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-   -   Delta Expands International flying (https://www.airlinepilotforums.com/delta/124278-delta-expands-international-flying.html)

saturn 09-27-2019 11:25 AM

https://ir.delta.com/events-and-pres...l/default.aspx

An investor call was conducted this morning to discuss LATAM JV. Highlights:

We receive the first 2 A350s at the end of 2020. No further timeline for the remaining 12 except sometime between 2021-2025. Ed made comments that suggested our current 15 firm was too small of a fleet. Sounds like we are still open in our search for WB renewal, to both Boeing/Airbus.

We will use debt for nearly all of the 1.9b purchase. On-top of that, 350m to ease LATAMs transition will be spread out over years.

Our current flying ratio between US-LATAM is 30%/70%. Will be interesting addition/ complication to our scope negotiations. Mentioned several times that the JV will help grow Aeromexico.

Trip7 09-27-2019 11:40 AM


Originally Posted by saturn (Post 2894398)
https://ir.delta.com/events-and-pres...l/default.aspx



An investor call was conducted this morning to discuss LATAM JV. Highlights:



We receive the first 2 A350s at the end of 2020. No further timeline for the remaining 12 except sometime between 2021-2025. Ed made comments that suggested our current 15 firm was too small of a fleet. Sounds like we are still open in our search for WB renewal, to both Boeing/Airbus.



We will use debt for nearly all of the 1.9b purchase. On-top of that, 350m to ease LATAMs transition will be spread out over years.



Our current flying ratio between US-LATAM is 30%/70%. Will be interesting addition/ complication to our scope negotiations. Mentioned several times that the JV will help grow Aeromexico.

Impressive research. Well done. Thanks for sharing

Sent from my SM-G975U1 using Tapatalk

FL370esq 09-27-2019 12:29 PM


Originally Posted by BigHitterLlama (Post 2894366)
Thanks for the correction. So change all my questions about -1000 to -900ULR...

The -900ULR only gains the "ULR" designation when the fwd cargo bin has been deactivated and when you significantly reduce seating capacity. Singapore's ULR has 161 seats versus our 306 seats which is how they do SIN-EWR. Overall, our B777-200LRs are way more capable.

BigHitterLlama 09-27-2019 12:42 PM


Originally Posted by FL370esq (Post 2894434)
The -900ULR only gains the "ULR" designation when the fwd cargo bin has been deactivated and when you significantly reduce seating capacity. Singapore's ULR has 161 seats versus our 306 seats which is how they do SIN-EWR. Overall, our B777-200LRs are way more capable.

Thanks.
Filler

DELTAFO 09-27-2019 01:06 PM

777LR fuel quantity: 47,890 gallons
A350 fuel quantity: 37,170 gallons

which equals a lot more range for the 777LR

Gone Flying 09-27-2019 01:27 PM


Originally Posted by DELTAFO (Post 2894459)
777LR fuel quantity: 47,890 gallons
A350 fuel quantity: 37,170 gallons

which equals a lot more range for the 777LR

according to wikipedia the ULR has a 44,000 gal fuel capacity. airbus press release matches this #

20Fathoms 09-27-2019 01:40 PM


Originally Posted by DELTAFO (Post 2894459)
777LR fuel quantity: 47,890 gallons
A350 fuel quantity: 37,170 gallons

which equals a lot more range for the 777LR

The LR really is a pretty unique bird and the addition of Mumbai flying has made it even more indispensable. I know they tried to put the A350 on Sydney but ended up not doing it. Like others have said, our ERs could easily be replaced by A350s but that would leave a fleet of only 10 aircraft. Has Delta ever had an orphan fleet that small?

crewdawg 09-27-2019 01:54 PM


Originally Posted by DELTAFO (Post 2894459)
777LR fuel quantity: 47,890 gallons
A350 fuel quantity: 37,170 gallons

which equals a lot more range for the 777LR

Don't fly either, so I can verify, but guys on the other forum quoted the following mid flight fuel burns numbers.

777 = 8,000 pph
350 = 6,000-6,500 pph

Bert Sampson 09-27-2019 01:59 PM


Originally Posted by 20Fathoms (Post 2894478)
The LR really is a pretty unique bird and the addition of Mumbai flying has made it even more indispensable. I know they tried to put the A350 on Sydney but ended up not doing it. Like others have said, our ERs could easily be replaced by A350s but that would leave a fleet of only 10 aircraft. Has Delta ever had an orphan fleet that small?

I think the general rumor is that the LRs might be replaced by 787s.

FogSkier 09-27-2019 02:08 PM


Originally Posted by crewdawg (Post 2894492)
Don't fly either, so I can verify, but guys on the other forum quoted the following mid flight fuel burns numbers.

777 = 8,000 pph
350 = 6,000-6,500 pph

If that is per side, it seems reasonable.

badflaps 09-27-2019 04:35 PM


Originally Posted by 20Fathoms (Post 2894478)
The LR really is a pretty unique bird and the addition of Mumbai flying has made it even more indispensable. I know they tried to put the A350 on Sydney but ended up not doing it. Like others have said, our ERs could easily be replaced by A350s but that would leave a fleet of only 10 aircraft. Has Delta ever had an orphan fleet that small?

Ya, the early 747's and a few years with 5 DC-10s. (1011 place holder)

20Fathoms 09-27-2019 04:37 PM


Originally Posted by badflaps (Post 2894588)
Ya, the early 747's and a few years with 5 DC-10s. (1011 place holder)

Interesting, thanks badflaps

sailingfun 09-27-2019 05:43 PM


Originally Posted by OOfff (Post 2894313)
I love that we have a deal nobody heard a whisper about, but people still trust the whispers about 787.

14 more 350s? This is good for the 787!

There were whispers of good things coming. I posted that on here in early August.

OOfff 09-28-2019 04:28 AM


Originally Posted by sailingfun (Post 2894630)
There were whispers of good things coming. I posted that on here in early August.

If I had a nickel for every “good things are coming” rumor in aviation...

StartngOvr 09-28-2019 05:14 AM


Originally Posted by OOfff (Post 2894746)
If I had a nickel for every “good things are coming” rumor in aviation...



Free beer.....tomorrow!


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DELTAFO 09-28-2019 05:33 AM


Originally Posted by Gone Flying (Post 2894471)
according to wikipedia the ULR has a 44,000 gal fuel capacity. airbus press release matches this #

They turned a cargo bin into a fuel tank to get that capacity.

Trip7 09-28-2019 05:48 AM


Originally Posted by OOfff (Post 2894313)
I love that we have a deal nobody heard a whisper about, but people still trust the whispers about 787.



14 more 350s? This is good for the 787!

I'm guessing due to the relationship between Delta/GOL and AA/LATAM this type of deal needed to be top top secret. If AA got word of what was happening they could have reacted. On the other hand employee rumors about us getting the A220 or A350/A330neo before it happened have little impact on strategic airline partnerships. That's why I believe the 787 is heading to Delta soon.

Sent from my SM-G975U1 using Tapatalk

FL370esq 09-28-2019 06:12 AM


Originally Posted by DELTAFO (Post 2894768)
They turned a cargo bin into a fuel tank to get that capacity.

Oddly, they didn't. They just used more space in the existing wing tanks to cram in an extra 7,000 gallons or so.

I'm told Delta's problem isn't fuel capacity though....it's a max gross weight issue. The payload optimized flights leave with the ability to carry an extra 30-40K in fuel but can't because they are taxiing out at Max Gross Weight.

BigHitterLlama 09-28-2019 06:26 AM


Originally Posted by FL370esq (Post 2894784)
Oddly, they didn't. They just used more space in the existing wing tanks to cram in an extra 7,000 gallons or so.

I'm told Delta's problem isn't fuel capacity though....it's a max gross weight issue. The payload optimized flights leave with the ability to carry an extra 30-40K in fuel but can't because they are taxiing out at Max Gross Weight.

Sorry for not doing my research but I’m watching a ballet class and wrangling a 3 year old at the same time. Is this addressed by the PIP? Doesn’t that include an increased max gross weight? I thought I remember reading that on here.

Hank Kingsley 09-28-2019 07:32 AM


Originally Posted by crewdawg (Post 2894492)
Don't fly either, so I can verify, but guys on the other forum quoted the following mid flight fuel burns numbers.

777 = 8,000 pph
350 = 6,000-6,500 pph

That's low for the 777, 767 is 12k an hour. Fuel and thrust aren't a problem on the 777LR.

crewdawg 09-28-2019 07:37 AM


Originally Posted by Hank Kingsley (Post 2894815)
That's low for the 777, 767 is 12k an hour. Fuel and thrust aren't a problem on the 777LR.

Multiply the numbers by two. ;)

Big E 757 09-28-2019 07:52 AM


Originally Posted by sailingfun (Post 2894630)
There were whispers of good things coming. I posted that on here in early August.

Is this what you were talking about, SF? Is this what the whisperers were talking about? Were you aware of this deal, or were you just hearing that some exciting changes were coming?

FL370esq 09-28-2019 08:02 AM


Originally Posted by BigHitterLlama (Post 2894789)
Sorry for not doing my research but I’m watching a ballet class and wrangling a 3 year old at the same time. Is this addressed by the PIP? Doesn’t that include an increased max gross weight? I thought I remember reading that on here.

Yikes! Sounds like the next event for Tokyo 2020.

I think our last -900 was delivered with "the PIP" which gave it an extra 10K or so increase in takeoff GW. ULR is a separate beast.

BigHitterLlama 09-28-2019 08:29 AM


Originally Posted by FL370esq (Post 2894835)
Yikes! Sounds like the next event for Tokyo 2020.

I think our last -900 was delivered with "the PIP" which gave it an extra 10K or so increase in takeoff GW. ULR is a separate beast.

I hear dad bod is the new gold standard in Olympian’s so you may be right :D
Thanks - didn’t know if PIP was also applicable in other models.

Xray678 09-28-2019 08:49 AM


Originally Posted by Trip7 (Post 2894772)
I'm guessing due to the relationship between Delta/GOL and AA/LATAM this type of deal needed to be top top secret. If AA got word of what was happening they could have reacted. On the other hand employee rumors about us getting the A220 or A350/A330neo before it happened have little impact on strategic airline partnerships. That's why I believe the 787 is heading to Delta soon. k

Bastion quote from the other day “Well, we certainly have long-term needs for a wide-body aircraft. And as we've been very public, we've looked at whether we're going to continue to expand our A350 fleet or our Boeing fleet. This gives us an opportunity to expand the A350 fleet, which we have a relatively subscale amount of it, 15, today and it's right in line with our expectations.”

Certainly sounds like we are all in with Airbus.

Trip7 09-28-2019 01:08 PM


Originally Posted by Xray678 (Post 2894861)
Bastion quote from the other day “Well, we certainly have long-term needs for a wide-body aircraft. And as we've been very public, we've looked at whether we're going to continue to expand our A350 fleet or our Boeing fleet. This gives us an opportunity to expand the A350 fleet, which we have a relatively subscale amount of it, 15, today and it's right in line with our expectations.”



Certainly sounds like we are all in with Airbus.

Good points. A350 fleet has now been expanded so Delta no longer has 2 small subfleets of widebodies. Now the big question is, with the retirement of the ER imminent, will Delta continue to go all Airbus? IMO, I don't think they will remain dependent on a single manufacturer for widebodies and a large 787 order will be placed within the next 6 months

Sent from my SM-G975U1 using Tapatalk

20Fathoms 09-28-2019 01:18 PM


Originally Posted by Trip7 (Post 2894975)
Good points. A350 fleet has now been expanded so Delta no longer has 2 small subfleets of widebodies. Now the big question is, with the retirement of the ER imminent, will Delta continue to go all Airbus? IMO, I don't think they will remain dependent on a single manufacturer for widebodies and a large 787 order will be placed within the next 6 months

Sent from my SM-G975U1 using Tapatalk

I think you’re right with this one. Delta has historically been very good at playing the manufacturers against each other to get the best deal. For that to work, however, we cannot become too dependent on any one producer. For balance, a Boeing order seems necessary in the short to medium term future but what type?

Aside from niche LR routes like SYD, JNB, and BOM network has always seemed to regard the 777 as too big so I doubt we’d order more. The 797 is still basically scribbling on the back of a cocktail napkin at this point, and the 73 has PR problems and has been stretched to an event horizon so I agree the 787 seems the most likely candidate.

Xray678 09-28-2019 01:25 PM


Originally Posted by Trip7 (Post 2894975)
Good points. A350 fleet has now been expanded so Delta no longer has 2 small subfleets of widebodies. Now the big question is, with the retirement of the ER imminent, will Delta continue to go all Airbus? IMO, I don't think they will remain dependent on a single manufacturer for widebodies and a large 787 order will be placed within the next 6 months

Hope you’re right.....I don’t really want to fly the bus.

crewdawg 09-28-2019 01:33 PM


Originally Posted by Xray678 (Post 2894983)
Hope you’re right.....I don’t really want to fly the bus.

You against flying in comfort? :D

Hank Kingsley 09-28-2019 06:19 PM


Originally Posted by crewdawg (Post 2894818)
Multiply the numbers by two. ;)

Yea, thanks, flying these twins for 40 years, never measured fuel burn by one engine.

sailingfun 09-29-2019 12:25 AM


Originally Posted by Big E 757 (Post 2894826)
Is this what you were talking about, SF? Is this what the whisperers were talking about? Were you aware of this deal, or were you just hearing that some exciting changes were coming?

I was aware that there were plans to accelerate the number of widebody aircraft on the property over the next 4 years. The accelerated A330 deliveries were not going to hit the target I was told about. The second part is close. There may yet be a third part but that is in flux at the moment. You can figure that part out from recent EB comments.

Xray678 09-29-2019 05:33 AM


Originally Posted by crewdawg (Post 2894988)
You against flying in comfort? :D

I’ve deadheaded on the 330. Went up and checked out the cockpit. Also got a chance to fly a 350 sim for a few minutes. It’s nice. I just think going to an Airbus would be a hard transition at my age.

The Rover 09-29-2019 05:53 AM

Interesting that with all of this "International growth" that we always seem to fly the absolute minimums with regards to the JVs.

dalad 09-29-2019 05:57 AM


Originally Posted by Xray678 (Post 2895227)
I’ve deadheaded on the 330. Went up and checked out the cockpit. Also got a chance to fly a 350 sim for a few minutes. It’s nice. I just think going to an Airbus would be a hard transition at my age.

I just turned 61. Went to Airbus 330 school in May having never flown any Airbus. I love the airplane, the hardest part was learning the new box.

crewdawg 09-29-2019 06:16 AM


Originally Posted by Xray678 (Post 2895227)
I’ve deadheaded on the 330. Went up and checked out the cockpit. Also got a chance to fly a 350 sim for a few minutes. It’s nice. I just think going to an Airbus would be a hard transition at my age.

Understand that. I only had a few years of flying a Boeing before switching to Airbus. Flying and AP are simple, but as far as the box, I still do quite a few more clicks to get where I need to be. Not nearly as intuitive.


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