Leeham News and Analysis
There's more to real news than a news release.
Airbus, Boeing battle for US MAX-NEO market share
With the announcement by Alaska Airlines for 20 737 MAX 8s, 17 737 MAX 9s (and 13 Next-Generation 737-900ERs), Airbus and Boeing continue their battle for the US market. There are still a number of customers who have… Read More
US Airways’ CEO talks AMR, industry conditions at National Press Club
US Airways CEO Doug Parker spoke today on the effort to merge with American Airlines and of industry conditions. This is a running tally of the comments and Q&A. Parker: Was introduced as a good poker player, citing… Read More
Airbus and Mobile: Implications and analysis
Before getting to the meat of things, a couple of key stories: Mobile Press-Register, June 30. Details of the plan. Wall Street Journal: Boeing complains. It’s now one of the worst-kept industrial secrets: Airbus will announce at 10am… Read More
787 enables ANA to begin Seattle route–after an interim 777 solution
Japan’s All Nippon Airlines, the launch customer of the Boeing 787, said yesterday that the new, high-tech airplane is the enabler that prompted it to schedule its first service from Tokyo to Seattle. Never mind that initial service… Read More
Wells Fargo estimates Southwest paid base price $34.7m for MAX
In a new research note issued today, Wells Fargo estimates that Southwest Airlines paid a based price of $34.7m each for the Boeing 737-8 MAX. The investment bank published the following table, followed by the text: Prior to… Read More
Odds and Ends: ‘We’re happy with LEAP, confident it will meet target’
During the Boeing 1Q2012 earnings call, CEO Jim McNerney had this to say about the story that won’t die (that Boeing continues to look at the PW Geared Turbo Fan for the 737 MAX): The gear turbo fan,… Read More
Odds and Ends: ExIm Bank, 777X, Winglets, 737 MAX
ExIm Bank: The fight between Delta Air Lines and the ExIm Bank continues. As readers know, Delta is behind the move to block ExIm Bank financings of wide-body airplanes to international customers. We’ve a link to a Wall… Read More
Odds and Ends: 737 MAX development cost; another range boost for A330
737 MAX: We did this story last week on the development cost of the Boeing 737 MAX. A330: Airbus is going to boost the range of the A330 to make it more closely match that of the Boeing… Read More