Leeham News and Analysis
There's more to real news than a news release.
Ominous development for Northrop’s tanker
An ominous political development for the Northrop tanker award by the USAF may be developing in the US Senate. An article today in The Washington Post discusses the future of Sen. Robert Byrd, chairman of the Senate Appropriations… Read More
Boeing Commercial plans for KC-767 protest rejection
Another in a series of cartoons from The Mobile Press-Register’s JD Crowe. The reference to flying tricycles is to a comment a Boeing official made about Northrop Grumman’s planned production model for the KC-30 was like building tricycles… Read More
Qantas again reveals penalties
When the Airbus A380 was delayed two years, everyone from airplane geeks to airlines and Boeing wondered what kind of penalties Airbus would have to pay. Australia’s Qantas, apparently from a regulatory filing, revealed at the time that… Read More
Leeham Co. website updated 4/15
Our Corporate Website has been updated for this week. We discuss what’s perceived by many as Boeing’s scorched earth approach to its protest over the tanker award to Northrop Grumman; and we expand our previous discussion on the… Read More
Tanker wars, continued
Boeing and Northrop continue their tanker public relations war. Boeing fired off this press release about the KC-767’s “survivability” vs. the Northrop KC-30. Northrop fired off a release about jobs, steering people to a 3 1/2 minute National… Read More
Lost 787 Revenue: WAG $30bn
The WAG estimate for lost revenue to Boeing for the delays of the 787 program is around $30 billion through 2013, based on some production estimates from a Goldman Sachs report issued this morning. Goldman predicts $3 billion… Read More
KC-30, KC-767 prices revealed
In a remarkable piece of reporting, Reuters‘ Andrea Shalal-Esa uncovered the price offered by Northrop Grumman to the US Air Force for its KC-30 and from there the extrapolation of the price Boeing offered for the KC-767. Reuters… Read More
Boeing confirms new 6 mo delay
Boeing confirmed a new delay of six more months for the 787 program. By now readers will likely have seen the press release. The update conference call begins shortly. We’ve constructed this table below based on information in… Read More
More on the KC-767 technical merits
Boeing just published its Boeing Frontiers magazine for April and it it there is a one-page story about a low-tech solution to a high-tech problem. The story may be found here.
In advance of the 787 update
Boeing will update its 787 program Wednesday (April 9) at 11 am EDT, when officials are expected to confirm the widely reported additional six month delay. A Reuters report suggests the new delay could be six to nine… Read More