Leeham News and Analysis
There's more to real news than a news release.
Airbus’ McArtor on VLA, 777X, 757 replacement and Airbus future products
Airbus Americas Chairman Allan McArtor. Allan McArtor believes there will always be a market for the Very Large Aircraft (VLA), but he’s not surprised Boeing cut the production rate of the 747-8. McArtor, who as chairman of Airbus… Read More
Boeing cuts 747 rate on weak demand
Boeing 747-8 production rate: To the surprise of absolutely no one, Boeing today announced it will trim the production rate of the 747-8 from 1.75 per month to 1.5/mo through 2015. the only surprise is that it wasn’t… Read More
Odds and Ends: ANA, Airbus and Boeing; Era of the jumbo jet; Repo wars
ANA to stay with Boeing? After losing Japan Airlines to Airbus, analysts are split over whether ANA will also defect. Some say JAL’s order will give ANA cover to defect. Others say JAL’s order will increase the pressure… Read More
Chasing the 777X assembly site
Washington State is ramping up its all-out effort to land the assembly site of the Boeing 777X. Gov. Jay Inslee appointed a bi-partisan panel from the Legislature to come up with an incentive package to present to Boeing…. Read More
Backstory on the JAL deal from Bloomberg; ‘Boeing blew JAL, others’ says Aboulafia
Japan Airlines deal: Two items of note came across our desk concerning the Japan Airlines’ order from Airbus for the A350-900/1000. The first is from Bloomberg, which has an interview with Airbus CEO Fabrice Bregier. Lots of speculation… Read More
Airbus breakthrough: Japan Airlines orders 31 firm+25 option A350-900s/1000s
Airbus scored a big breakthrough October 7 (Tokyo time) when Japan Airlines announced an order for 18 A350-900s, 13 -1000s and options for 25 more. This is a huge win for Airbus and a big blow to Boeing’s… Read More
Inslee proposes extending 787 tax credits for 777X, but they were ruled illegal in WTO case
Washington Gov. Jay Inslee has proposed extending the state tax credits to Boeing as an incentive to land the assembly of the 777X. The Puget Sound Business Journal has this report. The Seattle Times is a bit more… Read More
Odds and Ends: Contrary views of Mulally; Cathay considers 420-seat 777-9X; Long haul flight log; a walk in the park
Contrary views of Mulally: With increasing media speculation about the prospect of Alan Mulally returning to Seattle to take the helm of Microsoft, a company in need of strong and creative leadership, two interesting and contrary views of… Read More