Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: Supply chain demands; Southwest hints?; Retrospective on A320/737 replacements
Supply chain demands: Earlier this week, we talked about the prospect of production wars as Airbus and Boeing ramp up over the next five years, combined with the new entrants and the new offerings from Bombardier and Embraer…. Read More
Odds and Ends: ANA, Airbus and Boeing; Era of the jumbo jet; Repo wars
ANA to stay with Boeing? After losing Japan Airlines to Airbus, analysts are split over whether ANA will also defect. Some say JAL’s order will give ANA cover to defect. Others say JAL’s order will increase the pressure… Read More
Low Cost Carriers dominate Top 10 single aisle customers at Airbus, Boeing
 Low Cost Carriers (LCCs) dominate the backlog of the Top 10 single-aisle customers for Airbus and Boeing, data from the two OEMs show through August.  The importance of LCCs to the OEM backlogs has been increasing during… Read More
Chasing the 777X assembly site
Washington State is ramping up its all-out effort to land the assembly site of the Boeing 777X. Gov. Jay Inslee appointed a bi-partisan panel from the Legislature to come up with an incentive package to present to Boeing…. Read More
Odds and Ends: ANA to be battle royale; Boeing’s top salesman; Delta and the A380
All Nippon Airways Wide-Body Battle: Having lost a bombshell order to Airbus at Japan Airlines, the focus in Japan now turns to ANA, reports Reuters. Will Boeing shift work from Japan? Reuters has this story. Boeing’s Top Salesman:… Read More
Backstory on the JAL deal from Bloomberg; ‘Boeing blew JAL, others’ says Aboulafia
Japan Airlines deal: Two items of note came across our desk concerning the Japan Airlines’ order from Airbus for the A350-900/1000. The first is from Bloomberg, which has an interview with Airbus CEO Fabrice Bregier. Lots of speculation… Read More
Latest twin-aisle orders shift market share; Plus Odds and Ends
The flurry of orders in September and this month from Lufthansa Airlines and Japan Air Lines tightens the wide body race between Airbus and Boeing. Airbus and JAL on Monday announced a firm order for 31 A350s and… Read More