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Momo1435

Re: Airbus and Boeing 2022 orders

The screenshot to compare next month. I had to check the numbers again because I made my earlier post on the train. I only messed up the ASC 606 Changes for the 737 MAX. I missed that the numbers went from positive to negative, it is minus 130 instead of minus 34. Just a small difference of almost 1...

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Momo1435

Re: Airbus and Boeing 2022 orders

https://www.boeing.com/commercial/

New orders
ALC: 32x 737 MAX
DHL: 6x 777F
Unidentified: 15x 737 MAX

Cancellations
737 MAX: -12
787: -3

ASC 606 Changes
737: -34
777: -8
787: -3

These include the Russian orders that cannot be delivered under the current sanctions.

Momo1435

Re: Airbus and Boeing 2022 orders

BOC Aviation orders 80 A320neo Family https://www.airbus.com/en/newsroom/press-releases/2022-04-boc-aviation-orders-80-a320neo-family https://www.bocaviation.com/en/boc-aviation/press-releases/2022/4/boc-aviation-orders-80-new-airbus-a320neo-family-aircraft "All aircraft are scheduled for deliv...

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Momo1435

Re: Airbus and Boeing 2022 orders

Thank you, I checked BA but not Vueling as I already expected that this was another small IAG reshuffle of the orders.

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Momo1435

Re: Airbus and Boeing 2022 orders

76 cancellations include:

Air Asia X: 63x A330-900
Air Asia X: 10x A321neo

+ 3 more A321neo from another customer.

The AirAsia X order restructuring was already reported last year, so this was finally formalized.

2022 totals:
gross: 253
net: 83

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Momo1435

Re: Singapore A380/A350 LAX-Barcelona x 4

It was rumoured that a US video game company (Riot games I believe) is celebrating their annual convention in Barcelona this week. They have their HQ in West LA. 2 A388s and 2 A359s- that's more than 1400 seats. Do video game companies employ that many? They have a lot of employees and also a lot o...

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Momo1435

Re: Boeing 737MAX Production/Delivery Thread - 2022

Arajet has been identified as the airline behind the order for 20 737 MAX from January 2022. The order is for the 737-8-200 model. https://boeing.mediaroom.com/2022-03-14-Arajet,-New-Airline-in-Caribbean,-Orders-20-737-MAX-Jets Confirmed in the press release, their first 737 was delivered at the sta...

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Momo1435

Re: Airbus and Boeing 2022 orders

Identified. Unidentified: 20x 737 MAX (January 2022) = Arajet from the Dominican Republic. "Arajet, New Airline in Caribbean, Orders 20 737 MAX Jets" https://boeing.mediaroom.com/2022-03-14-Arajet,-New-Airline-in-Caribbean,-Orders-20-737-MAX-Jets The order is for the 737-8-200 model. The o...

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Momo1435

Re: Arajet, a new Dominican airline launching with 5 737MAX8

https://boeing.mediaroom.com/2022-03-14 ... 7-MAX-Jets

Momo1435

Re: Airbus and Boeing 2022 orders

Cancellations

A320neo: -17x
A330-900: -20x (Unidsclosed)
A350-900: -5x (Kuwait: -3x Singapore: -2x)

Totals 2022
gross: 149
net: 55

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Momo1435

Re: Russian Airbus and Boeing aircraft and sanctions

Boeing released their February orders yesterday. There was nothing in their numbers that reflected the new situation, but that's not that strange as the sanctions only really came into play at the start of March. Boeing cut all ties with Russia on March 2nd. I expect that the 1st thing they will do ...

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Momo1435

Re: Airbus and Boeing 2022 orders

Might make up for probably losing the ABC B777F order (unless Cargologic takes them). I wonder if the unknowns this month are the 'MOU' Ethiopian B777XFs The Qatar 777XF order is listed as 777X, other new orders for the new model will also be listed that way. All new 777F orders are for the current...

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Momo1435

Re: Airbus and Boeing 2022 orders

Boeing just announced an additional order. "DHL Express Places New Order for Six Additional 777 Freighters" https://boeing.mediaroom.com/2022-03-08-DHL-Express-Places-New-Order-for-Six-Additional-777-Freighters No mention of it being already on the book as unidentified, so this should be l...

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Momo1435

Re: Airbus and Boeing 2022 orders

This one was never formally cancelled and it was just announced by the airline, not the manufacturer and it was spiced up by the publications.

It's also not something new, this kind of renewing existing deals has been done for ever, it just didn't get large headlines like this.

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Momo1435

Re: Airbus and Boeing 2022 orders

That's probably it, they confirming their existing order now their reorganization after their Chapter 11 bankruptcy status ended in November 2021. That's also what the articles state in the actual text, If you translate this to Boeing's order book it would mean that the ASC 606 Changes went from -88...

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Momo1435

Re: Airbus and Boeing 2022 orders

Boeing February Orders https://www.boeing.com/commercial/#/orders-deliveries ALC: 18x 737 MAX Unidentified: 14x 737 MAX Unidentified: 5x 777F Cancellations: 737: -1x 787: -4x ASC 606 Changes 737: +45x 787: +4x Gross total: 114 Net total: 107 Net Total including ASC 606 Changes: 179 https://i.imgur.c...

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Momo1435

Re: Airbus and Boeing 2022 orders

Airbus also came out with its January Orderintake figures: 36x new orders: 2x A221 Azorra Airlines 20x A223 Azorra Airlines 6x A320 Undisclosed 8x A321 Undisclosed 52x cancellations: 50x A321 Qatar Airways 2x A35K Qatar Airways Net -16x orders Source: https://www.airbus.com/en/products-services/com...

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Momo1435

Re: Airbus and Boeing 2022 orders

So Boeing still doesn't make a distinction between the 777X models, the 777XF is listed as 777X.

But the Qatar order is still net +34 if you count the ASC 606 Changes, so Boeing did indeed list them as not deliverable before the order was converted to the 777XF.

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Momo1435

Re: Airbus and Boeing 2022 orders

Boeing January orders https://www.boeing.com/commercial/#/orders-deliveries American Airlines: 23x 737 MAX China Airlines: 4x 777F Qatar Airways: 2x 777F Qatar Airways: 14x 777X Southwest Airlines: 12x 737 MAX Unidentified: 20x 737 MAX Unidentified: 2x 777F cancellation: 737: -2 ASC 606 Changes 737;...

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Momo1435

Re: 2022 Singapore Airshow - General Discussion Thread

Curious who Boeing is bringing the 779 in to show for. Is Chinese attendance going to be ‘decent’ for this show? With the Olympics going on it would be an odd time for such an order. For Singapore Airlines, just to give the customer a look. They did the same at the Dubai Airshow where the 777X didn...

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Momo1435

Re: Airbus and Boeing 2022 orders

A couple of recent announcements, all discussed elsewhere on the forum. China Airlines 4x 777F https://boeing.mediaroom.com/2022-01-27-China-Airlines-and-Boeing-Announce-Order-for-Four-777-Freighters Qatar Airways: firm 34x 777-8F (20 conversions from existing 777X order) + 16 options 2x 777F Mou 25...

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Momo1435

Re: QR to order 50 737 MAXs.

Official release: https://www.qatarairways.com/en/press-releases/2022/january/Boeing777-8.html?activeTag=Press-releases&CID=SMALL0678502232000000001105 34 778F, 16 options (conversion of 20 existing orders) 25 to be firm + 25 option 737-10 Plus also hidden in the press release: 2 777F (current ...

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Momo1435

Re: Southwest announces plan to exercise all remaining 2022 MAX options

For a minute I thought that Southwest will place an order for 2022 737 MAX, that would have been a very easy remainder of the year for the Boeing sales team.

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Momo1435

Re: Boeing books loss on 787 groundings

They did indeed reduce the Deferred Production Cost by 3.5 Billion, so that's where they booked this charge. https://www.boeing.com/investors/accounting-considerations.page It has gone down from 22 Billion at the start of 2019 to 11.6 Billion after Q4 2021. So they already booked 10 Billion + losse...

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Momo1435

Re: Boeing books loss on 787 groundings

They did indeed reduce the Deferred Production Cost by 3.5 Billion, so that's where they booked this charge. https://www.boeing.com/investors/accounting-considerations.page It has gone down from 22 Billion at the start of 2019 to 11.6 Billion after Q4 2021. So they already booked 10 Billion + losses...

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Momo1435

Re: Airbus and Boeing 2021 orders

Boeing December orders https://www.boeing.com/commercial/#/orders-deliveries Allegiant: 50x 737 MAX Southwest: 7x 737 MAX Atlas: 4x 777F UPS: 19x 767F Cancellations 737 MAX: -1 ASC 606 Changes 777: -1 2021 totals Gross total: 909 Net total: 479 Net Total including ASC 606 Changes: 535 https://i.imgu...

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Momo1435

Re: Airbus A220 Sales Campaign Thread - 2022

Airbus announced this today as their 1st 2022 order, it's a large A220 order from the lessor Azorra. https://www.airbus.com/en/newsroom/press-releases/2022-01-azorra-orders-22-a220-family-aircraft Airbus has signed a purchase agreement with Azorra for twenty-two A220 Family aircraft including twenty...

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Momo1435

Re: Airbus and Boeing 2022 orders

And the 1st order is announced by Airbus. Azorra orders 22x A220 https://www.airbus.com/en/newsroom/press-releases/2022-01-azorra-orders-22-a220-family-aircraft Twenty A220-300s and two ACJ TwoTwenty Azorra is a Fort Lauderdale, Florida, USA, based aircraft lessor focused on executive, regional and ...

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Momo1435

Airbus and Boeing 2022 orders

viewtopic.php?f=3&t=1457613

New year, new orders.

Momo1435

Re: Airbus and Boeing 2021 orders

December cancellations
ALC: -2x A350-900
ALC: -2x A350-1000
Turkish Airlines: -3x A350-900

Air Senegal: -8x A223
URAL Airlines: -7x A320ceo

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Momo1435

Re: Airbus and Boeing 2021 orders

2021 totals: Net orders A220-200: 4 A220-300: 34 A319neo: 2 A320ceo: -7 A320neo: -84 A321neo: 526 A330-200: 3 A330-300: 5 A330-900: 22 A350F: 11 A350-900: -5 A350-1000: -4 Net Total = 507 https://www.airbus.com/en/products-services/commercial-aircraft/market/orders-and-deliveries note: the net order...

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Momo1435

Re: Airbus and Boeing 2021 orders

They might have forgotten that the UPS 19 767F order is December not November. I looked at that PR and Boeing says: “ The deal adds to a record-breaking year for Boeing freighter sales, including 80 firm orders for new widebody freighters and more than 80 orders for Boeing Converted Freighters. In ...

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Momo1435

Re: Airbus and Boeing 2021 orders

Atlas orders 4 777Fs, seems to be booked in 2021 https://www.aviation24.be/airlines/atlas-air/atlas-air-worldwide-purchases-four-boeing-777-freighters/ Boeing's press release confirming the order was placed in December 2021. https://boeing.mediaroom.com/2022-01-06-Atlas-Air-Worldwide-Purchases-Four...

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Momo1435

Re: Allegiant nearing deal for 737MAX

And also the announcement from Allegiant. https://ir.allegiantair.com/news-releases/news-release-details/allegiant-announces-purchase-50-boeing-737-aircraft "Allegiant will take delivery of an initial group of planes in 2023, with the remaining deliveries scheduled throughout 2024 and 2025.&quo...

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Momo1435

Re: UPS orders another 19 767Fs

Nice order for Boeing, keeps the 767 line going next to the tankers. And to be clear, with 80 orders for their freighter family they mean the combined total orders for the 747-8F, 767-300F and the 777F and not just the 767 orders. With this order the 767F total is 38. Will these be used for expansio...

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Momo1435

Re: SmartLynx Airlines to get B737Max in 2022

The focus on cargo was obviously a response to the Corona crisis hitting their regular business. There's no reason why they should not go back to wet-leasing and holiday and ad-hoc charter operations. It's not a tiny airline, if they are replacing their A320ceo family fleet with the MAX it will be a...

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Momo1435

Re: AF-KLM Group Narrowbody tender

The thing is. Before the MAX crisis. Boeing might have very well won these orders. This is a good what if question. People have been talking for years that AF-KLM was late with the decision about the future narrow body fleet. If they would have decided like 7 or 8 years ago they would be flying the...

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Momo1435

Re: Airbus and Boeing 2021 orders

jbs2886 wrote:
Edit: per Wiki, Nok had 7 MAX on order, but they cancel 6. So they're planning to take 1? Seems weird.

Nok doesn't have any direct orders with Boeing left.

Maybe they were planning on leasing 1 (or more), wiki is not always too accurate of course when it come to these kind of things.

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Momo1435

Re: Airbus and Boeing 2021 orders

Boeing orders November https://www.boeing.com/commercial/#/orders-deliveries 777 Partners: 30x 737 MAX Akasa Air: 72x 737 MAX Unidentified: 7x 737 MAX cancellations: 737: -18 ASC 606 Changes 737: -7 Net total 2021: 457 (+84) https://i.imgur.com/ccj7rF5.jpg https://i.imgur.com/d4pF8Dp.jpg

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Momo1435

Re: SLM new 777 and ETOPS

Here are 2 open articles from Surinam about the issue, both also in Dutch. https://www.starnieuws.com/index.php/welcome/index/nieuwsitem/67882 https://www.waterkant.net/suriname/2021/12/14/geen-eigen-airbus-a330-voor-slm-om-naar-nederland-te-vliegen/ They mention both financial (no guaranty from the...

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Momo1435

Re: Once aviation demand recovers in Asia (if it ever does), where will NRT see growth?

So you think domestic and SE Asian LCCs will backfill the lost NA/European flights? The LDP's recent political scuffles with China and South Korea won't harm air demand immensely? I do know that Haneda has no room for growth (and can't handle any cargo flights) so any growth will have to come out o...

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Momo1435

Re: Airbus and Boeing 2021 orders

Cancellations model breakdown:
10x A220-100 (Undisclosed order)
52x A320neo
13x A321neo

Net total 2021: 368

The AirAsia X order is still fully on the books even after the news of the deal with Airbus where they cancel the largest part of their outstanding order..

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Momo1435

Re: Airbus and Boeing 2021 orders

This brings their total orders for the 737 MAX to 68, not bad for a company who only placed their 1st direct order with Boeing earlier this year. Boeing will be happy with this company.

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Momo1435

Re: AMS ground staff actively barred from safety investigation

Is there no whistleblower protection law (or similar) in the Netherlands? There is something, but it's outdated since it's not compliant to the current EU whistleblowing directive. A new protection law is in the works though, but it goes pretty slow. It's now at the House of Representatives (2e Kam...

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Momo1435

Re: Airbus and Boeing 2021 orders

It's actually more then 11 as there are also 777X in the +51 ASC 606 Changes.They are also always counted if they are negative, so they do count now too even though they are not new orders of course. But since we don't know the exact breakdown within these +51, we simply do not know the exact numbe...

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Momo1435

Re: Airbus and Boeing 2021 orders

It's actually more then 11 as there are also 777X in the +51 ASC 606 Changes.They are also always counted if they are negative, so they do count now too even though they are not new orders of course. But since we don't know the exact breakdown within these +51, we simply do not know the exact number...

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Momo1435

Re: Airbus and Boeing 2021 orders

If you look at Net order it's even less likely as there is also the large cancellation of the AirAsiaX order. It's unlikely that the A330neo will be net positive if the 63 cancellations will be booked by Airbus this year. We should know with the next monthly update if the AirAsia X restructuring dea...

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Momo1435

Re: Media: Japan To Close All Borders To Foreign Travellers

So Japan was only open for 3 weeks, they just opened up again on November 8th after being closed since early 2020.

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Momo1435

Re: Leeham News: An exclusive Boeing operator is in talks for A220 and A321neo

Could this be it. Ukrainian government sign MoU with Airbus for 22 aircraft https://www.airliners.net/forum/viewtopic.php?f=3&t=1467257 It's for a new national carrier, so not for the all Boeing (+ some Embraers) Ukraine International Airlines. But please forgive the anonymous industry sources t...

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Momo1435

Re: Updated: Reuters: Airbus launches A350 freighter

I don't think a big bang announcement for the A350F was either expected or promoted. That was for another freighter to be launched at Dubai. The downplaying of the A350F seems mostly intended to get the spotlights away from that dissapointment. And to mistify the fact one OE has the entrepreneurshi...

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