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
Posted on November 18, 2011 by Scott Hamilton
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
Posted on November 3, 2011 by Scott Hamilton
737, 737 MAX, 787, Boeing, CFM, GE, GECAS, GEnx, Goldman Sachs, Jim Albaugh, John Hamilton
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
Posted on October 29, 2011 by Scott Hamilton
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
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
Posted on October 26, 2011 by Scott Hamilton
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
Posted on October 25, 2011 by Scott Hamilton
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
Posted on October 20, 2011 by Scott Hamilton
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
Posted on October 19, 2011 by Scott Hamilton
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
Posted on October 18, 2011 by Scott Hamilton
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
Posted on September 29, 2011 by Scott Hamilton