Leeham News and Analysis @LeehamNews
Twitter: @leehamnews Others: https://t.co/S6d9x87Zcx https://t.co/EO7bdE1196 https://t.co/oEtmSs5zLh https://t.co/Dx2RYwjejP… leehamnews.com Seattle Joined July 2010-
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Embraer: Improved results, but no plan for new narrowbody dlvr.it/T6Ykkr
Shanahan: Spirit AeroSystems and Airbus need to have “family meeting” dlvr.it/T6YNjx
. @Boeing must inspect undelivered and in-production 787s to ensure some steps in the aircraft’s assembly were done correctly after learning that required tests to validate the work were recorded as complete but never conducted. #Boeing #787 aviationweek.com/air-transport/…
“It brings the entire production certificate into question,” said one former FAA official with extensive certification experience. "The FAA may have no choice but to assume the falsification is widespread.” Eye-opening stuff to put it mildly. aviationweek.com/air-transport/…
We've written several times about the potential threat to Boeing's production certificates, in context to the MAX. This is another "oh, boy," to put it mildly.
Breaking: The FAA has opened a new investigation into a potential manufacturing quality lapse on Boeing’s 787 Dreamliner and whether inspection records were falsified. seattletimes.com/business/boein…
Southwest could solve its MAX 7 woes … by buying Breeze? dlvr.it/T6TZsr
#Boeing has locked out its #union members who prevent highly dangerous and toxic fires from breaking out in its plants. The company set a new record in the process; no fire department has been locked out in the US for over FOUR DECADES. forbes.com/sites/marisaga…
Firefighters LOCKED OUT They wanted to keep working IMPACT -Little/no wage or benefits for their families Increased work load on TAX PAYER surrounding fire service LESS SAFE working conditions for airline manufacturing BETTER PROFITS for @Boeing and still taking TAX BREAKS
Boeing has locked out its 125 unionized on-site firefighters in Washington state and hired scabs to replace them Boeing says it has "fully implemented our contingency plan with highly qualified firefighters performing the work"
Boeing has locked out its 125 unionized on-site firefighters in Washington state and hired scabs to replace them Boeing says it has "fully implemented our contingency plan with highly qualified firefighters performing the work"
This is now outside the paywall for a few days.
Bjorn’s Corner: New engine development. Part 6. Open Rotor dlvr.it/T6LwwS
CEO of lessor DAE (in the UAE): "The only thing we can reliably expect from @Boeing these days is a delivery delay notification, not an aircraft." How the BOD can give $BA CEO David Calhoun a $34m parachute when this is the feeling of its customers remains a mystery.
Howmet cuts 737 MAX production guidance to 20/mo. It cut 787 rate expectation from 6/mo to 5/mo. Mgmt said 737 situation very uncertain. Based on Howmet’s recent shipments vs Boeing’s actual production, they are expecting 737 deliveries to be cut back in the second half. @Boeing
A350-1000 or 777-9? Part 4 dlvr.it/T6JMWB
Production delays at @BoeingAirplanes on the 787 line and certification delays of premium seats make it unlikely that 7-9 aircraft on order will enter service this year. Spohr has no updates for the first 777-9 delivery, expected sometime next year.
⚠️✈️AIRBUS HISTORY👩✈️⚠️ We know about Boeing's many crises. But what explains the success of its rival Airbus? On this ep, @ted_knudsen speaks to Scott Hamilton @LeehamNews about Airbus' rise and what it says about industrial policy and the world economy. spotifyanchor-web.app.link/e/Q0kNxztwdJb
⚠️🏭GERMANY'S ECONOMIC MALAISE📉⚠️ Is the German economy doomed to reclaim the title of "sick man of Europe?" Speaking w/ @ted_knudsen, economist @SDullien argues otherwise. Germany does face headwinds, but Prof. Dullien offers policies to overcome them: spotifyanchor-web.app.link/e/lx539prWTHb
Pontifications: Tombstone mentalities and Fantasy Land dlvr.it/T6CL6D
Boeing Financial Analysis – Inventory Q1 2024 dlvr.it/T68mdt
Jon Ostrower @jonostrower
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This is now outside the paywall for a few days.
Significant stuff from @AirFlottau and @AvWeekGuy. 🔒 for now, but the TL;DR version: 777-9 certification/first deliveries by end 2025 looking less and less likely. Still no approval (TIA) to start FAA certification flight testing, for one thing.... aviationweek.com/air-transport/…
When you buy a cat to get rid of the rats in your garden
Doesn’t want to leave the beach. 🤣
BREAKING: Barron Trump has appealed Judge Merchan's decision to let his father attend his graduation.
Some facts to take into consideration when piloting megacontainer ships. 1. Size matters: SHANGHAI EXPRESS, 366.45m long x 48.26m wide. She has a draft (the part of it under the water) of 12.8m, in a 17m channel depth, leaving (ukc) clearance under the keel
@MuellerSheWrote In my eyes: unindicted co-conspirator.
Fact: The Antonov 124 was so large, a Boeing 747 could land inside it, saving thousands on cargo handling fees.
In what became known as the "Battle of Jutland 1964", USS Essex managed to thwart a Soviet spy trawler by becoming a giant skunk. Waiting until upwind, Essex blew the tubes from its boilers and covered the trawler with smelly waste. The trawler turned and fled. #FunFactFriday
"I want to give a shoutout to Embraer," says @AmericanAir CEO Robert Isom. He adds that other OEMs could learn from them as they've delivered consistently through the pandemic.
Please don't write question mark headlines. I paid for your newspaper. Why are you asking me?
From a million miles away, NASA captures Moon crossing face of Earth. (Yes, this is a real image) Credit: NASA/NOAA
A FUCKING EARTHQUAKE HAPPENED IN THE MIDDLE OF MY VASECTOMY
Amtrak has completed post-earthquake inspections on the Northeast Corridor and found that it is in as bad a shape as it was yesterday.
UPDATE - Amtrak says it has completed inspections following Friday's earthquake and is resuming normal operations.