Oh, look! HK is having another temper tantrum. Instead of "fine, I'm just not going to share my made up stories anymore," he's covering his ears and making childish noises.

Man, how old are you? You're either 55, or 5.

 

I agree. One could argue that mgt has already seen what the 339 and 359 can do for our network and if they were perfectly happy with them in all aspects, including price they would simply order more. There is a reason the 787 is so popular, despite its early and Boeing continuing problems. It's hard to argue that the 787-10 in particular wouldn't fit well in our network given how much they seem to like the performance of the A333 which is now aging and close to retirement. The -9 would not have the same performance limitations as the 339 and might be a more optimal airframe in certain markets vs the A359. Time will tell.

 

Usually it's about a 2 year lead time for an airline like Delta. So, I'm thinking by end of 2027 we need to order them.

 

Can we get back to discussing 787’s please?

 

there’s nothing to discuss

 

Hot off the press from the "TrustMeBro Times":

Big wigs are waiting to close the year with green Line going up. Once the shareholders are happy with the 2025 profits they'll announce the 787 order by Q1

 

not 787s per se, but related. But I wonder if we skip ordering 787s/339s and focus on 350s.

I think it’s kinda obvious at this point the 339 is challenged on most routes that are not east coast-Europe/ S.A. But given the new weights we have on the 359s I wonder if it would be worth carrying the extra capacity on routes with more 350s given it gives us more flexibility with higher D1 configuration and more cargo capacity. There is definitely a marginal cost to carrying the extra capacity, but that also means more revenue capability. Plus we don’t have to deal with the cost of standing up a new fleet.

Is there much the 787 can do that the 350 cannot?

 

I actually think this is very likely. There are 26 more 350s coming…. Throw in options for 20 more and we’ve got the 763 and 764 retirements covered.

 

Delta should not wait until 2027 to order 787s. Better to order them now to get a place in line.

Boeing said their goal was to clear the backlog of over 900 deliveries by 2033. Right now they are producing 7 planes a month but trying to get to 16 a month by 2027. Also by 2027 I bet they have another 500 orders. They are already 18 months behind deliveries and the future delivery schedule is just going to get more full as Boeing pipeline is full. Waiting until 2027 to hope that Boeing will cancel other airlines delivery slots and slide Delta in isn't a bet I'd want to make if I was trying to optimize fleet makeup. United originally only ordered 100 planes and got a delivery schedule to 2032, but when we added 50 more firm options, those extra 50 are coming between 2028 and 2031 because Boeing said those were the only open slots they had in their pipeline.

Why not just get more A-350s. They seem to be great planes.

 

delta lives rent free in your head.