Leeham News and Analysis
There's more to real news than a news release.
MOM market depends on price, says Air Lease Corp
June 9, 2015, c. Leeham Co. The Middle of the Market (MOM) airplane seems next up on the development plate. Air Lease Corp (ALC) is a major player in the development of any new airplane, and president John… Read More
IATA: Lufthansa welcomes US carriers to Mid-East dispute
June 7, 2015: The chief executive officer of Lutfhansa Airlines said he welcomes the Big Three US airliners to the dispute over whether the Big Three Middle Eastern carriers are unfairly competing against legacy airlines. Carsten Spohr, CEO… Read More
Jet Airways, Kenya Airways dumping Boeing 777s
Jet Airways is disposing of all 10 Boeing 777-300ERs (five of which are already leased out) and Kenya Airways is disposing of three 777-300ERs, according to published reports from the regions. The Jet aircraft are 2007 and newer;… Read More
Pontifications: Qatar Air adds US service, US airlines ramp up whining
May 11, 2015: Qatar Airways is going to add service to three more US cities and the US airlines don’t like it. That’s too bad. We’ve heard this story before. First, it was the proposed deregulation of the… Read More
Boeing 777 production gap remains challenging
Subscription Required. Introduction May 5, 2015: c. Leeham Co. The order for 10 Boeing 777-300ERs last month by United Airlines was a welcome addition to the backlog for the Classic line, but it remains a struggle for Boeing… Read More
Pontifications: the A380, Airbus and Boeing
May 4, 2015, c. Leeham Co. Of all the things we write about, nothing stirs responses and readership than news–of any kind–about the Airbus A380. Last week I wrote about Malaysia Airlines putting a large number of its… Read More
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