Leeham News and Analysis
There's more to real news than a news release.
The Impact of Asian airline difficulties on OEMs
Subscription Required By Vincent Valery Introduction Feb. 24, 2020, © Leeham News: Passenger traffic in the Asia-Pacific region has grown dramatically since the turn of the century. Except for temporary dips caused by SARS in 2003 and the… Read More
Pontifications: EU appears to be holding Boeing-Embraer JV hostage
Feb. 24, 2020, © Leeham News: I bet you’d never get an official of the European Union to go on the record. But there sure seems to be plenty of anecdotal evidence that the approval of the proposed… Read More
Why the A321XLR makes sense for Alaska Airlines
By Scott Hamilton Feb. 23, 2020, © Leeham News: Alaska Airlines last week said it will place an order, perhaps this year, for 200 aircraft for delivery over the next decade. The carrier exclusively operated Boeing 737s until… Read More
Boeing may have checkmated Airbus in trade dispute
By Scott Hamilton Feb. 20, 2020, © Leeham News: Boeing may have just checkmated Airbus in the long-running trade dispute between the US and European Union. In an unexpected move, Boeing and Washington State crafted legislation to void… Read More
Boeing helps some suppliers, but squeezes others
By Scott Hamilton Feb 19, 2020, © Leeham News: Boeing says it is helping some suppliers with liquidity while the 737 MAX is grounded. Other suppliers complain that Boeing is dunning them for alleged bad workmanship, squeezing cash…. Read More
Boeing finds debris left in new 737 MAXes, now in storage
By Scott Hamilton Exclusive Feb. 18, 2020, © Leeham News: Boeing recently discovered some of its stored 737 MAXes have foreign objects in the fuel tanks. The entire fleet of 400+ newly produced but undelivered MAXes is being… Read More
Pontifications: In chaos there is opportunity for Boeing during MAX grounding
Feb. 17, 2020, © Leeham News: Boeing executives said that while the 737 MAX production is suspended, efficiencies are being implemented on the assembly lines. At a Cowen & Co. conference last week, EVP and CFO Greg Smith… Read More
Boeing 737 MAX 2020-23 backlog will require to 2026 to deliver: analysis
Subscription Required Introduction By Scott Hamilton Feb. 14, 2020, © Leeham News: It will take Boeing years to deliver new production airplanes scheduled for delivery in 2020-2023 because the restart of the 737 MAX production will fall far… Read More
Boeing sued in Seattle over 737 MAX
Feb. 13, 2020, © Leeham News: A Seattle law firm filed what is believed to be the first lawsuit over the Boeing 737 MAX crisis in King County Superior Court. King County includes Seattle and Renton, where Boeing’s… Read More