Leeham News and Analysis
There's more to real news than a news release.
Boeing hasn’t hit bottom yet. Neither have suppliers.
By Scott Hamilton Analysis Jan. 15, 2020, © Leeham News: The extent of the damage to Boeing from the 737 MAX crisis still is unfolding. Billions of dollars in new costs and charges are expected to be announced… Read More
Pontifications: Airbus almost certain to be hurt by MAX crisis
Jan. 6, 2020, © Leeham News: This may be the year that Airbus is hit with the negative consequences of the Boeing 737 MAX crisis. Most observers see Airbus benefitting with greater A320 family sales while the MAX… Read More
Pontifications: There was other news in 2019 besides MAX. Really.
Dec. 23, 2019, © Leeham News: The Boeing 737 MAX crisis clearly dominated the news this year. It’s felt like the aviation stories have been all-MAX, all-the-time. Believe it or not, there was aviation news other than the… Read More
Why did Qantas choose Airbus’ A350-1000 for project Sunrise?
By Bjorn Fehrm Subscription Required Introduction December 19, 2019, © Leeham News: Qantas Airways declared the Airbus A350-1000 the winner for its project Sunrise last week. After two years of competition with Boeing’s 777-8, it was the preferred… Read More
US trade rep rejects Airbus tariff reduction claim
Dec. 9. 2019, © Leeham News: The US Trade Representative (USTR) Friday dismissed Airbus; conclusion last week that the tariff authorized by the World Trade Organization (WTO) should be lowered by about $2bn. The WTO’s Compliance Panel last… Read More
A tectonic shift towards large narrowbody
Subscription Required By Vincent Valery Introduction A321XLR. Source: Airbus. Dec. 9, 2019, © Leeham News: There are now more firm orders for the Airbus A321neo than all the latest generation widebody programs combined: Airbus A330neo and A350, Boeing… Read More
Pontifications: Stop hitting the snooze button, Boeing
Dec. 9, 2019, © Leeham News: I know Boeing is preoccupied right now. But it has to get off the pot and decide to proceed with a new airplane. We believe the New Midmarket Airplane is still required…. Read More
WTO compliance decision poses new risks for Airbus, US customers
Subscription Required Now open to all readers. Introduction Dec. 5, 2019, © Leeham News: The Trump Administration Tuesday threatened to increase the tariffs on European goods after a World Trade Organization (WTO) compliance panel concluded Airbus and the… Read More
United orders 50 A321XLRs
Dec. 3, 2019, © Leeham News: United Airlines today announced an order for 50 Airbus A321XLRs. The airplane has an advertised range of 4,700nm (5,400 statute miles), or a nine hour flight. UAL will replace its aging Boeing… Read More