Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: The challenges of hydrogen. Part 33. Wrap-up: The Eco-system April 16, 2021
- Aviation Writers Bloc: Calhoun’s Countdown April 15, 2021
- Investors’ bull case on aircraft OEMs has gaps April 15, 2021
- Today’s 737 MAX, A320neo values vs 2019 April 12, 2021
- Pontifications: More of the same expected at Boeing’s annual meeting April 12, 2021
Boeing’s freighter dominance threatened
Subscription Required By Scott Hamilton April 6, 2021, © Leeham News: As if Boeing didn’t have enough challenges these days, its near-exclusive dominance for new-build freighter may be threatened. Boeing continues to see the 767-300ERF, which proved to… Read More
The A350, Part 11: Can a standard A350-1000 fly the project Sunrise route?
Subscription Required By Bjorn Fehrm Introduction March 25, 2021, © Leeham News: When Qantas announced the Airbus A350-1000 as the winner for project Sunrise over Boeing’s 777-8 December 2019, we did articles about the choice. We found that… Read More
The A350, Part 8 A350-1000 Intro
Subscription Required By Vincent Valery Introduction Mar. 4, 2021, © Leeham News: After assessing the performance of the A350-900 and its ULR variant, we now turn our attention to the largest A350 variant, the -1000. It entered service… Read More
Boeing’s Ability to Finance the Next Airliner
Subscription Required By Vincent Valery Introduction March 1, 2021, © Leeham News: The combination of the 737 MAX crisis and the COVID-19 pandemic led Boeing to lose $12.5bn over the 2019-2020 period. Boeing Commercial Aviation (BCA) lost $20.5bn… Read More
Pontifications: Boeing’s right direction, but don’t get ahead of reality
Feb. 8, 2021, © Leeham News: Boeing appears to be heading in the right direction: launch a new airplane program to take care of its 737 MAX product weakness. And do something different by pursuing the “NMA Lite”… Read More
Exclusive: Boeing shifts 118 777 orders to “iffy” under accounting rule; 191 firm orders remain
By Scott Hamilton and Vincent Valery Feb. 1, 2021, © Leeham News: There are now just 191 firm orders for the Boeing 777X. Boeing last week reclassified 118 777X orders from firm to iffy (LNA’s term) due to… Read More
Podcast: 10 Minutes About Boeing’s 2020 Financial Results
Jan. 28, 2021, © Leeham News: Boeing on Jan. 27 reported its 2020 financial results. They were ugly, to nobody’s surprise. Beset by the 737 MAX grounding all year, delays in the 777X program, a suspension of deliveries… Read More
“I’m sure glad 2020 is in the rear view mirror.”–David Calhoun, Boeing CEO
By Scott Hamilton Jan. 27, 2021, © Leeham News: “I’m sure glad 2020 is in the rear view mirror.” This was Boeing CEO David Calhoun’s opening statement in his appearance today on CNBC’s Squawk Box. Calhoun appeared on… Read More
Update 1: Big loss for 2020 for Boeing; $6.5bn charge for 777X-delivery now late 2023; 737 MAX cleared by EASA
Updated Europe’s aviation regulator EASA clears Boeing 737 MAX for return to service with minor, additional requirements. Information is here. $6.5bn charge for 777X program. First delivery now late 2023, nearly 4 years late. By Scott Hamilton Jan…. Read More
The ascent of the Big Three Chinese carriers
Subscription Required By Vincent Valery Introduction Jan. 18, 2021, © Leeham News: As the COVID-19 outbreak spread throughout China in January last year, their airlines were the first hit by the sudden collapse in passenger traffic. Most of… Read More