The meaning and consequences of frozen credit markets

Subscription Required By Vincent Valery Introduction   March 26, 2020, © Leeham News: Credit markets are effectively frozen for many businesses, Boeing said this week. That’s why the company asked Congress for $60bn in federal aid for itself and… Read More

Boeing has $15bn in liquidity and can survive in short term; credit markets need to reopen

By Scott Hamilton March 24, 2020, © Leeham News: Boeing CEO David Calhoun said the company has $15bn in liquidity and can survive in the short term, but federal aid is needed as long as the credit markets… Read More

Before handing $60bn to Boeing, consider this

By Scott Hamilton Commentary March 20, 2020, © Leeham News: Before the Trump Administration hands $60bn over to Boeing for its own purposes and to serve as a conduit to aid the supply chain, there are just one… Read More

Why bailouts make sense under these circumstances

By Scott Hamilton Commentary March 18, 2020, © Leeham News: The Federal government is preparing a bailout, said to be more than $1 trillion, to pump into the US economy. Airlines want $50bn. Boeing wants $60bn for the… Read More

Coronavirus impact to Boeing still unfolding

By Judson Rollins Subscription Required March 16, 2020, © Leeham News: Boeing stock sold off 28% last week on news that the company would draw down the remainder of a $13.8bn loan it arranged in February to cover… Read More

“We’re sick and tired of new technologies:” Avolon CEO

Subscription Required Introduction By Scott Hamilton March 16, 2020, © Leeham News: “I can tell you from our perspective, we’re kind of sick and tired of new, new technology. It’s not proven to be the home run.” This… Read More

Grounding takes toll on Boeing 737 MAX investment desires

By Scott Hamilton March 2, 2020, © Leeham News, Austin (TX): A poll of people attending a major aerospace conference here today illustrates the hit Boeing took from the trouble with the 737 MAX. The audience was asked… Read More

Asian airline troubles could affect up to 20% of Airbus, Boeing backlogs

By Judson Rollins Subscription Required In last week’s analysis, LNA examined which airlines in greater China and the rest of Asia may be in imminent risk of financial distress due to the growing coronavirus outbreak. We found that… Read More

Pontifications: Boeing’s alphabet soup of airplanes and more

It’s time for catching up on Odds and Ends. By Scott Hamilton March 2, 2020, © Leeham News: NMA. NSA (version 1). NSA (version 2). NLT. FSA. MOM. These are Boeing’s acronyms for its next airplane.  Whatever it… Read More

Why was the 737-8 losing market to the A320neo before the MAX crisis?

By Bjorn Fehrm Subscription Required Introduction February 27, 2020, © Leeham News: While we wait on the Boeing 737-8 to get back in the air, we take a look at how this best seller in the 737 series… Read More