Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Aircraft values vary widely
Dec. 14, 2015, (c) Leeham Co: Aircraft valuations came to the forefront following comments by Richard Anderson, CEO of Delta Air Lines, over just how much a 10-year old Boeing 777-200ER was worth. He claimed the airplane was… Read More
Pontifications: Assessing the benefit of new airplanes in low oil pricing
Dec. 7, 2015, © Leeham Co.: Oil for West Texas Intermediate Crude closed Friday at $39.97. International Brent closed at $43.05. These figures continue to breathe life into used aircraft and raise questions about new orders. In recent… Read More
Pontifications: “I’m glad you’re not going far.”
Nov. 23, 2015, (c) Leeham Co. An Airbus A321 is blown out of the sky over Egypt. Two Air France jumbo jets are diverted due to bomb threats. ISIS stages multiple, simultaneous attacks in Paris. Additional attacks are… Read More
Delta CEO is right about 777-200ER values, says market
Subscription Required Introduction Richard Anderson, CEO, Delta Air Lines. Photo via Google images. Delta Air Lines CEO Richard Anderson is right. Actual market values for 10-year old Boeing 777-200ERs are around $10m, not the $50m-ish suggested by Boeing… Read More
Delta Air sees 777 surplus developing
Subscription required. Oct. 14, 2015, © Leeham Co.: Delta Air Lines sees a major surplus of young Boeing 777s developing in the near term as key operators plan to let the aircraft go from leases or retirements. The looming… Read More
Boeing faces 737 production gap: analysis
Subscription Required. Introduction Sept. 2, 2015, (c) Leeham Co. Boeing faces a production gap for the 737, based on an analysis of the delivery streams of the 737NG and the 737 MAX. There’s a production gap for the… Read More
ExIm Bank expires, Boeing, hundreds more hope for a Lazarus
July 1, 2015, c. Leeham Co. The ExIm Bank is dead. At least for now. Boeing, and hundreds of smaller companies, hope for a Lazarus miracle. Though nobody expects a revival of the Bank in four days, as… Read More