Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing, Airbus still struggle with supply chains and personnel shortages December 13, 2024
- Airbus procurement head “convinced” supply chain issues are on right path December 12, 2024
- CFM gets FAA and EASA certification for a more robust LEAP-1A turbine. December 10, 2024
- Global instability poses questions for aerospace industry December 9, 2024
- How Trump tariffs affected, and could affect, Airbus, Boeing and Embraer December 6, 2024
Risk-Adjusted Business Outlook
A 2024 view of macroeconomic and indicators for the aircraft finance and leasing markets By David Yu and William Loh Feb. 13, 2024, © Leeham News: As we entered 2024, this is an interesting time for aircraft finance… Read More
Orders at risk: Year-End 2022 snapshot
Subscription Required By Vincent Valery Introduction Feb. 6, 2023, © Leeham News: With the publication of the Airbus and Boeing announcing 2022 orders and deliveries last month, and Boeing’s published its 2022 Annual Report (10-K), we undertake our… Read More
Pontifications: Signs point to China OK soon for Boeing deliveries, orders
Aug. 29, 2022, © Leeham News: The Chinese government appears on a path toward authorizing Boeing to resume deliveries to airlines by or early in the fourth quarter, China watchers tell LNA. China hasn’t placed new orders for… Read More
China distorts progress in Boeing 737 MAX return to service
Subscription Required By Scott Hamilton Introduction June 28, 2021, © Leeham News: There are now 265 Boeing 737 MAXes in airline service, according to data reviewed by LNA. There are 263 MAXes in storage that appear to be… Read More
Widebody availability set to surge; could new entrants take advantage?
Subscription Required By Judson Rollins Introduction June 3, 2021, © Leeham News: Lessors are expected to write down the value of their widebodies as the long-haul travel slump appears set to extend well beyond this year, LNA reported… Read More
Widebody write-downs are coming – how much will asset values be affected?
Subscription Required By Judson Rollins Introduction Air New Zealand 777-300ER stored at Victorville, CA (USA). Source: New Zealand Herald. May 27, 2021, © Leeham News: As central banks pumped liquidity into the global economy over the past 15… Read More
Is COVID-19 a Force Majeure event?
Editor’s Note: Airbus, Boeing and Embraer and other OEMs face requests for deferrals and perhaps cancellations of orders as a result of COVID-19. In addition, Boeing now faces cancellation requests for the 737 MAX grounding, now in its… Read More
Airlines seek rent relief as coronavirus impacts widen
By Scott Hamilton March 11, 2020, © Leeham News: Some airlines already are asking for rent relief as a result of widespread groundings of aircraft because of the coronavirus. BOC Aviation, Avolon and Air Lease Corp are just… Read More
Lower interest rates, a tailwind for new orders
Subscription Required By Vincent Valery Introduction Sep. 16, 2019, © Leeham News: Over the last few weeks, LNA outlined significant production gaps from 2022 onwards for the major widebody programs at Airbus and Boeing. The OEMs expect airlines to place… Read More
