Airbus, Boeing backlogs in US, EU and tariff exposure

Subscription Required Introduction April 25, 2019, © Leeham News: With the European Union now listing aircraft among the US products that will be subject to tariffs, in retaliation for the United States plan to levy tariffs on airplanes… Read More

Major fleet decisions may not be positive for Airbus, Boeing

Pontifications is off this week. Subscription Required Introduction March 20, 2017, © Leeham Co.: There are some major fleet decisions that will probably come down the pike this year at American, Delta and United airlines. Not all of… Read More

Pontifications: A history-making year

Nov. 7, 2016, © Leeham Co.: This is a history-making year. Yes, there is Brexit. Sure, there is the first woman candidate of a major political party running for the presidency of the US. Yep, there is the… Read More

Brexit special: analyst reaction

June 27, 2016: Aerospace and airline analysts are reacting to Thursday’s vote in Britain to leave the European Union. Below is a synopsis of some of the analyst notes we receive. Credit Suisse We are forwarding the analysis… Read More

Pontifications: Time to calm down from last week’s news cycle

June 27, 2016, © Leeham Co.: Last week turned out to be one of the busiest in aviation in quite some time. Details of the Iran Air Boeing “order” emerged. Everyone overlooks that this is really a “Memorandum of Agreement,”… Read More