Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Retrospective-1, 10/28/09: Boeing to Charleston for 787 FAL #2 October 1, 2020
- With 787 FAL closing and 747 production ending, what does Boeing do with massive space in Everett? October 1, 2020
- FAA administrator flies MAX in next step to recertification September 30, 2020
- HOTR: Rolls 787 engine orders tank last 5 year September 29, 2020
- Pontifications: Winter is coming September 28, 2020
Pontifications: A330neo future bleak from COVID impact
Aug. 17, 2020, © Leeham News: At least half the Airbus A330-900 skyline is with airlines that are in administration, technically insolvent or with a politically sanctioned carrier. These could be characterized as in Red Alert. The COVID-19… 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
The meaning and consequences of frozen credit markets
Subscription Required By Vincent Valery Introduction March 26, 2020, © Leeham News: Credit markets are effectively frozen for many businesses, Boeing said this week. That’s why the company asked Congress for $60bn in federal aid for itself and… Read More
Asian airline shift portends big ramifications
Subscription Required Introduction April 17, 2017, © Leeham Co.: A shift is underway among Asian airlines that could have ramifications for the airframe and engine manufacturers and, by extension, their suppliers. It doesn’t appear, however, that aerospace analysts… Read More
NMA “important step” for Boeing, says leading lessor
March 9, 2017, © Leeham Co.: Proceeding with a New Mid-range Airplane (NMA) is “an important step for Boeing,” says the CEO of one of the world’s preeminent leasing companies. On the other hand, Airbus probably is covered… Read More
Airbus, Boeing deferrals may indicate slowing global economy
Subscription Required Introduction Boeing 737 flightline at Boeing Field: 737s awaiting delivery. Seattle Times photo via Google images. Nov. 17, 2016, © Leeham Co.: The deferral by United Airlines of 65 Boeing 737-700s announced Tuesday caused some observers… Read More
Little progress on A330 production gap
Subscription required. Introduction With the end of the year a mere five weeks away, Airbus appears to have made little progress in closing its production gap for the A330. Summary Airbus still has a gap of approaching 150… 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
Odds and Ends: Interior options; A350 first delivery; Airbus’ Indigo order; AirAsiaX; LGA’s 75th
Interior options: “The seat market for Airbus and Boeing aircraft will require over 3.4 million seats from 2014 to 2020, “it’s an unprecedented situation for the supply chain, and challenges remain as to its ability to fulfill such… Read More