China’s air travel “recovery:” volume improving, but revenue still elusive

Subscription Required By Judson Rollins Introduction  May 6, 2021, © Leeham News: In a media briefing this week, the International Air Transport Association (IATA) showed a deep contrast between the airline landscapes in the US and China versus… Read More

HOTR: Annual Reports give hint to MAX return in China

By the Leeham News Team May 4, 2021, © Leeham News: Annual reports from some Chinese airlines give an indication when Boeing can expect to resume deliveries of the 737 MAX there. China Southern’s report issued this week… Read More

China’s hollow airline “recovery”: capacity without revenue

Subscription Required By Judson Rollins Introduction  March 15, 2021, © Leeham News: A flood of media coverage has centered on Chinese airlines’ supposed recovery from COVID-19. The Chinese “big three,” Air China, China Eastern, and China Southern, made… Read More

The ascent of the Big Three Chinese carriers

Subscription Required By Vincent Valery Introduction   Jan. 18, 2021, © Leeham News: As the COVID-19 outbreak spread throughout China in January last year, their airlines were the first hit by the sudden collapse in passenger traffic. Most of… Read More

Sunset of the Quads, Part 5

Subscription Required By Vincent Valery Introduction   Sep. 3rd, 2020, © Leeham News: Last week, we compared the economics of the A340-300 and the 777-200ER on the Paris to San Francisco route. We now turn our attention to Airbus’… Read More

The Impact of Asian airline difficulties on OEMs

Subscription Required By Vincent Valery Introduction   Feb. 24, 2020, © Leeham News: Passenger traffic in the Asia-Pacific region has grown dramatically since the turn of the century. Except for temporary dips caused by SARS in 2003 and the… Read More

Pontifications: Looking to year-end

Nov. 30, 2015, © Leeham Co.: One month to go to the end of 2015. What’s left to come? The first Boeing 737 MAX is rolling out of the factory Dec. 8. For reasons that defy obvious explanation,… Read More

More 787 cancellations likely: Boeing, UBS

Boeing sees more 787 cancellations following the one by China Eastern Airlines for 24 aircraft, according to this news article. In light of the CEA cancellation due to delays, UBS aerospace analyst David Stauss re-issued his May report… Read More