Prepare Yourselves... 2021 AEs

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Quote: Do y’all really think the company will undo it’s recent fleet simplification by adding a new fleet? (787)

Additional 330/350 seem far more likely to me.
The recent fleet reductions had everything to do with accelerating the inevitable and moving to more efficient planes that were inevitable anyway.

IMO only a tiny portion of it was done to reduce the fleet type number. They will add a fleet type in a second if its a good plane at a great price. There's other variables at play that may mean we never see the 787 (or any new plane type) for a long time. However adding a fleet means almost nothing in the aggregate.
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Quote: Do y’all really think the company will undo it’s recent fleet simplification by adding a new fleet? (787)

Additional 330/350 seem far more likely to me.
i would think one way we get 787s is if we convert a good chunk of our 330NEO orders to 350s and find someone to lease our existing 330NEOs.

I don’t see this happening but possibly something like us taking a total of ~17 330NEOs and leasing them to VA in exchange for their 787s. They have 3 fleet types and are a much smaller airline that could benefit from a 330/350 only fleet.

or we just bite the bullet and have 3 LH fleet types and replace the 763/764s with 787s while keeping a fleet of 330s

im personally not terribly optimistic about a 787 order (I’m hoping for it but not counting on it) but anything is possible
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Quote: Fast forward 13 years and now guys have aviation-related orgasms over Airbuses and are calling the 737 "the new MD88" (notwithstanding the fact that the category list belies this claim.
IDK, there seems to be and odd love affair with 787 among a decent contingent in this group. Much opining about not having them...

Quote: hey, you wanna pipe down over here. Geez let the cat out of bag. I got same plan. Buuut nooo, theres always that someone that has to yell it out. ( i guess i need to enter an emoji that states just messin with you, but not sure which one)
That's because the 737 is so dang loud!

Quote: Additional 330/350 seem far more likely to me.
One can only hope!
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If they decide to do a 365 MOAB which they seem to like to do, the contract requires that the bid have displacements. What category would folks think that would most likely be? Quite a few categories are already shrunk from their precovid size. DTW 717 to consolidate in ATL?
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Quote: If they decide to do a 365 MOAB which they seem to like to do, the contract requires that the bid have displacements. What category would folks think that would most likely be? Quite a few categories are already shrunk from their precovid size. DTW 717 to consolidate in ATL?
They just cancelled several displacements off the 7ER that were still waiting to convert from last May's MOAD (DTW and SLC I think?). Those are still displacement fodder as the 7ER is still going to end up with the 4-corners basing strategy.
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Quote: If they decide to do a 365 MOAB which they seem to like to do, the contract requires that the bid have displacements. What category would folks think that would most likely be? Quite a few categories are already shrunk from their precovid size. DTW 717 to consolidate in ATL?
West coast 7ERB.

Quote: They just cancelled several displacements off the 7ER that were still waiting to convert from last May's MOAD (DTW and SLC I think?). Those are still displacement fodder as the 7ER is still going to end up with the 4-corners basing strategy.
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I believe most were SEA 7ERB.
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Boeing 787-9

Capacity: 296 (2-class)

Length: 206 ft

Wingspan: 197 ft

Cabin width: 18 ft 0 in

Maximum takeoff weight: 560,000 lbs

Cruising speed: Mach 0.85

Fuel capacity: 33,384 US gal

Range: 7,635 NM


Airbus A330neo

Capacity: 304 (2-class)

Length: 208.9 ft

Wingspan: 210 ft

Cabin width: 17ft 3in

Maximum takeoff weight: 553,000 lbs

Cruising speed: Mach 0.86

Fuel capacity: 36,740 US gal

Range: 7,200 NM


787 is composite and expensive to repair, A339 is aluminum and traditional to maintain/repair.

It would have to be a killer deal to buy 787s, especially without the ExIm Bank thumb-on-the-scales that exUS gets.
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Quote: Why do you seem so sure we'll get them?



If the answer is bargain basement loss leader prices coupled with Canal Street priced MAX's in a bundled deal then I'd agree it makes sense. But for a very few missions (Australia in all weather/Joberg etc) will we end up with them or will it be our "partners" doing "half" which varies anywhere from 55%(*AF/KLM) to 75% (Virgin Australia)?
Delta mixes up manufacturers types to keep a healthy relationship, and get healthy pricing power from both manufacturers. There is ZERO chance Delta goes all Airbus for long haul widebodies. Plus Delta has Boeing in a similar position to Bombardier before the 220 deal. That means firesale prices.

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Quote: Delta mixes up manufacturers types to keep a healthy relationship, and get healthy pricing power from both manufacturers. There is ZERO chance Delta goes all Airbus for long haul widebodies. Plus Delta has Boeing in a similar position to Bombardier before the 220 deal. That means firesale prices.

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Probably true but the ink won't dry until Covid-19 gubment cheez ends and there is better clarity with our subsidiarity partners' abilities.
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Yoke or sidestick for long haul flights, hmmm.

Theres a good few white tail A330neos sitting around that AirAsiaX don’t want right now.
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