Leeham News and Analysis
There's more to real news than a news release.
Boeing 777 Japanese suppliers see rate cut in 2016: BAML
May 26, 2015: Key Japanese suppliers on the Boeing 777 program have told Bank of America Merrill Lynch they expect a production rate cut in 2016, BAML aerospace analyst Ron Epstein reports in a note published earlier today…. Read More
Pontifications: Fare and market share wars
May 25, 2015, c. Leeham Co. Airline stocks took a dive last week when it appeared fare wars and eroding capacity discipline is beginning among US carriers. Southwest Airlines said it will be adding capacity at the rate… Read More
Open Letter to Members of Congress on ExIm
To Members of the US Congress: There will be a vote soon on whether to reauthorize the US ExIm Bank. You should do so. Arguments by some that this is a form of corporate welfare are unfounded. Suggestions… Read More
Pontifications: Boeing spin
May 18, 2015: Boeing has always been masterful with spinning its message, but the spin last week strains credibility with its explanation over how it will bridge the production gap for the 777 Classic into production of the… Read More
Boeing details 777 bridge plan
May 13, 2015: For the first time Boeing has detailed how it plans to bridge the production between the 777 Classic and 777X, according to aerospace analysts attending the May 12 investors day. Boeing previously said it needs… Read More
ISTAT Asia day two: home for the elderly
Introduction May 12, 2015, c. Leeham Co: As you would have guessed we are talking Asian civil airliners, where planning in the region for the fast growing older generations is inadequate. This was the subject of several sessions during… Read More
Boeing investors day
May 12, 2015: Boeing held its annual investors day May 12. Note in particular the Buckingham and Wells Fargo commentary on the 777 bridge to 777X.
Bjorn’s Corner: China’s civil aviation, from nothing to world’s largest in 2030
Introduction 14 May 2015, C. Leeham Co: In my ISTAT Asia reports, I wrote about how China will overtake USA as largest civil aviation market in 2030. Airbus China Group chairman, Laurence Barron, and I had a chat… Read More
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Posted on May 14, 2015 by Bjorn Fehrm
Airbus, Airlines, Bjorn's Corner, Boeing, China, Douglas Aircraft Co, Leeham News and Comment, McDonnell Douglas
707, A310, Airbus, Boeing, EADS