Sunset of the Quads, Part 3

Subscription Required By Vincent Valery Introduction   Aug. 20, 2020, © Leeham News: Last week, we compared the economics of the 747-400 and the A380 on the Los Angeles to Sydney route. We now turn our attention to Airbus’… Read More

HOTR: Lease rates, aircraft values continue to plunge/Update

Update: Ishka advises that its starting comparison point in the chart below should have been January, not July. This changes the rate of value and rent decline appreciably. Aug. 19, 2020, © Leeham News: Aircraft values and least… Read More

No surge in new-build freighters from COVID expected

Subscription Required Now open to all Readers. By Scott Hamilton Introduction Aug. 17, 2020, © Leeham News: Coronavirus caused a spike in freight demand. But don’t look for Airbus or Boeing to see a spike in demand for… Read More

Sunset of the Quads, Part 2

Subscription Required By Bjorn Fehrm Introduction   August 12, 2020, © Leeham News: We deepen our look at the Queen of the Skies and it’s best selling version, the 747-400. We go through what made it the great aircraft… Read More

Bjorn’s Corner: The challenges of Hydrogen. Part 2. Ecosystem.

July 31, 2020, ©. Leeham News: In our series on Hydrogen as an energy store for airliner use we begin by looking at the needed ecosystem that can produce and distribute Hydrogen. When I was skeptical about hydrogen… Read More

COVID production rates “firm” up

By Scott Hamilton July 30, 2020 © Leeham News: Airbus and Boeing refined their COVID production schedules this week slightly downward in some cases. Airbus largely held to its previously announced production schedule. It dropped the A350 rate… Read More

Airbus 1H2020; “We have reached the right production level for the pandemic”

By Bjorn Fehrm July 30, 2020, © Leeham News: Airbus presented its results for the first half of 2020 today. Airbus CEO, Guillaume Faury said on the analyst call “We made a large adjustment to lower production rates… Read More

Airbus says A350 loans now WTO compliant

By Bjorn Fehrm July 30, 2020, ©. Leeham News: Airbus CEO Guillaume Faury announced Friday that it had made the A350 Repayable Launch Investment (RLI) loans fully WTO compliant, to break the deadlock in the 16-year-old fight with… Read More

Sunset of the Quads, Part 1

Subscription Required By Vincent Valery Introduction   July 30, 2020, © Leeham News: British Airways announced two weeks ago that it would immediately retire its entire Boeing 747 fleet. Several other operators announced accelerated retirements of their Queen of… Read More

Applying ASC 606 to the Airbus Order Book

Subscription Required Now open to all readers. By Vincent Valery Introduction   July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book…. Read More