Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Analysts react to Boeing’s 2Q charge, cost and RTS announcement July 19, 2019
- Bjorn’s Corner: Airbus’ A321neo has a pitch-up issue July 19, 2019
- Boeing to record >$4bn charge in 2Q July 18, 2019
- How much of an NMA market will the Airbus A321XLR capture? July 18, 2019
- Collins Aerospace faces new merger before previous one is fully integrated July 16, 2019
Bjorn’s Corner: Aircraft drag reduction, Part 18
February 23, 2018, ©. Leeham Co: In the last Corner we discussed transonic flow and drag. Now it’s time to finish the drag type discussion by adding some less dominant but still important drag types. Knowing their origin will… Read More
Major fleet decisions may not be positive for Airbus, Boeing
Pontifications is off this week. Subscription Required Introduction March 20, 2017, © Leeham Co.: There are some major fleet decisions that will probably come down the pike this year at American, Delta and United airlines. Not all of… Read More
World air cargo market struggles continue; ominous sign for new-build main-deck freighters
Aug. 26, 2015: World air cargo markets continue to struggle, according to reports yesterday from Cargo Facts newsletter and The Wall Street Journal. Neither report bodes well for new-build, main deck freights, although Cargo Facts concludes a demand… Read More
Tipping point for supply/demand? We don’t think so
Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More
Playing number games with the A380
Feb. 15, 2015: Orders for the Airbus A380 have been slow, almost glacial, since the program was launched in 2000. Despite a 20-year forecast then and every year since by Airbus that suggests there is a need for… Read More
At what price do used A380s make sense?
Subscription Required Now open to all readers. (Feb. 15, 2015.) Introduction Dec. 3, 2014: It’s been seven years since the first Airbus A380 entered service with Emirates Airlines. Tim Clark, the carrier’s president and chief operating officer, told… Read More
Oil heading toward $40? Economist still thinks so, with caveats; and: NTSB issues 787 battery report, Azul’s A320/CFM order
Dec. 1, 2014: Adam Pilarski, an economist for the consulting firm Avitas, predicted several years ago that the price of oil would drop to $40bbl. Few believed him. Oil hit $66 this week, on a steady decline over… Read More
Odds and Ends: Airbus to lower A330 rate; Mitsubishi MRJ rollout Saturday; Delta retiring 747s; Enders slams German government; MC-21
MC-21 will claim 10% of world market: So Irkut claims. Here’s a 10 minute video. Update, 7am PDT Oct. 17: Airbus announced it will lower production rates on the A330ceo from 10 to nine a month in… Read More