our planes are coming from Alabama plant...

this doesn’t seem to be 100% accurate according to Airbus and Spirit as of today

the last neo came from bama 🤷🏼‍♂️

Yea I thought we get them from whatever source is the cheapest.

From Ted today regarding a question about the delayed aircraft for 2020 and 2021:

"As noted in our fleet plan, several of our 2020 and 2021 aircraft deliveries have been delayed by several months due to production issues at Airbus, tariff-related delays and additional engine supply issues with Pratt and Whitney. Our previous 2020 capacity and cost guidance incorporated estimates for the impact of these delays."

So im not so sure that simply stating "we get them from Alabama," protects us from outside factors mentioned above, because they clearly do not. Ted made is clear that Airbus production delays can have issues beyond 2021...

Here is a short article if you dont want to listen to the 1 hour conference call
https://www.reuters.com/article/us-s...-idUSKBN20027Z

Its more than just the tariffs like you mentioned. American has experienced delays. Jetblue recently announced they’re leasing 4 used A321 due to expected NEO delays that’ll run into 2021.

This also means that Southwest can't easily get a quick remedy to their single fleet issue with the 320 series through new purchases and would add more fuel to their M&A potential.

any M&A would take so long to complete the Max will easily be flying by then.

Its not about replacing Max flying. It’s about alleviating risk. A second fleet helps keep the operation running if the Max falls on its a** again. WN would be in a world of hurt if the fleet were grounded and they had 300 Max’s decorating ramps in California instead of 70-80.

I wouldn't be surprised if they made a move on someone if there’s another major delay wit returning it to service or another digs a ditch for whatever reason.

FAA is still in bed with being and the airlines. They are just putting on a show right now. The max will fly this year and won’t be grounded a second time.