Middle Eastern airline turmoil hits Boeing

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Major fleet decisions may not be positive for Airbus, Boeing

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Pontifications: Boeing 777 production rates

Feb. 27, 2017, © Leeham Co.: When Boeing announced it will reduce 777 production to 5/mo, with actual deliveries of the 777 Classic to 3.5/mo beginning in 2018, the aerospace analyst at Goldman Sachs immediately concluded Boeing will… Read More

Singapore 777-9 order pressures, but does not kill A380

Feb. 16, 2017, © Leeham Co.: Last week’s order by Singapore Airlines for 20 Boeing 777-9s and 19 Boeing 787-10s immediately was viewed by some as the death knell for the Airbus A380. The 777-9 order would start… Read More

A380 cost analysis

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Analyzing the Top Customers for Airbus and Boeing

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Pontifications: A380 “oh-woe-is-me” valid, if premature

Sept. 19, 2016, © Leeham Co. The real (very boring) headline should be: “Aircraft lease reaches end.” This was the wry comment by Alasdair Whyte of Aircraft Investor last week, reporting on media coverage of Singapore Airlines’ decision… Read More

Pontifications: Odds and Ends to end the summer

Sept. 5, 2016, © Leeham Co.: August was unusually slow, so today is sort of an Odds and Ends clean-up of the summer. There was the Southwest Airlines engine incident and the reports that ANA’s Boeing 787s have… Read More

What’s happened to the VLA sector?

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Boeing 787: Stable Rate, Hike Rate or Cut Rate

Aug. 2, 2016, © Leeham Co.: Boeing officials increasingly downplay the prospect of the 787 production rate increasing to 14/mo by the end of the decade from the current 12/mo, reflecting uncertainty over the strength of the wide-body… Read More