GLG News by Defense Industry Consultants (EU)

BA's decision to buy both Airbus and Boeing planes is an interim one pending another large order, which Boeing quietly awaits while EADS tries to focus attention on the fact the A380 order-book has finally added another airline after more than two years of inertia.

The B777 has long been a scourge of Airbus' widebody marketing efforts. Aided by the upcoming B787, Boeing is in a strong position to cover with two airplane types what Airbus is hoping to do with one. To optimize its efforts, the European manufacturer has to offer an ultra-long-haul seat-mile competitive...

Criticism of Airbus is seen from some rose-tinted and lesser-informed observation points as "not the done thing". So when parent company EADS announced on July 16, 2007 Airbus' fourth new ceo in just under 13 months and the fifth in two years, whose eye turns out to have been less blinkered? The...

First-class air travel is not just a luxury. For some airlines offering this level of service is a necesssity -- they need front-end revenue to balance low competition-driven economy fares. But revenues and costs are toally different in the air, and first-class costs an airline dear.

This article started out last week with a draft title, "Alcan struggling with Alcoa bid". Indeed. Alcan struggled, Alcan looks to have failed, Rio Tinto to have succeeded and positive reverberations are being felt across the aerospace industry in particular.

This is rather interesting... What's important is that the structure of the West's commercial aerospace industry is coming under increasing pressure from Russia and China, as I highlighted a couple of months ago here. Internal financial, managerial and political problems at EADS and Airbus are exacerbating...

Aerospace composites are making all the headlines this week with the roll-out of the B787, but aluminum is the mainstay of the manufacturing industry and rather than be eclipsed by new technology, this sector is in for good times. 15-20 years of good times, even...

WYSIWYG unless you're looking at Airbus order books. The one lasting impression of the Paris air show amongst seasoned observers is that it was far more "show" than "air". Why? Because this was Airbus' last chance to restore come credibility in front of a highly sceptical industry. Despite the stage-managed...

The biennial Paris Air Show is an illustrious aerospace-world meeting-place, even if usually more show than air. This year's event, which runs next week, will differ from its predecessors in many ways however, primarily because the traditional 'stars' of the show -- Airbus and Boeing -- are currently...

An excess of capacity over demand means airlines have to haul empty seats across the sky. It's a big no-no in airline management, a tough one to crack but a money-spinner if you get it and keep it right. So when Southwest Airlines warns of a softening of demand, the very least the operating end of the...