Leeham News and Analysis
There's more to real news than a news release.
New battle emerging in Asia
Our AirInsight affiliate has published a short report in its e-newsletter (subscription only) about a new battle emerging among LCCs in Asia. An excerpt: A new head-to-head battle appears to be shaping up in Asia. Indonesia’s LionAir announced… Read More
Cash cows at Airbus and Boeing
Eyes are on Boeing over the prospect of a 777X. Chatter doesn’t cease about the prospect of an Airbus A330neo. Boeing is in no hurry to proceed with the “7X” and an A330neo is unlikely any time soon,… Read More
Boeing rolls out Ray Conner to analysts
Boeing rolled out Ray Conner, the new CEO of Boeing Commercial Airplanes, to analysts in New York yesterday. The first research note we’ve received, from Imperial Capital’s Ken Herbert, portrayed a positive meeting. Below is a synopsis. As… Read More
Boeing nabs Airbus customer SilkAir
Boeing won an important, symbolic victory over Airbus in the neo v MAX competition by nabbing SilkAir, heretofore an exclusive Airbus A320 family customer. SilkAir will order up to 68 Boeing 737-800s and -8 MAXes. After Airbus grabbed… Read More
MAX v NEO, continued
Aspire Aviation has another long piece analyzing the two airplanes. Aerotubropower takes issue with some of Aspire’s analysis in this piece. Aeroturbopower cites publicly available information from Turkish Airlines that is particularly noteworthy in the debate between Airbus… Read More
Odds and Ends: COPA, Aeromexico, GOL for MAX
The Wall Street Journal reported late today that COPA, Aeromexico and GOL are lining up for the Boenig 737 MAX. The WSJ article is subscription-only but perhaps it will show up on Google News, as some do. COPA… Read More
It’s official: United orders 150 firm Boeing jets (100 Max, 50 900ERs)
Press conference Jeff Smisek, CEO United 100 737 Max 9 50 737-900ERs, replaces 757s flown domestically. Jim McNerney, CEO The Boeing Co. Thanks to UA for putting trust in us. Boeing and United go back a long, long… Read More