Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- HOTR: American’s threat to Boeing: no MAXes without financing July 14, 2020
- An economic crisis on top of a medical one: Why airline traffic won’t fully recover until the mid-late 2020s July 13, 2020
- Pontifications: 2Q earnings reports begin this month July 13, 2020
- HOTR: Second hand 787-8 market to be tested July 10, 2020
- Bjorn’s Corner: Do I get COVID in airline cabins? Part 10. Trans-Atlantic trip. July 10, 2020
More on the funding gap
A Calyon bank official said at the annual Airfinance Journal conference that Airbus and Boeing may have to increase funding more than the companies expected this year because the funding gap is larger than thought. This Bloomberg story… Read More
Gates on split tanker buy: over my dead body
US Defense Secretary Robert Gates said there will be a split buy on the KC-X tanker program over his dead body. “I’m laying my body down across the tracks,” Aviation Week quotes as saying in this short article…. Read More
Airbus details Watchtower Committee
We previously wrote a story for Commercial Aviation Online about Boeing Capital Corp.’s War Room methodology in tracking the “funding gap” for 2009 deliveries. We posted that story on this website at this link. We followed that CAO… Read More
GE Boss seeks tanker compromise
The head of GE backs a plan to split the acquisition of the KC-X USAF aerial tanker between Northrop Grumman and Boeing, according to this interview done by the Cincinnati Enquirer. GE Aviation will supply the engines on… Read More
Airbus predicts 480 deliveries in 2010
Airbus’ COO-Customers, John Leahy, predicts 480 deliveries in 2010, about the same number as this year, according to this Aviation Week article by Robert Wall.
Boeing takes hard hit on DOD budget
Boeing took a hard hit on the Defense budget announced today by Sec. Robert Gates. The C-17 program will be canceled after the current contract is filled. The CSAR-X helicopter procurement is canceled. The Airborne Laser system based… Read More
Boeing Capital details methodology
Following the annual ISTAT meeting in March, we published a piece about the Boeing view of the so-called funding gap for 2009: the financing shortfall seen by just about everyone except Boeing and Airbus as between $10bn and… Read More
Major shift on split tanker contract
Update, April 3: The New York Times has this long piece on the prospect of a split procurement. Original post: It is a subtle but major shift on the controversial proposal to split the KC-X aerial tanker contract… Read More
Airbus may scrap A400M
Airbus may scrap the troubled A400M program, according to this London Telegraph report of a Der Spiegel interview with Airbus CEO Tom Enders. Peugeot Citroen fired Christian Streiff, who designed the Power8 restructuing program for Airbus but then… Read More
ILFC in perspective
Update, March 26, 2:20PM PDT: Bloomberg News moved this piece in which ILFC’s CEO says he’ll get the lessor out from under AIG’s “cloud.” Original Post: Mega-lessor International Lease Finance Corp. filed its 2009 10K annual report March… Read More