Leeham News and Analysis
There's more to real news than a news release.
EADS Earnings Preview
EADS, parent of Airbus, announces its 2Q09-1H09 earnings July 28. Here are some topics that ought to be covered and questions analysts and reporters should ask:
WTO Countdown
It looks like the long-awaited, and long-overdue decisions on the complaints between the US and Europe over “illegal” subsidies to Airbus and Boeing may finally be about to be issued. The London Times reports that a decision is… Read More
And now a word on the tanker
Let’s take a diversion from Boeing’s Soap Opera over the 787 Line 2 and will-they-stay-or-will-they-go. CNBC has a long piece plus several video clips with Ralph Crosby, the CEO of EADS North America, on the KC-X tanker issue…. Read More
Random Thoughts, July 6
Here is another in our occasional stream of random thoughts. Bill Virgin and Manufacturing Alert Bill Virgin, a former columnist with The Seattle PI, was zapped when the print edition shut down and it became a web-only publication…. Read More
First report on AF447
This BBC story is a good one on the first French analysis of the crash of Air France 447. Most surprising is that the investigators believe the A330-200 was intact when it hit the water in what sounds… Read More
Customers to watch on production trends
Here is a piece we did for Commercial Aviation Online: The debate continues whether production rates on the Airbus A320 and Boeing 737 families should be reduced. Both manufacturers are in a tug-of-war with their supply chain over… Read More
Random Thoughts/Update, Good bye Line 2
Update, 9:20 AM: Flightblogger just posted this: Boeing to buy Vought, Line 2 to go there. This is step one in the allusion below to big news coming out of Boeing that affects Puget Sound. Original Post: ANA… Read More
Podcast: Paris Air Show, A Look Back
Addison Schonland, Richard Aboulafia and I did a podcast late yesterday, talking about the commercial orders at the Air Show, Airbus, Bombardier, the tanker program, UAVs and last but not least we took bets on whether the first… Read More
Launch aid for the A350
This is the seventh in a series of reports from the EADS media day and the Paris Air Show. It is becoming increasingly clear that Airbus is almost certain to tap launch aid from its member states (France,… Read More
787 FF June 28: Aviation Week; Umm, June 30: Flightblogger
Aviation Week magazine today reported that Sunday, June 28, is the likely day for the first flight of the Boeing 787. Read the story here. Bloomberg has a good piece on “the $15 billion dilemma” faced by Boeing… Read More