Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: ANA to be battle royale; Boeing’s top salesman; Delta and the A380
All Nippon Airways Wide-Body Battle: Having lost a bombshell order to Airbus at Japan Airlines, the focus in Japan now turns to ANA, reports Reuters. Will Boeing shift work from Japan? Reuters has this story. Boeing’s Top Salesman:… Read More
Backstory on the JAL deal from Bloomberg; ‘Boeing blew JAL, others’ says Aboulafia
Japan Airlines deal: Two items of note came across our desk concerning the Japan Airlines’ order from Airbus for the A350-900/1000. The first is from Bloomberg, which has an interview with Airbus CEO Fabrice Bregier. Lots of speculation… Read More
Latest twin-aisle orders shift market share; Plus Odds and Ends
The flurry of orders in September and this month from Lufthansa Airlines and Japan Air Lines tightens the wide body race between Airbus and Boeing. Airbus and JAL on Monday announced a firm order for 31 A350s and… Read More
Airbus breakthrough: Japan Airlines orders 31 firm+25 option A350-900s/1000s
Airbus scored a big breakthrough October 7 (Tokyo time) when Japan Airlines announced an order for 18 A350-900s, 13 -1000s and options for 25 more. This is a huge win for Airbus and a big blow to Boeing’s… Read More
Airline Passenger Experience: PEDs, in-flight entertainment, expanding services
Stowage and Retention of PEDs: The US government shutdown will delay rules from the Federal Aviation Administration on the trend toward allowing gate-to-gate use of Personal Entertainment Devices, or PEDs. A special FAA committee sent its recommendations to… Read More
Ultra Long Range Airplane market will limit 777-8 sales
A limited global market for Ultra Long Range Airplanes (ULRA) will limit sales of the Boeing 777-8. The Boeing Board of Directors is expected to green-light the 777X program this month, with two versions of the airplane: the… Read More
Inslee proposes extending 787 tax credits for 777X, but they were ruled illegal in WTO case
Washington Gov. Jay Inslee has proposed extending the state tax credits to Boeing as an incentive to land the assembly of the 777X. The Puget Sound Business Journal has this report. The Seattle Times is a bit more… Read More