Pontifications: Delta’s decision on neo vs MAX near

Dec. 4, 2017, © Leeham Co.: The Delta Air Lines management decision for an order for 100 Airbus A321neos or Boeing 737 MAXes, plus an equal number of options, is expected this week. A decision by the Board… Read More

Pontifications: Scrutiny of HNA intensifies

Nov. 27, 2017, © Leeham Co.: Time for some catch-up in the world of commercial aviation. Scrutiny of HNA Group is intensifying as regulators in Switzerland claim the Chinese company provided false information in the takeover of a… Read More

Pontifications: EU weighs in for Bombardier in Boeing trade fight

Nov. 20, 2017, © Leeham Co.: The European Union is now getting involved in the Boeing-Bombardier trade dispute. See here and here. The EU has taken Bombardier’s side. Although the UK previously weighed in with BBD because the… Read More

Egyptair signs for up to 24 CS300s at Dubai Air Show

Nov. 14, 2017, © Leeham Co.: Despite the problems in the US over the Boeing trade complaint, or perhaps because of the resulting tie-up with Airbus, Bombardier has since landed two important deals for its C Series. The… Read More

Analyst: Airbus could eventually terminate CSeries program

Nov. 7, 2017, © Leeham Co.: The Bombardier CSeries may go the way of the McDonnell Douglas MD-95, a Wall Street aerospace analyst suggests: that is, the program is likely to remain unprofitable and be shut down. Doug… Read More

CSeries effect on Airbus, Boeing product strategies

Subscription Required Introduction Nov. 6, 2017, © Leeham Co.: Boeing took a pass on assuming ownership of the Bombardier CSeries, according to a report in the Toronto Globe and Mail—the same deal rival Airbus took. In doing so,… Read More

50% increase in CSeries sales forecast–but what does this mean?

Nov. 1, 2017, © Leeham Co.: For years, Bombardier forecast the 20-year market demand in the 100-150 seat sector as between 6,000 and 7,200, depending on the year of the forecast. Airbus in 2014, the last year the… Read More

Bombardier’s “fatal error” in trade dispute

Oct. 30, 2017, © Leeham Co.: Bombardier made a fatal error in the Boeing/US trade dispute that almost certainly precludes a negotiated settlement and which the Airbus-CSeries joint venture is highly unlikely to cure, an expert trade lawyer… Read More

Assessing Alaska Air Group’s fleet requirements

Subscription Required Introduction Oct. 27, 2017, © Leeham Co.: Alaska Airlines Group (AAG) acquired Virgin America (VA) and with it, Virgin’s exclusive fleet of Airbus A320ceos with orders for A320neos and A321neos. With Alaska Airlines (AS) being an… Read More

Bombardier upbeat on CSeries deal, but Moody’s sees higher risk of debt default

Oct. 26, 2017, © Leeham Co.: Bombardier and Airbus put a positive face on the former’s acquisition of 50.01% of the CSeries program, but Moody’s credit rating service wasn’t impressed. The agency downgraded Bombardier’s already poor credit rating… Read More