May 4, 2020, © Leeham News: The global airline industry is on the cusp of a fundamental restructuring that will be painful, and painfully long. A few airlines already ceased operations. Several others are on the brink of… Read More
Posted on May 4, 2020 by Scott Hamilton
Subscription Required By Vincent Valery Introduction April 30, 2020, © Leeham News: The travel restrictions implemented in the aftermath of the COVID-19 outbreak lead to an unprecedented collapse in global passenger traffic. These travel restrictions should remain in… Read More
Posted on April 30, 2020 by Vincent Valery
By Bryan Corliss April 29, 2020 © Leeham News — Unionized technical workers who initially rejected a proposed contract extension with Boeing have changed their minds. Their union – the Society of Professional Engineering Employees in Aerospace (SPEEA)… Read More
Posted on April 29, 2020 by Scott Hamilton
By Scott Hamilton April 29, 2020 © Leeham News: Boeing will cut production rate of the 787 in half and the 777 from 5/mo to 3/mo in response to the dramatic drop in demand from the COVID crisis…. Read More
Posted on April 29, 2020 by Scott Hamilton
By the Leeham News staff April 28, 2020, © Leeham News: The Coronavirus not only decimates the airline industry. It’s going to completely upend the product strategies of Airbus, Boeing and Embraer. Boeing is most immediately affected.
Posted on April 28, 2020 by Scott Hamilton
By Scott Hamilton April 27, 2020, © Leeham News: Passenger traffic should recover to 2019 pre-COVID-19 levels in two to three years. But resuming production at pre-COVID rates will take longer. Boeing also needs to borrow more money… Read More
Posted on April 27, 2020 by Scott Hamilton
Subscription Required Now open to all readers. By Scott Hamilton Introduction April 27, 2020, © Leeham News: The collapse of the Boeing-Embraer joint venture Saturday resurfaces the squeeze Embraer was under when the deal was announced in 2018…. Read More
Posted on April 27, 2020 by Scott Hamilton
April 27, 2020, © Leeham News: There is a great line in the movie, The Untouchables. Sean Connery’s character tells an assassin that he’s bringing a knife to a gunfight. That’s what came to mind when Embraer says… Read More
Posted on April 27, 2020 by Scott Hamilton
April 25, 2020: (C) Leeham News: Embraer says Boeing wrongfully terminated the joint venture agreement due to its own problems and reputational damage. “Embraer believes strongly that Boeing has wrongfully terminated the MTA, that it has manufactured false… Read More
Posted on April 25, 2020 by Scott Hamilton
By the Leeham News Team Analysis April 25, 2020, © Leeham News: The Boeing-Embraer joint venture is off. Boeing called off the JV, saying Embraer didn’t satisfy all the conditions required. The impact to Embraer is more profound… Read More
Posted on April 25, 2020 by Scott Hamilton