Leeham News and Analysis
There's more to real news than a news release.
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
Odds and Ends: Qantas cancels 35 787s; 787 program upswings; 777X development slows
Qantas Airways: The troubled airline canceled 35 787-9s. Stories in Google News from all over. Update: David Strauss at UBS re-issued his April note analyzing over/under orders for all Airbus-Boeing models. In his cover email, Strauss today referred… Read More
Odds and Ends: Assessing the MAX; Airbus and Mobile; skilled labor in the supply chain
It’s a slow August for news, but here are two items we’ll bring to your attention: Assessing the MAX: Over at AirInsight, we have this post assessing the Boeing 737 MAX, written shortly after the Farnborough Air Show…. Read More
Odds and Ends: Dire outlook for airlines; 787 Deliveries; American-USAirways
Dire Outlook: This article is nothing to cheer about. The author predicts a low growth in global GDP, and this is what Airbus and Boeing rely upon for their growth and production forecasts. It says airlines are emitting… Read More
Odds and Ends: 737 faces challenges; 737 MAX and China; American Air
737 Challenges: The Puget Sound Business Journal has this long piece about the challenges facing the 737 from Airbus and others. 737 MAX and China: Meantime, China is, at long last, looking at the MAX for its airlines…. Read More
Odds and Ends: Judge smacks down American; ailing Hong Kong Airlines
We were traveling Wednesday so we’re a little behind on this: American Airlines: The judge overseeing American’s bankruptcy denied a request to void labor contracts, particularly the pilot contract. This is a huge blow to management–and would seem… Read More
787-10 to come later than suggested
The Boeing 787-10 will come much later than most suggestions, according to this article by Bloomberg.It was widely thought that Boeing Commercial would go to the Board by year-end to seek an Authority to Offer (ATO) the plane… Read More
New US tanker competition underway: Boeing versus…
Gotcha. Could not resist. It’s a billion-dollar contract to train the crews for the Boeing KC-46A.