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Old 01-25-2025 | 06:29 AM
  #806  
FyrePilot
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Originally Posted by clearandcold
Also on the investor earnings call during the Q and A they quietly mentioned that the international routes out of SEA that are launching this summer will initially be flown on the 330.
I think it has to be the 332 because they are moving the 787s to HNL-BOS/JFK. Not enough of them to do the SEA-NRT flying.

It's going to have switch relatively quickly for AS not to lose money on the international routes out of SEA. Next gen delta planes 359/339 get average of 25% CASM and have much better premium product. I think the cabin refresh on the 332s will happen faster than they can get enough 787s at the current productiom rate of 5.5 per month- and that rate is not improving no matter what the airline CEOs say.

If current politics get fuel prices lower that would be great for AS as fuel costs won't be so much of a cost when competing against a more fuel efficient plane. I really think they need a SEA-HND slot and better/more premium before big D thinks they are competition. My opinion is AS premium buyers are just going to use OneWolrld and fly JAL to HND
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