Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: ANA to be battle royale; Boeing’s top salesman; Delta and the A380
All Nippon Airways Wide-Body Battle: Having lost a bombshell order to Airbus at Japan Airlines, the focus in Japan now turns to ANA, reports Reuters. Will Boeing shift work from Japan? Reuters has this story. Boeing’s Top Salesman:… Read More
Airbus breakthrough: Japan Airlines orders 31 firm+25 option A350-900s/1000s
Airbus scored a big breakthrough October 7 (Tokyo time) when Japan Airlines announced an order for 18 A350-900s, 13 -1000s and options for 25 more. This is a huge win for Airbus and a big blow to Boeing’s… Read More
Inslee proposes extending 787 tax credits for 777X, but they were ruled illegal in WTO case
Washington Gov. Jay Inslee has proposed extending the state tax credits to Boeing as an incentive to land the assembly of the 777X. The Puget Sound Business Journal has this report. The Seattle Times is a bit more… Read More
Odds and Ends: Slowing sales; Airbus in Japan; MRJ delay; Crandall on merger
Slowing Jet Sales: Within a few days, Bloomberg, Reuters and The Seattle Times each had stories about slowing jet sales. Here is the Bloomberg story, focusing on cargo sales. Here is the Reuters story. Here is The Seattle… Read More
Replacing the 747-400
Replacing the venerable Boeing 747-400s remaining in passenger service is a prime objective of Boeing and of Airbus. The business case for their respective 747-8Is and A380s rests in large part on this approach, though for Airbus the… Read More