Leeham News and Analysis
There's more to real news than a news release.
Boeing & SPEEA: shifting work brings its own hazards–and costs
Boeing & SPEEA: As we routinely do when it comes to trying to understand rhetoric of two warring parties (usually Airbus and Boeing but in this case SPEEA and Boeing), we reach out to third parties. We asked… Read More
Is Boeing Chicago misreading the SPEEA mood–as it did IAM 751 in 2008?
There have been many articles this week detailing the increasingly contentious, evolving situation in the contract negotiations between Boeing and the engineers union, SPEEA. We’ve previously written that this wasn’t going to be a love-fest. And it isn’t…. Read More
737-900ER sales pass 500; silk purse out of sow’s ear
Here is a story we did way back in May 2011. Here is Boeing’s press release today.
Odds and Ends: Airbus takes a look at the future; Air India gets 787 Saturday; John Leahy
Looking at the future: Airbus takes a look at the future in this company-issued document. Airbus discusses the environment, Air Traffic Management and more. This link has more information about how Airbus looks at the future. Air India:… Read More
Hypocrisy and Aerospace Industries Assoc.
On Twitter: ReutersAerospaceNews @ReutersAero Alabama move won’t open door to Airbus in US lobby group: We dont want foreign govts to use AIA to lobby ours, CEO Blakey tells #ReutersA&D This is hypocrisy. The UK’s BAE System is… Read More
Cash cows at Airbus and Boeing
Eyes are on Boeing over the prospect of a 777X. Chatter doesn’t cease about the prospect of an Airbus A330neo. Boeing is in no hurry to proceed with the “7X” and an A330neo is unlikely any time soon,… Read More
Boeing rolls out Ray Conner to analysts
Boeing rolled out Ray Conner, the new CEO of Boeing Commercial Airplanes, to analysts in New York yesterday. The first research note we’ve received, from Imperial Capital’s Ken Herbert, portrayed a positive meeting. Below is a synopsis. As… Read More
Odds and Ends: Crummy DOT data and why we’re skeptical; 787 deliveries; PAL and A321 deliveries
Crummy DOT Data: We’ve previously written that we, and AirInsight, are skeptical about airline data filed with the US Department of Transportation. AirInsight doesn’t rely on it at all when doing aircraft economic analysis. We are openly skeptical… Read More
After-thoughts of Qantas 787 cancellation, SPEEA and Boeing
A day after it became public Qantas Airways canceled 35 Boeing 787-9s, it might be worthwhile giving a thought or two. The Wall Street Journal has a good story (unfortunately, paid-subscription, though it may show up via Google… Read More