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Old 02-06-2020 | 03:22 PM
  #31  
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Originally Posted by DrSteveBrule
I wonder if the tariff-related production delays that has reduced our deliveries for 2020 and 2021 will negatively effect hiring later this year?
our planes are coming from Alabama plant...
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Old 02-06-2020 | 03:42 PM
  #32  
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Originally Posted by king10pin02
our planes are coming from Alabama plant...
this doesn’t seem to be 100% accurate according to Airbus and Spirit as of today
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Old 02-06-2020 | 03:45 PM
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Originally Posted by Omniscient
this doesn’t seem to be 100% accurate according to Airbus and Spirit as of today
the last neo came from bama 🤷🏼‍♂️
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Old 02-06-2020 | 04:02 PM
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Originally Posted by Omniscient
this doesn’t seem to be 100% accurate according to Airbus and Spirit as of today
Yea I thought we get them from whatever source is the cheapest.
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Old 02-06-2020 | 05:47 PM
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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
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Old 02-06-2020 | 08:56 PM
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Originally Posted by Omniscient
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.
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Old 02-07-2020 | 04:28 AM
  #37  
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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.
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Old 02-08-2020 | 04:41 PM
  #38  
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Originally Posted by Macjet
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.
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Old 02-08-2020 | 04:55 PM
  #39  
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Originally Posted by MCDUmanipulator
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.
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Old 02-09-2020 | 05:47 AM
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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.
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