Originally Posted by
Trip7
Key quotes from Ed's Memo:
"The transformative partnership, building on our existing relationship with Aeromexico, will drive growth on Delta metal throughout the region for decades to come."
"It will vastly expand our ability to serve customers flying to, from and throughout the Americas, and generate opportunities for our people for the long term."
To me, Delta is taking the approach they did in 2012 that grew domestic mainline metal sustainably and applying it to international. I think the 14 A350s will be all growth no replacements due to this partnership. I think the 787 order may still be coming as part growth and part 777/765/7ER replacement. These JVs will allow Delta to continue to upgauge our Widebody RJs(767s) into a massive premium widebody fleet
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I agree that 787’s may be coming sooner rather than later.