Pontifications: Market Intelligence from NY

Oct. 22, 2018, © Leeham News: I was in New York City last week for a series of meetings. Here’s what “the street” is talking about. I make no judgment calls about whether the thoughts are on target… Read More

Assessing 737 production rate interest to 70/mo

Subscription Required Introduction Sept. 27, 2018, © Leeham News: Boeing hasn’t gone to a production rate of 57/mo for its 737 and studies have long been underway looking at a rate of not only 63/mo but also 70/mo,… Read More

Assessing A320 production rate interest in >70/mo

Subscription Required Introduction Sept. 17, 2018, © Leeham News: With the supply chain under major stress and Airbus and Boeing trying to recover from scores of “gliders” sidelined at airports without engines, each company nevertheless continues to study… Read More

Pontifications: Musical chairs at Airbus

Sept. 17, 2018, © Leeham News: The surprise resignation last week by Eric Schulz as Chief Commercial Officer for Airbus re-opened the door for the man who should have been named in the first place, Christian Scherer. Scherer… Read More

Disagreements on NMA market footprint

Appraisers differ on market size but Boeing’s new aircraft type could launch as early as 2026. Sept. 11, 2018, (c) Airfinance Journal: No announcement was made at the Farnborough Air Show about the proposed New Midsize Airplane (NMA)…. Read More

The Muddle of the Market aircraft (No, this isn’t a typo)

Subscription Required Introduction Aug. 30, 2018, © Leeham News: As time goes by, the Middle of the Market airplane appears to have become the Muddle of the Market. Boeing can’t seem to close the business case on its… Read More

Can an Airbus A321XLR kill NMA’s business case? Part 2

By Bjorn Fehrm Subscription Required Introduction August 23, 2018, © Leeham News.: Last week we examined the areas which limit the capabilities of the Airbus A321LR from addressing a larger part of what is called the Middle of… Read More

Can an Airbus A321XLR kill NMA’s business case?

By Bjorn Fehrm Subscription Required Introduction August 16, 2018, © Leeham News.: Airbus is working on improving the A321LR so it can fly more of the missions Boeing’s NMA is aimed for, according to Aviation Week. By it,… Read More

Some suppliers consider sitting out Boeing’s NMA program

By Dan Catchpole August 15, 2018, © Leeham News: If Boeing launches its New Midsize Airplane (NMA or 797), it is expected to use the cleansheet program to force new contract terms on suppliers. And that has some… Read More

First mover or not, that is the question: A321XLR vs NMA

Subscription Required Introduction July 23, 2018, © Leeham News: First mover or not first mover, that is the question. In a pre-Farnborough Air Show interview with another publication, Airbus Group CEO Tom Enders said Airbus had the advantage… Read More