Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More
Airbus A350-900ULR enables Singapore Airlines to reopen Singapore-New York
By Scott Hamilton and Bjorn Fehrm Oct. 13 2015, ©. Leeham Co: Airbus and Singapore Airlines have launched the A350-900 ultra long range, the specifications for which we estimated in July beginning with the first of four articles. The A350-900ULR… Read More
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Posted on October 13, 2015 by Scott Hamilton
Airbus, Airlines, Leeham News and Comment
A340-500, A350-900, A350ULR, Airbus, Cathay Pacific Airways, Singapore Airlines
Airbus’ and Boeing’s Payload/Range for VLAs
Bloomberg reported this week that Airbus is now offering the A350-900LR to Singapore Airlines to reopen ultra-long haul US direct routes. We predicted July 14 that Airbus would offer the LR. We offered some high-level analysis about how Airbus… Read More
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Posted on August 20, 2015 by Bjorn Fehrm
Airbus, Airlines, Boeing, Premium
747-8, 777-300ER, A350-1000, A350-900LR, A380, Airbus, Boeing, Singapore Airlines
Airbus in talks with Singapore for ultra-long range airplane; “A350-900LR” likely
July 14, 2015 © Leeham Co. Singapore Airlines is in talks with Airbus and Boeing about an Ultra-Long Haul airplane that can fly from Singapore to the US non-stop. The talks were first reported by Bloomberg News June… Read More
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Posted on July 14, 2015 by Scott Hamilton
Airbus, Airlines, Boeing
777-200LR, 777-8, 777LR, A350-900, A350-900LR, Airbus, Boeing, Singapore Airlines
Malaysia Airlines fleet restructuring
April 30, 2015: Malaysia Airlines is offering for sale or lease all six of its Airbus A380s, its two Boeing 747-400Fs and four Airbus A330-200Fs and four Boeing 777-200ERs as it seeks to restructure following a disastrous 2014…. Read More
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Posted on April 30, 2015 by Scott Hamilton
Airbus, Airlines, Boeing, Malaysian Airlines, MH370
747-400F, 747-8F, 777-200ER, A330-200F, A330-300, A380, Airbus, airlines, Boeing, Emirates Airlines, Malaysia Airlines, MH17, MH370, Singapore Airlines
Tipping point for supply/demand? We don’t think so
Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More
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Posted on April 28, 2015 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Germanwings, Premium, United Airlines
737 MAX 200, 737NG, 747-400, 767-300ERs, 777, 777-300ER, 787, A320NEO, A321LR, A330ceo, A330neo, A350, Airbus, American Airlines, Boeing, Emirates Airlines, Goldman Sachs, JetBlue, Lufthansa Airlines, Singapore Airlines, United Airlines, Virgin Atlantic, Wizzair
Playing number games with the A380
Feb. 15, 2015: Orders for the Airbus A380 have been slow, almost glacial, since the program was launched in 2000. Despite a 20-year forecast then and every year since by Airbus that suggests there is a need for… Read More
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Posted on February 15, 2015 by Scott Hamilton
Airbus, Boeing, Rolls-Royce
747-400, 747-8, 777X, 787, A380, Airbus, ANA, Boeing, Emirates Airlines, Etihad Airlines, John Leahy, Pacific Northwest Aerospace Alliance, PNAA, Qatar Airways, Richard Aboulafia, Simon Pickup, Singapore Airlines
A350-1000 gets upgrade to 387 seats; we analyse the consequences
Subscription required By Bjorn Fehrm Introduction 28 Jan 2015: Exactly one week after the first Airbus A350 started regular service between Doha and Frankfurt with Qatar Airways (on 15th of January), upgrades to the A350 capacity was announced by Airbus in a… Read More
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Posted on January 28, 2015 by Bjorn Fehrm
Airbus, Airlines, Boeing, Premium
777, 777X, 787, A320, A330, A350, Air France-KLM, Airbus, Boeing, British Airways, Singapore Airlines, United Airlines
Interview with John Leahy: A380 sales strategy going forward
Subscription required Now open to all readers (Fe. 15, 2015) By Bjorn Fehrm Introduction Jan 14 2015: In our deep analysis of the Airbus A380, we concluded that there is nothing wrong with the basic economics of the… Read More
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Posted on January 14, 2015 by Bjorn Fehrm
Airbus, Airlines, Boeing, Emirates Airlines
777-300ER, A380, Airbus, Amadeo, Boeing, Collateral Verifications, Emirates Airlines, John Leahy, Mark Lapidus, Singapore Airlines
Boeing 787-9 departs on first flight
The Boeing 787-9 left this morning on its first flight at 11:02 AM PDT. We discussed the implications of this first flight on Sept. 13. We were at the first flight departure at Paine Field, Everett (WA), for… Read More
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Posted on September 17, 2013 by Scott Hamilton
Boeing
777-300ER, 777-300ER test flight, 787-10, 787-8, 787-9, 787-9 test flight, Boeing, Boeing flight line, Convair 580, Honeywell, LAN Airlines, Paine Field, Singapore Airlines
Odds and Ends: Airbus, Boeing trade barbs–again; Airbus raises order goals; first 787-10 commitment
More tit-for-tat: Airbus and Boeing are engaged again in their pointless trading of barbs. But it makes for entertaining reading. Here’s what Boeing had to say. The relevant excerpt is from the Bloomberg report: Airbus doesn’t “have an… Read More
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Posted on May 30, 2013 by Scott Hamilton
Airbus, Boeing
737 MAX, 777-9X, 787, 787-10, A350, A350-1000, Airbus, Bloomberg News, Boeing, Jim McNerney, Singapore Airlines, Tom Enders
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