Leeham News and Analysis
There's more to real news than a news release.
737 MAX 8 could be enabler for some LCC Long Haul
Subscription Required By Scott Hamilton and Bjorn Fehrm Introduction Figure 1. Nominal range of 737 MAX 8 from Oslo Source: Great circle mapper, Boeing. Click on Image to enlarge Dec, 8, 2014:The Boeing 737-8 MAX is the successor… Read More
Oil heading toward $40? Economist still thinks so, with caveats; and: NTSB issues 787 battery report, Azul’s A320/CFM order
Dec. 1, 2014: Adam Pilarski, an economist for the consulting firm Avitas, predicted several years ago that the price of oil would drop to $40bbl. Few believed him. Oil hit $66 this week, on a steady decline over… 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
Airbus group reports Q3 and first nine month 2014 results
Airbus today reported Q3 and first nine months results for 2014. It could be summarized with one sentence, “steady so”. It is an Airbus group more in control of their destiny and programs then it has ever been,… Read More
Zhuhai airshow: Airbus gains A320 MOU while regional A330 needs explaining
The Zhuhai airshow has not brought the expected slew of announcements from Western aircraft manufacturers. Boeing announced an order for 80 737 MAX Monday but this was characteristically from a leasing company across the Chinese see, SBMC Capital… Read More
Zhuhai Airshow: China’s aircraft industry is gaining speed
The 10th Chinese airshow at Zhuhai opened today. It was a day with fewer announcements than expected from the usual suspects (Airbus, Boeing…) but the Chinese industry did not disappoint. China is now showing more and more of… Read More