A lost decade for aircraft manufacturers, suppliers

Subscription Required By Judson Rollins, Bjorn Fehrm & Scott Hamilton Sept. 21, 2020, © Leeham News: Commercial aviation is facing a lost decade due to COVID. Yes, most forecasts target 2024-2025 as returning to 2019 passenger traffic and… Read More

Pontifications: Boeing SC makes its case for 787 production consolidation—and it favors Everett

Sept. 14, 2020, © Leeham News:  Boeing’s South Carolina 787 final assembly plant has made its case whether to consolidate production in one location, or not. The conclusion favors retaining dual assembly lines, retaining one in Everett. This… Read More

Twin-aisle leasing market challenges

Subscription Required By Vincent Valery Introduction   Sep. 7, 2020, © Leeham News: The timeline for a passenger traffic recovery remains uncertain. The IATA does not expect passenger traffic to return to pre-COVID-19 levels until 2024. Leeham Co. predicts… Read More

Pontifications: Boeing in Washington: Here We Go Again

By Bryan Corliss Sept. 7, 2020, © Leeham News: Stop me if you’ve heard this one: the pundits are saying Boeing is going to leave Puget Sound, leaving behind the hollow husk of a company doomed to wither… Read More

Pontifications: WA State frets about Boeing brain drain, but it’s already happening

Aug. 31, 2020, © Leeham News: Elected officials and others in Washington State worry about the “brain drain” as Boeing considers whether to consolidate 787 production from Everett to Charleston. These people are asleep at the switch and… Read More

R&D spending at Boeing plunges; Airbus yet to kick in

Subscription Required By Scott Hamilton Introduction Aug. 24, 2020, © Leeham News: Research and development spending at Boeing Commercial Airplanes declined 21% in the first half this year compared with 2019. From 2017 through 2019, BCA’s R&D spending… Read More

Pontifications: Did Boeing telegraph its decision in February consolidating 787 production?

Aug. 24, 2020, © Leeham News: Did Boeing telegraph plans to consolidate its 787 production in Charleston last February? That’s when Boeing announced it asked the Washington Legislature to cancel tax breaks granted in 2003 to locate what… Read More

IAM warns members: Boeing is coming for concessions on 787 consolidation study

Aug. 22, 2020, © Leeham News: The president of Boeing’s touch labor union, IAM 751, is warning members that the company study about potentially consolidating 787 production in Charleston could lead to a request for new concessions from… Read More

Pontifications: A330neo future bleak from COVID impact

Aug. 17, 2020, © Leeham News: At least half the Airbus A330-900 skyline is with airlines that are in administration, technically insolvent or with a politically sanctioned carrier. These could be characterized as in Red Alert. The COVID-19… Read More

HOTR: Boeing warns of forward losses on 787, 777X programs

By the Leeham News Staff Aug. 5, 2020, © Leeham News: In another demonstration of the negative impact of the COVID-19 crisis, Boeing warned that two flagship airplane programs could face forward losses. Neither the 787 nor the… Read More