Contributing Member of the Energy & Industrials Councils
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All News Analyses by this Author
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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British Airways Not Out Of The Woods Yet
November 6, 2009
British Airways slumps to record loss as strikes loom | www.telegraph.co.uk
The first summer loss since it’s privatisation is not a surprise - British Airways has been on a downward spiral for a while and now it is time to pull it out of that nose-dive. -
Airbus Delivery Rate For 2010 Questionable
November 4, 2009
Airbus Expects to Maintain Delivery Rate Next Year, Leahy Says | www.bloomberg.com
2010 is poised to be a make-or-break year on many fronts. The chances are we’ll see Airbus revise their delivery forecast very quickly as carriers defer orders as the marketplace and financing becomes more of a strain. -
Bombardier Barbs Shows CSeries Can't Cut The Mustard
November 2, 2009
Bombardier fires back at CSeries critics | www.montrealgazette.com
It’s all very well to criticise rival aerospace OEM’s because they’ve had issues with their own airplane development programs. But that doesn’t detract from the reality that the CSeries has failed to dampen enthusiasm for the A320 and 737. -
Ryanair Trades New 737s For Dividends
November 2, 2009
Ryanair signals halt to aggressive growth | www.telegraph.co.uk
Ryanair may not order 737s just yet, but it is, as usual, looking out for its own interests and shareholders have every right to be pleased. -
A380 Still A Big Headache For Airbus
October 30, 2009
Airbus may delay A380 deliveries | www.reuters.com
There’s no question that the A380 is an engineering feat. However, its market prospects have been diminishing all the time, and the concerns at Airbus continue to grow, particularly financially. -
Boeing's Bold 787 Move Outside Of WA State
October 29, 2009
Boeing to Place Second 787 Assembly Line in North Charleston, SC | boeing.mediaroom.com
To walk, you have to take your first step. Boeing probably isn’t ready to walk away from WA state just yet, but the first major widebody production line outside of its traditional base with the 787 means that the labour force is indeed an expendable asset. -
Lawmakers May Scupper KC-X Bid – Could Northrop Exit Contest?
October 28, 2009
Alabama lawmakers say Pentagon tanker rules unfair | www.reuters.com
To suggest that the KC-X tanker competition is now “a sham” may well indicate that the final RFP and final WTO ruling will impact on the admissibility of the A330 as a tanker. Is this a precursor to Northrop Grumman leaving the arena via their campaigners’ complaints? -
British Airways Cabin Crew Make Bad Move
October 26, 2009
British Airways faces Christmas walkout after union ballots cabin crew | business.timesonline.co.uk
A ballot leading to potential industrial action will only harden British Airways executives to go further for cost cutting. For all the jobs the union wants to protect, do they realise that they’ve pressed the “self-destruct” button? -
Northrop Grumman & EADS Take Eyes Off KC-X Tanker Goal
October 22, 2009
Boeing, Airbus Chiefs Exchange Tanker Barbs | www.aviationweek.com
Are Northrop Grumman and partner EADS really focussed on the KC-X tanker requirements? Or is their attention to being in the media spotlight a more pressing need? -
KC-X Contract – Size (And Infrastructure Cost) Matters
October 20, 2009
Just Ask The Question | www.unitedstatestanker.com
The draft KC-X tanker RFP has been out for a few weeks now – last time the USAF changed requirements during the selection process. No such chance this time around and no brownie points for being "bigger" either. -
British Airways States Alliance Case
October 20, 2009
British Airways' CEO Warns Of Transatlantic 'Duopoly' | online.wsj.com
Comments by British Airways CEO Willie Walsh underscore the real threat to consumer choice – a duopoly by the Star and Skyteam Alliances – sanctioned by the very institutions that have stifled the oneworld alliance in the past. -
If Its About Credibility, Why Does Alabama Avoid WTO Ruling?
October 19, 2009
Another Boeing bungle | www.al.com
In what can only be described as a facetious attempt to discredit Boeing because of the 747-8 and 787 woes, why does the Alabama press avoid the mention of the WTO ruling against Northrop Grumman’s KC-X tanker partner, EADS/Airbus? -
October 16, 2009
Airbus faces two more tough years: CEO | www.reuters.com
Admission that production cuts could soon be on the way are a bite of reality that Airbus has thus far been reluctant to accept. -
Ryanair Hunts Narrowbody Bargains
October 13, 2009
Ryanair hopes to order 200 aircraft by year-end | www.reuters.com
It’s been a long time coming, but the airline that so many “love-to-hate” may find that it cannot grab a bargain a second time around with Boeing. -
New 777 Depends On 787 Success
October 13, 2009
Emirates seeks new Boeing 777 | www.thenational.ae
Until Boeing shows tangible signs of progress on the 787, any notion that a new 777 replacement could be tabled will remain on the backburner for now - but talking about it pressures Airbus and its progress on the A350XWB family too. -
EADS/Airbus Spins Wheel Of Deceit. Again.
October 7, 2009
EADS Estimates Of U.S. Content Vary With Audience | www.lexingtoninstitute.org
Who says fact is better than fiction?Certainly not EADS. -
Unions Must Understand British Airways’ Position
October 7, 2009
Emergency meeting for BA unions | news.bbc.co.uk
The business model of yesteryear is something that won’t be coming back – unions have to support management efforts to retune British Airways’ corporate strategy in order to survive. Confrontation will yield very little in the long term. -
747-8 Delay, Charge Adds To Boeing Woes For 2009
October 6, 2009
Boeing to Recognize Third-Quarter Charge for the 747 Program | boeing.mediaroom.com
Fresh delay in 747-8 program is bad news, the $1bn charge is an unpleasant turn for the worst but now Boeing has breathing space to deliver on the 787. After that, there is no excuse. -
No Plausible Reason To Ignore WTO Ruling From Tanker Contest
September 23, 2009
Pro-Boeing Delegation Wants WTO Ruling Part of Tanker Evaluation | www.defensenews.com
It is inconceivable to suggest that the USAF will not take into account the WTO ruling on the KC-X tanker contract - the only reason to discount it is because EADS wishes to deflect attention from the WTO ruling that has bigger implications for the European complaint against the USA. -
Further Loans Could Jeopardize Airbus Complaint At WTO
September 23, 2009
Airbus moves towards fresh European loans | www.reuters.com
The WTO rules on the European complaint against the US and Boeing over alleged subsidies and aid within the next six months – further handouts for the A350XWB means that Airbus risks the WTO voiding most of their key claims against the USA.
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