Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing wants to remarket China’s airplanes. It’s costly and time consuming. April 28, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 19. April 25, 2025
- How good is the C929? Part 2. April 24, 2025
- Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified” April 24, 2025
- Boeing First Quarter Results: Tariffs, Return flights, $10.55bn asset sale April 23, 2025
Boeing says 787 deliveries will take longer than expected
Robert Stallard, aerospace analyst for RBC Capital Markets, met with Boeing execs and learned that 787 deliveries will take longer than expected, seemingly confirming reports last week from Flightblogger and Aviation Week.
Dominic Gates published this story Tuesday–just a short time before the 787 in-flight fire incident.
GEnx customers hit in 787 rescheduling
Here is a story we did for Commercial Aviation Online Tuesday, before the 787 in-flight fire.
Customers who ordered the GEnx engines are among those affected by the latest, potential Boeing 787 delivery rescheduling first revealed by CAO‘s affiliate Flightblogger, a review of Boeing’s backlog reveals.
Japan Air Lines, Korean Air Lines (KAL) and Air India each have indicated deliveries could be several months later than originally planned. JAL is looking at an additional three month delay, KAL up to 10 months and Air India up to five months. Each is a GEnx customer.
BOC Aviation orders A320s, touts ‘investment value’
Here is a story we did last week for Commercial Aviation Online:
BOC Aviation and Airbus announced 3 November an order for 30 A320s, with the companies touting the “investment value” and residual value in a press release detailing the orders.
“The announcement from BOC Aviation is another vote of confidence in the long-term appeal of the A320 Family. It works well for the financial community based on its wide operator base, proven operating economics and strong residual values,” said John Leahy, Chief Operating Officer Customers, Airbus, is the press release.
“A320 Family aircraft are a good fit as they have proven economics and meet both our investment targets and our customers’ operating goals,” said BOC Aviation CEO Robert Martin in the press release.
The residual value of the A320 family has come under doubts from lessors, appraisers, airlines and financiers in response to the possibility that Airbus will proceed with the New Engine Option for the A320. Some lessors, notably AerCap and Aviation Capital Group, have publicly expressed concerns about the residual value impact of the A320 NEO on the A320 current generation (A320CG); AerCap early this year said it would not order more A320s until Airbus made a decision on NEO. AerCap has been an exclusive Airbus customer when it comes to new airplane orders.
Elections results and the KC-X
The election results could have a major affect on the KC-X tanker competition.
The headlines are:
- The Republican takeover of the House means Norm Dicks (D-Boeing/WA) loses is chairmanship of the House Appropriations subcommittee on defense, a position from which he could conceivably block any funding of a USAF award of the contract to EADS;
- Todd Tiahrt (R-Boeing/KS) lost his primary bid to move over to the US Senate, so he’s out of Congress altogether. This is a key Boeing ally.
- Patty Murray (D-Boeing/WA) widened her razor-thin lead in Washington State over Dino Rossi (R). Although Rossi fumbled a key question about the tanker competition during the race, there really was never any doubt that Rossi would support Boeing’s bid. But if Murray wins her fourth term, and the Democrats retain control of the Senate, both of which now appear likely, Boeing retains a powerful voice in the Senate to block any EADS contract; Read more
Ice Road Tourist
We’re big fans of the History Channel’s Ice Road Truckers (also available on Comcast On Demand), so when the opportunity arose to take a photo-tour that included Alaska’s famed Dalton Highway (aka the Haul Road) featured in Ice Road Truckers in the last two seasons en route to see polar bears, the Northern Lights and Alaska’s famed scenery, we leapt at the chance. We previewed our trip in our North to Alaska post.
Carlile Trucking Co. is featured in Ice Road Trucker. This is at the Coldfoot truck stop on the Haul Road.
Flight tests pending for enhanced 737
Flight tests are about to begin on a Boeing 737 ultimately destined for Continental Airlines that incorporate aerodynamic improvements designed to reduce fuel consumption by 1%.
Boeing has done some “cleaning up” of the aerodynamics by streamlining the anti-collision lights, some exhaust ports and slat-to-wing connections, plus some improvements around the main gear wheel bay.
Flights will continue through April, when the plane will be refreshed and delivered to Continental, which is also receiving the new Boeing Sky Interior (see the following post).
Boeing Sky Interior delivery today
Boeing is delivering its first 737 “Boeing Sky Interior” today to FlyDubai. The interior is inspired by the 787, which was also adapted to the 747-8.
Here is a link to a feature story prepared by Boeing’s Corp Com specialist Bernard Choi that was dated last July.
New delay likely in tanker competition
We have been told by two sources, including one that is very close to the competition, that the Air Force is likely to announce a new delay soon in evaluation and award of a contract in the long-running KC-X tanker competition.
One source says the delay will be until the first quarter; the other didn’t have a new timeline but said the USAF was preparing to notify the competitors any time now.