But you would have your A35K or 78X in 2026. If the first 777X arrives in 2026 how long will the ramp up take? Will there even be 50 in service before 2030? At this point the 777X is not going to be solving any capacity crunch. And there is nothing stopping Airbus adding a A352K at any point I beli...
Jump to postA6-EUM and A6-EUI are ready with Premium Economy retrofit. The next one seems to be A6-EUR as it hasn't made any flights for 2 days already. P.S. A6-EUM even flew to Moscow today which means the first PE-flight there. In the current political situation this route wasn't really expected to feature i...
Jump to postThe major reasons for Boeing's poor financial performance are write-downs on existing programs (especially space and military) and the inability to deliver the 787, not because they are pricing their deals at a loss (you can be sure if they were, Airbus would be at the WTO with a dumping complaint ...
Jump to postOne can peruse Delta's 3Q financials and get an idea of what Delta paid for the 737-10Max. One can do the same for Delta's A321 MAX order, though some preconceived notions will be blown. There is a reason why retrospective, conditional credits are so popular with OEM's and customers alike, precisel...
Jump to postANA not happy with their NEO's ? Or are they planning something else with the MAX's ? Or got them dirt cheap as 779 delay compo ? A good deal for ANA and Boeing. We will see the majority of X customers 'bank' some of their MAX and / or X compensation in the next 12 months. With no X or 787 deliveri...
Jump to postThis was a long time coming when we look back on SAS action with the first hiring of CityJet and when creation of SAS Connect (former SAS Ireland) and SAS Link. Both created only to dismantle their employees salary and working conditions. That SAS filed for CH 11 the first day after strike breakout...
Jump to postMAX9 will require the synthetic AoA, as will MAX7, MAX8 and MAX200 - at least for airlines who uses EASA as their certification authority, though I have read nothing that says the FAA will also not mandate it, as well. As of the MAX recertification, the FAA position on the third AoA sensor was that...
Jump to postMAX9 will require the synthetic AoA, as will MAX7, MAX8 and MAX200 - at least for airlines who uses EASA as their certification authority, though I have read nothing that says the FAA will also not mandate it, as well. As of the MAX recertification, the FAA position on the third AoA sensor was that...
Jump to postAny chance you could point out where the 3rd AOA sensor is? I have been all around that aircraft and I can't find it. As noted, while EASA preferred a third physical AoA sensor, they have agreed to a synthetic sensor which computes AoA data from a variety of other existing sources on the aircraft. ...
Jump to postCould acquisition be linked to the 2x RNZAF aircraft? Spares for RNZAF? Possible sale of RNZAF pair to Airwork? RNZAF pair replaced by newer aircraft discussed on PM's recent US visit?
Jump to postDidn't think Delta would ever order Boeing again after the CSeries/A220 fiasco 6 years ago. Also...why do this when they have tons of A321neos on the books? Of course we would. Remember when Richard Anderson sent Boeing's stock plummeting after claiming to be able to get a 777 for 10 mil (albeit fo...
Jump to postNew engines on existing A380s, that aren't even that old yet, wouldn't be cheap. Nothing needs to be done in the short term, more like 6-8 years away. By that stage I would expect around a 10% TSFC improvement over todays best 70 klb sized engine. By that stage the Trent 900 would have been flying ...
Jump to post1) there is no technical reason why the existing EK A380 fleet could not have new engines installed via STC/factory mod 2) the A380 engine thrust class is in the same thrust class as the medium size twin engine widebodies, so it can leverage from those programs 3) Historically 747, KC135, DC8 have ...
Jump to postYou still need to have been charged to have your passport taken from you, and this has to be approved by a judge. If there are no charges against you, you are 100% innocent and guilty of nothing. Sure, police investigations can carry on until they find something. But they can't take your passport f...
Jump to post"FlightGlobal is reporting that Emirates is considering the deferral of its B787-order as it wants the manufacturer to focus on the delivery of the delayed B777Xs. " https://www.scramble.nl/civil-news/emirates-mulls-deferral-of-b787-order No X customer, with launch prices, retrospective v...
Jump to postExisting 777X customers, with launch discounts, retrospective volume credits and compensation credits, would be mad to cancel. Credits are still accruing. Boeing will lose money on every currently ordered X. The question, is how much flexibility will the Board give to write new orders at new prices....
Jump to postI told you a few days ago it was written on the wall, 1+1=.. but maybe you were unwilling to read. (https://www.airliners.net/forum/viewtopic.php?f=3&t=1473981&start=50#p23351275) ;) The ball is I think in Boeings court, many 777x customers have dual source policies and demonstrated a lot o...
Jump to postHe basically had one with the A380, but decided there were better economics with other aircraft, so now there is no more A380 He did say he wanted more A380s. Multiple times. He was trying hard to get Airbus to commit to an A380neo, but they wouldn't. Contrary to some A Net wisdom, he also wanted a...
Jump to postRather than the smelly cargo compartment, I'm more worried about the complexity for a fish producing and processing company with a thousand employees (producing fish, mind you, not flying planes) to get its own sophisticated aircraft. And the wisdom thereof. While Bakkafrost certainly aren't idiots...
Jump to postIf you look at aircraft programs of the last decades, the lifespan of an aircraft (first delivery to last delivery or first delivery of a successor, clean sheet or upgrade) is 11 years (747-8) to 26 years for the A320. With at least 5 years delay and a long developement time to start with, Boeing m...
Jump to postThe problem for the a339 is that CX probably has compensation credits it can utilise nicely or just convert orders. CX will have accrued smaller compensation credits, as they negotiated a mutual delivery extension. As a result, they aren't eligible to execute the two later compensation offerings. E...
Jump to postBoeing dominate the freight market, though this is no guarantee for the future. Compared to launching completely new models, the design and set up costs are petty cash. BCC and close partner GE, have considerable direct and indirect exposure to the 777 prospective feedstock, so this makes good busin...
Jump to postOpus99 wrote:........only a few months ago BA took up additional 787-10 options.............
This article https://leehamnews.com/2022/06/16/faa-adopts-icao-2027-emissions-noise-rules-death-knell-for-new-production-767f-777f/ quotes Boeing‘s freight-customer leader Brian Hermesmeyer who mentions, that Boeing is working on an exception of the 767 from the 2028 ICAO emission standards, as the...
Jump to postI've long since said that Cathay's impending regional replacement, will be "the A330NEO's last stand." If it can't crack this order, from an airline with 50+ A333s who LOVES the platform, then I'm not sure how it can continue to be taken seriously as a market competitor for 1st tier airli...
Jump to postBoeing will potentially achieve significant sales through to 2027, ahead of market share achieved in the previous five. The but, is effective prices, after deducting front end discounts, retrospective volume credits, and especially compensation credits, mean every sale generates a fraction of the re...
Jump to postThis is a pleasant surprise. 1.5% fuel burn reduction on the 737-700. Claims of more on the -800/-900. Westjet and Delta are the launch customers. https://aviationweek.com/aerospace/aircraft-propulsion/aero-design-labs-launches-boeing-737ng-drag-cut-kit Savings of $12k/month or $144k/yr are not sha...
Jump to postMaybe I really need to see a shrink, but I kept watching test flights on FlightAware and all those insane maneuvers and tight turns they pulled off. The whole testing campaign was done on a -7 which was equipped with all the required sensors. I don't see anything rubber-stamped, but it bugs me that...
Jump to postMy career in the commercial aviation finance world started with Concorde. BA and AF received the air frames and parts on a gratis basis, as well as cash from their respective Governments for operating costs, and there were other financial benefits. Some engineers and pilots training was funded by th...
Jump to postAnd the 777-8F contract was drafted and firmed in the mean time Boeing was annoncing more delays on the 777-8/9. If one, Boeing hasn't disclosed the new delays to QR before signing this deal including 777-8/9 conversion to 777-8F and almost certainly including credits for the 777-8/9 delays, it cou...
Jump to postWith the sanctions on Russia and the dispute with Qatar, who does the customer acceptance flights for Aeroflot and Qatar Airways? There aren’t any CAF if they aren’t taking delivery of the aircraft. There are IATA guidelines and rules, as well as specific OEM contract terms, covering refusal or ina...
Jump to postAirbus seems to do these increases very often. The A321NEO went from 93.5t to 97t and now to 101t. The A330NEO went from 242t to 251t. The A350-900 went from 268t to 275t to 280t and now to 283t. The A350-1000 has gone from 308t to 316t and now 319t. There’s also a 217t version of the A359, specifi...
Jump to postI don't think it is a matter of 'conflating' the prior issues with the current one but rather looking at the current situation through the lens of the previous confrontations between Airbus and AAB, and especially Airbus' previous attempt to 'run around' AAB to the Emir. Personally, I would be very...
Jump to postThe A380 is rated for 40-45,000 cycles whereas 747SR/747-400D aircraft regularly had over 100,000 cycles over their lifespan. In fact, the 747-400D had to be significantly modified from the regular -400 because of this. I know the fuselage was strengthened and winglets were removed. Those aircraft ...
Jump to postVCVSpotter wrote:Heard a few months ago that LATAM still wanted those 789s, just delayed. Makes sense since they 'just' dumped their entire A359 fleet.
Wouldn't the Japanese be the perfect partner for Embraer to team up with to launch this new aircraft ? They have more experience with regional aircraft development than the Indians or Indonesians. The latest Japanese regional aircraft was so successful, right? The MRJ is done with 0 deliveries, why...
Jump to postIn 2021 EASA set conditions when allowing the 737-8 back in service: - Design changes proposed by Boeing to address the issues highlighted by the accidents are EASA approved and their embodiment is mandated. - An independent extended design review has been completed by EASA https://www.easa.europa....
Jump to postThe last 100 years is no predictor of a company's future, unless the economy, technology, management and staff are unchanged. Boeing is where it is today from a short-term pre-occupation with shareholder value and management package maximisation, rather than engineering excellence and customer satis...
Jump to postI suspect that Boeing had to move fast and go quite far to shore up the LH 779 order, in light of the new delays to the programme. The chatter over the last days has all been about LH taking the QR NTU A350-1000s and, potentially, taking over the future QR delivery positions. That could have played...
Jump to postdavidjohnson6 wrote:If Boeing is doing so badly... what is Airbus doing right ?
Bad news for you guys, "Clark is sticking with the 777x" https://www.seattletimes.com/business/boeing-aerospace/boeing-writes-off-1-2b-and-delays-777x-another-year-adding-1-5b-more-in-future-costs/?utm_source=twitter&utm_medium=social&utm_campaign=article_inset_1.1 There will be n...
Jump to postYes. Most of the premature wear is in the hot section. The compressors seem to be holding up better than the turbines. The gearbox, that many assumed would be problematic, have had no issues. Pratt is aware of all the issues. I presume they are diligently working to resolve but it seems they have a...
Jump to postJust a thought. Maybe the new 767F order was due to AC still had 737Max compensation credit that needed to "burn off"? AC also ordered three more 787s Compensation credits start eroding once deliveries of the affected model re-start, so likely Air Canada are using these for this purchase....
Jump to postThe only significant circumstance to play a role was Covid, and every company in the world faced exactly the same difficulties. Not to mention that Airbus posted their highest ever profit in their history, with margins tripling in 2021. But that is also only Airbus I guess. This is true, and Airbus...
Jump to postNoshow wrote:However we don't know if today's specification might need rework without the FAA having given the final nod.
Looking at history it appears to me that airlines buy the smallest airliner that offers competitive economics for the routes they want it to fly. The question I have is will the economics of the 779 be enough better than it’s smaller competitors (787, A350) to offset its larger size. I understand t...
Jump to postAs far as the valuation in commercial aircraft inventory, we can make a rough estimate from the valuation of the 4,200 737aircraft backlog, at $291B. So the 320 existing inventory might be valued at $22B. The 115 787 inventory were also valued at about $22B by Air Lease, in 2021. Thus a rough numbe...
Jump to postOne thing is certain, airlines now will be looking to eliminate the cross-default clause in future contracts. In a duopoly with long lead periods for aircraft, it gives the manufacturers a lot of power. Cross default clauses, some of which are implied, won't be eliminated, as long as 'heavy hitter'...
Jump to postlet me sum things up one last time, had the 779 been delivered on time, they would have received the latest aircraft INCLUDING, latest interior, off load older 12/15 year old aircraft without needing to pay for d checks or renovation, paid the usual 1.2 million a month lease (not 300m, they're leas...
Jump to postat this point in time Boeing as a company would be better served by a MTOW increase and a larger wing for the 787-10 and top of that a further enforced wingbox for a 290-300T 787-11 and 787-10F than continuing down the 77X path. Airlines will prefer the superior CASM to capacity ratio and on top of...
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