BAE Systems is growth opportunity for EADS

Update, Sept. 13: Here are some stories from today: Bloomberg: EADS move seen by Boeing as growth; Revives decade-old plan; and this update about the rankings: BAE is the ninth biggest vendor to the U.S. government, with $7.3… Read More

It’s official–new A350 delay

EADS, parent of Airbus, reported that there will be a three month delay for the A350 EIS due to wing drilling issues. We reported on July 6 we expected a delay of 5-6 months and earlier this week… Read More

Odds and Ends: China trojans; China is the biggest threat; EADS ponders own bank

China trojans: we’re not talking about condoms, either. This item from Defense Tech is pretty alarming. And while this piece is also pretty alarming, though it isn’t about China. Or maybe it is. The chips are made by… Read More

A320 build rate, Alabama presents proposal to Airbus

Airbus won’t increase the production rate on the A320 family until introduction of the NEO and it’s now become public that Alabama has presented a proposal to Airbus for an assembly plant there. Airbus disclosed the plan to… Read More

Republicans in Congress out to lunch on Ex-Im Bank funding

The politically-focused publication The Hill has an article that describes a Republican Party that is completely out of touch with reality on the Ex-Im Bank funding of exports. Ex-Im supports a broad spectrum of industries, but is especially… Read More

Punching through the hysteria about closing Boeing Wichita

Mike Mecham of Aviation Week has a thorough analysis of what’s behind the decision to close Boeing Wichita. Contrast Mike’s story with this ridiculous analysis. It’s very, very rare that we call out someone else but this one… Read More

EADS-Airbus investors forum

EADS and Airbus wrapped a two-day investors forum today. The PDF slide presentations are up on the web; the actual webcasts apparently won’t be posted until next week. There is a enormous amount of information to slog through,… Read More

Airbus repays launch aid on WTO complaint but has drawn aid for A350

Airbus has repaid nearly 2bn Euros in launch aid associated with the findings of the WTO complaint filed in 2004 by the US Trade Representative, an amount far less than the American agency alleged as US$25bn in illegal… Read More

Ja wohl, Herr Chancellor

We couldn’t agree with Tom Enders more.

For Boeing: when one door closes, another door opens

There’s a saying that when one door closes on an opportunity, another door opens. This is the case with Boeing’s decision to proceed with a 737 re-engine. We first wrote about this in a previous post. Max-Kinglsey Jones… Read More