Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: Boeing’s next twin-aisle strategy; Lion Air/Airbus: you read it here first
Boeing’s next twin-aisle strategy: Aspire Aviation has this long article looking at when Boeing will launch the 787-10 and 777X. Our thoughts on the topic: We are hearing EIS for the 787-10, as Aspire reports, will be 2018… Read More
Comparing the 747-8I and the A380 after the advertising battle commenced
Notation: Aeroturbopower weighs in on the controversy with his usual data-driven analysis. With the commencement of the advertising battle between Boeing and Airbus, it is useful to make some additional comparisons prepared by AirInsight. Here is the offending… Read More
New battle breaks out between Airbus and Boeing–in advertising
A new battle has broken out between Airbus and Boeing, this time with a sharp (and perhaps unprecedented) advertisement by Airbus accusing Boeing of outright lying. (Click to enlarge.) We don’t remember ever seeing this direct assault by… Read More
Odds and Ends: Bernstein: no 777X before 2020; Alaska, Frontier and Competition; A380 repair costs; Boeing labor challenges
No 777X before 2020: Bernstein Research, in a note issued today, says it doesn’t see delivery of the Boeing 777X before 2020. Also: on a recently completed trip to Asia, Bernstein wrote this: There’s clearly huge demand for… Read More
Odds and Ends: Air France v Rolls-Royce for A350; Virgin America rejigs; Last A340s sold; Heading South with SPEEA
Air France v Rollsr-Royce: The saga continues-see this Bloomberg story. We understand there is more to it than just maintenance. Rolls wants AF to order the Trent 1000 for the 787 order, too. Virgin America: This airline, headquartered… Read More
EU caves on ETS, for now–but says it didn’t really cave
The European Union caved in on implementing the carbon trading scheme known as ETS that would have taxed international airlines flying into Europe. The EU claimed it didn’t really cave to international pressure (Financial Times, free registration required)… Read More
Airbus, Boeing under price pressure
The Wall Street Journal has two articles about Airbus and Boeing being under price pressure. There is a third article by the WSJ about Airbus wanting its suppliers to consolidate. The two companies have accused each other of… Read More
EADS announces earnings: depressed by A380 wing costs, a US customer Ch 11 and political issues
Not a good day for EADS and Airbus: Reuters: Spat with Germany affects cash position BBC: Hawker Beechcraft bankruptcy costs Airbus Washington Post: A380 wing fix costs EADS; A350 program “challenging”