Originally Posted by
Itsajob
Any armchair quarterbacks have theories about how the fleet reductions, both UAL and UAX, will look for the next couple of months, and also as we pull out of this? Any ideas on the future of our fleet? When the max is available will we take deliveries, or postpone to conserve cash? What about express? Will the 50 seaters find renewed demand, or will they decide to park most of them and let the 70/76 seat jets handle the regional feed at a reduced schedule? We have over 300 of the 50 seat jets spread fairly evenly between the two models and they are getting tired.
I can’t imagine us taking any MAX planes. Because they are new the capital expenditure and debt loading to the balance sheet would be too much. I’m sure we have an out contractually with Boeing to not take them, and even if we don’t, we just won’t take them. It makes no sense to take new planes. My guess is with diminished loads, the 777s are toast. The 757s and 767s are fully paid off, have a very low cost per seat mile (especially 757-300), and despite them being older planes, they are the cheapest things we have going. I can see those staying around along with the Airbus and NG planes. The 787 is a no brainer, its going to be the new International everything. We just may not take new ones going forward.