Major fleet decisions may not be positive for Airbus, Boeing

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Pontifications: The crystal ball

May 30, 2016, © Leeham Co.: We at Leeham Co. and Leeham News and Comment take some risk when we make analyses, forecasts, projections and predictions. These often put us out on a limb, open us to criticism and even… 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

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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

Assessment of Lessors in Airbus and Boeing backlogs, narrow- vs wide-body

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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

Boeing cargo forecast: 540 new 777F, 747-8F category deliveries over 20 years

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