Pontifications: Assessing the benefit of new airplanes in low oil pricing

Dec. 7, 2015, © Leeham Co.: Oil for West Texas Intermediate Crude closed Friday at $39.97. International Brent closed at $43.05. These figures continue to breathe life into used aircraft and raise questions about new orders. In recent… Read More

A321s in Airbus Mobile FAL

Sept, 13, 2015, (c) Leeham Co., Mobile (AL): The first two A321ceos are on the Final Assembly Line (FAL) at the new Airbus plant here in Mobile (AL). JetBlue is scheduled to take the first delivery in the… Read More

A320 oversold in bridge from ceo to neo

Subscription Required Introduction Airbus A320neo. Source: Airbus Sept. 7, 2015, © Leeham Co. Airbus is oversold in its A320 family positions as it transitions from the ceo to the neo, an analysis shows. The first delivery of the A320neo… Read More

This is a pivotal year for the A380 as Airbus considers neo, PIPs

Introduction March 15, 2015: This is a pivotal year for the future of the Airbus A380. Tim Clark, the president of Emirates Airline, increased the pressure for development of an A380neo when he said he’d buy up to… Read More

PNAA Conference: Aboulafia–“A lot of positivity” (except for A380, 787)

The Wall Street Journal reports that Boeing is considering restarting and re-engining the 757 in response to the Airbus A321LR. Feb. 11, 2015: We’re at the Pacific Northwest Aerospace Alliance conference in Lynnwood (WA) north of Seattle. This… Read More

Customer Quality counts as much as orders, says Boeing

Subscription Required Introduction Jan. 14, 2015: Customer quality counts as much as the raw number of orders, a top Boeing official said yesterday during a bit of counter-programming on the day Airbus held its annual press conference recapping… Read More

Airbus/Boeing duopoly single-aisle is safe well into 2030 decade

Subscription Required Introduction Dec. 28, 2014: Two challenges to the duopoly of Airbus and Boeing in the 150-220 seat single-aisle sector move forward in development in 2015, but neither is in a position to be a threat for… Read More

Odds and Ends: Storm Warnings; Boeing photos now available to everyone; CSeries; Movin’ on up

Nov. 26, 2014:Storm Warnings: We’ve made references in recent posts about airlines on our “Storm Warning Flag” list. In 2013, we compiled the Top  Customers for Single-Aisle and Twin-Aisle Airplanes for Airbus and Boeing. Here’s our 2013 Storm… Read More

Odds and Ends: JetBlue defers A320s; Delta’s A350 order; Another KC-46A delay?

JetBlue defers A320s: This US airline announced at its investors’ day that it is deferring Airbus A320s from this decade into next. JP Morgan had this commentary November 19: JetBlue…announced a deferral of 18 A320-family aircraft from 2016-18… Read More

A320 v 737: the sales winner is….

It’s one of the bitterest rivalries in the industrialized world: Airbus vs Boeing. Despite being world-class companies, executives at each often snipe at each other’s airplanes, claiming superiority in economics and passenger appeal. Like lawyers arguing a court… Read More