I wonder if AA’s push into SEA will have an impact on what they take? Or maybe we will JV a new SEA BLR route to compete non stop.

I don't think you are getting it. The ULR only makes sense if you need more gas. Our 350s (even Ship 13 with the increased MTOGW) cannot fill the tanks they already have.. To buy the ULR variant is a waste of $$ because instead of 30-40k in unused fuel capacity, now you have 50-60k in unused capacity. It is a gross weight issue, not a fuel issue. Until Airbus engineering beefs up the MTOGW (maybe they can or maybe Ships 13-15 are at the max for their design), the ULR does Delta no good because its MTOGW is the same as ships 13-15. Further, it has its fwd cargo door deactivated to help it get that extra range. If you "de-activate" the door, it is just another -900 with a little more fuel capacity.

To your knowledge, is that possible? It would seem silly that Airbus would refuse to unlock more performance out of it's flagship widebody. Is the same issue present with the -1000???

Honestly don't know if the -1000 has a more beefed up body and has a higher relative MTOGW. Seems like too much airplane for Delta's business model but who knows? Maybe Ed and the BoD will approve it's purchase. As James Bond says, bigger pays more. 😊
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Airbus continuously improves just about everymodel in their line up and their have already been two weight increases and they seem to have won the project sunrise contract so it will likely come down to does the company want to pay for that extra on later delivery frames

Are those LATAM birds at JFK ours?
Look like A350s.

They are 20% ours.

But answer your question, no those won't be Delta birds. LATAM has 12 350-900s, and orders for 14 350-1000s. Of their 12 -900s, 4 are leased to Qatar, and we'll take those 4. They're keeping the other 8 that are currently in their fleet (what you saw). We are also taking over the delivery commitments for the 14 -1000s, although its assumed we will convert the order to -900s.

Makes sense, thanks!