Originally Posted by
NJGov
https://www.reuters.com/business/aerospace-defense/korean-air-makes-airlines-biggest-ever-boeing-jet-order-amid-trump-lee-summit-2025-08-26/
How does the tie up between these two Korean carriers affect our JV balance/global scope?
anyone have concrete numbers and figures or examples apart from the obvious language that says we grow equal yadda yadda?
PS- this must’ve been our 787 rumor coming to fruition
Koreans new order book is quite substantial given their relevant size, but the Asiana merger must be considered due to the combined aircraft replacements they both have due. Nonetheless, most of it is WB substantial growth.
I honestly don’t believe it affects Delta to any degree other than greatly exercising our global scope to force more WB’s to be ordered - which I believe you mentioned per our global scope. Another reason why I believe that large 787 order is imminent per JonNYC or a top of 330/350 order (both including the 20 350 options).