Originally Posted by
UALFlyer
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.
It’s not my math, Kirby literally said that. And as far as the second 100 options who knows. That’s after 2032. Who knows what the market and the industry will look like then. There could very well be room for growth, or maybe not. He loses nothing by getting 100 option and gains front of the line privileges if in fact UAL needs more wide bodies then. Smart move I’d say.