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
WTO rules prevent exclusion of Airbus in tanker bid
Update, Sept. 10: When the WTO Interim Report finding Airbus violated certain rules against certain subsidies under the WTO, Boeing supporters were quick and prolific to jump on leaked reports and briefings and some called for the US… Read More
Trying to make sense of WTO ruling
This Reuters report tries to make sense of the conflicting claims by the EU and Americans over who won what in the finding issued Friday by the WTO three judge panel. Here is a somewhat different version of… Read More
No immediate effect from WTO ruling
Update, Sept. 6: There is a report out of Germany that the WTO found state loans to Airbus to be acceptable. The conflicting information and enigma goes on. Update, 2:00pm: The New York Times says 70% of the… Read More
Risks to 787 Line 2 in Charleston
Here are some thoughts about the risks Boeing faces about establishing 787 Line 2 in Charleston vs. Everett. An understanding of Washington State politics is at the core of these musings. Federal politics. Certain members of the Washington… Read More
Analyst reaction to 787 schedule
Market reaction Thursday to Boeing’s new schedule for 787 first flight by year end, and EIS in 4Q10, was good: stock closed up more than 8% or $4 to $51.82. The Dow Jones Industrials were up a mere… Read More
Boeing webcast on 787 8/27
Update: Here is a 16 minute podcast about the conference call and news. Original Post: Here is a running recap of the Boeing webcast on the announcement today of the new schedule and $2.5bn charge. Present on the… Read More
Split view on 787 forward loss
During the 2Q09 earnings call, Boeing seemed to be laying the foundation that a forward loss might be forthcoming on the 787 program and some analysts shortly thereafter issued notes predicting there will be one. However, within the… Read More
C-17 profile
Defense Industry Daily has a superb profile of the Boeing C-17. It’s timely because Boeing is ramping up efforts to convince Congress to fund more C-17s over opposition of the Air Force and the Obama Administration.
Keeping Boeing in Seattle
Update, Aug. 26: Bloomberg’s story; the Seattle Post-Intelligencer’s story; Charleston Regional Business Journal. Update, Aug. 25: KING 5 TV Seattle (NBC) reported today that Boeing will file for permits tomorrow to expand the Charleston, SC, plant in anaticipation… Read More
Former defense official favors split tanker buy
George Talbot of The Mobile Press-Register has an article about John Lehman, a former defense official in the Reagan administration, favoring a split buy for the KC-X program.