Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
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Pontifications: Suppliers don’t lack for demand, but haven’t recovered from Pandemic crisis
By Scott Hamilton
Oct. 3, 2022, © Leeham News: Aerospace suppliers don’t lack demand. But they still have a long way to go to recover from the crisis brought about by the COVID-19 pandemic. The pandemic began in earnest in March 2020. While largely under control today, there are still COVID variants sending people to hospitals and deaths.
Jeff Knittel, the president of Airbus Americas, homed in on the fundamental question during the US Chamber of Commerce Aerospace Summit last month in Washington (DC). Knittel moderated a panel with suppliers Tom Gentile, CEO of Spirit Aerosystems, and Paolo Dal Cin, Senior Vice President, Operations, Supply Chain, Quality, Environmental, Health, and Safety for Raytheon Technologies.
“Is this the beginning or the end or the end of the beginning in terms of [supply chain] disruptions?” Knittel asked. “This has been painful for everyone, and outside our industry also. Where do you see us today in terms of the recovery and next steps for you and the industry?”
“I would say that the recovery has started for the supply chain, but we still have a long way to go,” said Gentile. At the July Farnborough Air Show, there were few orders announced. The whole story was the supply chain.
The Squeeze on Embraer
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By Scott Hamilton
Introduction
April 27, 2020, © Leeham News: The collapse of the Boeing-Embraer joint venture Saturday resurfaces the squeeze Embraer was under when the deal was announced in 2018.
Then, Embraer faced the prospect of competing against Airbus in the 100-150 seat sector with the former Bombardier C Series.
Embraer’s E2 Jets are squeezed from above by the Airbus A220 and, if Mitsubishi performs, the M100 SpaceJet from the bottom.
John Slattery, the CEO of Embraer Commercial Aviation (ECA), said he could not compete against the marketing might of Airbus alone. In fact, he lost a key customer when jetBlue ordered the A220-300 instead of the E195-E2 to replace 60 E190-E1s. Airbus, which took over the C Series July 1, 2018, wrapped the A321neo into the A220 order. This deal was announced shortly after Airbus assumed majority ownership of the C Series program.
Summary
- E195-E2 will drive demand.
- The E190-E2 won’t be a “door opener.”
- The E175-E2 future depends on US Scope Clause relief.
- Coronavirus upends everything.
- M100 waiting in the wings.
Europe’s Regional airlines meet in Antibes, Cotes d’Azur.
By Bjorn Fehrm
October 9, 2018, ©. Leeham News, Antibes France: The European Airlines Association, ERA, gathered 44 of its 51 member airlines in Antibes France, today for the first day of its 2019 General Assembly meeting.
LNA participated in the event for the first time and we found an impressive gathering of airline and airport representatives, aircraft OEMs and support businesses discussing the challenges facing the European regional air transport market.
Norway’s Wideroe, the launch customer for Embraer’s E-Jet E2 is one of the airlines present.
de Havilland Canada vows to revitalize Q400
Sept. 6, 2019, © Leeham News: Nashville—The new de Havilland Canada (DHC) vowed yesterday to revitalize the former Bombardier Dash 8-400 (Q400), the program DHC acquired effective June 1.
Bombardier is selling off and exiting the commercial aviation sector after a series of 
management miscalculations, cost overruns and thee new airplane programs in commercial and business aviation nearly bankrupted the company.
The Q400 was the first complete airplane program to go. The CRJ program sale is next. A majority interest in the C Series jetliner occurred in 2018.
DHC is a subsidiary of Canada’s Longview Aviation. Another subsidiary, Viking Air, acquired all previous Bombardier-de Havilland programs from the Dash 1 through Dash 7 and CL-Series aerial fire-fighting water bombers.
E195-E2 will lead E-Jet sales, predicts N. American sales exec
Sept. 6, 2019, © Leeham Co., Nashville– Embraer is seeing interest from North American airlines in the E195-E2 despite a requirement that this would have to be operated by US mainline pilots or carriers without restrictions under some labor contract Scope Clauses, a top marketing official said yesterday.
Charlie Hills, VP of Sales and Marketing and based at the company’s US headquarters in Ft. Lauderdale, declined to name names of these airlines expressing interest in the E195-E2.
The remarks were made at the annual Regional Airlines Assoc. conference in Nashville.
But it is known that low-cost carriers Spirit Air, Frontier Airlines and even Southwest Airlines have looked at the airplane. None of these has a Scope Clause in labor contracts.
Legacy carrier United Airlines also has reviewed the airplane, but its level of interest is hard to gauge. It’s restricted by Scope by size, weight, seat count and the number of airplanes it can fly through its regional partners, so the E2 would have to fly mainline. Pilot wages would be a make-or-break issue.
The first E195-E2 will be delivered Sept. 12 to Brazil’s Azul Airlines.
Mitsubishi lands MOU for up to 100 SpaceJets from USA’s Mesa Air
Sept. 5, 2019, © Leeham News: Nashville—Mitsubishi Aircraft Corp (MITAC) won a large commitment for up to 100 of its new M100 SpaceJet from US regional carrier Mesa Airlines.
The Memorandum of Understanding was announced today at the Regional Airline Assn. annual US conference. The MOU is for 50 firm orders and purchase rights for 50 more. Mesa is a new MITAC customer. Deliveries begin in 2024. Entry into service is planned for 2023.
The M100 is compliant with the US pilot contract Scope Clauses, which (among other things) limit the weight of the airplane and seating configuration.
A Letter of Intent for 15 M100s was announced at the Paris Air Show. This customer has yet to be identified.