UAL orders 321xlr
12-03-2019, 07:11 PM
#1
New Hire
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UAL orders 321xlr
It's obvious our competitors see the writing on the wall that the 797 probably isn't happening. UAL like Delta had wanted to be a launch customer for the NMA. They also deferred their a350s to 2027.
I'm curious what our response will be. I anticipate we go down the mixed fleet replacement path. We will probably see some 321XLR and a mix of other larger aircraft to cover our aging 75/76s.
I'm curious what our response will be. I anticipate we go down the mixed fleet replacement path. We will probably see some 321XLR and a mix of other larger aircraft to cover our aging 75/76s.
12-03-2019, 07:14 PM
#2
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Originally Posted by Scooter432
It's obvious our competitors see the writing on the wall that the 797 probably isn't happening. UAL like Delta had wanted to be a launch customer for the NMA. They also deferred their a350s to 2027.
I'm curious what our response will be. I anticipate we go down the mixed fleet replacement path. We will probably see some 321XLR and a mix of other larger aircraft to cover our aging 75/76s.
I'm curious what our response will be. I anticipate we go down the mixed fleet replacement path. We will probably see some 321XLR and a mix of other larger aircraft to cover our aging 75/76s.
12-03-2019, 07:29 PM
#3
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Originally Posted by WakeWash
What’s their average 757 fleet age compared to ours? In other words, how much longer can Delta hold out over UA waiting for Boeing to still not make the NMA?
I guess the bigger issue I read online is that with this order, the NMA is effectively dead. It appears for awhile with the MAX debacle, that they have been looking for an excuse to scrap the NMA and work on an NSA ( a new clean sheet 737 replacement). That business case is much more lucrative to BA.
In the meantime that forces us to readjust our horizon and instead of ordering 200 NMA's like Ed said DL would like to, maybe split an order now for some 321XLRs and perhaps 787s/767neo/330 NEO.
It will be interesting. As of now our ER fleet combined is set to soldier on to 2030. That can change at anytime.
12-03-2019, 08:17 PM
#4
Da Hudge
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This certainly solidifies the demise of the NMA.... the 797 is going to be a 737 replacement after a rather short life of the MAX it seems.
Let's see if they can do something 757-ish. My bet it will be similar to the bus. Boeing has put themselves in a very poor position with betting on the MAX.
Let's see if they can do something 757-ish. My bet it will be similar to the bus. Boeing has put themselves in a very poor position with betting on the MAX.
12-04-2019, 04:16 AM
#7
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Originally Posted by 80ktsClamp
This certainly solidifies the demise of the NMA.... the 797 is going to be a 737 replacement after a rather short life of the MAX it seems.
Let's see if they can do something 757-ish. My bet it will be similar to the bus. Boeing has put themselves in a very poor position with betting on the MAX.
Let's see if they can do something 757-ish. My bet it will be similar to the bus. Boeing has put themselves in a very poor position with betting on the MAX.
12-04-2019, 06:05 AM
#8
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Posts: 611
Originally Posted by Mesabah
Boeing has another problem, what happens when Airbus puts a geared turbofan on the A330? Now you have a plane that's $50 million cheaper than a 787, with more range. You can GTF the 787, but the fuel savings won't cover the sticker shock. The 787/A350Neo/777x will likely become ultra long haul niche aircraft, with only a few orders.
12-04-2019, 06:19 AM
#10
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Originally Posted by BoilerUP
A330NEO2?
How far out is a geared turbofan in the 70k-lb class?
Not like Rolls has any issues with the Trent 1000 or anything...
How far out is a geared turbofan in the 70k-lb class?
Not like Rolls has any issues with the Trent 1000 or anything...
The issue with the Trent is the pollution in China is causing damage to the engine.
The problem with the composite based aircraft is the cost of manufacturing, and a GTF A330 will have at least a 15% lower CASM than a current 787. Engine technology is where you save the money, fuselage weight reduction adds range.
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