Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
- Natilus: Composite BWB, entry-into-service by 2029, 570 on order April 17, 2025
- China bans Boeing, US parts imports in tariff war April 15, 2025
- Boeing welcomes COMAC competition as Asia-Pacific demand soars April 15, 2025
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
Boeing’s Renton plant may close from 2033: Analysis
Subscription Required Now open to all Readers. Introduction Aug. 10, 2020, © Leeham News: With Boeing likely to consolidate 787 production in Charleston (SC), reflecting a rate of 6/mo, the future of assembly in Puget Sound rears its… Read More
Looking ahead for 2020 and 2030 decades: Boeing
Subscription Required Second in a series. By Scott Hamilton and Vincent Valery Introduction June 24, 2020, © Leeham News: “Airbus’ widebody strategy is a mess.” This is what Kostya Zolotusky, then a VP with Boeing Capital Corp., said… Read More