Leeham News and Analysis
There's more to real news than a news release.
Updating Airbus and Boeing Orders At Risk
Subscription Required By Vincent Valery Introduction Nov. 23, 2020, © Leeham News: It’s time to update the analysis on Airbus and Boeing orders at risk for delivery under the “weak customer” doctrine. Under a US accounting rule known… Read More
Pontifications: EU tariffs on Boeing airplanes in effect; ~60 at risk
Nov. 16, 2020, © Leeham News: The European Union implemented tariffs Nov. 9 on Boeing and other US products in retaliation for the Trump Administration tariffs on Airbus and EU products. This is the latest in the 16-year… Read More
HOTR: Airbus, Boeing R&D spending continues decline
By the Leeham News Team Nov. 5, 2020, © Leeham News: Research and Development spending by the Airbus and Boeing commercial units declined year-over-year. The movement is in keeping with cost-cutting by the Big Two OEMs. For Airbus,… Read More
Airbus stopped consuming cash in 3Q2020
October 29, 2020, © Leeham News: Airbus announced its third-quarter 2020 financial results today. It has achieved convergence of production and deliveries by delivering 145 aircraft in the quarter and 341 since the start of the year. It… Read More
Enhancing the Dreamliner, Part 4: the 787-9 analyzed.
Subscription Required By Bjorn Fehrm Introduction October 29, 2020, © Leeham News: We look deeper at the 787-9, the most successful member of the Dreamliner family. It’s 50 seats larger than the 787-8 but shares the same wing… Read More
Pontifications; Does the pandemic change the airliner market dynamics?
By Bjorn Fehrm October 19, 2020, ©. Leeham News: Airbus and Boeing have dominated the world’s airliner market over the last 30 years. In the next 30 years, will this change? Before the COVID-19 pandemic, the answer was… Read More
Bjorn’s Corner: Do I get COVID in airline cabins? Part 12. New results.
October 9, 2020, ©. Leeham News: We interrupt our series about hydrogen as an energy store for airliners to go back to our previous theme for a Friday or two: Do I get COVID in airline cabins? IATA,… Read More
Sunset of the Quads, Part 9, Wrap-up
Subscription Required By Vincent Valery and Bjorn Fehrm Introduction Oct. 1st, 2020, © Leeham News: Last week, we compared the economics of the A380 against the 747-8 and 777-9 on the Frankfurt to New York route. We now… Read More
Bjorn’s Corner: The challenges of Hydrogen. Part 11. Emissions
October 2, 2020, ©. Leeham News: In our series on Hydrogen as an energy store for airliners we look deeper at the emissions from a hydrogen airliner and compare it to the emissions from today’s carbon fueled aircraft.