Leeham News and Analysis
There's more to real news than a news release.
Boeing supplier plans 32% decline in 737 rate by year end
Update, February 27: Just kidding— Curtis-Wright tells us their officials [m]ucked up and there is nothing to support the statements reported below, as extracted from their year-end 2008 earnings call. CW has no information regarding a rate reduction… Read More
Gov. Boeing to Commerce (Redux)
Substitute Gary Locke’s name for Christine Gregoire and it’s the same analysis.
Airbus adjusts production
Update, Feb. 20: Flight Global has this report with a dire prediction from the IATA General Director that Airbus and Boeing won’t be able to deliver half of the aircraft scheduled this year because of the credit crunch…. Read More
Assessing production cuts
The big question being asked by just about everyone with an interest in aviation these days is what are Airbus and Boeing planning for production rates this year and next. Jobs are at stake in an economic environment… Read More
Puget Sound conference looks at Boeing, aviation
We just attended a two-day conference organized by the Pacific Northwest Aerospace Alliance, a major event in Seattle’s Puget Sound region. Michele Dunlop of The Everett Herald wrote several stories; here are our impressions. Surprisingly, given the downturn… Read More
787 lightning protection
Dominic Gates at The Seattle Times had a long story Sunday (Feb. 8, 2009) about the Federal Aviation Administration relaxing rules on lightning strikes as too stringent and which the new composite Boeing 787 cannot meet. The rules,… Read More
Boeing: 2010 production cut possible
James Bell, the CFO of The Boeing Co., appeared today at a Cowen & Co. investors conference. Here is a synopsis of his presentation, as he gave it. The third bullet point refers to potential production cuts in… Read More
LCAL Cancels 787 order
Also see the Updates after the jump. LCAL, based in Dubai, has canceled 16 Boeing 787s, it has now been confirmed. This is the cancellation we wrote about on January 14 and hinted overtly about in this post…. Read More
Assessing the 747 program
Since Boeing’s earnings call last week, spurred on by the Flight International and Everett Herald stories doubting the future of the 747-8 program, we’ve received media inquiries whether we think the program will be canceled. For those who… Read More