Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- The A350, Part 2: Analyzing the A350-800 January 21, 2021
- HOTR: Boeing could further cut 787 production rate—JP Morgan January 20, 2021
- Podcast: 10 Minutes About China’s Commercial Aviation Industry January 19, 2021
- The ascent of the Big Three Chinese carriers January 18, 2021
- Pontifications: Electric aircraft builder poised to start production near Everett January 18, 2021
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 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