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
Posted on January 3, 2011 by Scott Hamilton
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
Posted on December 10, 2010 by Scott Hamilton
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
Posted on November 30, 2010 by Scott Hamilton
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
Posted on November 8, 2010 by Scott Hamilton
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
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:
Posted on August 19, 2010 by Scott Hamilton
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
Posted on August 4, 2010 by Scott Hamilton
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
Posted on July 28, 2010 by Scott Hamilton
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
Posted on May 19, 2010 by Scott Hamilton
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
Posted on May 10, 2010 by Scott Hamilton