Just got the the union email and they said 4 aircraft and 10 firm orders. Article on Deltanet estimates 12-24 months for government approval for a possible 2020 1st delivery.

That’s probably a good bet. Not a fleet expansion, rather fleet consolidation.


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"fleet transformation" is the wording from the Delta news page

https://news.delta.com/delta-and-lat...ghout-americas

The government does not need to approve the aircraft sale. I suspect the first 4 to 8 would be structured as a independent transaction.

i dont think its all doom and gloom for the 777s. I could see them getting rid of the 200ERs but the 200LRs would have to say unless the 350-1000 or whatever it is could replace the LR

Maybe this is one of those times where something doesn’t have to go away just because we are getting something new, possible that the 777 are here for 10 more years

How many 777LR do we have and how many 350 options plus LATAM -1000..?

We have 2 deliveries this Spring and 10 on order. Add in the LATAM aircraft and 26 total.

Key quotes from Ed's Memo:

"The transformative partnership, building on our existing relationship with Aeromexico, will drive growth on Delta metal throughout the region for decades to come."

"It will vastly expand our ability to serve customers flying to, from and throughout the Americas, and generate opportunities for our people for the long term."

To me, Delta is taking the approach they did in 2012 that grew domestic mainline metal sustainably and applying it to international. I think the 14 A350s will be all growth no replacements due to this partnership. I think the 787 order may still be coming as part growth and part 777/765/7ER replacement. These JVs will allow Delta to continue to upgauge our Widebody RJs(767s) into a massive premium widebody fleet

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I agree that 787’s may be coming sooner rather than later.