Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Podcast: 10 Minutes About the A350F and the Impact on Boeing August 3, 2021
- Boeing’s apparent shifting product strategy August 2, 2021
- Pontifications: Biden’s new “Buy American” policy may hit Lockheed Martin-Airbus plans to compete in KC-Y tanker bid August 2, 2021
- Bjorn’s Corner: The challenges of airliner development. Part 14. The ATO. July 30, 2021
- Airbus delivers strong 1H2021 and launches A350 Freighter July 29, 2021
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
2021 fleet trends: small jets get bigger, bigger jets get smaller – and the old makes way for the new
Subscription Required By Judson Rollins Introduction May 13, 2021, © Leeham News: Aviation data provider Cirium said last week that just under 7,850 commercial aircraft were still in storage, down from 8,684 at the beginning of the year… 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
Unsustainable – and growing – airline debt load weighs on OEMs, suppliers
Subscription Required By Judson Rollins Introduction April 22, 2021, © Leeham News: COVID-19 has forced every layer of the commercial aviation supply chain, apart from cargo airlines, to streamline their businesses and raise cash to survive. Nowhere has… Read More