Pontifications: A380 “oh-woe-is-me” valid, if premature

Hamilton ATR

By Scott Hamilton

Sept. 19, 2016, © Leeham Co. The real (very boring) headline should be: “Aircraft lease reaches end.”

This was the wry comment by Alasdair Whyte of Aircraft Investor last week, reporting on media coverage of Singapore Airlines’ decision to return its first Airbus A380 at the end of its lease term.

The “oh-woe-is-me” series of media stories ignored that Singapore routinely flips its fleet about every 10-12 years. SQ also has five A380s on order that, wonder of wonders, arrive as the earliest models become of age.

It is particularly distressing that one trade publication that should know better jumped on the woe-is-me bandwagon.

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Pontifications: “Sully” sullies NTSB

Hamilton ATR

By Scott Hamilton

Sept. 12, 2016, © Leeham Co.: Sully, the movie about the miracle of the successful water landing of US Airways 1549 on the Hudson River in New York City, sullies the National Transportation Safety Board.

Apparently not content with the gripping drama of the flight’s emergency itself and the dramatic rescue of all 155 souls on board, the movie gins up an NTSB out to hang Capt. Chesley Sullenberger (Sully) and co-pilot Jeffrey Skiles.

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Pontifications: Odds and Ends to end the summer

Hamilton ATR

By Scott Hamilton

Sept. 5, 2016, © Leeham Co.: August was unusually slow, so today is sort of an Odds and Ends clean-up of the summer.

There was the Southwest Airlines engine incident and the reports that ANA’s Boeing 787s have engine issues, but I wrote about these last week.

Today, the Odds and Ends include more on the Mitsubishi MRJ; Airbus deliveries; sales campaigns and other stuff.

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Pontifications: “Troubled” 787 is a thing of the past

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Hamilton ATR

By Scott Hamilton

Aug. 29, 2016, © Leeham Co.: Faulty engines dominated commercial aviation news last week.

First was ANA’s Boeing 787s were hit by issues with its Rolls-Royce engines. Corrosion was found on key engine parts. ANA cancelled flights to inspect and repair the engines.

Unfortunately, some media characterized the matter as the “latest” to hit the “troubled” 787. The London Telegraph is one example.

This characterization, of course, refers to the history of the 787 with its design and production challenges and later by the grounding from the lithium-ion battery fires.

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Pontifications: Mitsubishi ramping up flight testing for MRJ

Hamilton ATR

By Scott Hamilton

Aug. 15, 2016, © Leeham Co.: Mitsubishi Aircraft Corp. (MAC) is about to dramatically ramp up its flight testing of the MRJ-90.

Media has been alerted to an all-day event next month, complete with a tour of the Moses Lake (WA) facility, where test airplanes will be based.

The program is two years behind schedule for the brand new design, the first commercial airliner produced by Japan since the YS-11 turboprop more than 50 years ago.

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Pontifications: Twelve new designs in 10 years spurred orders

Hamilton ATR

By Scott Hamilton

Aug. 8, 2016, © Leeham Co.: The book:bill for Airbus and Boeing this year will be hard-pressed to reach one. Airbus has a better shot, given lower production rates. But the recent years of record-setting orders are over for now.

Unlike some, this doesn’t represent a bursting bubble to LNC. Rather, it’s a natural progression of the cycles that are historically seen.

It’s necessary to put some context into the recent years of these unprecedented number of orders.

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Pontifications: Boeing is back

Hamilton ATR

By Scott Hamilton

July 4, 2016, © Leeham Co.: It’s looking like all the pain and agony of the 787 development is behind Boeing. (Except for the deferred production costs, of course.)

Boeing is back into airplane development mode.

To be sure, only one of these is a new airplane. The others are derivatives. But at least Boeing seems to be on the move after slowing the train (to mix the metaphors) considerably following the 787 debacle.

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Pontifications: Time to calm down from last week’s news cycle

Hamilton ATR

By Scott Hamilton

June 27, 2016, © Leeham Co.: Last week turned out to be one of the busiest in aviation in quite some time.

  • Details of the Iran Air Boeing “order” emerged. Everyone overlooks that this is really a “Memorandum of Agreement,” which is subject to who-knows-how-many contingencies.
  • Frothing occurred over news that Volga Dnepr (Air Bridge Cargo) may firm up 10 orders for the 747-8F, an MOU announced at the Paris Air Show last year, at this year’s Farnborough Air Show. This, along with the Iran Air “deal,” was viewed as savior for the 777 Classic and 747-8 lines. Not so fast.
  • Southwest Airlines announced it’s deferring 67 Boeing 737 MAX deliveries until well into the next decade. This prompted some to claim this is a harbinger of bad things to come for Boeing.
  • Brexit was viewed as a disaster for the global economy, Airbus, Boeing, Europe’s airlines and all mankind.

As you can see from my sarcasm, I disagree with each of these. Here’s why.

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Pontifications: Airbus CXLs A320, A350 August vacations

Hamilton ATR

By Scott Hamilton

June 20, 2016, © Leeham Co.: Airbus officials canceled the annual August vacations in Europe for the A320 and A350 production lines.

The A320neo and A350-900 are backing up on the delivery lines because of supplier issues with the Pratt & Whitney GTF for the former and galley and lav issues from Zodiac for the latter.

Qatar Airways Airbus A320neo awaiting new-production Pratt & Whitney GTF engines with fixes incorporated. Photo via Google images.

The delays and issues are well documented in the press and for aerospace analysts.

“I cannot confirm that rumor for you,” an Airbus spokesman wrote LNC in an email. “I can tell you that we are putting in place extra resources to deliver on our 2016 commitments and objectives in terms of deliveries, but we are not going into detail on what that looks like at this stage.”

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Pontifications: GTF faces steep learning curve on costs

Hamilton ATR

By Scott Hamilton

June 13, 2016, © Leeham Co.: The current cost to build the new Pratt & Whitney Geared Turbo Fan engine is $10m per engine.

Greg Hayes, CEO of United Technologies. Photo: Hartford Courant via Google images.

This has to come down by a factor of five, said Greg Hayes, the CEO of United Technologies, parent of PW.

This also illustrates the learning curve experienced by engine OEMs, a topic frequently discussed by the airframe OEMs but not so much by the engine manufacturers.

Hayes made the remarks at the UTC Media Day in Hartford (CT) last week. UTC is the parent of Pratt & Whitney, United Technologies Aerosystems (UTAS) and other non-aviation companies.

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