Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: Crummy DOT data and why we’re skeptical; 787 deliveries; PAL and A321 deliveries
Crummy DOT Data: We’ve previously written that we, and AirInsight, are skeptical about airline data filed with the US Department of Transportation. AirInsight doesn’t rely on it at all when doing aircraft economic analysis. We are openly skeptical… Read More
Odds and Ends: Qantas cancels 35 787s; 787 program upswings; 777X development slows
Qantas Airways: The troubled airline canceled 35 787-9s. Stories in Google News from all over. Update: David Strauss at UBS re-issued his April note analyzing over/under orders for all Airbus-Boeing models. In his cover email, Strauss today referred… Read More
Odds and Ends: Assessing the MAX; Airbus and Mobile; skilled labor in the supply chain
It’s a slow August for news, but here are two items we’ll bring to your attention: Assessing the MAX: Over at AirInsight, we have this post assessing the Boeing 737 MAX, written shortly after the Farnborough Air Show…. Read More
Odds and Ends: Dire outlook for airlines; 787 Deliveries; American-USAirways
Dire Outlook: This article is nothing to cheer about. The author predicts a low growth in global GDP, and this is what Airbus and Boeing rely upon for their growth and production forecasts. It says airlines are emitting… Read More
Odds and Ends: 737 faces challenges; 737 MAX and China; American Air
737 Challenges: The Puget Sound Business Journal has this long piece about the challenges facing the 737 from Airbus and others. 737 MAX and China: Meantime, China is, at long last, looking at the MAX for its airlines…. Read More
Odds and Ends: Judge smacks down American; ailing Hong Kong Airlines
We were traveling Wednesday so we’re a little behind on this: American Airlines: The judge overseeing American’s bankruptcy denied a request to void labor contracts, particularly the pilot contract. This is a huge blow to management–and would seem… Read More
787-10 to come later than suggested
The Boeing 787-10 will come much later than most suggestions, according to this article by Bloomberg.It was widely thought that Boeing Commercial would go to the Board by year-end to seek an Authority to Offer (ATO) the plane… Read More