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

Differentiation in the marketplace and the time for the open rotor

Subscription Required By the Leeham News Team Introduction Feb. 22, 2021, © Leeham News: Airliners are now so efficient, one challenge facing Airbus and Boeing in competing is overcoming the laws of diminishing returns. The time may finally… Read More

Finally, Boeing moves in the right direction

By Scott Hamilton Feb. 3, 2021, © Leeham News: At long last, Boeing seems to be moving in the right direction on its next new airplane. Aviation Week reported this week Boeing appears to be developing a third… Read More

The ascent of the Big Three Chinese carriers

Subscription Required By Vincent Valery Introduction   Jan. 18, 2021, © Leeham News: As the COVID-19 outbreak spread throughout China in January last year, their airlines were the first hit by the sudden collapse in passenger traffic. Most of… Read More

HOTR: Some predictions for Airbus and Boeing

Jan. 14, 2021, © Leeham News: Making predictions is always a hazardous business. Some predictions take years to resolve. The outcome of others come sooner than later. If you’re right, you look sage. If you’re wrong, you look… Read More

Outlook 2021: Boeing needs boring, Airbus looks for recovery

Subscription Required By Scott Hamilton and Vincent Valery Introduction Jan. 5, 2021, © Leeham News: What’s in store for Airbus and Boeing this year? Boeing needs a boring year. Airbus is clearly better positioned than Boeing. Twenty-twenty one… Read More

Pontifications: Outlook 2021 Series begins today

Jan. 4, 2021, © Leeham News: Beginning today through next week, Leeham News presents its annual Outlook series for the coming year. We’ve been doing this for years. In recent years, the Outlook reflected continued growth in commercial… Read More

Pontifications: Don’t lose sight of the future, says top Boeing exec

Dec. 7, 2020, © Leeham News: “It’s really important that we stay in tune with the market dynamics, making the adjustments we need to do and not lose sight of the future. Which is absolutely we are not… Read More

Pontifications: Aircraft prices, rents plunge

Nov. 9, 2020, © Leeham News: Aircraft prices and lease rates are plunging as the COVID-19 pandemic continues to devastate the airline and manufacturing industries. The Australian newspaper reports that Rex Airlines will pay A$60k/mo for its ex-Virgin… Read More

R&D spending at Boeing plunges; Airbus yet to kick in

Subscription Required By Scott Hamilton Introduction Aug. 24, 2020, © Leeham News: Research and development spending at Boeing Commercial Airplanes declined 21% in the first half this year compared with 2019. From 2017 through 2019, BCA’s R&D spending… Read More