Leeham News and Analysis
There's more to real news than a news release.
Boeing union creates strike fund for 2024 contract negotiations
Dec. 21, 2019, © Leeham News: The International Association of Machinists District 751, the touch-labor union at Boeing’s Seattle-area plants, launched a campaign for a strike fund this week. The current labor contract expires in September 2024, five… Read More
Minimum 3-6 month 737 MAX production shutdown seen
By Scott Hamilton Dec. 17, 2019, © Leeham News: Boeing announced yesterday a suspension in production of the 737 MAX line. It didn’t put a timetable to the shutdown. But one aerospace analyst predicts the shutdown will be… Read More
Analysts align in reaction to MAX production suspension
Dec. 17, 2019, © Leeham News: Wall Street analysts were fairly aligned in their reaction to Boeing’s decision to suspend production. Below are excerpt of some of the research notes received by LNA:
Pontifications: MAX RTS, Emirates 777X order, Suspending 737 production, more
Editor’s Note: News reports Sunday indicated Boeing is considering reducing or suspending production of the 737 MAX. LNA reported this possibility Dec. 11. While Sunday’s reports suggest Boeing will halt production, LNA is told a rate cut to between 10-20… Read More
With no end of MAX grounding in sight, Boeing may be forced to cut or suspend production soon
Dec. 11, 2019, © Leeham News: With confirmation by the Federal Aviation Administration that recertification of the 737 MAX won’t happen until 2020, Boeing is rapidly facing a decision whether to reduce or suspend MAX production. With no… Read More
FAA: No MAX certification until 2020; analysis forecast 15 more crashes if MCAS not fixed
Dec. 11, 2019, © Leeham News: A new round of Congressional Hearings about the Boeing 737 MAX got underway today. Before the hearing began at the House Transportation Committee, FAA Administrator Steve Dickson appeared on CNBC today. Among… Read More
First reports from Boeing’s MAX briefings last week
Dec. 10, 2019, © Leeham News: The first reporting from last week’s Boeing briefings for analysts, opinion-makers, influencers and consultants (but not the media) began to emerge Saturday. (Media briefings may be scheduled in January.) The briefings are… Read More
US trade rep rejects Airbus tariff reduction claim
Dec. 9. 2019, © Leeham News: The US Trade Representative (USTR) Friday dismissed Airbus; conclusion last week that the tariff authorized by the World Trade Organization (WTO) should be lowered by about $2bn. The WTO’s Compliance Panel last… Read More
A tectonic shift towards large narrowbody
Subscription Required By Vincent Valery Introduction A321XLR. Source: Airbus. Dec. 9, 2019, © Leeham News: There are now more firm orders for the Airbus A321neo than all the latest generation widebody programs combined: Airbus A330neo and A350, Boeing… Read More
Pontifications: Stop hitting the snooze button, Boeing
Dec. 9, 2019, © Leeham News: I know Boeing is preoccupied right now. But it has to get off the pot and decide to proceed with a new airplane. We believe the New Midmarket Airplane is still required…. Read More