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 10. Airbus Hydrogen ZEROe concepts September 25, 2020
- Sunset of the Quads, Part 8. The A380, 747-8i and 777-9 compared. September 24, 2020
- HOTR: Somewhat stabilizing twin-aisle lease rates September 22, 2020
- Airbus announces zero-emission airliner concepts. September 21, 2020
- A lost decade for aircraft manufacturers, suppliers September 21, 2020
HOTR: Adjusting Airbus and Boeing orderbooks
By the Leeham News Staff Sept. 15, 2020, © Leeham News: Boeing has removed hundreds of 737 MAX orders from its order book. While some were direct cancellations from customers, most came through ASC 606 adjustments. Airbus does… 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
Airbus 1H2020; “We have reached the right production level for the pandemic”
By Bjorn Fehrm July 30, 2020, © Leeham News: Airbus presented its results for the first half of 2020 today. Airbus CEO, Guillaume Faury said on the analyst call “We made a large adjustment to lower production rates… Read More
Restoring capacity with the A330ceo or A330neo, Part 6, Wrapup.
Subscription Required By Bjorn Fehrm Introduction July 23, 2020, © Leeham News: Over the last four weeks, we analyzed the venerable Airbus A330, to see if the present low fuel and lease prices make the recent A330neo version… Read More
Restoring capacity with the A330ceo or A330neo, Part 5
Subscription Required By Vincent Valery Introduction June 18, 2020, © Leeham News: In the previous articles, we outlined Economic factors that determine whether the older A330ceo or newer A330neo is a better choice for airlines. We summarize those… Read More
Restoring capacity with the A330ceo or A330neo, Part 4
Subscription Required By Bjorn Fehrm Introduction July 9, 2020, © Leeham News: Last week, we started the analysis of restoring capacity with the Airbus A330-300 or the A330-900 when reopening international traffic after the COVID-19 lockdown. As we… Read More
Restoring capacity with the A330ceo or A330neo, Part 3
Subscription Required By Vincent Valery Introduction July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More
Restoring capacity with the A330ceo or A330neo, Part 2
Subscription Required By Bjorn Fehrm Introduction June 25, 2020, © Leeham News: Last week, we started looking at the Airbus A330-200 market and whether to hold on to one’s A330-200 or restoring capacity after the COVID-19 shut-down with… 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
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