Outlook 2024: European airline consolidation

Subscription Required By Gordon Smith January 3, 2024, © Leeham News: Consolidation is certainly in the air. Even before the shock announcement on December 3 that Hawaiian and Alaska are planning to tie the knot, the industry was… Read More

Pontifications: The WTO Airbus/Boeing standstill and pursuing China

June 28, 2021, © Leeham News: The US and European Union agreed on June 15 to a standstill in the 17-year old trade dispute over illegal subsidies to Airbus and Boeing. The World Trade Organization (WTO) found each… Read More

Europe’s airline recovery: a tale of two continents

Subscription Required By Judson Rollins Introduction  June 24, 2021, © Leeham News: The recovery in passenger air travel from COVID-19 has been wildly uneven. A dramatic recovery in passenger volume – although not yield – in many domestic… Read More

Pontifications: EU tariffs on Boeing airplanes in effect; ~60 at risk

Nov. 16, 2020, © Leeham News: The European Union implemented tariffs Nov. 9 on Boeing and other US products in retaliation for the Trump Administration tariffs on Airbus and EU products. This is the latest in the 16-year… Read More

Pontifications: Airbus almost certain to be hurt by MAX crisis

Jan. 6, 2020, © Leeham News: This may be the year that Airbus is hit with the negative consequences of the Boeing 737 MAX crisis. Most observers see Airbus benefitting with greater A320 family sales while the MAX… Read More

WTO affirms non-compliance in Airbus-WTO case; another appeal expected

Dec. 2, 2019, © Leeham News: Boeing and the US won another round at the World Trade Organization today when the compliance panel upheld a decision to impose tariffs on the European Union, including Airbus airplanes, in the… Read More

EU ready to instantly retaliate if US imposes tariffs in Airbus WTO case

Sept. 29, 2019, © Leeham News: The European Union is ready to retaliate against the US for any tariffs imposed, as early as October, in response to the World Trade Organization authorization to do so in connection with… Read More

Airbus, Boeing backlogs in US, EU and tariff exposure

Subscription Required Now open to all readers. Introduction April 25, 2019, © Leeham News: With the European Union now listing aircraft among the US products that will be subject to tariffs, in retaliation for the United States plan… Read More

Trump proposes tariffs on Airbus; EU likely to retaliate against Boeing

April 9, 2019, © Leeham News: The European Union is likely to seek stiff tariffs against Boeing and other US exports in retaliation for the Trump Administration’s announcement yesterday it proposes $11bn in tariffs against Airbus and European… Read More

EU, Airbus saw hope to negotiate end to WTO dispute; US says nothing changed

Subscription Required Introduction June 4, 2018, © Leeham News: A report a week ago in the long-running dispute between the US and Europe over Airbus launch aid left the impression the US position softened a bit, favoring negotiations… Read More