2011 Outlook for Aerospace

Note: this is unusually long, 11 pages when printed. The new year is here and it is time for our annual look-ahead for the big OEMs. On a macro level, 2011 should be a good year. Airline passenger… Read More

737NG vs A320neo: an interesting chess game

Update, Dec. 13: FlightGlobal has this interview with Ryanair and its critique of the NEO. Original Post: The (London) Financial Times has this interview with Boeing Commercial Airplanes CEO Jim Albaugh in which he says there is no… Read More

Five reasons for Airbus to proceed with the A320 NEO

Richard Aboulafia, aerospace consultant with The Teal Group, published his monthly two-page newsletter in which he gives five reasons why Airbus should proceed with the A320 New Engine Option (NEO). The newsletter may be downloaded here. We disagree… Read More

BOC Aviation orders A320s, touts ‘investment value’

Here is a story we did last week for Commercial Aviation Online: BOC Aviation and Airbus announced 3 November an order for 30 A320s, with the companies touting the “investment value” and residual value in a press release… Read More

US appeal of Airbus WTO ruling aimed at A350, future of A320

There is been some perplexed reaction to the appeal by the US Trade Representative to the World Trade Organization that the USTR and Boeing claimed only a few months ago were sweeping victories in the complaint that Europe… Read More

RR speaks out on NEO vs new airplanes

Rolls-Royce speaks out on its views of Airbus and Boeing going with a new engine option for their A320-737 class airplanes in this long Wall Street Journal article. We’ll make two observations:

Boeing’s Albaugh talks about 737 future

Here is another segment of our interview with Jim Albaugh, president of Boeing Commercial Airplanes, during the Farnborough Air Show. In this post, we report Albaugh’s thoughts on boosting the 737 rate to 40 per month and the… Read More

Boeing considers 40/mo for 737 rate; Airbus ups A320 to 40

Update, July 30: Airbus announced today it will increase the production rate on its A320 family to 40 per month. Original Post: Boeing is considering going to a production rate of 40 737s per month, with a decision… Read More

Re-engine, new or do nothing?

A second aerospace analyst has weighed in with the opinion that Boeing is likely to choose a replacement for the 737 rather than a re-engine solution. Heidi Wood of Morgan Stanley published this note today, as Boeing’s investors’… Read More

Airbus Innovation Days-Day 1/2

Day 2 summary after the jump. We’re at the Airbus Innovation Days and here are some highlights: Tom Williams, EVP Programmes, believes that a re-engined A320 family will eliminate the business case for the CSeries. The concern is… Read More