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

Indigo order raises questions of demand in India, elsewhere

Free content. Introduction The Indigo order announced this week for 250 Airbus A320neos raises once again questions of whether Indian airlines in particular and the greater Asian region in general are over-ordering airplanes. We’ve written in the past… 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

Odds and Ends: Yields vs growth; 757RS continued; 787 wind tests; airport vs environment

Yields vs growth: AirAsiaX, the long-haul, low cost unit of AirAsia Group, faces that perpetual problem: yields vs growth. Reuters has this story about the conundrum of sacrificing profits now for a long-term growth strategy. It’s always a… Read More