Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Airbus slows A320 production ramp up; widebody rates squishy
Jan. 25, 2021, © Leeham News: JP Morgan thinks Boeing 787 production rates will come down more than the 5/mo planned from May. Airbus last week announced ramping up A320 rates will be slower than previously hoped. And… Read More
US to tax fuselage, wings, tail imported for Airbus’ Mobile A320 assembly line
Dec. 31, 2020, © Leeham News: Airbus’ A320 Mobile (AL) plant is no longer exempt from tariffs applied by the US Trade Representative in the 16-year long trade war with the European Union. Effective Jan. 12, the US… Read More
Pontifications: EU tariffs on Boeing airplanes in effect; ~60 at risk
Nov. 16, 2020, © Leeham News: The European Union implemented tariffs Nov. 9 on Boeing and other US products in retaliation for the Trump Administration tariffs on Airbus and EU products. This is the latest in the 16-year… Read More
Boeing needs 737 replacement launch by 2026 if not sooner
Subscription Required By Scott Hamilton Introduction Nov. 9, 2020, © Leeham News: Boeing needs hundreds of new orders for the 737 MAX and/or a new replacement program launch by 2026, if not sooner. An analysis shows that 737… Read More
Key Airbus, Boeing supplier sees recovery in 2022
By Scott Hamilton Oct. 28, 2020, © Leeham News: A key supplier to Airbus and Boeing believes there will be a “significant upturn” in passenger traffic and aircraft demand in 2022, well before consensus. Hexcel provides composites and… Read More
Alaska Airlines may keep leased Airbus fleet
By Olivier Bonnassies Airfinance Journal Oct. 9, 2020, (c) Airfinance Journal: Alaska Airlines is believed to be working on a solution regarding its narrowbody fleet composition after initial talks failed with lessors regarding an early phase-out of Airbus… Read More
HOTR: Values, rents leveling off for 5-year old aircraft
By the Leeham News staff Aug. 25, 2020, © Leeham News: Lease rates and aircraft values on narrowbody, mainline jets appear to be leveling off, except for the Boeing 737-700. Ishka, the UK-based appraisal company, revised its tracking… Read More
Sunset of the Quads, Part 3
Subscription Required By Vincent Valery Introduction Aug. 20, 2020, © Leeham News: Last week, we compared the economics of the 747-400 and the A380 on the Los Angeles to Sydney route. We now turn our attention to Airbus’… Read More
COVID production rates “firm” up
By Scott Hamilton July 30, 2020 © Leeham News: Airbus and Boeing refined their COVID production schedules this week slightly downward in some cases. Airbus largely held to its previously announced production schedule. It dropped the A350 rate… Read More