Moderators: richierich, ua900, PanAm_DC10, hOMSaR
N14AZ wrote:Good lord... as always, people are now posting their favorite outcome as if we could influence the decision by the number of posts in favor of one aircraft...
Stitch wrote:Emirates and Etihad ordered the 777X together to maximize their bargaining power with Boeing as a launch customer. So while I could certainly see them deferring their initial deliveries, if they cancel outright they may lose that pricing should they come back later and re-order.
I expect the 787 order to be the "safest" since they have a score of 787-9 in service and their first 787-10 is due for production this year so they should have BFE already produced for it. That being said, I could see them also deferring deliveries scheduled for 2H 2019 and beyond.
The A350 is probably at the most risk in that I don't see any frames in the Planespotters.net firing order, though Wiki says they will get their first A350-1000 this year which would mean that frame would have BFE already purchased like their 787-10.
george77300 wrote:They are a premium airline still. (One of the only with first and business in B787).
MoKa777 wrote:They should keep the 26 A321neo, 22 A35K, 41 789, 30 78J and 10 A388. 129 highly efficient aircraft of differing sizes and capabilities.
Cancel the 40 A359 and 25 777X.
That will be a very sensible fleet where both manufacturers benefit and take a knock.
rotating14 wrote:Qatar Airways, not Ethiad, jointly negotiated said 777x deal.
sibibom wrote:Probably defer most of B787, definitely cancel B777X.
Cancel A350? defer A321NEO
Stitch wrote:Emirates and Etihad ordered the 777X together to maximize their bargaining power with Boeing as a launch customer. So while I could certainly see them deferring their initial deliveries, if they cancel outright they may lose that pricing should they come back later and re-order.
I expect the 787 order to be the "safest" since they have a score of 787-9 in service and their first 787-10 is due for production this year so they should have BFE already produced for it. That being said, I could see them also deferring deliveries scheduled for 2H 2019 and beyond.
The A350 is probably at the most risk in that I don't see any frames in the Planespotters.net firing order, though Wiki says they will get their first A350-1000 this year which would mean that frame would have BFE already purchased like their 787-10.
Eyad89 wrote:N14AZ wrote:Good lord... as always, people are now posting their favorite outcome as if we could influence the decision by the number of posts in favor of one aircraft...
It’s not favorite, it’s logical. If an airline ia struggling to sell their seats or make a profit, isn’t cancelling the most expensive frame to operate the right thing to do?
It’s very simple, 779 makes sense if you can fill it more than you can fill 787s or A350s, and EY does not seem to be able to do that.
A350 would also get a few cancellations, but I would be surprised if they cancelled all 62.
RainerBoeing777 wrote:It makes more sense to keep the Boeing 777x, EY is going through bad times but a good restructuring, could return to the long-range market and return routes such as Perth, Sao Paulo and San Francisco, the production of the A350 goes as very slow if deferred some of these planes could take longer to arrive, it is better to work with an Airbus A321neo / Boeing 787-9 / 10 / Boeing 777x and Airbus A380
hongkongflyer wrote:they should be able to re-sell their 777X at a price higher then the costs with the launch discount,
unless the contract prohibited them to do so
Arion640 wrote:MoKa777 wrote:They should keep the 26 A321neo, 22 A35K, 41 789, 30 78J and 10 A388. 129 highly efficient aircraft of differing sizes and capabilities.
Cancel the 40 A359 and 25 777X.
That will be a very sensible fleet where both manufacturers benefit and take a knock.
Personally I think all A350's and 777X's need to come out of the equation. The 77W's can cover the 787-9/10 to A380 gap.
gatibosgru wrote:RainerBoeing777 wrote:It makes more sense to keep the Boeing 777x, EY is going through bad times but a good restructuring, could return to the long-range market and return routes such as Perth, Sao Paulo and San Francisco, the production of the A350 goes as very slow if deferred some of these planes could take longer to arrive, it is better to work with an Airbus A321neo / Boeing 787-9 / 10 / Boeing 777x and Airbus A380
Aren't all of these perfectly doable with an 789?
cougar15 wrote:Noticed DUS has been downgraded to 330 as well. And I thought they were actually earning money in Germany and the UK. Worst thing is, Pilots are on unpaid leave and that especially hit a few of the former AB guys who only just got there......basically going home 6 or so weeks later. And local politics make the whole thing even worse, EK is screaming for Jockeys, but the ´my sandpit, your sandpit´ (literally, kids in the sandpit) local thinking prevents a solution that would be a good resolution for both ends! Guess they really should merge, but hang on..... toys in the pram/sandpit........!
seahawk wrote:cougar15 wrote:Noticed DUS has been downgraded to 330 as well. And I thought they were actually earning money in Germany and the UK. Worst thing is, Pilots are on unpaid leave and that especially hit a few of the former AB guys who only just got there......basically going home 6 or so weeks later. And local politics make the whole thing even worse, EK is screaming for Jockeys, but the ´my sandpit, your sandpit´ (literally, kids in the sandpit) local thinking prevents a solution that would be a good resolution for both ends! Guess they really should merge, but hang on..... toys in the pram/sandpit........!
If the A332 are really going to Eurowings they will be used to compete with EY from DUS. EW is starting Thailand in June and probably looking at other Asian destination that once had been money makers for LTU/AB before EY took control and ended the non-stop flights.
Waterbomber wrote:EY need to review their yield management strategy. The ME3 used to offer the lowest fares along with TK and SU.
Not anymore on Europe-Asia routes where OW and Star A airlines are pricing themselves very competitively and the new challengers from China.
A 2 billion USD loss at times that most airlines are making profits is a good reason to do that.
A321neo to Europe and Africa, light widebodies to Asia, the heavy widebodies to the U.S.
Fill the planes with little to no margin, but fill them.
hongkongflyer wrote:they should be able to re-sell their 777X at a price higher then the costs...
seahawk wrote:10 Airbus A320neo
26 Airbus A321neo
40 Airbus A350-900
22 Airbus A350-1000
1 Boeing 777-300ER
8 Boeing 777-8X
17 Boeing 777-9X
24 Boeing 787-8
30 Boeing 787-9
From that list the 777-8 looks like a prime target for cancellation. Then the 777-9s and A350s. The 787-8 only make sense if they have buyers for the A330s lined up otherwise those could fly a lot longer and would still be good enough for medium range routes. The 787-9 could be taken up later and replace the 777-300ERs. A320 could be in danger, A321 look necessary.
george77300 wrote:Source: https://twitter.com/AlexInAir/status/993132805658902528
Latest: #UAE’s @EtihadAirways are tipped to be making an announcement soon, to cancel airliner aircraft Etihad currently on order, defer deliveries/reduce future orders
It’s as management try to overcome the $2 billion loss the Abu Dhabi state-owned carrier has suffered
Slash787 wrote:In these hard times, Etihad needs a MoM
Egerton wrote:I wonder if Etihad might sensibly sell their A380's to IAG?
glideslope wrote:There are both financial and political components to this. IMO, Boeing looses 10-789J/10-787K slots. Airbus looses 10 NEO and all 350K. No hit to the 359 or 777X.
Bricktop wrote:Egerton wrote:I wonder if Etihad might sensibly sell their A380's to IAG?
If BA could take all 10, that would indeed be a solution. I wouldn't think keeping less than 10 makes sense for EY, and
there wouldn't seem to be any other takers. It'd be a big downgauge to the 77W also, but I don't know how full
the A388s go out anyways.
But I think the first stage would be halting the bleeding by getting rid of future frames, then worrying about the stuff they have.
Stitch wrote:Emirates and Etihad ordered the 777X together to maximize their bargaining power with Boeing as a launch customer. So while I could certainly see them deferring their initial deliveries, if they cancel outright they may lose that pricing should they come back later and re-order.
I expect the 787 order to be the "safest" since they have a score of 787-9 in service and their first 787-10 is due for production this year so they should have BFE already produced for it. That being said, I could see them also deferring deliveries scheduled for 2H 2019 and beyond.
The A350 is probably at the most risk in that I don't see any frames in the Planespotters.net firing order, though Wiki says they will get their first A350-1000 this year which would mean that frame would have BFE already purchased like their 787-10.
Strato2 wrote:It seems the predictions to what will be cancelled and what will be kept are based on fanboyism towards ones chosen manufacturer. Almost like "analysis" at few blogs out there.
PlanesNTrains wrote:Strato2 wrote:It seems the predictions to what will be cancelled and what will be kept are based on fanboyism towards ones chosen manufacturer. Almost like "analysis" at few blogs out there.
Feel free to give us your take then. On the record.