Leeham News and Analysis
There's more to real news than a news release.
Bjorn’s Corner: 737 MAX ungrounding, ANAC’s and EASA’s decisions
November 27, 2020, ©. Leeham News: After the lifting on the grounding order by the FAA, ANAC (Brazils regulator) followed in the week, and EASA issued its plans for public comment. What are the differences in the ungrounding… Read More
Boeing 737 MAX changes beyond MCAS
By Bjorn Fehrm November 24, 2020, ©. Leeham News: Last week, we went through the core MCAS changes the FAA demanded from Boeing to lift the grounding of the 737 MAX 8 and 9. As the investigation into… Read More
Updating Airbus and Boeing Orders At Risk
Subscription Required By Vincent Valery Introduction Nov. 23, 2020, © Leeham News: It’s time to update the analysis on Airbus and Boeing orders at risk for delivery under the “weak customer” doctrine. Under a US accounting rule known… Read More
Bjorn’s Corner: 737 MAX ungrounding, the technical background
November 20, 2020, ©. Leeham News: This week’s big news is the lifting of the grounding of Boeing’s 737 MAX. I wrote about the changes made to the MAX Wednesday and why I believe it’s safe. Let’s use… Read More
FAA recertifies Boeing 737 MAX
Continuing coverage in next post By Bjorn Fehrm November 18, 2020, ©. Leeham News: The FAA has declared the Boeing 737 MAX 8 and 9 safe to fly after a 20 months grounding. On March 10, 2019, the… Read More
Pontifications: EU tariffs on Boeing airplanes in effect; ~60 at risk
Nov. 16, 2020, © Leeham News: The European Union implemented tariffs Nov. 9 on Boeing and other US products in retaliation for the Trump Administration tariffs on Airbus and EU products. This is the latest in the 16-year… 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
Pontifications: Aircraft prices, rents plunge
Nov. 9, 2020, © Leeham News: Aircraft prices and lease rates are plunging as the COVID-19 pandemic continues to devastate the airline and manufacturing industries. The Australian newspaper reports that Rex Airlines will pay A$60k/mo for its ex-Virgin… Read More
Key Airbus, Boeing supplier sees recovery in 2022
By Scott Hamilton Oct. 28, 2020, © Leeham News: A key supplier to Airbus and Boeing believes there will be a “significant upturn” in passenger traffic and aircraft demand in 2022, well before consensus. Hexcel provides composites and… Read More
HOTR: With MAX nearing recertification, Boeing has bigger problem
By the Leeham News team Oct. 27, 2020, © Leeham News: Boeing’s 737 MAX may be nearing recertification and airlines worry about passenger acceptance. But Boeing’s larger MAX problem is its general product line-up. LNA pointed out the… Read More