Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- A Chinese intervention in Ukraine would kill its aerospace industry March 23, 2023
- Pontifications: Complacency, arrogance aren’t a Boeing exclusive March 21, 2023
- Regulatory filings spell out key 2023 challenges for Boeing, Airbus March 20, 2023
- Bjorn’s Corner: New aircraft technologies. Part 4. Fuselage trades March 17, 2023
- Bjorn’s Corner: New aircraft technologies. Part 4P. Fuselage trades March 17, 2023
HOTR: Boeing ponders 777-300ER P2F program, again
By the Leeham News team Jan. 19, 2023, © Leeham News: Already well behind the 8 ball in delivering 787s, Boeing quietly advised some customers recently that they may see yet another delay—this one up to 15 months…. Read More
How much can China’s traffic growth slow? A look at Japan
Subscription Required By Vincent Valery Introduction Dec. 12, 2022, © Leeham News: The Chinese commercial aviation market is now the second largest in the world after the United States. Growth has been very robust in recent decades, and… Read More
China will accelerate development of its commercial aerospace sector
Subscription Required The second of two articles. By Scott Hamilton Nov. 21, 2022, © Leeham Co.: Western aerospace companies that invested in China face challenging times ahead in a changing trade environment. The COMAC C919 is a means… Read More
HOTR: China-US relations continue to dive
By the Leeham News team Oct. 17, 2022, © Leeham News: The G-7 meeting among the leaders of world’s top countries is next month. There were hopes that the USA’s President Biden and China’s President Xi would meet… Read More
Boeing remarketing stored 737s ordered by China
By Scott Hamilton Sept. 15, 2022, © Leeham News: The indefinite delay in China authorizing Boeing to deliver 737 MAXes to airlines led Boeing to slowly remarket more than that are 100 stored. CEO David Calhoun said today… Read More
Pontifications: Signs point to China OK soon for Boeing deliveries, orders
Aug. 29, 2022, © Leeham News: The Chinese government appears on a path toward authorizing Boeing to resume deliveries to airlines by or early in the fourth quarter, China watchers tell LNA. China hasn’t placed new orders for… Read More
Boeing prepares to swap engines from MAX inventory to new production
Subscription Required By Scott Hamilton Aug. 15, 2022, © Leeham News: Boeing CEO David Calhoun says the company won’t build 737 gliders. That’s what airplanes are called as they exit final assembly without engines. The mitigation ironically comes… Read More
HOTR: About those 737 MAXes in inventory….
By the Leeham News staff July 29, 2021, © Leeham News: Boeing said yesterday that it delivered about 130 737 MAXes since the recertification of the aircraft last November. It won’t reveal exactly how many came from the… Read More
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
Boeing cites US-China relations as business watch item in 1Q earnings
April 28, 2021, © Leeham News: Boeing’s first quarter financial results were slightly worse than estimates by Wall Street analysis. “Boeing reported first-quarter revenue of $15.2bn, primarily driven by lower 787 deliveries and commercial services volume, partially offset… Read More
