Leeham News and Analysis
There's more to real news than a news release.
Analysis: The collapse of the Boeing-Embraer joint venture
By the Leeham News Team Analysis April 25, 2020, © Leeham News: The Boeing-Embraer joint venture is off. Boeing called off the JV, saying Embraer didn’t satisfy all the conditions required. The impact to Embraer is more profound… Read More
Can a passenger airliner run as a freighter with today’s tariffs? Part 4.
By Bjorn Fehrm Subscription Required Introduction April 23, 2020, © Leeham News: We spent the last weeks checking if passenger airliners used as belly freighters make economic sense. With the present air freight prices, it does. The high… Read More
Supply chain focus: Hexcel’s first 2020 quarter
By Bjorn Fehrm April 22, 2020, ©. Leeham News: With the COVID-19 meltdown of airline traffic and aircraft deliveries, we place a special focus on the airliner industry supply chain in the next months. Hexcel Corporation reported its… Read More
Japan seeks to develop aircraft industry ties through Asian trade partnerships
By Judson Rollins Subscription Required April 20, 2020, © Leeham News: Japan has long been known as an engineering powerhouse, and Japanese manufacturing titans like Mitsubishi Heavy Industries and Kawasaki Aerospace have been a key part of Boeing… Read More
Pontifications: What shape and how long will recovery take?
April 20, 2020, © Leeham News: There just is little good news for the aerospace industry right now. Airbus announced it will reduce production by a third across the A-Series airliners. I don’t think this will be the… Read More
Pontifications: Airlines, OEMs step up in virus crisis
April 13, 2020, © Leeham News: There are plenty of stories and photos floating around the Internet about airlines flying empty or nearly so. Schedules have been pared back up to 95% across the globe. Spot-check Flightradar24 at… Read More
Is COVID-19 a Force Majeure event?
Editor’s Note: Airbus, Boeing and Embraer and other OEMs face requests for deferrals and perhaps cancellations of orders as a result of COVID-19. In addition, Boeing now faces cancellation requests for the 737 MAX grounding, now in its… Read More
Airbus cut production rates by a third
By Scott Hamilton April 8, 2020, © Leeham News: Airbus today said it will cut production of the A320, A330, and A350 lines due to COVID-19. The new rates are: A320 to rate 40 per month (from 60-63);… Read More
HOTR: American sees virtually no travel for up to 7 months
By the Leeham News staff April 7, 2020, © Leeham News: “Nobody’s traveling in the next 30 or 60 days,” said Vasu Raja, American Airlines Group Inc.’s senior vice president for network strategy. “But nobody is really making… Read More