Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 5. Turbofan design problems April 26, 2024
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
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
Boeing cargo forecast: 540 new 777F, 747-8F category deliveries over 20 years
Subscription required. Introduction Boeing forecasts a requirement for 540 new cargo aircraft of 80 tonnes and up over the next 20 years. This is for airplanes in the Boeing 777F and 747-8F category. Another 250 new-build cargo airplanes… Read More