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

Consultant to Boeing: cut dividends, invest in new airplane

By Scott Hamilton Feb. 5, 2020, © Leeham News: Boeing is headed for a 30% market share unless it invests in a new airplane, and soon. This is what aviation consultant Richard Aboulafia of The Teal Group predicted… 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

Pontifications: Countdown to decision on Boeing’s NMA, Part 1

Jan. 14, 2019, © Leeham Co.: Two thousand nineteen begins with increasing focus on whether Boeing is going to launch the New Midmarket Aircraft (NMA, aka 797). Signs all point to a program launch, perhaps at the Paris… Read More

Assessing A320 production rate interest in >70/mo

Subscription Required Introduction Sept. 17, 2018, © Leeham News: With the supply chain under major stress and Airbus and Boeing trying to recover from scores of “gliders” sidelined at airports without engines, each company nevertheless continues to study… Read More

The Muddle of the Market aircraft (No, this isn’t a typo)

Subscription Required Introduction Aug. 30, 2018, © Leeham News: As time goes by, the Middle of the Market airplane appears to have become the Muddle of the Market. Boeing can’t seem to close the business case on its… Read More

Lion Air takes delivery of Boeing’s first 737-9 MAX

March 21, 2018, © Leeham News: Lion Air, the low-cost carrier with several affiliates throughout Asia, took delivery of the first Boeing 737-9 MAX today at Boeing Field in Seattle. Thai Lion will operate the airplane. Lion Air… Read More