Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- The A330neo for medium haul or twice the frequency with A321XLR? Part 3 September 19, 2024
- Embraer versus Boeing JV arbitration decision results in $150m cash payment September 16, 2024
- Why the IAM 751 rejected the Boeing contract and what is needed for approval September 16, 2024
- Boeing CFO: we want to negotiate; taking steps to preserve cash September 13, 2024
- Bjorn’s Corner: New engine development. Part 24. New versus old, GTF versus V2500 September 13, 2024
787 production ramp may be faster; softer 2013 orders expected
Credit Suisse and UBS issued notes on Boeing today. Here are excerpts. Key points: production ramp up on the 787 may go faster than expected; Boeing continues to consider a rate higher than 10.mo for the 787; 2013… Read More
Boeing rolls out Ray Conner to analysts
Boeing rolled out Ray Conner, the new CEO of Boeing Commercial Airplanes, to analysts in New York yesterday. The first research note we’ve received, from Imperial Capital’s Ken Herbert, portrayed a positive meeting. Below is a synopsis. As… Read More
Odds and Ends: Assessing the MAX; Airbus and Mobile; skilled labor in the supply chain
It’s a slow August for news, but here are two items we’ll bring to your attention: Assessing the MAX: Over at AirInsight, we have this post assessing the Boeing 737 MAX, written shortly after the Farnborough Air Show…. Read More
MAX v NEO, continued
Aspire Aviation has another long piece analyzing the two airplanes. Aerotubropower takes issue with some of Aspire’s analysis in this piece. Aeroturbopower cites publicly available information from Turkish Airlines that is particularly noteworthy in the debate between Airbus… Read More
Odds and Ends: COPA, Aeromexico, GOL for MAX
The Wall Street Journal reported late today that COPA, Aeromexico and GOL are lining up for the Boenig 737 MAX. The WSJ article is subscription-only but perhaps it will show up on Google News, as some do. COPA… Read More
Farnborough, Day 3: Even more dull than Day 2
Few little activity today. Orders today Airbus: CIT Aerospace, 10 A330 (five previously undisclosed); China Aircraft Leasing, 28 A320ceo, 8 A321ceo–MOU. Boeing: Avolon (lessors), commitment for 20 737 MAX 8/9 and 10 737-800s. The MAXes are part of… Read More
But what of the runway performance?
Dominic Gates of The Seattle Times has this story in which he has the following observation: Wyse revealed that Boeing, through structural efficiencies, has also beefed up the allowed maximum take-off weights for the three MAX variants. Each… Read More