Leeham News and Analysis
There's more to real news than a news release.
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
Odds and Ends: 757 replacement search continues; Qatar’s A350; PNAA aviation conference
757 replacement: Aviation Week has a good piece about Boeing’s studies of a replacement for the 757, harking back to the era when Boeing designed the 757 and 767–a New Small Airplane and a New Light Twin. Guy… Read More
Analysts weigh in on Airbus investors day #1
Airbus announced on Day 1 of its two-day Investors Days that it will shift the A350 program to contract accounting for the first few airplanes, reports UBS Ltd. in its research note wrapping up Day 1. “Airbus has… Read More
737 MAX 8 could be enabler for some LCC Long Haul
Subscription Required By Scott Hamilton and Bjorn Fehrm Introduction Figure 1. Nominal range of 737 MAX 8 from Oslo Source: Great circle mapper, Boeing. Click on Image to enlarge Dec, 8, 2014:The Boeing 737-8 MAX is the successor… Read More