Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 21. May 9, 2025
- Does an A220-500 need a new wing and engines? Part 2. May 8, 2025
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
A year of reckoning for Low-Cost Long-Haul
Subscription Required By Vincent Valery Introduction Dec. 7, 2020, © Leeham News: Since the beginning of the COVID-19 outbreak, numerous carriers have either ceased operations or gone into court-supervised restructurings. Among those undergoing restructurings are the world’s two… Read More
Boeing further trims 787 production; now sees 5/mo in 2021
By Scott Hamilton Dec. 4, 2020, © Leeham News: Boeing will cut the production rate for the 787 to 5/mo by mid next year, it was revealed today. Officials previously announced a rate cut to 5/mo. EVP Greg… Read More
Enhancing the Dreamliner, Part 8: Wrap Up
Subscription Required By Bjorn Ferhm and Vincent Valery Introduction Nov. 26, 2020, © Leeham News: After analyzing the three members of the Dreamliner family on several routes out of San Francisco to Asian destinations, we conclude the series… Read More
Updating Airbus and Boeing Orders At Risk
Subscription Required By Vincent Valery Introduction Nov. 23, 2020, © Leeham News: It’s time to update the analysis on Airbus and Boeing orders at risk for delivery under the “weak customer” doctrine. Under a US accounting rule known… Read More
Pontifications: EU tariffs on Boeing airplanes in effect; ~60 at risk
Nov. 16, 2020, © Leeham News: The European Union implemented tariffs Nov. 9 on Boeing and other US products in retaliation for the Trump Administration tariffs on Airbus and EU products. This is the latest in the 16-year… Read More
Enhancing the Dreamliner, Part 6: The 787-10 analyzed
Subscription Required By Bjorn Fehrm Introduction November 12, 2020, © Leeham News: We look deeper at the 787-10, the stretched Dreamliner. The 787-10 was conceived as a “cut and stretch” of the 787-9, leaving as many parts untouched… Read More
Enhancing the Dreamliner, Part 5: 787-10
Subscription Required By Vincent Valery Introduction Nov. 5, 2020, © Leeham News: After analyzing the 787-9, we now turn our attention to the last Dreamliner variant that entered into service, the -10. The 787-10 was developed as a… Read More
Boeing 787 SC plant has room to increase production in current building: Exclusive Leeham News Analysis
Now open to all readers. By the Leeham News Team Introduction Nov. 2, 2020, © Leeham News: When Boeing announced consolidation of the 787 Program in Charleston, Washington State and local officials—as well as thousands of employees—hoped that… Read More
Enhancing the Dreamliner, Part 4: the 787-9 analyzed.
Subscription Required By Bjorn Fehrm Introduction October 29, 2020, © Leeham News: We look deeper at the 787-9, the most successful member of the Dreamliner family. It’s 50 seats larger than the 787-8 but shares the same wing… Read More
Update 2: (adds earnings call information): Update 1: (adds Calhoun on CNBC): Boeing cites grounding, COVID, 787 quality issues in 3Q/9 month loss
Oct. 28, 2020, © Leeham News: Boeing released its 3Q2020 and nine months financial report this morning and, as expected, it wasn’t pretty. Boeing burned through more than $4.8bn in cash during the quarter from losses. Another $262m… Read More