Reflections of a whirl-wind week in the news cycle

This is one of those moments where jet-lag induced sleep patterns give us a moment to catch our breath. What a week it’s been in the news cycle. We came to Europe on routine business and from the… Read More

It’s official: Boeing regains lead as No. 1 aircraft producer, sales king, but victory overshadowed by 787 crisis

On a day when Boeing would normally be celebrating its return as the world’s number one aircraft producer and retaking the order crown, the 787 crisis over shadow’s the Airbus 2012 Results review in which the European OEM… Read More

Looking ahead to 2013 in Commercial Aviation

Last year yielded a few surprises in an otherwise predictable year. Jim Albaugh shocked the aviation world when he retired unexpectedly at age 62. He was expected to remain in his position as CEO of Boeing Commercial Airplanes… Read More

Odds and Ends: CSeries picks up; Air Canada’s Rouge; A380 v 747-8; Allegiant Air

CSeries picks up: Bombardier is ending the year with some upbeat news for the CSeries. First was an LOI for up to 30 CS100s from an unidentified customer. Next the wings arrived to be assembled onto FTV1 (Flight… Read More

EADS Investors Day–Analysts reports

EADS held an investors Day this week; here are takes from two who attended. Airbus presentations may be found here. Bernstein EADS is holding its annual Global Investor Forum. We describe key themes from Day 1, which focused… Read More

Random thoughts about Airbus, Boeing and related issues

We’ve been traveling on business all week and naturally the conversation was all aviation. We spoke with lessors, aerospace analysts, hedge funds and private equity. In what amounts to a data dump, here is what is being discussed… Read More

Odds and Ends: Boeing’s next twin-aisle strategy; Lion Air/Airbus: you read it here first

Boeing’s next twin-aisle strategy: Aspire Aviation has this long article looking at when Boeing will launch the 787-10 and 777X. Our thoughts on the topic: We are hearing EIS for the 787-10, as Aspire reports, will be 2018… Read More

New battle breaks out between Airbus and Boeing–in advertising

A new battle has broken out between Airbus and Boeing, this time with a sharp (and perhaps unprecedented) advertisement by Airbus accusing Boeing of outright lying. (Click to enlarge.) We don’t remember ever seeing this direct assault by… Read More

Airbus, Boeing under price pressure

The Wall Street Journal has two articles about Airbus and Boeing being under price pressure. There is a third article by the WSJ about Airbus wanting its suppliers to consolidate. The two companies have accused each other of… Read More

Odds and Ends: Airbus and Boeing BBJs; Oops by Sen. Cantwell; positive SPEEA talks

MAX BBJs: Boeing is offering 737-8/9 MAX BBJs but not, as yet, a 7 MAX BBJ. Boeing says it is still studying a 7 MAX BBJ. there have so far been no orders for the 7 MAX. Airbus… Read More