Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- The Boeing 767 Cross Section, Part 1 November 24, 2022
- Movie Review: Devotion November 21, 2022
- China will accelerate development of its commercial aerospace sector November 21, 2022
- Bjorn’s Corner: Sustainable Air Transport. Part 46. eVTOL comparison with helicopter November 18, 2022
- The economics of a 787-9 and A330-900 at eight or nine abreast November 16, 2022
Boeing further trims 787 production; now sees 5/mo in 2021
By Scott Hamilton Dec. 4, 2020, © Leeham News: Boeing will cut the production rate for the 787 to 5/mo by mid next year, it was revealed today. Officials previously announced a rate cut to 5/mo. EVP Greg… Read More
Enhancing the Dreamliner, Part 8: Wrap Up
Subscription Required By Bjorn Ferhm and Vincent Valery Introduction Nov. 26, 2020, © Leeham News: After analyzing the three members of the Dreamliner family on several routes out of San Francisco to Asian destinations, we conclude the series… Read More
Updating Airbus and Boeing Orders At Risk
Subscription Required By Vincent Valery Introduction Nov. 23, 2020, © Leeham News: It’s time to update the analysis on Airbus and Boeing orders at risk for delivery under the “weak customer” doctrine. Under a US accounting rule known… Read More
Pontifications: EU tariffs on Boeing airplanes in effect; ~60 at risk
Nov. 16, 2020, © Leeham News: The European Union implemented tariffs Nov. 9 on Boeing and other US products in retaliation for the Trump Administration tariffs on Airbus and EU products. This is the latest in the 16-year… Read More
Enhancing the Dreamliner, Part 6: The 787-10 analyzed
Subscription Required By Bjorn Fehrm Introduction November 12, 2020, © Leeham News: We look deeper at the 787-10, the stretched Dreamliner. The 787-10 was conceived as a “cut and stretch” of the 787-9, leaving as many parts untouched… Read More
Enhancing the Dreamliner, Part 5: 787-10
Subscription Required By Vincent Valery Introduction Nov. 5, 2020, © Leeham News: After analyzing the 787-9, we now turn our attention to the last Dreamliner variant that entered into service, the -10. The 787-10 was developed as a… Read More
Boeing 787 SC plant has room to increase production in current building: Exclusive Leeham News Analysis
Subscription Required By the Leeham News Team Introduction Nov. 2, 2020, © Leeham News: When Boeing announced consolidation of the 787 Program in Charleston, Washington State and local officials—as well as thousands of employees—hoped that if production rates… Read More
Enhancing the Dreamliner, Part 4: the 787-9 analyzed.
Subscription Required By Bjorn Fehrm Introduction October 29, 2020, © Leeham News: We look deeper at the 787-9, the most successful member of the Dreamliner family. It’s 50 seats larger than the 787-8 but shares the same wing… Read More
Update 2: (adds earnings call information): Update 1: (adds Calhoun on CNBC): Boeing cites grounding, COVID, 787 quality issues in 3Q/9 month loss
Oct. 28, 2020, © Leeham News: Boeing released its 3Q2020 and nine months financial report this morning and, as expected, it wasn’t pretty. Boeing burned through more than $4.8bn in cash during the quarter from losses. Another $262m… Read More
Twin Aisle Deliveries: The Good, the Bad, and the Ugly
Subscription Required By Vincent Valery Introduction Oct. 19, 2020, © Leeham News: LNA published last week an update on the latest 737 MAX production and delivery plans. This week, we turn our attention to the twin-aisle programs at… Read More