Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
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Deferrals at historic low, say Boeing CEO
Feb. 9, 2017: Requests for order deferrals are at an historic low but there are still challenges in bridging the production gap between the 777 Classic and 777X, Boeing CEO Dennis Muilenburg said during a Cowen & Co…. Read More
Assessing A330, A350 production futures
Subscription Required Introduction Jan. 26, 2017, © Leeham Co.: Airbus A350 production rates are solid at 10/mo through 2022 but can’t support increasing them to the oft-discussed 13/mo, based on LNC’s analysis of the current backlog. Airbus A330-900… Read More
A380 cost analysis
Subscription Required Introduction Jan. 23, 2017, © Leeham Co.: In a sister article, we will describe how Airbus A380 might change from a flagship aircraft for legacy carriers to a competitive tool for long-range LCCs. This change of… Read More
Is Emirates in trouble?
Introduction Jan. 12, 2017, © Leeham Co.: There are a growing number of articles around the Emirates airline that points to recent weaknesses in the airline’s operating model. Here are just two: “Is Emirates Airline running out of… Read More
Comparing 777 Classic, 787 Book:Bill in recent years
Subscription required. Introduction Jan. 11, 2017, (c) Leeham Co.: Future production rates of the Boeing 787 is a concern for LNC, which has been explained in detail here. A little history provides some context. Figure 1. Analysis from March… Read More
Pontifications: Leeham News’ approach to the news
Leeham News and Comment will be on holiday Dec. 24, 2016, through Jan. 2, 2017, barring major breaking news. Merry Christmas and Happy New Year. Dec. 19, 2016, © Leeham Co. Two thousand sixteen is almost over. This… Read More
Boeing cuts 777 production rate again
Dec. 13, 2016: Boeing yesterday announced another production rate cut for the 777 Classic, effective next August. The rate goes to 5/mo. Because of the transition to the 777X, the actual delivery rate will be 3.5/mo. Leeham Co…. Read More
Pontifications: Making sense of WTO Boeing subsidy case
Dec. 5, 2016, © Leeham Co.: Far be it from me to say, I told you so. But I did. When Washington State extended the Boeing 787 tax breaks in November 2013 to the 777X through 2040, I… Read More
Airbus, Boeing claim victory in today’s WTO ruling over Washington State tax breaks
Airbus claims “knockout blow.” Boeing claims “complete victory.” WTO Summary of findings and ruling. All the WTO documents are here. Opinion: No sanctions will be levied on Airbus or Boeing. Seattle Times on why nothing will happen with… Read More
Top 10 Leeham News stories of 2016
Dec. 15, 2016, © Leeham Co.: The story about a Boeing official who asserted that the Airbus widebody strategy is a “mess” proved to be LNC’s most read story of 2016. Our second most-read story is why the… Read More
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Posted on December 15, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, Leeham News and Comment, MOM
737-7, 747, 777-10, 777X, 787, A320, A350-1000, A350-2000, A350-800, A350-900, Airbus, Boeing, Bombardier, CS300, Dennis Muilenburg, Jim McNerney, Kevin McAllister, Leeham News, Middle of the Market