Originally Posted by
PeakEGT
Kirby recently mentioned in their earnings report that they are limiting growth not only due to the limited number of Max 7 deliveries but also because United Airlines’ growth is constrained by their partnership. As a result, the partnership prioritizes route optimization over unilateral expansion, which raises the question at the size that they are why continually put pressure on us and take over what’s left at zero cost. Or why even agree to a partnership to later be constrained by it?
United doesn't have any MAX 7 on order. We have 8 and 9 MAX planes and our 250 order for -10's is already down to about 160 because we converted 90 of those over to MAX 9s which are being delivered already. I think the limiting factor for growth is net planes because we are only getting 128 this year (was supposed to be 150) and parking 17 older Airbus planes. Growth is not constrained by "the partnership" unless its only in specific markets because we are certainly growing with the fleet ending the year 111 planes more than we have now and they have to fly somewhere.