Leeham News and Analysis
There's more to real news than a news release.
Boeing remains confident it will fill 777 production gap; cash flow to remain strong
Dec. 3, 2014: Boeing remains “confident” it will be able to bridge the 777 Classic production line at current rates to the introduction of the 777X in 2020, including some “feathering” of the two airplanes. Boeing president and… Read More
Air Canada: 787s have 29% lower costs than older 767s (before the latter’s reconfiguration)
Dec. 2, 2014: Air Canada says its new Boeing 787s will have 29% lower fuel, maintenance and per-seat costs than the old Boeing 767-300ERs being replaced. Part of this is because the 787s seat more passengers. But the… Read More
Oil heading toward $40? Economist still thinks so, with caveats; and: NTSB issues 787 battery report, Azul’s A320/CFM order
Dec. 1, 2014: Adam Pilarski, an economist for the consulting firm Avitas, predicted several years ago that the price of oil would drop to $40bbl. Few believed him. Oil hit $66 this week, on a steady decline over… Read More
Odds and Ends: No Boeing response to A321neoLR; After DL loss, Boeing wins Kuwait; It’s ‘huge’
No response to A321neoLR: Reuters reports that Boeing isn’t going to respond to the Airbus A321neoLR, the airplane intended to be a bonafide replacement for the Boeing 757. “We are very happy with where the MAX 9 sits… Read More
Lufthansa to use A340s in “lower cost” operation; our analysis against the 787
Subscription required. By Scott Hamilton and Bjorn Fehrm Introduction Low cost long haul service is gaining traction, but previous efforts proved difficult to be successful. Dating all the way back to Laker Airways’ Skytrain and the original PeoplExpress… Read More
MD-11’s final pax flights contains lessons for McBoeing as NSA targets 2030
Boeing’s CEO, Jim McNerney outlines his vision for the next New Small Airplane in this report from Reuters. We believe this will cement Airbus’ dominance in the single-aisle market for the next 15 years. A retrospective of the… Read More
Boeing considers single, twin aisle, co-development 757/767 style for next new airplane
Subscription required. Now open to all Readers. Introduction Boeing is looking at a number of scenarios for its New Airplane Study (NAS) that would replace the 757 and 737, have ranges from 4,000nm-5,000nm, and carry as few passengers… Read More
Odds and Ends: 787 donation; Alenia sues Bombardier over CSeries; 2016 777 delivery slots opening up
787 donation: The Boeing Co. handed over 787 test airplane #3 (ZA003) to the Museum of Flight Saturday in an elaborate ceremony marking an unprecedented donation of a modern airliner to an aviation museum. To be sure, the… Read More
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Posted on November 9, 2014 by Scott Hamilton
Alaska Airlines, American Airlines, Boeing, Bombardier, CSeries, Douglas Aircraft Co, GE Aviation, Leeham News and Comment, Rolls-Royce
707, 727, 737, 747, 787, Air Force One, Air India. 777, Alenia, Boeing, Boeing 40A, Bombardier, Concorde, CSeries, DC-3, Douglas, GE Aviation, GEnx, Lockheed Constellation, Museum of Flight, Rolls-Royce, Shen, Trent 1000, ZA001, ZA002, ZA003