Leeham News and Analysis
There's more to real news than a news release.
Boeing 777-300ER and its replacements; A350-1000 and 777-9X.
By Bjorn Fehrm Subscription required. Introduction Dec. 21, 2014: Last week we did a deep analysis of A380 and its competition. It has been windy weeks for the aircraft since the Airbus Global Investor Forum and it was time… Read More
Odds and Ends: Qatar gets first A350-900; WTO Airbus-Boeing fight, continued; A380, continued; 767-2C first flight; our Holiday schedule
Dec. 21, 2014 Here’s a piece we did for CNN.com on the Year Ahead in Aviation for 2015. Qatar gets first A350-900: Unless U-Turn Al U-Turns again, Qatar Airways will take delivery of the world’s first Airbus A350-900… Read More
EU files subsidy complaint over 777X WA State tax breaks; we raised issue at the time
The European Union has filed a complaint with the World Trade Organization over $8.7bn in tax breaks offered by Washington State to Boeing in exchange for locating the 777X assembly site and wing production plant in the state…. Read More
Air France-KLM defers 2015/16 777s, cites poor financial results, low fuel prices
Dec. 18, 2014: Air France-KLM said today that it will defer delivery of 10 Boeing 777-300ERs scheduled for delivery in 2015/16 due to lower than expected financial results and because the current fuel price environment makes taking the… Read More
A380, a deep analysis of its competitiveness
By Bjorn Fehrm Subscription required. Introduction Dec. 18, 2014: In our Monday article we go behind the scenes of the doubts that were spread over the A380 by Airbus last week. To complete the picture we now update our… Read More
UBS raises single-aisle production gap concern in lower oil price analysis
Dec. 17, 2014: There is a production gap for single-aisle Airbus and Boeing airplanes that could be exacerbated by the current dramatic drop in oil prices, writes the aerospace analyst for the investment bank UBS in a research… Read More
Spicejet grounded, no Boeing impact seen
Indian airline Spicejet, which has been struggling financially, was grounded today when credit was withheld to buy fuel. The airline has eight Boeing 737-800s and 42 737-8s on order. The -800s are scheduled to be delivered next year;… Read More
Boeing tries to tamp down oil price fall concerns
Boeing’s Investor Relations department in Chicago sent a message to aerospace analysts to tamp down concerns about falling oil prices and questions over the impact on airplane orders. Its message is:
A look behind the headlines of Airbus’ Investors Forum
Subscription Required Update, 0530 PST Dec. 15: Aviation Week posted an article that indicates Airbus and Rolls-Royce are closing in on an engine deal that will lead to the A380neo and a stretch. Introduction Last week’s Airbus Global… Read More