The Squeeze on Embraer

Subscription Required Now open to all readers. By Scott Hamilton Introduction April 27, 2020, © Leeham News: The collapse of the Boeing-Embraer joint venture Saturday resurfaces the squeeze Embraer was under when the deal was announced in 2018…. Read More

Pontifications: Taking a knife to a gunfight

April 27, 2020, © Leeham News: There is a great line in the movie, The Untouchables. Sean Connery’s character tells an assassin that he’s bringing a knife to a gunfight. That’s what came to mind when Embraer says… 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

Japan seeks to develop aircraft industry ties through Asian trade partnerships

By Judson Rollins Subscription Required April 20, 2020, © Leeham News: Japan has long been known as an engineering powerhouse, and Japanese manufacturing titans like Mitsubishi Heavy Industries and Kawasaki Aerospace have been a key part of Boeing… Read More

Pontifications: What shape and how long will recovery take?

April 20, 2020, © Leeham News: There just is little good news for the aerospace industry right now. Airbus announced it will reduce production by a third across the A-Series airliners. I don’t think this will be the… Read More

Restarting credit markets

Subscription Required By Vincent Valery Introduction   April 13, 2020, © Leeham News: Companies across the globe moved quickly to draw down credit facilities or arrange new debt to get through the economic disasters brought on by COVID-19, the… Read More