Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Two sentences described Boeing’s last two years
Oct. 24, 2022, © Leeham News: The question to Boeing CEO David Calhoun was put in levity. His response was telling. Susanne Clark, the president of the US Chamber of Commerce, noted before last month’s Aerospace Summit that… Read More
HOTR: Restarting M100 SpaceJet program is a very, very long runway
By the Leeham News Team Dec. 21, 2021, © Leeham News: Speculation that Mitsubishi Heavy Industries (MHI) may restart the M100 SpaceJet program seems unrealistic. The consulting firm Avascent on Dec. 8 reported that MHI and the Japanese… Read More
Is the cargo capacity deciding the airliner variant? Part 3.
Subscription Required By Bjorn Fehrm Introduction October 7, 2021, © Leeham News: In last week’s article, we could see today’s high cargo prices can motivate a 325 seat Airbus A350-900 even though the passenger load on the routes… Read More
Global airline recovery: LNA’s view shifts from traffic to revenue, but our timeline hasn’t changed
Subscription Required By Judson Rollins Introduction July 19, 2021, © Leeham News: A year ago last week, LNA published what might have seemed an apocalyptic call: global airline passenger traffic would not recover until 2024 at the earliest… Read More
Asia-Pacific airline recovery held back by slow vaccination, border closures
Subscription Required By Judson Rollins Introduction July 5, 2021, © Leeham News: The passenger air travel recovery from COVID-19 has been wildly uneven, even between neighboring countries. Most countries with large domestic markets have seen dramatic rebounds in… Read More
Europe’s airline recovery: a tale of two continents
Subscription Required By Judson Rollins Introduction June 24, 2021, © Leeham News: The recovery in passenger air travel from COVID-19 has been wildly uneven. A dramatic recovery in passenger volume – although not yield – in many domestic… Read More
Boeing, Alaska team for next round of ecoDemonstrator research
By Scott Hamilton June 3, 2021, © Leeham News: Boeing and Alaska Airlines today outlined a five month ecoDemonstrator program in a series of tests designed to “green up” commercial aviation. Boeing partnered with airlines and suppliers beginning… Read More
Widebody availability set to surge; could new entrants take advantage?
Subscription Required By Judson Rollins Introduction June 3, 2021, © Leeham News: Lessors are expected to write down the value of their widebodies as the long-haul travel slump appears set to extend well beyond this year, LNA reported… Read More
Widebody write-downs are coming – how much will asset values be affected?
Subscription Required By Judson Rollins Introduction Air New Zealand 777-300ER stored at Victorville, CA (USA). Source: New Zealand Herald. May 27, 2021, © Leeham News: As central banks pumped liquidity into the global economy over the past 15… Read More
Global airline recovery is patchy, driven by domestic traffic
Subscription Required By Judson Rollins Introduction May 20, 2021, © Leeham News: Despite widespread hope, the global passenger travel recovery many expected in 2021 has proven elusive to date. Airline industry advocate International Air Transport Association (IATA) said… Read More