Leeham News and Analysis
There's more to real news than a news release.
Qantas defers 787s, Boeing gears up response to A330neo
Financially ailing Qantas Airways has deferred some of its order for Boeing 787s, a move that ordinarily would be seen as a negative to Boeing. But in this case, it comes at an opportune time that will actually… Read More
Odds and Ends: Russian MC-21 subsidy; C919 assessment; ExIm countdown
Two news items popped up today on emerging aircraft. MC-21 subsidy: Government subsidies for commercial aircraft development have been a sore point between the US and Europe (i.e., Boeing and Airbus) for decades. Although the US and Europe… Read More
Boeing on path to surpass Airbus in single-aisle production
Note: This has updated information from its distribution to our e-newsletter recipients a week ago. Boeing is on a path to overtake Airbus in producing single-aisle aircraft by the end of this decade. In the hotly contested single-aisle… Read More
Odds and Ends: Dual sourcing; FAA overflight bans; Super Constellation
Dual sourcing: There is always much angst in Seattle among the labor groups and Washington State’s elected officials when Boeing decides to put work outside the state. Much of this angst is because Boeing uses this as a… Read More
What order bubble?
Following the Farnborough Air Show last month, media and some aerospace analysts once again began asking the question: is the order bubble done? We retort by saying, “What order bubble?” We have been hearing since 2008 if the… Read More
Odds and Ends: Boeing discounting; A380 analysis; A320neo LEAP
Boeing discounting: Although Boeing alternately acknowledges it’s under price pressure from Airbus or it’s maintaining pricing on its aircraft, UBS aerospace analyst David Strauss concludes that discounting is increasing on the 737 and 777 but is somewhat better… Read More
Overlooked possibilities for the A330neo
There are overlooked possibilities for the Airbus A330-800 and A330-900 New Engine Options. What, you may ask, are these? The A330neo might give new life to the poor-selling A330-200F program and, perhaps more importantly better position Airbus to… Read More