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.
Because we believe there’s more to real news than publishing a news release, we serve our readers with higher value news by spotting emerging trends, adding historical perspective and delving into the analysis behind the headlines.
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.
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.
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.
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.
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.
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
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.
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.
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?
May 15, 2017, © Leeham Co.: Welcome back, Commercial Aviation Report.
Today Leeham Co. is re-launching the publication that became the foundation of an international publishing and conference company and which ultimately led to the creation of Leeham Co. and Leeham News and Comment.
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.
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.
“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.