Originally Posted by
Whoopsmybad
How much of that domestic ordering is going to replace their RJ feed? They have way more of those than we do. Is it part of a plan to absorb regional flying?
Honest question.
Yes, it’s part of the plan. Still 250 737’s in the next 2 years is vastly more seats than the 150 RJ’s they plan to drop over that time frame. Add in Delta and American growth plus large orders at the ULC’s and domestic capacity is going to soar. How yields respond remains to be seen. Historically airlines are boom or bust. The 2012 to 2019 boom era was one of the few where capacity restraint was practiced to a degree. It paid off in spades. Managements like pilots can’t seem to respect what historically leads to success.