Leeham News and Analysis
There's more to real news than a news release.
Boeing to cut rates on 787, 777 production; posts big 1Q loss
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
HOTR: Product development another victim of virus crisis
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.
Boeing sees air traffic recovering in 2-3 years; production will take longer
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
Embraer: Boeing wrongfully terminated JV, will seek remedies
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
Analysis: The collapse of the Boeing-Embraer joint venture
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
Boeing walks from Embraer joint venture
By Scott Hamilton April 25, 2020, © Leeham News: Boeing today pulled the plug on its proposed joint venture with Embraer. It claimed the Brazilian company failed to meet all the terms and conditions required of the JV… Read More
Can a passenger airliner run as a freighter with today’s tariffs? Part 4.
By Bjorn Fehrm Subscription Required Introduction April 23, 2020, © Leeham News: We spent the last weeks checking if passenger airliners used as belly freighters make economic sense. With the present air freight prices, it does. The high… Read More
Supply chain focus: Hexcel’s first 2020 quarter
By Bjorn Fehrm April 22, 2020, ©. Leeham News: With the COVID-19 meltdown of airline traffic and aircraft deliveries, we place a special focus on the airliner industry supply chain in the next months. Hexcel Corporation reported its… Read More