MOM market depends on price, says Air Lease Corp

June 9, 2015, c. Leeham Co. The Middle of the Market (MOM) airplane seems next up on the development plate. Air Lease Corp (ALC) is a major player in the development of any new airplane,  and president John… Read More

IATA: Lufthansa welcomes US carriers to Mid-East dispute

June 7, 2015: The chief executive officer of Lutfhansa Airlines said he welcomes the Big Three US airliners to the dispute over whether the Big Three Middle Eastern carriers are unfairly competing against legacy airlines. Carsten Spohr, CEO… Read More

Embraer ramps up smaller airplane messaging

May 28, 2015, c. Leeham Co. Embraer is ramping up is messaging that the E-Jet family provides a better Return on Capital Employed in many circumstance than the larger Airbus and Boeing single-aisle family. In a new push… Read More

Dissecting the United A319 deal: implications

Subscription required. Introduction May 19, 2015, c. Leeham Co. United Airlines and mega-lessor AerCap announced last week UAL will lease up to 25 Airbus A319s, with deliveries from 2016-2021. The aircraft are currently leased to China Southern Airlines…. Read More

Jet Airways, Kenya Airways dumping Boeing 777s

Jet Airways is disposing of all 10 Boeing 777-300ERs (five of which are already leased out) and Kenya Airways is disposing of three 777-300ERs, according to published reports from the regions. The Jet aircraft are 2007 and newer;… Read More

Pontifications: Qatar Air adds US service, US airlines ramp up whining

May 11, 2015: Qatar Airways is going to add service to three more US cities and the US airlines don’t like it. That’s too bad. We’ve heard this story before. First, it was the proposed deregulation of the… Read More

Boeing 777 production gap remains challenging

Subscription Required. Introduction May 5, 2015: c. Leeham Co. The order for 10 Boeing 777-300ERs last month by United Airlines was a welcome addition to the backlog for the Classic line, but it remains a struggle for Boeing… Read More

Pontifications: the A380, Airbus and Boeing

May 4, 2015, c. Leeham Co. Of all the things we write about, nothing stirs responses and readership than news–of any kind–about the Airbus A380. Last week I wrote about Malaysia Airlines putting a large number of its… Read More

Tipping point for supply/demand? We don’t think so

Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More

Pontifications: “Everyone” deferring Boeing 787s? Not hardly.

April 27, 2015: c. Leeham Co. With the announcement on the 1Q2015 earnings call that American Airlines is deferring Boeing 787s, I received an inquiry from a media person: what is it with the 787 that “everyone” is… Read More