Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- HOTR: Second hand 787-8 market to be tested July 10, 2020
- Bjorn’s Corner: Do I get COVID in airline cabins? Part 10. Trans-Atlantic trip. July 10, 2020
- Restoring capacity with the A330ceo or A330neo, Part 4 July 9, 2020
- Looking ahead for 2020 and 2030 decades: Embraer July 8, 2020
- The future of regional jets is limited by choices, Scope Clause July 6, 2020
Pontifications: There is no good news
May 18, 2020, © Leeham News: There simply is no good news in commercial aviation right now. Yes, airport traffic is upticking in the USA (and elsewhere) slightly. But in the USA, it’s still less than 10% of… Read More
Pontifications: Boeing focuses on design, production vs airplane development–for now
By Scott Hamilton May 11, 2020, © Leeham News: Boeing killed development of its alphabet soup of airplane concepts for now. “For now” is a relative term. When Boeing will be ready to show concepts to customers as… Read More
Boeing to cut rates on 787, 777 production; posts big 1Q loss
By Scott Hamilton April 29, 2020 © Leeham News: Boeing will cut production rate of the 787 in half and the 777 from 5/mo to 3/mo in response to the dramatic drop in demand from the COVID crisis…. Read More
HOTR: Product development another victim of virus crisis
By the Leeham News staff April 28, 2020, © Leeham News: The Coronavirus not only decimates the airline industry. It’s going to completely upend the product strategies of Airbus, Boeing and Embraer. Boeing is most immediately affected.
HOTR: Boeing has options to federal bailout, CEO says
By the Leeham News Staff March 25, 2020: First, Boeing CEO David Calhoun said he wasn’t an insider (after 10 years on the Board of Directors, and as lead director for many of them). No, he merely had… Read More
Boeing has $15bn in liquidity and can survive in short term; credit markets need to reopen
By Scott Hamilton March 24, 2020, © Leeham News: Boeing CEO David Calhoun said the company has $15bn in liquidity and can survive in the short term, but federal aid is needed as long as the credit markets… Read More
Before handing $60bn to Boeing, consider this
By Scott Hamilton Commentary March 20, 2020, © Leeham News: Before the Trump Administration hands $60bn over to Boeing for its own purposes and to serve as a conduit to aid the supply chain, there are just one… Read More
Boeing engineers voting on surprise contract extension
By Bryan Corliss Feb. 25, 2020 © Leeham News — Unionized engineers and technical workers at Boeing begin voting this week on unexpected new contract proposals from the company that address two major areas of worker complaints LNA… Read More
Consultant to Boeing: cut dividends, invest in new airplane
By Scott Hamilton Feb. 5, 2020, © Leeham News: Boeing is headed for a 30% market share unless it invests in a new airplane, and soon. This is what aviation consultant Richard Aboulafia of The Teal Group predicted… Read More
Pontifications: 777X certification, MAX market deficiencies, NMA and what’s an insider
Certification of 777X will be impacted by MAX crisis. Market sees “deficiencies” in Boeing’s narrow-body product line. Reopening new airplane study doesn’t mean NMA is necessarily dead. The SEC considers Calhoun to be an insider, even if he… Read More