Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Production increase delays hurt Airbus costs December 2, 2024
- Books to consider for Christmas November 29, 2024
- Slow, methodical process to restore Boeing’s trust, efficiencies November 28, 2024
- Engineering, Innovation is our DNA: Embraer November 25, 2024
- No changes to US labor Scope Clauses for indefinite future, says Embraer November 22, 2024
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
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
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
