Originally Posted by
FlyAstarJets
Growth has slowed compared to the last few years. As of today, 3 more tails are coming this year. The cause, we’re told, has been the slow down at the conversion houses due to the affects of the pandemic affecting parts/personnel shortages thus affecting slot availability.
This is consistent with atsg going, for the first time ever, to Boeing for 767 conversions. Boeing isn't cheaper, so savvy shoppers go there when IAI is full. IAI is clearly behind the.8 ball at the moment, while Boeing is opening new lines. So what they're saying seems to make sense. Amazon, meanwhile, seems to be interested in owning its own aircraft now, and presumably will continue to send them to a TI and lesson until there's a business reason not to.