Boeing 737 production rate boost to 57/mo delayed by four years

Plan called for 737 rate to go to 57/mo YE 2019. This rate won’t be achieved until 2023. Rate reduction considered for 777.  By Scott Hamilton Feb. 5, 2020, © Leeham News, Lynnwood (WA): Suppliers attending the annual… Read More

Assessing airlines’ widebody replacement needs

Subscription Required By Vincent Valery Introduction   Feb. 3, 2020, © Leeham News: As part of the 777X maiden flight, Boeing briefed the media on its demand forecast for the large widebody market. The OEM sees a demand to… 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

With Boeing’s 737 MAX delivered to storage instead of customers, unique cost and revenue insights can be gained, Part 2.

By Bjorn Fehrm Subscription Required Introduction January 30, 2020, © Leeham News: The last three-quarters of non-delivered Boeing 737 MAX production has exposed the internals of an airliner OEM as never before. By comparing the second, third and… Read More

Assessing airlines’ narrowbody replacement needs

Subscription Required By Vincent Valery Introduction   Jan. 27, 2020, © Leeham News: The Boeing 737 MAX crisis appears headed for resolution within a few months. Stephen Dickson, the administrator of the Federal Aviation Administration, told American, Southwest and… Read More

With Boeing’s 737 MAX delivered to storage instead of customers, unique cost and revenue insights can be gained.

By Bjorn Fehrm Subscription Required Introduction January 23, 2020, © Leeham News: The last three-quarters of non-delivered Boeing 737 MAX production exposes the internals of an airliner OEM as seldom before. The second, third and eventually fourth quarterly… Read More

Environment and aviation, a gap between aspirations and reality

Subscription Required By Vincent Valery Introduction   Jan. 20, 2020, © Leeham News: Talks about climate change and the need to reduce human-induced carbon emissions are nowadays a daily occurrence in Western media. After years of faster-than-trend growth in… Read More

Pontifications: Another Calhoun challenge: fixing Boeing’s product strategy

Jan. 20, 2020, © Leeham News: David Calhoun has been CEO of The Boeing Co. for a week. A couple of new problems arose. Late last week, the US Air Force weighed in that it’s unhappy, again, with… Read More

Air Canada inaugurates A220-300 service today

Jan. 16, 2020, © Leeham News: Air Canada inaugurates Airbus A220-300 service today, becoming the second North American carrier to operate the A220. Delta Air Lines was the first, with the A220-100 last year. It is the first… Read More

How far can Boeing’s remaining cash cow, the 787, pay the company bills, Part 2?

By Bjorn Fehrm Subscription Required Introduction January 16, 2020, © Leeham News: Last week we started the analysis of how much margin the Boeing 787 program is generating to cover the costs for The Boeing Company’s Commercial Airplanes… Read More