Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: To fly the 787 or not-conflicting reports; 787 schedule cancellations
To fly or not to fly: Yesterday there were several reports that the FAA was ready to allow Boeing begin test flights of the 787, only to be followed within hours that the FAA denied the reports. The… Read More
Odds and Ends: A350 production boost; 787 ‘Super Box’ and political influence; Boeing’s JAL monopoly
A350 production boost: Airbus wants to boost production of the A350. 787 ‘Super Box‘: In the harshest assessment we’ve seen so far of the Boeing 787 situation, BB&T Capital Markets analyst Carter Leake characterizes the proposed containment box… Read More
Clues emerge on 787 service from FAA meeting
Clues emerged from a variety of news reports following the meeting Friday between Boeing and the Federal Aviation Administration that point to when the 787 will be able to reenter service. The most tantalizing: Boeing will need up… Read More
The Elusive McNerney:some historical perspective
The Wall Street Journal has a long profile on the elusive Jim McNerney, CEO of The Boeing Co., and his role in the 787 crisis. (Subscription required.) The story is detailed. For those of us who follow Boeing… Read More
Boeing hopes for March or April return for 787; we think this is challenging
Update: Aviation Week’s Guy Norris has this detailed article in which the third week of March is identified as a target date for the 787 to re-enter service. Original Post: Boeing hopes to return the grounded 787 to… Read More
SPEEA-Boeing contract vote count underway-and we are there
It’s Tuesday evening, Feb. 19, and we are at SPEEA headquarters to watch the ballot counting on the contract vote offered by Boeing. It’s 6:25pm and it’s too soon to spot a trend. However, as we watched the… Read More
787 battery diagrams
Boeing Monday (Feb. 18) made available two battery diagrams for the 787 lithium-ion batteries. Diagram #1 Diagram #2 The New York Times has a Reuters article revealing the second battery on the ANA 787 had some swelling. Boeing… Read More
Odds and Ends: 787 likely grounded to May; More Batteries; Boeing’s 10K
787 Battery short-term fix: The Seattle Times has this story which recounts Boeing’s effort to design a short-term fix to get the 787 fleet flying again. The scenario outlined in the article suggests the 787 will be grounded… Read More
Airbus drops lithium battery for A350
Airbus, A350 and Lithium battery: Airbus has dropped plans to use the lithium-ion battery in the A350. An Airbus official told us, “We confirm we are opting for nickel cadmium for the A350 main batteries to protect the… Read More
PNAA conference, Pt 1: Traffic data; AA-US merger thoughts, 787
Each airline region of the world is different and many going through transitions US went through previously, says Bob McAdoo, the airline analyst for Imperial Capital (a boutique investment banking company in California). McAdoo is speaking at the… Read More