Leeham News and Analysis
There's more to real news than a news release.
China’s air travel “recovery:” volume improving, but revenue still elusive
Subscription Required By Judson Rollins Introduction May 6, 2021, © Leeham News: In a media briefing this week, the International Air Transport Association (IATA) showed a deep contrast between the airline landscapes in the US and China versus… Read More
HOTR: Annual Reports give hint to MAX return in China
By the Leeham News Team May 4, 2021, © Leeham News: Annual reports from some Chinese airlines give an indication when Boeing can expect to resume deliveries of the 737 MAX there. China Southern’s report issued this week… Read More
China’s hollow airline “recovery”: capacity without revenue
Subscription Required By Judson Rollins Introduction March 15, 2021, © Leeham News: A flood of media coverage has centered on Chinese airlines’ supposed recovery from COVID-19. The Chinese “big three,” Air China, China Eastern, and China Southern, made… Read More
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
The Impact of Asian airline difficulties on OEMs
Subscription Required By Vincent Valery Introduction Feb. 24, 2020, © Leeham News: Passenger traffic in the Asia-Pacific region has grown dramatically since the turn of the century. Except for temporary dips caused by SARS in 2003 and the… Read More
Caution flags waving as we enter 2012
As 2012 opens, we are concerned about the increasing signs global cargo traffic is softening. Cargo traffic is typically a leading indicator of passenger traffic, both on the decline and subsequent rise. Cargo traffic fell 25% globally at… Read More