Odds and Ends: A350, 737MAX, 787; ACG is #10; and more

Guessing Game: The mysterious nine customers for the 737 MAX continues to confound observers. Actually, there were nine before Aviation Capital Group signed up, so ACG was #10. American Airlines Lion Air Aviation Capital Group GECAS COPA GOL… Read More

737 MAX ‘commitments’ and what these mean

Note: As a follow up to our previous post about the 787 break-even, Blog by Javier added a third post to simplify his very detailed analysis. You may jump to the link here. Also: AirInsight has this commentary… Read More

More analysis on 787 accounting block, break-even

Update: Javier has answered (or responded to, depending on your viewpoint) many of our reader comments here. Original Post: A blog of which we were previously unaware came to our attention late last week that has the best,… Read More

Odds and Ends: Qatar, Cargolux and GE

For those who don’t believe there was a connection between the Cargolux-Boeing-GE dispute and the 787 and Qatar, watch the Dubai Air Show. We’re hearing Qatar will sign announce it has selected GEnx for the 787. Speaking of… Read More

Boeing sets 787 accounting block at 1,100; earnings call summary

Update, from 7:30 am-the Earnings Call: Jim McNerney (JM): Passenger traffic remains resilient, but cargo traffic weakening and needs watching. Interest in 737 MAX remains high, still working with customers [to define product]. We’re monitoring European debt crisis… Read More

“Optimizing” bad news

You have to hand it to the public relations staff for some real chutzpah. Air Berlin has been struggling for years, over-ordering aircraft and canceling some of them (Boeing 787s among them). Today the airline deferred Airbus and… Read More

A hint of things to come–Lufthansa 787 order?

Lufthansa Technik “is set to become a leading 787 MRO” following a deal with JAL, blares a headline in AviTrader’s current issue of MRO magazine. The magazine writes: Lufthansa Technik will become one of the world’s leading 787… Read More

Airbus chief bemoans slow pace of change: Aviation Week

Robert Wall has this short article that raises an interesting point. Tom Enders, the CEO of Airbus, “bemoans” the slow pace of change in aviation. He is quoted as saying that the aviation industry has forgotten how to… Read More

More 787 cancellations likely: Boeing, UBS

Boeing sees more 787 cancellations following the one by China Eastern Airlines for 24 aircraft, according to this news article. In light of the CEA cancellation due to delays, UBS aerospace analyst David Stauss re-issued his May report… Read More

Final thoughts on 787 first delivery

There is a sense of relief that Boeing finally delivered the first 787 this week, after a 3 1/2 year delay and the most painful gestation period in Boeing Commercial Airplane history. In addition to the actual rain… Read More