Leeham News and Analysis
There's more to real news than a news release.
Boeing lays ground to cut 777 rates again
Aug. 11, 2016, © Leeham Co.: Boeing is laying the groundwork to further reduce the production rate on the 777 Classic and scrap a planned rate increase for the 787 from 12 to 14/mo. Greg Smith, CFO of… Read More
Iran Air, Volga Dnepr deals help Boeing production gaps but don’t solve them
Subscription Required Introduction June 24, 2016, (c) Leeham Co.: Boeing’s recent deal with Iran Air for 100 737s, 777s and 747s and its indication that a Memorandum of Understanding with Volga Dnepr may be firmed up will help… Read More
Fuel prices rising, muted wide-body demand noted by analysts
June 22, 2016: Our weekly synopsis of select analyst notes point to increasing fuel costs and weak wide-body demand, among other things, as issues to consider. Highlights: A350 deliveries at risk due to Zodiac supplier issues. (Buckingham.)… Read More
Slowing economies begin to impact Airbus, Boeing
Subscription Required Introduction LatAm Airbus A350. LatAm may defer some A350s and/or Boeing 787s. Photo: Flickr via Google images. June 13, 2016, © Leeham Co.: Signs are becoming more frequent that airlines are facing slowing economies around the… Read More
UTAS sees increasing electronic architecture in future airplanes
Subscription Required Introduction June 9, 2016, © Leeham Co.: The debate continues whether the next new, clean-sheet airplane will be a Middle of the Market aircraft (MOMA) or replacements for the Airbus A320 and Boeing 737 families. Along… Read More
Boeing: no new technical issues with KC-46A
June 2, 2016: Boeing is not discovering more technical issues with the KC-46A, but recent issues relating to the refueling boom and wing pods are being worked through while concurrent production progresses. “As we discover things in flight… Read More
Dissecting Wide-Body deliveries through 2030
Subscription Required. Introduction May 26, 2016, © Leeham Co.: A softening of trans-Atlantic air traffic, with declining yields and passenger demand, raises anew concerns that there is an oversupply and over-ordering of twin-aisle aircraft. Air Lease Corp. addressed… Read More
Air Lease sounds caution note for Airbus, Boeing
Aug. 10, 2016, © Leeham Co.: Executives of one of the world’s most influential leasing companies said Friday they doubt Boeing will increase production of the 787 from 12 to 14/mo. Air Lease Corp. made the predictions on… Read More
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Posted on August 10, 2016 by Scott Hamilton
Airbus, Boeing, Leeham News and Comment
737, 777 Classic, 787, A320, Air Lease Corp., Airbus, Boeing, John Plueger