Leeham News and Analysis
There's more to real news than a news release.
Boeing faces 737 production gap: analysis
Subscription Required. Introduction Sept. 2, 2015, (c) Leeham Co. Boeing faces a production gap for the 737, based on an analysis of the delivery streams of the 737NG and the 737 MAX. There’s a production gap for the… Read More
Pontifications: Casting eyes toward Dubai Air Show
Aug. 31, 2015, © Leeham Co. September begins tomorrow and we’re only nine weeks away to the 2015 Dubai Air Show. We’re looking to this event to be the last big opportunity for major airplane orders for this… Read More
Boeing’s 767 revitalized as a MOM stop gap?
By Bjorn Fehrm Subscription required. Introduction Aug. 27 2015, ©. Leeham Co: In our Monday article, “Boeing sees healthy future for 767,” Boeing’s spokesperson said, “We are continuing to explore additional capabilities and improvements” for the 767. It was… Read More
World air cargo market struggles continue; ominous sign for new-build main-deck freighters
Aug. 26, 2015: World air cargo markets continue to struggle, according to reports yesterday from Cargo Facts newsletter and The Wall Street Journal. Neither report bodes well for new-build, main deck freights, although Cargo Facts concludes a demand… Read More
Six year turnover in sale/leasebacks put supply-demand balance at risk
Subscription Required Introduction August 24, 2015, © Leeham Co. When airlines like Indigo of India, Air Asia, Norwegian Air Shuttle (NAS) and Lion Air have outstanding orders for Airbus A320s and Boeing 737s that number in the hundreds,… Read More
Bjorn’s Corner: Sale/Leasebacks
21 August 2015, ©. Leeham Co: IndiGo Airlines firmed up Airbus’ largest aircraft sale by unit numbers in the week. The order is for 250 A320neos. This means the airline goes from 180 A320neos on order to 430…. Read More
Airbus’ and Boeing’s Payload/Range for VLAs
Bloomberg reported this week that Airbus is now offering the A350-900LR to Singapore Airlines to reopen ultra-long haul US direct routes. We predicted July 14 that Airbus would offer the LR. We offered some high-level analysis about how Airbus… Read More
Airbus’ and Boeing’s Payload/Range for Dual Aisle.
By Bjorn Fehrm Subscription required. Introduction Aug. 17 2015, ©. Leeham Co: In our series over Boeing’s changes to its configuration rule sets, we will now continue with the dual aisle aircraft. Here the differences between Airbus and Boeing… Read More