Leeham News and Analysis
There's more to real news than a news release.
Nobody should be surprised at Boeing decision
By Scott Hamilton Commentary Oct. 1, 2020, © Leeham News: Nobody, but nobody, should be surprised that Boeing is going to consolidate 787 production in Charleston (SC). This die was cast Oct. 28, 2009, when Boeing announced that the… Read More
Retrospective-3, 10/20/09: Dueling Messages: Boeing vs IAM
DownloadOct. 1, 2020, (c) Leeham News: This is the third of a Retrospective look at the 2009 decision by Boeing to place the second 787 Final Assembly Line in Charleston (SC).
With 787 FAL closing and 747 production ending, what does Boeing do with massive space in Everett?
Subscription Required By Scott Hamilton and Bryan Corliss Introduction Oct. 1, 2020, © Leeham News: Boeing is expected to announce as early as today that it will consolidate the 787 final assembly lines into one at its Charleston… Read More
HOTR: Rolls 787 engine orders tank last 5 year
By the Leeham News team Sept. 29, 2020, © Leeham News: Engine orders for Rolls-Royce on the Boeing 787 tanked in the last five years—pre-COVID. An analysis reveals that over this period, Boeing booked 952 orders for 787…. Read More
A lost decade for aircraft manufacturers, suppliers
Subscription Required Now open to all Readers Introduction 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… 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