Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Assessing the benefit of new airplanes in low oil pricing
Dec. 7, 2015, © Leeham Co.: Oil for West Texas Intermediate Crude closed Friday at $39.97. International Brent closed at $43.05. These figures continue to breathe life into used aircraft and raise questions about new orders. In recent… Read More
Customer Quality counts as much as orders, says Boeing
Subscription Required Introduction Jan. 14, 2015: Customer quality counts as much as the raw number of orders, a top Boeing official said yesterday during a bit of counter-programming on the day Airbus held its annual press conference recapping… Read More
Top 10 Leeham News stories of 2014
Dec. 30, 2014: This was a highly active news year. Airbus launched the A330neo and A321neoLR. Boeing firmed up more than 200 orders for the 777X. Emirates canceled 70 A350 orders, a record cancellation when no customer collapse… Read More
Boeing tries to tamp down oil price fall concerns
Boeing’s Investor Relations department in Chicago sent a message to aerospace analysts to tamp down concerns about falling oil prices and questions over the impact on airplane orders. Its message is:
Odds and Ends: JetBlue defers A320s; Delta’s A350 order; Another KC-46A delay?
JetBlue defers A320s: This US airline announced at its investors’ day that it is deferring Airbus A320s from this decade into next. JP Morgan had this commentary November 19: JetBlue…announced a deferral of 18 A320-family aircraft from 2016-18… Read More
Lufthansa to use A340s in “lower cost” operation; our analysis against the 787
Subscription required. By Scott Hamilton and Bjorn Fehrm Introduction Low cost long haul service is gaining traction, but previous efforts proved difficult to be successful. Dating all the way back to Laker Airways’ Skytrain and the original PeoplExpress… Read More
Airbus wins Delta wide-body order
Airbus has won the hotly-contested competition for 50 wide-body airplanes, two sources tell Leeham News and Comment. Airbus will sell Delta 25 A350-900s and 25 A330-900s, our sources say. Rolls-Royce is the sole-source engine supplier. Boeing hoped to… Read More
Delta looks to double Seattle gates as wide-body decision nears
Delta Air Lines wants to double the number of its gates at Seattle, potentially allowing more than 300 flights a day, Bloomberg News reports. The story appeared just weeks before Delta will make its decision whether to order… Read More
Delta’s wide-body fleet plan: could it include used 777-200ERs?
Delta Air Lines is supposed to make a decision on its Request for Proposals for 50 wide-body aircraft before the end of this year, perhaps as early as next month. The competition is hot between the Airbus A330-900,… Read More