Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: The challenges of Hydrogen. Part 3. Application space. August 7, 2020
- US Regional Consolidation Began Before Covid August 6, 2020
- Embraer’s 2Q2020: Revenues more than halved, causing increasing losses August 5, 2020
- HOTR: Boeing warns of forward losses on 787, 777X programs August 5, 2020
- Boeing’s big opportunity August 3, 2020
Bjorn’s Corner: The challenges of Hydrogen. Part 2. Ecosystem.
July 31, 2020, ©. Leeham News: In our series on Hydrogen as an energy store for airliner use we begin by looking at the needed ecosystem that can produce and distribute Hydrogen. When I was skeptical about hydrogen… Read More
COVID production rates “firm” up
By Scott Hamilton July 30, 2020 © Leeham News: Airbus and Boeing refined their COVID production schedules this week slightly downward in some cases. Airbus largely held to its previously announced production schedule. It dropped the A350 rate… Read More
Airbus says A350 loans now WTO compliant
By Bjorn Fehrm July 30, 2020, ©. Leeham News: Airbus CEO Guillaume Faury announced Friday that it had made the A350 Repayable Launch Investment (RLI) loans fully WTO compliant, to break the deadlock in the 16-year-old fight with… Read More
Sunset of the Quads, Part 1
Subscription Required By Vincent Valery Introduction July 30, 2020, © Leeham News: British Airways announced two weeks ago that it would immediately retire its entire Boeing 747 fleet. Several other operators announced accelerated retirements of their Queen of… Read More
Boeing’s second quarter of 2020; cutting production as revenue halves due to MAX grounding and COVID-19
July 29, 2020, © Leeham News: Boeing presented its results for the second quarter of 2020 today. The company revenue is halved compared with the last second quarter with full 737 MAX production, 2Q2018. The reported loss was… Read More
Applying ASC 606 to the Airbus Order Book
Subscription Required By Vincent Valery Introduction July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book. As a result, the OEM… Read More
As federal aid comes to end, small suppliers see “blood bath”
Subscription Required By Scott Hamilton Introduction July 20, 2020, © Leeham News: As the Payroll Protection Plan of the US government nears expiration, a blood bath among small suppliers is all but certain unless an extension is approved… Read More
Restoring capacity with the A330ceo or A330neo, Part 3
Subscription Required By Vincent Valery Introduction July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More
Looking ahead for 2020 and 2030 decades: COMAC
Subscription Required Third in a series. By Bjorn Fehrm Introduction July 1, 2020, © Leeham News: COMAC stands for Commercial Aircraft Corporation of China, Ltd. It was spun off from the equally state-owned military and civil aeronautical giant… Read More
Boeing tells Spirit to pause 737 MAX fuselage production
June 11, 2020, © Leeham News: Spirit Aerosystems, maker of the Boeing 737 fuselages, yesterday said it will lay off 900 workers on the MAX line for three weeks. “Spirit received a letter from Boeing directing Spirit to… Read More