Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing wants to remarket China’s airplanes. It’s costly and time consuming. April 28, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 19. April 25, 2025
- How good is the C929? Part 2. April 24, 2025
- Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified” April 24, 2025
- Boeing First Quarter Results: Tariffs, Return flights, $10.55bn asset sale April 23, 2025
Odds and Ends: Russian MC-21 subsidy; C919 assessment; ExIm countdown
Two news items popped up today on emerging aircraft. MC-21 subsidy: Government subsidies for commercial aircraft development have been a sore point between the US and Europe (i.e., Boeing and Airbus) for decades. Although the US and Europe… Read More
Odds and Ends: GAO report on ‘Boeing’s bank;’ C919; Airbus widebody strategy
GAO report on ‘Boeing’s bank:’ The US Government Accounting Office, a non-partisan investigating agency, completed a study of the funding and guarantees provided by the US ExIm Bank, which is under criticism from Congressional Republicans, and concluded non-US… Read More
Odds and End: ExIm fight, again; A350 interior; C-17 production ending early; 787’s longest routes; That’s no bull; MH370
ExIm fight, again: Republicans and the conservative Heritage Foundation are once again attempting to kill the US ExIm Bank, which providing financing support for Boeing airplanes. This isn’t a sexy topic for our readers, but it’s an important… Read More
Boeing: ExIm needed so we can do R&D, not finance planes; how about dropping stock buybacks instead?
The Puget Sound Business Journal reports that a Boeing exec says the US Export-Import Bank is necessary to help finance Boeing aircraft so free cash flow can go toward R&D rather than financing customer orders. Hmm. We think… Read More
US ExIm financing under attack again; killing it would aid Airbus
US Export-Import financing is under attack again by Delta Air Lines and Republicans. We understand why Delta is opposed. It believes that ExIm financing of Boeing aircraft to competitors puts it at an economic disadvantage. But fees charged… Read More
Odds and Ends: Puzzling math remains puzzling in 737 v A320 debate
Puzzling math remains puzzling: Boeing has said for the better part of two years that the 737-800 is 8% more economical than the Airbus A320 and the advantage translates into leads it claims for the MAX over the… 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