[QUOTE=WhatNow;2151018]
Originally Posted by
Dat jet
I don't have a problem necessarily with Delta having JVs/codeshares because it does have its advantages, but IT DOES bother me we do it so much. While UAL and AA have three times to four times as many 777s as we do...and are taking deliveries of 777-300s right now (which we don't even have on order) and they both have 787s on property. They'll get more and more of those type of aircraft while we fly around 767-300/300ERs.....and where is the replacement for these 72 aircraft? Don't say it's the new A350/A330 NEO order...that's only 50 aircraft. Between the 767 fleet and the 747 fleet....that's 88 aircraft. 72 + 16 = 88. And don't forget we have a whopping 18 777s
We have 58 767 ER's and 8 747's at the moment. We have 53 A330/A350's coming in the next 5 years. There are no 767ER retirements planned until after 2020 so we will lose 8 airframes. The current plan is to retire each airframe when it reaches 30 years old. They stated at the roadshows that they plan a 7ER replacement order in 2019 and that might be split into two or three orders.
A big chunk of the A330's and A350's coming were planned for the Shanghai hub. Rumor only on this part but negotiations with the Chinese are not going well and that may be why 4 A350 orders were delayed.
I would emphasize current plans. They do change. The driving philosophy is to leverage ownership in partner airlines to derisk Delta and drive efficiencies. There is no growth strategy outside of JV+equity acquisitions. Sorry to burst your bubble but organic growth is dead.