By Scott Hamilton
Jan. 21, 2019, © Leeham News: It was 20 years ago, 1999, that Leeham Co. was founded and nine years later, Leeham News published its first blog.
What a time it’s been.
Creating Leeham Company.
Leeham Co. was created after my partner and I sold a British company, Linkraven Ltd., publisher of Commercial Aviation Report, Commercial Aviation Value Report and organizer of international conferences under the Commercial Aviation Events brand. Linkraven had been in business for 10 years.
As a certified aviation addict (once you have kerosene in the blood, you’re addicted for life), I couldn’t walk away from an industry in which I got my start in 1979 with the first Midway Airlines.
Leeham Co. began as a consulting company to leasing companies. Eventually it evolved and expanded into the supply chain. Today, Leeham Co. serves the supply chain, lessors, advisors and manufacturers, just to name a few. We evaluate aircraft economics, develop product and market strategies, analyze market demand and serve other areas related to the industry.
A full list of Leeham Co.’s services may be found here.
Time to Rebrand
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Leeham News and Comment is now Leeham News and Analysis
By Scott Hamilton
Jan. 21, 2019, © Leeham News: As Leeham News begins its 11th year, we’ve undertaken some changes consistent with the rebranding of our affiliate, Leeham Co. Leeham Co. celebrates its 20th anniversary this year.
Our rebranding research last year illuminated an important distinction that led to a name change. Leeham News and Comment is now Leeham News and Analysis (LNA).
The new name more accurately reflects Leeham News’ approach to covering commercial aviation news by drawing on our expertise to tell you what it means.
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7 Comments
Posted on January 21, 2019 by Scott Hamilton
Leeham Co., Leeham News and Analysis, Leeham News and Comment
Leeham Co., Leeham News and Analysis, Leeham News and Comment
Celebrating 20 years for Leeham Co.
By Scott Hamilton
Jan. 21, 2019, © Leeham News: It was 20 years ago, 1999, that Leeham Co. was founded and nine years later, Leeham News published its first blog.
What a time it’s been.
Creating Leeham Company.
Leeham Co. was created after my partner and I sold a British company, Linkraven Ltd., publisher of Commercial Aviation Report, Commercial Aviation Value Report and organizer of international conferences under the Commercial Aviation Events brand. Linkraven had been in business for 10 years.
As a certified aviation addict (once you have kerosene in the blood, you’re addicted for life), I couldn’t walk away from an industry in which I got my start in 1979 with the first Midway Airlines.
Leeham Co. began as a consulting company to leasing companies. Eventually it evolved and expanded into the supply chain. Today, Leeham Co. serves the supply chain, lessors, advisors and manufacturers, just to name a few. We evaluate aircraft economics, develop product and market strategies, analyze market demand and serve other areas related to the industry.
A full list of Leeham Co.’s services may be found here.
Time to Rebrand
Read more
8 Comments
Posted on January 21, 2019 by Scott Hamilton
Leeham Co., Leeham News and Comment
Commercial Aviation Report, Leeham Co., Leeham News and Comment
Pontifications: The Airbus North America Tour
By Scott Hamilton
Jan. 21, 2019, © Leeham News: Last week’s Airbus North America Tour (#AirbusNATour on Twitter) was a whirlwind 2 ½ days encompassing Montreal Mirabel, Columbus (MS) and Mobile (AL).
To those who don’t follow Airbus Americas closely, the Mississippi stop might be a puzzle. I’ll come back to this to explain why an international group of media, including me, made this trek.
Let’s start with Montreal.
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6 Comments
Posted on January 21, 2019 by Scott Hamilton
Airbus, Airfinance Journal, Bombardier, CSeries, Leeham News and Analysis, Leeham News and Comment, Pontifications
A220, A319, Air Canada, Airbus, Airbus helicopters, Alain Bellemare, Bombardier, C Series, Leeham News and Analysis, MRTT
Southern state coalition bid likely for Boeing NMA assembly site
June 27, 2018, © Leeham News: A coalition of four Southern US states that joined to win the US Air Force tanker contact site location for Mobile (AL) will likely link up again to bid for the assembly line of the prospective Boeing New Midmarket Aircraft, officials of three of the states said yesterday.
The Aerospace Alliance includes Florida, Alabama, Mississippi and Louisiana.
An official of an economic development commission for Charleston (SC) said Charleston will also likely throw its hat into the ring.
The comments were made at the Leeham Co./Airfinance Journal Southeast Aerospace & Defence Conference yesterday in Mobile. The conference continues today.
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71 Comments
Posted on June 27, 2018 by Scott Hamilton
air force tanker, Airbus, Airfinance Journal, Boeing, Leeham Co., Leeham News and Comment, Middle of the Market, New Midmarket Aircraft
Airbus, Airfinance Journal, Boeing, Leeham Co., New Midmarket Aircraft, NMA, Southeast Aerospace and Defence Conference
Top 10 aviation stories of the year on Leeham News
Dec. 31, 2017, © Leeham Co.: Airplane development and the whimsicle made the Top 10 stories on LNC in 2017.
The Top 10 are a statistical listing of the most-viewed posts, not some judgment call on the part of LNC.
Here is the rundown.
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26 Comments
Posted on December 31, 2017 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Bombardier, CSeries, Emirates Airlines, Leeham News and Comment, McDonnell Douglas, MOM, New Midmarket Aircraft, NMA, Qatar Airways
737-7, 737-700, 777-9, A321, A321NEO, A322, A380, Airbus, Bernstein Research, Boeing, Bombardier, C Series, Delta Air Lines, Emirates Airline, McDonnell Douglas, MD-95, New Midmarket Aircraft, NMA, Norwegian Air Shuttle, Qatar Airways, Singapore Airlines
History undermines Boeing claim of C Series impact: analysis
Analysis
Dec. 22, 2017, © Leeham Co.: Boeing blames a subsidized, price-dumped Bombardier C Series for the poor sales of the smallest member of the 737 family, the -700 and the 7 MAX, but history doesn’t support the claim.
The US Department of Commerce clearly ignored sales evidence that the 737-700 has been “done” for many years and the 737-7 MAX was an unattractive design
Boeing 737-7 MAX. Rendering via Google images.
that hasn’t been fixed with a redesign; airlines simply don’t want the airplane. Commerce levied tariffs amounting to 292% on C Series imported into the United States in the future.
The US International Trade Commission is currently awaiting post-hearing briefs from Dec. 18 testimony from Boeing, Bombardier, Delta Air Lines and other parties to determine whether Boeing suffered “harm” by the C Series deal with Delta and a near-miss with United Airlines.
If the ITC concludes Boeing suffered harm, the DOC tariffs stand. If not, the DOC action is moot. The loser at ITC is expected to appeal.
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79 Comments
Posted on December 22, 2017 by Scott Hamilton
Airbus, Airlines, Alaska Airlines, American Airlines, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, Lessors, Southwest Airlines, United Airlines
737-7, 737-700, 737-8, 737-800, AerCap, Air Lease Corp., Airbus, airlines, Alaska Airlines, American Airlines, Aviation Capital Group, Boeing, Bombardier, C Series, CS100, CS300, Deltas Air Lines, ILFC, Ilyushin Finance Corp., Macquarie Airfinance, Uniterd Airlines, WestJet
Holiday schedule
Dec. 22, 2017: By and large, LNC will be taking the period between today through Jan. 2 off for paywall and news reporting.
We will publish year-in-review and 2018 outlook articles throughout this period, which were prepared in advance.
There could be some action at the US Department of Commerce and the US International Trade Commission with respect to the Boeing-Bombardier complaints. There are some filing deadlines during this period that may warrant attention and reporting.
And, as always, if there is a major breaking news story requiring our reporting, we’ll be there.
Otherwise: Merry Christmas and Happy New Year.
21 Comments
Posted on December 22, 2017 by Scott Hamilton
Boeing, Bombardier, Leeham News and Comment
Boeing, Bombardier, Leeham News and Comment
Boeing’s tactical option for MOM sector
Subscription RequiredIntroduction
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?
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7 Comments
Posted on August 14, 2017 by Scott Hamilton
air force tanker, Airbus, Airlines, American Airlines, Boeing, Bombardier, CFM, Delta Air Lines, GE Aviation, Leasing, Leeham News and Comment, Middle of the Market, MOM, Pratt & Whitney, United Airlines, US Airways
737-10, 737-9, 757, 767-200ER, 767-300ER, 777, 777-300ER, 797, A330-200, A330-800, Airbus, airlines, American Airlines, Boeing, Delta Air Lines, Japan Air Lines, Middle of the Market, MOM, New Midrange Aircraft, NMA, United Airlines
Welcome back, Commercial Aviation Report
May 15, 2017, © Leeham Co.: Welcome back, Commercial Aviation Report.
Commercial Aviation Report, or CAR for short, was launched Oct. 1, 1989, by Scott Hamilton, Chris Kjelgaard and Bernard Tilbury. The bi-weekly newsletter evolved into a magazine and later the creation of a monthly, Commercial Aviation Value Report.
It’s conference unit, Commercial Aviation Events, became one of the top aviation conference organizers. CAE created the first commercial aviation conference in Eastern Europe, after the fall of the Iron Curtain; and the first commercial aviation conference in China.
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16 Comments
Posted on May 15, 2017 by Scott Hamilton
Airbus, Boeing, Commercial Aviation Report, Leeham Co., Leeham News and Comment
737-10, Airbus, Boeing, Commercial Aviation Report, Leeham Co. LLC, Leeham News and Comment
Boeing-Bombardier complaint could affect competition in coming Delta neo-MAX RFP
Commentary
May 1, 2017, © Leeham Co.: Boeing’s complaint against Bombardier’s CSeries transaction with Delta Air Lines, and a request for millions of dollars in antidumping and penalties might be coming at a bad time.
Was the Boeing 787 program marked by “launch customer pricing” or “dumping”? This may depend on program or unit accounting. Boeing photo.
“Boeing requests that the Department initiate an antidumping investigation and impose antidumping duties on Aircraft from Canada in an amount sufficient to offset unfair pricing above.”
If Boeing is successful in its request of the US government and International Trade Commission to impose duties before the first CS100 is delivered to Delta next year, the cost of the airplane will balloon from the $19.6m Boeing calculates (and which BBD denies) to at least $33m.
It’s unclear from the complaint who would pay this penalty—Bombardier, maintaining the price to Delta, or would Delta have to pay the reset price?
Regardless, this kerfuffle can’t be welcome news to Delta, which already has a ruffled relationship with Boeing due to its opposition to the ExIm Bank and orders for Airbus aircraft.
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24 Comments
Posted on May 1, 2017 by Scott Hamilton
Airbus, Boeing, Bombardier, CFM, CSeries, Delta Air Lines, Embraer, Leeham News and Comment, Pratt & Whitney
737 MAX, 737-10, 737-900ER, 787, 7M7, A320ceo, A320NEO, A321ceo, Airbus, Boeing, Bombardier, CFM, CS100, CSeries, Embraer, LEAP, Pratt & Whitney
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