How useful is an NMA, Part 3

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Pontifications: Market Intelligence from NY

Oct. 22, 2018, © Leeham News: I was in New York City last week for a series of meetings. Here’s what “the street” is talking about. I make no judgment calls about whether the thoughts are on target… Read More

Pontifications: “We will develop and actionable plan to develop supply chain”

Oct. 15, 2018, © Leeham News: “With your help, we will develop actionable plans to develop the supply chain.” This was the leading message from the 5th Annual South Carolina Aerospace Conference and Expo, held Tuesday and Wednesday… Read More

What costs dominate an airliner’s operation? Part 3

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What costs dominate an airliner’s operation? Part 2

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Pontifications: Supply chain melt down to get worse, says manufacturer

Sept. 3, 2018, © Leeham News: There is more evidence the aerospace supply chain is in meltdown—and it’s going to get worse, a manufacturer tells LNC. The OEM requested anonymity to speak frankly. As aerospace analysts gather this… Read More

Pontifications: Supply chain meltdown

Aug. 6, 2018 © Leeham News: It happened to Airbus. It sort of happened to Boeing. It was bound to happen in a much bigger way to Boeing, and it has. Some 40 737s are now sitting around… Read More

Will increasing fuel prices revitalize new aircraft sales?

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US seeks arbitration for Boeing “harm” in WTO subsidies case

July 19, 2018, © Leeham News, Farnborough: Without fanfare and with no announcement from Boeing or the US Trade Representative, an official request has been filed with the World Trade Organization to commence arbitration in the 14-year trade… Read More

Farnborough: NMA business case appears to weaken, evidence at air show indicates

Analysis July 18, 2018, © Leeham News, Farnborough: The biggest, longest-running story at this year’s Farnborough Air Show is about an airplane that doesn’t exist: the prospective Boeing New Midmarket Aircraft (NMA or 797). And the underlying story… Read More