important fights against the Airbus A330neo. After Hawaiian Airlines, American Airlines and a possible loss at United, one asks: Is the A330-900 not competitive against a 787-9? The aircraft are similar in size and use the same engines.

We take a deeper look at the A330-900 compared with the 787-9 to understand what’s behind this trend.

Summary:

  • The A330-900 and 787-9 are virtually identical in size.
  • They are also aerodynamically closely matched.
  • Their primary difference is the method of construction, with the Carbon Fiber structure of the 787 giving a lower empty weight.

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Boeing 777-9 or Airbus A350-1000 for the Gulf carriers?

By Bjorn Fehrm

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Introduction

May 17, 2018, © Leeham News: The recent agreement between the US and the Gulf carriers limits the expansion of the carriers on the US market. As the premier long-range destination area from the Gulf is the US market, this will influence the lift needed by the three.

All three carriers, Emirates, Qatar Airways (Qatar) and Etihad, have decided on the 777-9 as the mainstay for their long-haul needs. With the change, the question arises, will Qatar increase the buy of the A350-1000 instead of taking the 777-9 and will any of the others reconsider?

To understand what’s involved we compare the capacity and the costs of the 777-9 and A350-1000. How large is the difference? Is the A350 the better choice if the extreme long-haul capacity needs decline?

 Summary:
  • The maximum range and per seat costs of the 777-9 and A350-1000 are close when compared apples to apples.
  • The advantage for the 777-9 at full aircraft disappears quickly as load factors decline.
  • If the needed capacity of the long-haul US routes declines, the 777-9 can be too much aircraft for the Gulf carriers.
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Pontifications: Engine problems are getting worse

By Scott Hamilton

May 14, 2018, © Leeham News: The engine problems are getting worse.

These have moved beyond the technical issues with the Rolls-Royce Trent 1000, GE Aviation GEnx, Pratt & Whitney GTF and CFM56.

The problems are trickling down to the maintenance, repair and overhaul shops.

LNC previously touched on the back-up in MRO shops due to the RR Trent 1000 problems, affecting even Trent 700 (Airbus A330) MRO scheduling. We’ve also reported the knock-on effect of the GTF MRO on other engine shop visits.

The mandated-inspections of CFM56 fan blades in the wake of the Southwest Airlines accident last month inundated MRO shops with unexpected visits.

Now, a European appraisal company forecasts that the “bow wave” of CFM56 shop visits will create a crisis for spare engines and parts.

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Bombardier refocuses the CRJ

By Bjorn Fehrm

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Introduction

May 10, 2018, © Leeham News: American Airlines last week ordered 30 additional regional jets.  Of these, 15 were the Embraer E175. No surprise there. It’s the traveler’s favourite and the market leader among US regional jets. But American Airlines also ordered the same number of Bombardier CRJ900. Why? Isn’t it a bit dated?

There are good reasons for this order and Bombardier sees a new spring for the trusted regional. We use our performance model to understand why.

Summary:
  • The CRJ900 is still a good choice for the US Scope Clause regulated regional jet market.
  • Is strong economics makes it a favourite with the airline’s bean counters.
  • In addition, it has the longest cabin, enabling large First-class and Premium economy sections.
  • With programmed updates, it will be competitive for years to come.

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