Leeham News and Analysis
There's more to real news than a news release.
Key supplier says engine makers unsure of Boeing ramp up plans
A key supplier says engine makers aren’t as positive about plans by Boeing to ramp up production. Allegheny Technologies hosted an investors’ day last month. In a note issued September 14 by Buckingham Research Group, BRG wites: ATI… Read More
Airbus, Boeing battle for US MAX-NEO market share
With the announcement by Alaska Airlines for 20 737 MAX 8s, 17 737 MAX 9s (and 13 Next-Generation 737-900ERs), Airbus and Boeing continue their battle for the US market. There are still a number of customers who have… Read More
EADS-BAE merger off; government interference, key shareholder kill it
The EADS-BAE Systems merger is off, killed by a combination of government interference and a key BAE shareholder who opposed it. Read here and here and here. We favored the merger as a way to get the French… Read More
Military contracts exempt from government subsidies
A new round of news articles has emerged concerning launch aid to Airbus for the A350. This one is typical. It and others tied the subsidies identified in the long-running WTO case received by Airbus to the proposed… Read More
Odds and Ends: EADS faces unhappiness over BAE merger; EU rejects US WTO compliance claims; SPEEA Update
EADS unhappiness: In the weeks after the merger with BAE Systems was announced, it’s clear that the proposed merger with EADS hasn’t ben well received by shareholders or the EADS governments. This Reuters story details the reluctance from… Read More
Debate over the 777X: still studying how far to take improvements
The quest to upgrade the Boeing 777 line, with particular focus on the 777-300ER, is heating up. The Wall Street Journal has this detailed story. We found it on Google News, so it should be available to all… Read More