Leeham News and Analysis
There's more to real news than a news release.
McNerney may seek retirement waiver: our view
Boeing’s Jim McNerney may seek a waiver to the mandatory retirement age of 65–he’s 64 this year–to continue as chairman and CEO. As soon as the news was out, we got a call from one Wall Street analyst… Read More
Odds and Ends: IAM moves on Boeing SC; A330 sales; 787 delays and the cost to Boeing
IAM and Boeing: We knew it was only a matter of time: the IAM is gearing up for a new representation drive at Boeing’s Charleston (SC) plant. Needless to say, Boeing takes a dim view. A330 Sales: Centre… Read More
Odds and Ends: Boeing’s presence in Seattle; 747-8 future; Japan awaits 787 NTSB hearings; Airport delays
Boeing’s presence in Seattle: Bill Virgin, a respected local journalist and observer of aerospace and manufacturing, wrote this column for the Tacoma News-Tribune looking at Boeing’s future presence in the Seattle area. The points Virgin raise are valid,… Read More
Odds and Ends: Cybersecurity and aviation; lithium-ion batteries; WA worries about SC; Porter Airlines
Cybersecurity threat to aviation: Addison Schonland at AirInsight has been working on a project related to cybersecurity and the threat to aviation. He’s posted this article that raises serious issues. Lithium-Ion Batteries: On the eve of the NTSB… Read More
McNerney on unions and other stuff; where will 777X be built?
Note to Readers wishing to comment: See this article and our Comment #35 and be forewarned. Boeing CEO Jim McNerney is cited in the Puget Sound Business Journal on labor unions, China and other stuff from his appearance… Read More
Boeing’s Charleston land buy is bad news for Washington State
Update, Dec. 21: A story on this topic: Charleston Post-Courier: a much longer, in-depth piece than its original report linked below. Original Post: Boeing has agreed to buy a lot more land in Charleston (SC) to expand its… Read More
Air India accepts 787, Boeing produces first “clean” version
Good news for Boeing on two fronts: Air India and Boeing agreed to a compensation deal, reported to be valued at $1bn, that paves the way to deliver the first 787s to the embattled airline. The first airplane… Read More
Boeing 787s require 13 months of rework, concludes UBS
UBS Securities, in a research note issued today, estimates that the Boeing 787s delivered so far spent an average of 13 months getting rework done, with three delivered in April reduced to 9-12 months. Writes UBS: On average,… Read More