Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: Crummy DOT data and why we’re skeptical; 787 deliveries; PAL and A321 deliveries
Crummy DOT Data: We’ve previously written that we, and AirInsight, are skeptical about airline data filed with the US Department of Transportation. AirInsight doesn’t rely on it at all when doing aircraft economic analysis. We are openly skeptical… Read More
Boeing nabs Airbus customer SilkAir
Boeing won an important, symbolic victory over Airbus in the neo v MAX competition by nabbing SilkAir, heretofore an exclusive Airbus A320 family customer. SilkAir will order up to 68 Boeing 737-800s and -8 MAXes. After Airbus grabbed… Read More
Air Asia acquires stake in Batavia Air; opening for CSeries?
Air Asia will acquire 77% of Batavia Air and the rest of the shares next year. Air Asia is an A320/A330 operator. Batavia has a mix of A320s, A330s and Boeing 737 Classics. We can’t help but wonder… Read More
No plateau on 737NG: Boeing
“There is no plateau in interest on the 737NG,” says Boeing’s Beverly Wyse, VP and GM of the stalwart program. “Even though there are a lot of challenges in the industry, the growth, particularly in the single aisle… Read More
Odds and Ends: Coverage on Airbus’ Mobile move and other thoughts
Randy Tinseth, VPO of Marketing for Boeing, is always fast with the quip–via Flight Global’s Twitter: “Market is about product, people and customers, not the address on your business card.” Mobile Press-Register: general overview. Reuters: Unions aren’t happy–but… Read More
Airbus-Mobile press conference
Fabrice Bregier, CEO: Customers were asking, why don’t you come closer to us? Currently more than 200 aircraft a year for US, Canada. Capacity for more than 400. Expect to build A320neo to at least 2030. Christian Scherer,… Read More
Airbus makes it official: A320 FAL comes to Mobile
Via Airbus Via Mobile TV Station Farbrice Bregier, CEO Airbus: We operate state-of-the-art factory, will create jobs, invest and grow the economy here in Mobile. We are proud to call an American town ‘home.’ We have more than… Read More
Odds and Ends: Airbus to Mobile; No “doubts” about A350
Airbus to Mobile: The New York Times reports that Airbus is gearing up to announce plans to build the A320 in Mobile (AL). We reported this prospect during our reporting from the Airbus Innovation Days last month. Bloomberg… Read More