Originally Posted by
El Peso
Of course. Kirby himself said that the first 100 aircraft are really replacement aircraft. The 100 options will depend on how the market develops “but we don’t have to take all of them”.
Hilarious that some people actually thought United and United alone discovered untapped long haul revenue/demand out in the world that warranted their fleet grow by several hundred wide bodies. Geez
My math is pretty much the same as yours, the 100 x 787s are replacements. However, why would UAL put down money to hold 100 more potential production slots (options, price locks, or whatever you want to call them)? What is SK thinking, merger, acquisition, growth?... He is thinking / planning the long game.