Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Airbus sees Boeing as medium-term competitor, with Comac next June 14, 2025
- Boeing bullish on 20-year forecast, despite short-term headwinds June 14, 2025
- Embraer’s 20-year market forecast under 150 seats: fewer turboprops, jets about the same June 14, 2025
- Airbus Canada CEO: Airbus is here to stay in Canada June 14, 2025
- Little known, most unknown in Air India 171 crash June 13, 2025
So there, Boeing: put this in your smipe and poke it
Boeing is known for its complaining that Washington State is a lousy place to do business. Yesterday (September 22) the Tax Foundation came out with its new state rankings for business-friendly tax states. Washington’s ranking: #9. South Carolina:… Read More
Refueling Dr. Strangelove
The Draft Request for Proposal for Round 3 of the KC-X tanker competition isn’t even out yet and the procurement process is already perverted. The DRFP is thought to be ready for release tomorrow (September 24). The USAF… Read More
WTO “anachronistic”
We are back from a trip to Europe, where we had the opportunity to sit down with Thomas Enders, CEO of Airbus. We talked about (among other things) the WTO case and the implications for Airbus on funding… Read More
Boeing kicks off tanker campaign
Update, Sept. 17: While looking for something else we came across this old item from Forbes magazine in 2004-5, when Boeing was temporarily led by the late Lew Platt following the fall from grace of former CEO Harry… Read More
WTO rules prevent exclusion of Airbus in tanker bid
Update, Sept. 10: When the WTO Interim Report finding Airbus violated certain rules against certain subsidies under the WTO, Boeing supporters were quick and prolific to jump on leaked reports and briefings and some called for the US… Read More
Trying to make sense of WTO ruling
This Reuters report tries to make sense of the conflicting claims by the EU and Americans over who won what in the finding issued Friday by the WTO three judge panel. Here is a somewhat different version of… Read More
No immediate effect from WTO ruling
Update, Sept. 6: There is a report out of Germany that the WTO found state loans to Airbus to be acceptable. The conflicting information and enigma goes on. Update, 2:00pm: The New York Times says 70% of the… Read More
Risks to 787 Line 2 in Charleston
Here are some thoughts about the risks Boeing faces about establishing 787 Line 2 in Charleston vs. Everett. An understanding of Washington State politics is at the core of these musings. Federal politics. Certain members of the Washington… Read More
Analyst reaction to 787 schedule
Market reaction Thursday to Boeing’s new schedule for 787 first flight by year end, and EIS in 4Q10, was good: stock closed up more than 8% or $4 to $51.82. The Dow Jones Industrials were up a mere… Read More