Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: The challenges of hydrogen. Part 21. Hydrogen airliner weight shift January 22, 2021
- The A350, Part 2: Analyzing the A350-800 January 21, 2021
- HOTR: Boeing could further cut 787 production rate—JP Morgan January 20, 2021
- Podcast: 10 Minutes About China’s Commercial Aviation Industry January 19, 2021
- The ascent of the Big Three Chinese carriers January 18, 2021
The A350, Part 2: Analyzing the A350-800
Subscription Required By Bjorn Fehrm Introduction January 21, 2020, © Leeham News: Before the holidays, we started a series to look into Airbus’ A350 family. We analyzed the development program and how the variants have sold. Initially, the… Read More
The A350, Part 1: Intro and A350-800
Subscription Required By Vincent Valery Introduction Dec. 17, 2020, © Leeham News: After running a series on the Dreamliner, LNA will now start a series on Airbus’ latest-generation twin-aisle aircraft, the A350. Airbus should deliver its 400th A350… Read More
A year of reckoning for Low-Cost Long-Haul
Subscription Required By Vincent Valery Introduction Dec. 7, 2020, © Leeham News: Since the beginning of the COVID-19 outbreak, numerous carriers have either ceased operations or gone into court-supervised restructurings. Among those undergoing restructurings are the world’s two… Read More
Pontifications: Boeing’s latest forecast raises more doubt than hope
Oct. 12, 2020, © Leeham News: Every year, like clockwork, when Boeing publishes its 20-year Current Market Outlook, there is always another upward revision in forecast demand for new aircraft. So, when the Chicago-based OEM admits that demand… Read More
Twin-aisle leasing market challenges
Subscription Required By Vincent Valery Introduction Sep. 7, 2020, © Leeham News: The timeline for a passenger traffic recovery remains uncertain. The IATA does not expect passenger traffic to return to pre-COVID-19 levels until 2024. Leeham Co. predicts… Read More
Sunset of the Quads, Part 3
Subscription Required By Vincent Valery Introduction Aug. 20, 2020, © Leeham News: Last week, we compared the economics of the 747-400 and the A380 on the Los Angeles to Sydney route. We now turn our attention to Airbus’… Read More
COVID production rates “firm” up
By Scott Hamilton July 30, 2020 © Leeham News: Airbus and Boeing refined their COVID production schedules this week slightly downward in some cases. Airbus largely held to its previously announced production schedule. It dropped the A350 rate… Read More
Applying ASC 606 to the Airbus Order Book
Subscription Required Now open to all readers. By Vincent Valery Introduction July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book…. Read More
Restoring capacity with the A330ceo or A330neo, Part 1
Subscription Required By Vincent Valery Introduction June 18, 2020, © Leeham News: The Airbus A330-200 has been a commercial success, with 642 deliveries since 1998. The Boeing 777-300ER and Airbus A330-300 are the only twin-aisle variants with more… Read More
An accelerating widebody fleet streamlining, Part 2
Subscription Required By Vincent Valery Introduction June 8, 2020, © Leeham News: Last week, we saw that earlier generations of widebody aircraft had significant range restrictions. Airlines with sizable long haul operations had to operate multiple aircraft types… Read More