Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing AGM routine, action came an hour before April 20, 2021
- The conundrum of a new airplane design vs a derivative April 19, 2021
- Pontifications: End appears in sight for 16-year old US-EU trade dispute April 19, 2021
- Bjorn’s Corner: The challenges of hydrogen. Part 33. Wrap-up: The Eco-system April 16, 2021
- Aviation Writers Bloc: Calhoun’s Countdown April 15, 2021
Pontifications: Certification timing may push EIS for 777X
Nov. 2, 2020, © Leeham News: Throughout the 737 MAX investigations and recertification process, former Boeing CEO Dennis Muilenburg said there would be no delay on 777X certification. On Boeing’s earnings call last week, Muilenburg’s successor, David Calhoun,… Read More
Pontifications: Good, and Bad, news from the Dubai Air Show
Nov. 25, 2019, © Leeham News: The Dubai Air Show proved to be a mixed bag for Airbus and Boeing. Each company picked up important orders and commitments. But each company saw some previously announced commitments reduced in… Read More
Big Three Gulf Carriers’ financials
Subscription Required By Vincent Valery Introduction Nov. 4, 2019, © Leeham News: The rise of the Big Three Middle Eastern carriers since the mid-2000s has been nothing short of astounding. They took full advantage of an advantageous geographical… Read More
Stored A330s, 777 Classics offer alternative to new orders
Subscription Required Aug. 12, 2019, © Leeham News: Slow sales of the Airbus A330neo, A350 and 777X this year are the result of a dip in the order cycle, A330ceos and 777-300ERs coming off lease and route fragmentation… Read More
Boeing faces weak sales, production gap for 777X
Subscription Required Now open to all readers. Aug. 5, 2019, © Leeham News: Design issues with the giant General Electric Aviation GE9X are causing untimely headaches for the Boeing 777X program, at a time when the 737 MAX… Read More
Boeing MAX crisis overshadows other challenges
Subscription Required Now open to all Readers. July 29, 2019, © Leeham News: The 737 MAX crisis overshadows everything else right now at Boeing. This includes forward orders, weak customers and production gaps on the 787 line, which… Read More
From the sidelines at MRO America, Day 2; the real reason for 737 production rate cutback
April 11, 2019, © Leeham News: Conversation from the sidelines of the Aviation Week MRO Americas conference in Atlanta on Day 2: Ramping the 737 production back up Boeing already has its plans for ramping production of the… Read More
A380 end opens opportunity for A350-2000
Subscription Required Introduction Feb. 18, 2019 © Leeham News: Airbus’ decision to end the A380 program clears the path, if chosen, for a plane that was studied three or four years ago: the stretch of the A350-1000 to… Read More
Boeing’s growing 777X challenge
Boeing 3Q earnings call Oct. 24, 10:30am EDT. Oct. 23, 2018, © Leeham News: Boeing has been confident it has bottomed out the production rate of the 777 line, successfully bridging between the Classic and the X models…. Read More
Pontifications: Market Intelligence from NY
Oct. 22, 2018, © Leeham News: I was in New York City last week for a series of meetings. Here’s what “the street” is talking about. I make no judgment calls about whether the thoughts are on target… Read More