Names and details of certain GLG News authors are available only to GLG Clients and Council Members. GLG News authors are subject-matter experts within the GLG Councils and are available for expert consulting - by phone, in-person, or written analysis. To find out how to become a GLG client or Council Member, click here.
G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.
Pratt & Whitney and GTF Technology are the real winners in Rolls Royce joint venture deal
October 14, 2011
Rolls Royce in Double Win | blogs.wsj.com
Pratt & Whitney's buyout of IAE from Rolls Royce and Rolls Royce joining P&W in a joint-venture partnership for the narrow-body market is a clear victory for P&W, which has won the technological battle for supremacy in narrow-body engines.
Will Boeing’s Re-engining Decision Open the Door for Bombardier?
July 21, 2011
Boeing has decided to re-engine it 737 narrow-body product line, joining Airbus, which will re-engine their A320 family. That leaves the Bombardier CSeries as the only new technology narrow body on the market, with better economics than Airbus or Boeing. The question now is that the speculation about what Boeing won’t do is over, will the CSeries begin to gain market share. We believe the CSeries is poised for a boost, with several major orders likely.
Will Bombardier CSeries Gain Momentum
June 1, 2011
Bombardier's CSeries, until today, had no new orders for more than a year. With today's order from Braathens for its subsidiary Malmö Aviation, and several more expected, the program may finally gain some momentum as the aircraft approaches 2 years from initial deliveries.
Rolls Royce Loses Patent Infringement Suit Against Pratt & Whitney
May 23, 2011
A patent infringement lawsuit by Rolls Royce against Pratt & Whitney, a division of United Technologies regarding fan blade design for the GP7200 engine used on the Airbus A380 and the forthcoming PW GTF series of engines was decided in favor of Pratt & Whitney. This decision clears the way for PW to continue to move forward with its GTF engine program.
With IndiGo Selection, GTF gaining momentum on Airbus A320neo
March 31, 2011
Exclusive: IndiGo selects PW1100G to power A320neo order | www.flightglobal.com
Flight Global reports that IndiGo has selected the Pratt & Whitney PW1100G engine to power its A320neo order for 150 aircraft. This is another significant win for PW after ILFC, and the GTF program appears to be gaining momentum.
Will Lufthansa’s Engine Choice for the A320 NEO be a Bellwether?
March 24, 2011
Lufthansa recently ordered the A320neo, joining ILFC as a major customer in the first quarter. ILFC ordered 60 of their 100 aircraft with the Pratt & Whitney GTF, with 40 options, providing a boost to the GTF program. The focus is now on what Lufthansa will do. If it opts for the GTF, momentum will continue for the PW program. If it selects the LEAP-X, that rival engine will secure a major endorsement.
With Airbus Validation, the Pratt & Whitney GTF is Poised for Market Leadership
December 19, 2010
Pratt & Whitney (a division of United Technologies) is well positioned to take market leadership from CFM International (a joint venture of GE and SAFRAN Group) over the next decade. Airbus selection of the GTF on the A320neo family provides the validation from one of the two large manufacturers to confirm the decision of three other programs that the GTF provides superior economics and performance.
CSeries Economics will be Significant Better than Airbus neo
December 6, 2010
Airbus announced the A320neo family last week, and John Leahy, their Chief Marketing Officer has stated that these new models negate the business case for the CSeries. In looking at the comparative economics of the aircraft, he couldn’t be more wrong, as the business case for the CSeries is quite compelling.
Airbus NEO Validates Pratt & Whitney GTF and CFM LEAP-X Engines
November 30, 2010
Airbus will offer its NEO (New Engine Option) for its narrowbody A320 family tomorrow. This has significant implications for the engine manufacturing community.Pratt & Whitney, a division of United Technologies, is back in the narrow-body game, with its innovative GTF engine being offered by Airbus on the A320 family NEO (new Engine Option) models. CFM International and GE continue to participate through their new technology LEAP-X engine.Rolls Royce and IAE are shut out.
Airbus - Will the A320 NEO Series be Successful?
November 30, 2010
Airbus SAS, a division of EADS, will announce tomorrow the Authority to Offer the A320 NEO, new engine option, to customers. The market reaction to the announcement is likely to be mixed, as it blends new technology engines with an old technology airframe and systems. Nonetheless, the offering will change the competitive dynamics with Boeing and Bombardier, the key competitors in the narrow-body marketplace.
Why The GTF Will Be a Winner For Pratt & Whitney: Economics
October 26, 2010
The PurePower 1000G engine series from Pratt & Whitney will be the first “next generation” aircraft engine to enter the market, and brings with it a significant advantage in economics over current generation engines. With 15% lower fuel consumption and 20% lower maintenance cost, this engine will quickly emerge as the industry leader, and with expected improvements of 1% per year once in service, maintain its lead for the foreseeable future.
Airbus NEO Decision will be Based on Strategic Partners and Euro Politics
October 26, 2010
Airbus cherche un allié pour lancer l'A320 remotorisé | www.lesechos.fr
Airbus decision on the A320NEO has been delayed as it attempts to obtain additional funding from the engine manufacturers, and the timing of the LEAP-X engine from CFM International, the full version of which may now be delayed to 2018.
Will Aluminum-Lithium Beat Composites for Narrow Body Airliners?
October 18, 2010
Aluminum-Lithium alloys will likely become the material of choice over composites for the fuselages of the next generation of narrow-body aircraft. Lighter than traditional Aluminum, the trade-offs between composites and the new lightweight alloys appear to be favoring Aluminum-Lithium.
Rolls-Royce facing declining narrow-body market share
September 29, 2010
Rolls-Royce is facing the potential of a declining market share in the aircraft engine business in the near term, with no viable offering for narrow-body aircraft on the horizon, while facing public relations issues over difficulties with its Trent 1000 engine for the Boeing 787. Each will likely impact cash flow and the former will likely result in lower earnings over the next decade.
Southwest's Acquisition of AirTran will lead to 737-800 order
September 27, 2010
Southwest Airlines to buy AirTran for $1.4B | www.forbes.com
Southwest’s acquisition of AirTran provides several benefits, including international service, more modern information technology, and a major hub in Atlanta. It also brings up the question of fleet growth, and Boeing’s strategy to counteract the Airbus A320 NEO which is expected in mid-October. Southwest will likely order the 737-800, indicating that Boeing's strategy will likely be to provide minor improvements to the 737, and wait to launch a new replacement model for the 2020 time frame.
Pratt & Whitney Begins Testing of Bombardier CSeries Engine
September 10, 2010
Pratt: Firms may differ on re-engining | www.reuters.com
Pratt & Whitney (a division of United Technologies) is preparing their first PW1000G PurePower engine for full testing at their Palm Beach facilities. They fully expect both the engine and airframe programs to be on time, believe that several major orders for the Bombardier CSeries should be completed before year end, and have full confidence in the CSeries program.
September 9, 2010
As Prospects for Re-Engined 737 Fade, Boeing Looks to 737NG+ | www.flightglobal.com
Boeing is examining interim solutions to enhance its 737NG to buy some time against the competition until it can develop an all new narrow-body aircraft to better compete with Bombardier's CSeries and Airbus A320NEO family.Ryanair, who were holding out for lower prices from Boeing, are now suddenly back in the market. The coincidence of these moves seem to indicate that a major order could be possible for the 737NG+ in the near future.
Will the Mid Decade Narrow Body Revolution Exclude Boeing?
September 1, 2010
Boeing CFO Says 737 Re-Engining Unlikely | atwonline.com
New technology narrow body aircraft will dramatically change the market landscape by the middle of this decade. Boeing, still vacillating on a 737 enhancement or replacement, risks falling behind its new competitors without a technological breakthrough and a massive investment in an all new airframe.
Why the PW GTF will Trump the CFM Leap-X: Innovation
August 30, 2010
The first two of the next generation of new aircraft engines are preparing to enter service, with different technologies. The PW GTF has solved the problem of introducing a gearbox into large engines without a significant weight penalty, enabling the engine to run slower, cooler, and more efficient than its competition with lower maintenance costs and higher reliability. The GTF is the first ultra high bypass ratio turbofan, and represents a major breakthrough over existing technology.
Additional Delays Cripple Boeing’s Strategic Options and Financial Strength
August 29, 2010
To right its jumbo, 747-8F set to get significant executive boost | www.flightglobal.com
With announcements of another 787 and another 747-8 delay likely this week, the credibility of Boeing being able to deliver on its promises has taken another hit -- and leaves folks wondering if these aircraft will enter service in the first quarter of 2011. The additional costs from delays and corrective measure threaten profitability and the timing of 737 and 777 replacement/ enhancement programs, eroding Boeing’s future competitive position.
Chesapeake Energy bites the natural gas bullet
January 25, 2012
Talisman joins the ranks of cautious E&P companies
January 12, 2012
Early signs of caution begin to cloud frontier exploration and production
January 4, 2012
It's too early in the game to write off Shtokman
December 8, 2011
Two global energy pipeline projects deserve attention
November 15, 2011