SK trip to Toulouse

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01-30-2024 | 10:42 AM

#31

MaCrOs

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Quote:

Originally Posted by hamsandwich

No one is talking about it because UA's Pratts arent affected by the grounding.

Just put Leap on NEOs. Problem solved.

01-30-2024 | 11:34 AM

#32

GPullR

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Quote:

Originally Posted by Grumble

SK has said, on numerous occasions, he’s not buying 30-40-50 of anything. It will be 100.

The 330 NEO is also a direct competitor to the 787, albeit not as good and that airplane is actually doing really well for us when BA actually delivers them.

Neo 330 isnt close to a direct competitor to the 787. Ancient airframe and technology with new motors comapres to a modern state of the art plane ?? Seriously??

01-30-2024 | 11:36 AM

#33

GPullR

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Quote:

Originally Posted by TFAYD

maybe - not sure what makes most sense 350 or 330. But I think a WB with Airbus will be the price to get our hands on some accelerated delivery 321.

either way, it would only be one new fleet type.

We aren't doing any widebody order with airbus. Do you have any clue how much it costs to take on a new fleet??

01-30-2024 | 11:52 AM

#34

TFAYD

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Quote:

Originally Posted by GPullR

We aren't doing any widebody order with airbus. Do you have any clue how much it costs to take on a new fleet??

I do.

and why would Airbus bend over backwards and “buy back” some 321 delivery slots if it isn’t for something bigger? They don’t need to sell more 321 to UAL. They are doing just fine without our business.

so what would be in it for Airbus if not placing WB with UAL?

01-30-2024 | 11:55 AM

#35

Chuck D

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Quote:

Originally Posted by GPullR

We aren't doing any widebody order with airbus. Do you have any clue how much it costs to take on a new fleet??

I mean, we've entered the realm of lots of different possible costs from lots of different risks. It will definitely cost to spool up training and maintenance. It definitely costs when an entire fleet gets parked. We'll know how much confidence UAL still has in BA soon and which risk they'll take but the MAX-10 just got pushed at least a year so there's a cost.

Hey Boeing, have you ever heard of automatic ice detectors? Those would solve the problem stat. Oh also EICAS...

01-30-2024 | 12:00 PM

#36

MasterOfPuppets

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Joined: Feb 2012

Posts: 3,599

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From: 787

Quote:

Originally Posted by GPullR

We aren't doing any widebody order with airbus. Do you have any clue how much it costs to take on a new fleet??

Do you have any idea how much it’s going to cost for Kirby to miss his growth targets for several years due to delivery delays?

hell this 20 day MAX9 grounding cost United 150-200 million dollars……it’s cheaper than that to stand up a new fleet I promise you.

01-30-2024 | 12:02 PM

#37

Pilot4000

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Joined: Oct 2021

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Quote:

Originally Posted by GPullR

We aren't doing any widebody order with airbus. Do you have any clue how much it costs to take on a new fleet??

So United is never going to buy another new type of airplane again?

The Max-10 is a huge part of United Next. If that piece isn't in place, the plan won't work. Kirby wants United Next to be his legacy, and if requires a new type to be added to the fleet, he'll do it.

01-30-2024 | 12:45 PM

#38

NotTHATJoker

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Quote:

Originally Posted by TFAYD

How will weakness in ULCC market impact their order book? Are their non-US market sales enough to make stealing Boeing's biggest customer irrelevant to them? Haven't done the research, just asking.

01-30-2024 | 04:11 PM

#39

FriendlyPilot

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Quote:

Originally Posted by TFAYD

maybe - not sure what makes most sense 350 or 330. But I think a WB with Airbus will be the price to get our hands on some accelerated delivery 321.

either way, it would only be one new fleet type.

There was an Airbus sales rep at the August Flight Standards meeting. He did an entire presentation on the A-350. Kirby said that we are a couple years away from having to decide on a 777 replacement. Airbus is pushing us to take the A-350s now. So Airbus would do anything they could to get us to take delivery of A-350s now, even if it means paying airlines for orders of A-321s so that they could deliver them to us instead.

There is value in a new fleet type, it limits how many planes are grounded for manufacturer or FAA groundings. The 321 groundings at Spirit are likely to force them into BK in the next year.

01-30-2024 | 04:44 PM

#40

TFAYD

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Quote:

Originally Posted by NotTHATJoker

How will weakness in ULCC market impact their order book? Are their non-US market sales enough to make stealing Boeing's biggest customer irrelevant to them? Haven't done the research, just asking.

Airbus has a backlog of 5+ years for their 320 family. Even if Spirit went belly up they would auction off those delivery slots to the highest bidder. Airbus has very little motivation to cut UAL a deal for 321 unless there is a WB order attached to it