Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Podcast: 10 Minutes About the Boeing Board of Directors February 23, 2021
- Pontifications: For Boeing, the future is a new airplane, not the status quo February 22, 2021
- Differentiation in the marketplace and the time for the open rotor February 22, 2021
- Bjorn’s Corner: The challenges of hydrogen. Part 25. Auxiliary power February 19, 2021
- Airbus 2020, prudent navigation of a challenging environment February 18, 2021
Pontifications: For Boeing, the future is a new airplane, not the status quo
Feb. 22, 2021, © Leeham News: Tunnel-vision pundits, analysts, and even some experts say Boeing shouldn’t launch a new airplane program within the next few years. Why? They say doing so will cannibalize the 737 MAX 9 and… Read More
Pontifications: Boeing’s right direction, but don’t get ahead of reality
Feb. 8, 2021, © Leeham News: Boeing appears to be heading in the right direction: launch a new airplane program to take care of its 737 MAX product weakness. And do something different by pursuing the “NMA Lite”… Read More
The world of diminishing returns: challenges Boeing faces
Subscription Required By the Leeham News Team Introduction Feb. 8, 2021, © Leeham News: Boeing faces a dilemma of Solomonic proportion. Which direction should it extend its product offerings? With the suspension a year ago of the New… Read More
Podcast: 10 Minutes About the A321XLR and Why Boeing Can’t Compete
Jan. 26, 2021: © Leeham News: Today’s episode is 10 Minutes About the A321XLR and Why Boeing Can’t Compete. LNA’s Judson Rollins worked for Boeing when the MAX was created. He brings an airline background as well, having… Read More
Outlook 2021: Boeing needs boring, Airbus looks for recovery
Subscription Required By Scott Hamilton and Vincent Valery Introduction Jan. 5, 2021, © Leeham News: What’s in store for Airbus and Boeing this year? Boeing needs a boring year. Airbus is clearly better positioned than Boeing. Twenty-twenty one… Read More
HOTR: Alaska Air still have A320neos on order; working with Airbus on best path forward
Dec. 29, 2020, © Leeham News: Stories and headlines shouted that this month’s Boeing order by Alaska Airlines adding 23 orders and 15 options to an existing agreement meant the death knell for the Airbus fleet. Alaska indeed… Read More
Pontifications: Don’t lose sight of the future, says top Boeing exec
Dec. 7, 2020, © Leeham News: “It’s really important that we stay in tune with the market dynamics, making the adjustments we need to do and not lose sight of the future. Which is absolutely we are not… Read More
Boeing needs 737 replacement launch by 2026 if not sooner
Subscription Required By Scott Hamilton Introduction Nov. 9, 2020, © Leeham News: Boeing needs hundreds of new orders for the 737 MAX and/or a new replacement program launch by 2026, if not sooner. An analysis shows that 737… Read More
Boeing’s Renton plant may close from 2033: Analysis
Subscription Required Now open to all Readers. Introduction Aug. 10, 2020, © Leeham News: With Boeing likely to consolidate 787 production in Charleston (SC), reflecting a rate of 6/mo, the future of assembly in Puget Sound rears its… Read More
Boeing’s big opportunity
Subscription Required Now open to all Readers. By Scott Hamilton Analysis Introduction Aug. 3, 2020, © Leeham News: Boeing has one of the biggest opportunities in decades. This is counter-intuitive, given the disaster it faces with the COVID-19… Read More