The communication refers to Boeing delivery schedule as a catalyst for these offerings. What I don't get is hardly any of these offerings are for 737, or for 737 super base like IAH being recently bolstered. It seems mostly random wide body stuff. I get 78s are delayed too, but not to the same extent.

I think to this must be normal adjustments to market softening, small ones at that, and why not blame Boeing as it fits the narrative for so many other agendas.