Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 19. April 25, 2025
- How good is the C929? Part 2. April 24, 2025
- Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified” April 24, 2025
- Boeing First Quarter Results: Tariffs, Return flights, $10.55bn asset sale April 23, 2025
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
747-8 vs A380 costs: airlines weigh in
In the ever-present back-and-forth between Boeing and Airbus about the costs of the 747-8 vs. A380, each company claims its airplane has lower costs. Boeing claims the 747-8 has double-digit lower costs, to which Airbus indignantly says Boeing–not… Read More
Go to commercial markets for A350
Update, July 8: This just moved from Bloomberg: The release of the WTO’s Interim Report on the EU complaint about “illegal” subsidies to Boeing has been pushed from July 16 to September. We cannot help but be skeptical… Read More
Our take on the WTO panel report
Well, we have necessarily done a quick scan of the 1,000+ page document, skipping all the history and back-and-forth and concentrating on the findings and conclusions that begin on PDF page 288 of the document. ************* Podcast with… Read More
What’s next in WTO case
Update, July 2: The Russians are coming, the Russians are coming. This Defense News article details plans by a US company to offer a Russian airplane in the KC-X competition. Photo from Defense News Talk about a foreign,… Read More
EADS statement on WTO affect on KC-X competition
From Guy Hicks, VP of corporate communications at EADS North America: “The Obama Administration and Department of Defense have opposed every attempt to use the ongoing WTO commercial trade dispute to derail the KC-X competition. The only beneficiary… Read More
Boeing responds to the public release of the WTO ruling
Boeing has issued the following statement: Boeing Calls WTO Ruling a Landmark Decision and Sweeping Legal Victory – Launch aid for every Airbus program deemed illegal and damaging – ‘Prohibited’ A380 launch aid must be withdrawn ‘without delay’… Read More
Airbus responds to WTO public release of final subsidies report
The 1,038 page Final Report by a three-member panel of the World Trade Organization on the US complaint about illegal subsidies to Airbus was made public today. Findings and Conclusions: 5 pages, PDF. These are difficult to grasp… Read More
“More has been costing more”
With the Pentagon’s announcement this week that a major push has begun to wring costs out of the defense budget, will this macro approach trickle down to one of the largest defense procurements in decades–the KC-X tanker recapitalization?… Read More
Dictionary and the KC-45
We love clever ads. Here is the PDF. KC-X_Dictionary Below the jump is EADS’ ad that appeared yesterday.
Weak Euro helps Airbus vs. Boeing
The weak Euro at its present level could help Airbus lower the cost (mostly in Euros) and therefore the price (entirely in dollars) by as much as 10%, according to Charles Armitage, an aerospace consultant based in London…. Read More