Leeham News and Analysis
There's more to real news than a news release.
Here’s why China needs Boeing as much as Boeing needs China
Subscription Required Now open to all readers. July 7, 2021, © Leeham News: China’s government policy of operating commercial aircraft that generally are no more than 12-15 years old means the carriers face a replacement bubble that the… Read More
China distorts progress in Boeing 737 MAX return to service
Subscription Required By Scott Hamilton Introduction June 28, 2021, © Leeham News: There are now 265 Boeing 737 MAXes in airline service, according to data reviewed by LNA. There are 263 MAXes in storage that appear to be… Read More
Pontification: It’s time to replace the 737, says industry leader
June 14, 2021, © Leeham News: One of commercial aviation’s most influential leaders said last week Boeing needs to replace the 737 with a new technology airplane. Steven Udvar-Hazy, chairman of Air Lease Corp., said in a CNBC… Read More
NBA Single or Dual Aisle Airline preferences
Subscription Required By Vincent Valery Introduction Credit: Leeham News May 10, 2021, © Leeham News: Boeing has been studying the launch of a clean-sheet design aircraft for at least a decade. Studies included a single-aisle design but favored… Read More
Today’s 737 MAX, A320neo values vs 2019
Subscription Required By Scott Hamilton Introduction April 12, 2021, © Leeham News: The Boeing 737 MAX reentered service in December after a 20 month grounding. Determining values post-grounding and during the COVID-19 pandemic was complicated. The question over… Read More
Did Airbus miss opportunities with Alaska, Southwest?
Subscription Required By Scott Hamilton Introduction March 22, 2021, © Leeham News: Airbus lost an order from Alaska Airlines, which means the carrier will essentially revert to an all-Boeing fleet. Alaska Airlines ordered more Boeing 737 MAXes instead… Read More
Pontifications: For Boeing, the future is a new airplane, not the status quo
Feb. 22, 2021, © Leeham News: Tunnel-vision pundits, analysts, and even some experts say Boeing shouldn’t launch a new airplane program within the next few years. Why? They say doing so will cannibalize the 737 MAX 9 and… Read More
Airbus 2020, prudent navigation of a challenging environment
February 18, 2021, © Leeham News: Airbus presented its results for 2020 today. The company reported a net loss of €0.5bn at revenues of €50bn (€70.5bn 2019). Airbus’ operations delivered a result of +€1.7bn; it was then reduced… Read More
Small jet demand likely to stay depressed after COVID
Subscription Required By Judson Rollins Introduction January 25, 2020, © Leeham News: As passenger travel trickles back to life, one trend that’s already apparent is a long-term diminution of airline yields in most regions. This is largely driven… Read More