Lessors, airlines seek 1 year lease extensions in MAX groundings

June 26, 2019, © Leeham News: Airlines and lessors are making plans to extend leases by up to one year as the Boeing 737 MAX grounding drags on with no end in sight and carriers scramble to cover… Read More

Paris Air Show, Day 3: Orders and Commitments

June 19, 2019, Paris: Here are the orders and commitments from Day 3 of the Paris Air Show, via Airfinance Journal.

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

KKR invests $1bn in small lessor

Jan. 3, 2019, © Leeham News: The US private equity fund KKR agreed to invest $1bn in boutique lessor Altavair, a deal that includes taking a 50% stake in the company. KKR may supplement the investment with additional… Read More

Lessors and investors disagree on transparency

Special to Leeham News By Jack Dutton Jan. 25, 2018, © Airfinance Journal, Dublin: The opacity of the industry in regard to asset prices is one of the main challenges for aircraft lenders and investors, according to a… Read More

Assessing the Dubai Air Show

Subscription Required Introduction Nov. 20, 2017, © Leeham Co.: The Dubai Air Show was a clear win for Boeing, despite the last minute 430 airplane commitment from the Indigo Partners group. The “MENA” region, for Middle East and… Read More

Key lessors see strong wide-body market despite worries

Subscription Required Introduction Aug. 7, 2017, © Leeham Co.: Amid talk that Middle Eastern airlines, which are the largest group of users for wide-body aircraft, may defer Airbus and Boeing airplanes, there are conflicting signs that the bleak… Read More

Pontifications: Context is everything

Aug. 7, 2017, © Leeham Co.: The quote appeared on Twitter, citing the chairman of Air Lease Corp, Steven Udvar-Hazy: “I would simply but strongly encourage the OEMs to carefully review their production rate aspirations closely and realistically.”… Read More

MAX 8 conversions to MAX 10 outweigh MAX 9

Subscription Required Introduction July 3, 2017, © Leeham Co.: There were conversions of 214 orders from other 737 MAX programs in favor of the 361 orders and commitments announced at the Paris Air Show for the launch of… Read More

Pontifications: Read the fine print

June 26, 2017, © Leeham Co.: Are the widebodies orders seeing some earlier-than-expected recovery? Airbus and Boeing said they don’t expect to see a renewed demand for wide-bodied aircraft until around 2022, +/-. But Boeing certainly had stronger-than-expected… Read More