Leeham News and Analysis
There's more to real news than a news release.
Trump decertifies Iran nuke deal, throws Airbus, Boeing orders in doubt
Subscription Required Introduction Oct. 16, 2017, © Leeham Co.: President Donald Trump announced Friday he will decertify the Iran nuclear deal, throwing into doubt a host of related commercial deals, including huge aircraft orders. Iran Air Airbus A330…. Read More
VLA sector dead, Boeing claims, but Large Wide Body also struggles
Subscription Required Introduction Sept. 26, 2017, © Leeham Co.: Boeing declared the Very Large Aircraft sector dead in its most recent Current Market Outlook, removing the category entirely when the 2017 CMO was revealed at the Paris Air… Read More
Assessing the 25 YOA aircraft factor
Subscription Required Introduction Click on image to enlarge. Sept. 21, 2017 © Leeham Co.: Airbus and Boeing look ahead to 2021 and the next several years when wide-body aircraft begin turning 25 years old to spur orders for… Read More
Assessing the United A350-900 order
Subscription Required Introduction United Airlines last week returned to the Airbus A350-900 it originally ordered. It will replace Boeing 777-200ERs beginning in 2022. Image via Google. Sept. 11, 2017, © Leeham Co.: The deal last week between United… Read More
Boeing claims WTO victory; not so fast, claims Airbus
Sept. 3, 2017: Boeing once more claimed a sweeping victory in the endless battle over illegal subsidies at the World Trade organization. Boeing issued a press release today touting a victory at the appellate level in which the… Read More
Potential credit crisis in China would hurt aviation industry
Subscription Required Now open to all readers (11/27/17). Introduction Sept. 4, 2017, © Leeham Co.: China, now the world’s second largest economy, appears to be feeling the strains of its long, explosive growth. The economy is slowing, there… Read More
Mid-year production/delivery update for Boeing
Subscription required Introduction July 24, 2017, © Leeham Co.: Boeing’s 2Q earnings call is Wednesday and analysts will be watching for information about the 787 deferred production costs, potential production rate changes for the 787 and for the… Read More
Caution overhangs 777X program-(Update)
Update: This story is corrected. July 21, 2017, © Leeham Co.: Lufthansa Airlines’ indications that it may reduce the order for 20 Boeing 777-9s underscores caution with which the program should be viewed. Emirates Airline already rescheduled its first… Read More