Leeham News and Analysis

• Bjorn’s Corner: The challenges of hydrogen. Part 34. Series wrap-up

  April 23, 2021, ©. Leeham News: I said last week we spend this final Corner on hydrogen-fueled air transport, describing projects outside the big ones, like Airbus. But more important events took place in the week with implications... Read More

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• Unsustainable – and growing – airline debt load weighs on OEMs, suppliers

  Subscription Required By Judson Rollins Introduction  April 22, 2021, © Leeham News: COVID-19 has forced every layer of the commercial aviation supply chain, apart from cargo airlines, to streamline their businesses and raise cash to survive. Nowhere has... Read More

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• 10 Minutes About: Boeing, Calhoun’s extension and Smith’s retirement

  April 21, 2021, (c) Leeham News: Boeing announceed April 20 that the Board extended CEO David Calhoun’s mandatory retirement age from 65 to 70. Calhoun was 64 on April 18 and had one year to accomplish everything that... Read More

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• Boeing AGM routine, action came an hour before

  April 20, 2021, © Leeham News: Despite some media suggestions that the Boeing Annual Shareholders’ Meeting would be a “showdown,” the event proved as LNA predicted: More of the same. All 10 company nominees to the Board of... Read More

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• The conundrum of a new airplane design vs a derivative

  Subscription Required By Scott Hamilton Introduction April 19, 2020, © Leeham News: When it comes to a decision by an aircraft manufacturer whether to develop an entirely new airplane or a derivative, these multi-billion dollar decisions involve hundreds... Read More

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• Pontifications: End appears in sight for 16-year old US-EU trade dispute

  April 19, 2021, © Leeham News: There appears to be progress in resolving the 16 year long trade dispute between Airbus and Boeing. Finally. The dispute officially is between the European Union and the United States. But neither... Read More

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• Bjorn’s Corner: The challenges of hydrogen. Part 33. Wrap-up: The Eco-system

  April 16, 2021, ©. Leeham News: Last week, we wrapped up the operational part of sustainable air transport using hydrogen as an energy source. Now we look at where we are with the all-important Eco-system. It has many... Read More

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• Aviation Writers Bloc: Calhoun’s Countdown

  April 15, 2021, © Leeham News: Boeing CEO David Calhoun turns 64 on April 18. This means he is in his final year on Boeing’s Board of Directors and as an employee, unless the Board extends his contract... Read More

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• Investors’ bull case on aircraft OEMs has gaps

  Subscription Required By Judson Rollins Introduction  April 15, 2021, © Leeham News: Late last month, the aerospace and defense analysis team at Credit Suisse (CS) published its view on the future of the Airbus-Boeing duopoly, as well as... Read More

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• Today’s 737 MAX, A320neo values vs 2019

  Subscription Required By Scott Hamilton Introduction April 12, 2021, © Leeham News: The Boeing 737 MAX reentered service in December after a 20 month grounding. Determining values post-grounding and during the COVID-19 pandemic was complicated. The question over... Read More

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