Leeham News and Analysis
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Leeham News and Analysis
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UBS raises single-aisle production gap concern in lower oil price analysis
Dec. 17, 2014: There is a production gap for single-aisle Airbus and Boeing airplanes that could be exacerbated by the current dramatic drop in oil prices, writes the aerospace analyst for the investment bank UBS in a research… Read More
BABC Conference, Part 1: WA State’s position, Boeing’s outlook
The British American Business Council-Pacific Northwest is sponsoring a conference today on the Advanced Technologies for Next Generation Aircraft in Seattle. We’ll have several reports, starting with this one. Alex Pietsch of the Governor’s Office of Aerospace, kicked… Read More
Assessing the VLA market
Free content. Introduction The business model for the Airbus A380 and its future has long been subjects of sharp debate. Airbus launched the giant airplane in 2000, with a maximum capacity of 850 passengers and a typical airline… Read More
Final A330neo analysis; cabin improvements gives the A330neo gains over today’s A330
When we did our analysis of the A330neo after the Farnborough launch we limited our checks to trip fuel efficiency as we did not have enough clarity of the cabin improvements that Airbus announced. After a meeting in… Read More
Odds and Ends: Boeing discounting; A380 analysis; A320neo LEAP
Boeing discounting: Although Boeing alternately acknowledges it’s under price pressure from Airbus or it’s maintaining pricing on its aircraft, UBS aerospace analyst David Strauss concludes that discounting is increasing on the 737 and 777 but is somewhat better… Read More
GE analysis post Farnborough
Our wrap up of Farnborough would be incomplete without looking closer at the world’s leading engine supplier, GE Aviation, which together with partners (like SAFRAN in CFM joint venture) garnered more than $36 Billion in orders and commitments… Read More
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Posted on July 28, 2014 by Bjorn Fehrm
Airbus, Airlines, Boeing, Bombardier, CFM, Comac, CSeries, Embraer, Farnborough Air Show, GE Aviation, Leeham News and Comment, Pratt & Whitney, Rolls-Royce, Uncategorized
737 MAX, 777, 777-300ER, 777X, 787, A320NEO, A330neo, Airbus, Boeing, Bombardier, CFM, Embraer, Pratt & Whitney, Rolls-Royce