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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Lots going on behind the scenes. Opinion only, but the 787 is still in play. These 350 make perfect business sense to get quick deliveries and save significantly on the equipment. Even though the 350 isn’t optimal for the deal it’s absolutely worth bringing them on. We need the metal now.. even with a Boeing order it would be some time before the first planes would show up. This helps us tremendously in the short term with our growth plans.
There is going to be some streamlining of the Delta WB fleet. By the end of the year it should appear evident which way we going strategy wise with our long haul fleet compliment.
Overall extremely positive news for all of us. The upcoming AE will provide significant movement and only increase in the next few years.