Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 21. May 9, 2025
- Does an A220-500 need a new wing and engines? Part 2. May 8, 2025
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
AA: getting early delivery positions
With Boeing’s 787 line sold out to 2017 or 2020 (depending on which aerospace analyst you believe), how did America get early positions? Here’s what we wrote for Commercial Aviation Online (paid subscription only) yesterday. We had to… Read More
Airbus unshaken: WSJ
Update, October 15: Bloomberg reports that Airbus is scaling back plans to increase production of the A320 and A330 lines. Here is the story. This prompts us to highlight an item in The Wall Street Journal piece below:… Read More
Boeing stock down in ILFC issues
As any aviation advocate knows, the future of International Lease Finance Corp. is uncertain due to the problems at its parent, AIG. The US government has bailed out AIG for $85 billion (which would fund the acquisition of… Read More
Week 2, IAM-Boeing strike
As the Boeing strike enters Week 2, we continue our “media watch” for continuing coverage. September 14: Seattle Post-Intelligencer: BCA President Scott Carson hopes talks will resume in a “couple of weeks” and a settlement will come shortly… Read More
787 first flight: up in the air, so to speak, suggests IAM
During a podcast conducted Wedesday with the IAM by Innovation Analysis Group about the contract negotiations between Boeing and the IAM, an IAM official ended the 16 minute podcast with the suggestion that Boeing may have to reevaluate… Read More
Shanahan interview on 787
We had the opportunity to sit down today (Tuesday) at the Farnborough Air Show with Pat Shanahan, the VP and GM of the 787 program. Here is the transcript of this interview. Leeham: During the Investors Day conference… Read More
High fuel costs impact super long-haul flights
The Wall Street Journal Tuesday (July 8th) had an interesting piece about how the current high cost of fuel is adversely impacting the super long-haul flights. The article raises questions about the viability of 15-18 hour flights in… Read More
Boeing technology transfer sets up rival: paper
A 15 page study by the University of Buffalo raises concerns that technology transfer by Boeing to Japanese heavy industry, beginning with the 767 and peaking at the moment with the 787, sets up Japan’s emerging aerospace industry… Read More
Boeing 2Q08 deliveries
Boeing delivered 126 aircraft in the second quarter, including 100 737s, six [correction–18–see the comment below] 777s, five 747s and three 767s. This is the equivalent of 33 737s a month (33.3 to be precise), six 777s, 1.6… Read More
Touring 787 line
We had the opportunity last week to tour the 787 production line. There is optimism that the program is back on track, though there appears to be an emerging hiccup. We toured the line before information began emerging… Read More