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

Why the A321XLR makes sense for Alaska Airlines

By Scott Hamilton Feb. 23, 2020, © Leeham News: Alaska Airlines last week said it will place an order, perhaps this year, for 200 aircraft for delivery over the next decade. The carrier exclusively operated Boeing 737s until… Read More

Pontifications: 777X certification, MAX market deficiencies, NMA and what’s an insider

Certification of 777X will be impacted by MAX crisis. Market sees “deficiencies” in Boeing’s narrow-body product line. Reopening new airplane study doesn’t mean NMA is necessarily dead. The SEC considers Calhoun to be an insider, even if he… Read More

Pontifications: Stop hitting the snooze button, Boeing

Dec. 9, 2019, © Leeham News: I know Boeing is preoccupied right now. But it has to get off the pot and decide to proceed with a new airplane. We believe the New Midmarket Airplane is still required…. Read More

Pontification: A320 production challenges may extend to 2022/23

Update of Boeing 737 NG Pickle Fork cracking issues. Dec. 2, 2019, © Leeham News: Airbus sees struggles for A320 production continuing throughout next year, into 2021 and spilling into 2022/23 as the Air Space cabin is introduced… Read More

SAP and advanced manufacturing cut costs for current, new airplanes

Subscription Required July 1, 2019, © Leeham News: Improving supply chain management is one of the many, many key factors in making the business case for the prospective Boeing New Midmarket Airplane. The prospective Boeing NMA needs SAP… Read More

Delta Tech Ops 5-year goal to double revenues

#MROAM April 9, 2019, © Leeham News: Delta Air Lines has the third largest third-party MRO company in North America and aggressively seeks to grow, in sharp contrast to its competitors. While American and United airlines have limited… Read More

How will MAX recertification affect future airplanes?

Subscription Required Introduction April 8, 2019, © Leeham News: The certification process and cooperation between Boeing and the US Federal Aviation Administration is under a microscope, subject to international scrutiny, a Congressional hearing, an inspector’s general investigation and… Read More