Leeham News and Analysis
There's more to real news than a news release.
Lufthansa fleet exec praises top-level change at Bombardier
Feb. 13, 2015, c. Leeham Co.: The appointment of Alain Bellemare as president and chief executive officer of Bombardier is viewed positively by the largest and most influential customer for the slow-selling CSeries, Lufthansa Airlines Group.
Nico Buchholz, EVP Fleet Management, Lufthansa Group.
Lufthansa has a firm order for 30 CSeries and options for 30 more. The Group’s subsidiary, Swiss, is to get the firm orders. The market anticipates that the Group could eventually exercise options for its other subsidiaries.
Nico Buchholz, executive vice president for fleet management for the Group, told Leeham News and Comment today that he has worked with Bellemare as a supplier-customer for years in his previous position as an executive of Pratt & Whitney.
PNAA Conference: Airbus says A320 cancellations not as bad as numbers suggest
Feb. 12, 2015: Simon Pickup, Strategic Marketing Director, Airbus, took issue (no surprise there) with Boeing’s Randy Tinseth, VP Marketing, at the Pacific Northwest Aerospace Alliance conference today in Lynnwood (WA), and Tinseth’s barb that Airbus had a record year of 340 cancellations.
One hundred fifty of the A320ceo cancellations were swaps to A320neo orders, so the numbers weren’t as bad as numbers appeared, Pickup says. Read more
Alain Bellemare, ex-CEO of United Tech division named Bombardier CEO
Feb. 12, 2015: Alain M. Bellemare, 53, was named president and CEO at Bombardier
, it was announced today ahead of the company’s 2014 earnings call. The appointment is a move to restore confidence in Bombardier, its Aerospace division and the CSeries program.
Stakeholders in the CSeries program we had talked to expressed a desire for Pierre Beaudoin, who has become executive chairman, to step down.
According to Bloomberg Business, Bellemare has been consultant at United Technologies Corp. since January 31, 2015. He previously was President and CEO of UTC Propulsion & Aerospace Systems from July 26, 2012, to January 31, 2015. He also served as the president of Pratt & Whitney Canada and a number of other executive positions. Read more
Boeing 757 MAX: why its operating economics does not work
By Bjorn Fehrm
Introduction
Feb 12, 2015: In a series of articles during the autumn we covered the replacement scenarios for Boeing’s 757-200 when used for long haul passenger operations. The series also included an interview with Boeing’s head of new airplane studies, Kourosh Hadi, director of product development at Boeing where he outlined what Boeing studied and why.
This week The Wall Street Journal published an article portraying that Boeing seriously considered launching a re-engined 757 as a response to Airbus A321LR. Boeing has since vehemently denied the story and we have given the reasons why it does not make sense for Boeing.
As a complement we show the operational economical analysis that we did at the time of our 757 articles, now updated to the exact modifications suggested by The WSJ, a new engine and new winglets paired with modern avionics.
PNAA Conference: Boeing’s Tinseth dismisses Aboulafia forecast of Airbus A320 dominance; firm ” no” on 757RE
Quotations are paraphrased.
Feb. 11, 2015: I don’t see a 60% market share for our competition (Airbus, single-aisle airplanes), says Randy Tinseth, VP Marketing, Boeing Commercial Airplanes, in his presentation today before the Pacific Northwest Aerospace Alliance in Lynnwood (WA).
Tinseth instead points to the 50/50 deliveries of the A320 v the 737 in 2014.
He was referring to Richard Aboulafia’s prediction that Airbus will have a 60% single-aisle market share through 2024.
PNAA Conference: Boeing’s supply chain chief: we are in a more-for-less world today
The quotations are paraphrased.
Feb. 11, 2015: The reality is that we are in a more for less world now, says Kent Fisher, vice president and general manager, Supplier Management, for Boeing Commercial Aircraft. The reality is that getting paid of technology advances is over. We have to cut costs as a result, he said at the Pacific Northwest Aerospace Alliance conference today in Lynnwood (WA).