Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Hexcel reports increased demand for aerospace composites as industry rebounds January 27, 2023
- Bjorn’s Corner: Sustainable Air Transport. Part 55. Sustainable Aviation Fuel feedstocks January 27, 2023
- The Airbus A220-500, a deep-dive analysis, Part 2 January 26, 2023
- Update 2: Boeing pauses remarketing China’s airplanes, outlines prerequisite for a new airplane program. Update 1: Calhoun feels good despite earnings miss; Boeing reports 4Q, full year loss but financial progress continues January 25, 2023
- GE, Raytheon report orders surges, but labor and supply chain headwinds January 25, 2023
Airbus critics reach low blow in forthcoming KC-Y competition
By Scott Hamilton Analysis Jan. 4, 2022, © Leeham News: The US Air Force KC-Y tanker competition hasn’t even started but Boeing partisans already have the knives out. For at least the fourth time, an OpEd appeared attacking… Read More
HOTR: When “Buy American” isn’t
By the Leeham News Team Aug. 20, 2021, © Leeham News: President Biden’s “Buy American” policy means increasing the US content in things purchased by the federal government. Except when it doesn’t. Biden announced the policy in July…. Read More
Pontifications: The WTO Airbus/Boeing standstill and pursuing China
June 28, 2021, © Leeham News: The US and European Union agreed on June 15 to a standstill in the 17-year old trade dispute over illegal subsidies to Airbus and Boeing. The World Trade Organization (WTO) found each… Read More
Pontifications: End appears in sight for 16-year old US-EU trade dispute
April 19, 2021, © Leeham News: There appears to be progress in resolving the 16 year long trade dispute between Airbus and Boeing. Finally. The dispute officially is between the European Union and the United States. But neither… Read More
Pontifications: Did Boeing telegraph its decision in February consolidating 787 production?
Aug. 24, 2020, © Leeham News: Did Boeing telegraph plans to consolidate its 787 production in Charleston last February? That’s when Boeing announced it asked the Washington Legislature to cancel tax breaks granted in 2003 to locate what… Read More
US imposed $22m in Airbus tariffs in 2019
By Scott Hamilton Exclusive March 3, 2020, © Leeham News: The US Customs and Border Patrol collected $277m in tariffs last year in connection with the Airbus trade war. But only $22.1m was from tariffs placed directly on… Read More
Europe to Boeing: Not so fast on your WTO move; tariffs still likely
By Scott Hamilton Feb. 24, 2020, © Leeham News: Not so fast, Europe says about Boeing’s claim it is curing illegal tax breaks from Washington State. The World Trade Organization has to agree to Boeing’s interpretation. This will… Read More
Pontifications: EU appears to be holding Boeing-Embraer JV hostage
Feb. 24, 2020, © Leeham News: I bet you’d never get an official of the European Union to go on the record. But there sure seems to be plenty of anecdotal evidence that the approval of the proposed… Read More
Boeing may have checkmated Airbus in trade dispute
By Scott Hamilton Feb. 20, 2020, © Leeham News: Boeing may have just checkmated Airbus in the long-running trade dispute between the US and European Union. In an unexpected move, Boeing and Washington State crafted legislation to void… Read More
Pontifications: Airbus almost certain to be hurt by MAX crisis
Jan. 6, 2020, © Leeham News: This may be the year that Airbus is hit with the negative consequences of the Boeing 737 MAX crisis. Most observers see Airbus benefitting with greater A320 family sales while the MAX… Read More
