Fleet Discussion and News
#661
Line Holder
Joined: Dec 2008
Posts: 709
Likes: 6
From: 320 Captain
#662
Don't say Guppy
Joined: Dec 2010
Posts: 1,926
Likes: 0
From: Guppy driver
The weaker players went out of business, and the remaining operations got much more efficient. But, they would rather see 70 bucks than 40, just like the Saudis. They aren't in it to save us money, they are in it to make money for themselves.
#663
Not to distract from the Jumpseat WWII thread, but I had a glance at Boeing's order site today and noticed a total of 129 737MAX aircraft still on order (after six deliveries so far). Last I remember, we had 161 total MAXes on order. So, BA seems to think we have 26 less MAX aircraft on order than what we've publicly stated. Anyone know why there is a discrepancy?
A Typo? Perhaps we traded them for the 4 787-9's we announced at Farnborough this year? Would be nice if we traded more away and got ourselves some 321LRs (Poor Norwegian has put their slots on the market).
Another aside, last week I could have sworn that one of ALPA's daily email blasts linked to an article saying we had 20 737-7s in our MAX order (but the overall total was not changed). I deleted the email, anyone else see that? I have no idea if it was fake news, but that is why I tried to look at Boeing's website to confirm it. I'd like to look at the article again though if anyone can post a link.
And now, we return you to your regularly scheduled arguments.
A Typo? Perhaps we traded them for the 4 787-9's we announced at Farnborough this year? Would be nice if we traded more away and got ourselves some 321LRs (Poor Norwegian has put their slots on the market).
Another aside, last week I could have sworn that one of ALPA's daily email blasts linked to an article saying we had 20 737-7s in our MAX order (but the overall total was not changed). I deleted the email, anyone else see that? I have no idea if it was fake news, but that is why I tried to look at Boeing's website to confirm it. I'd like to look at the article again though if anyone can post a link.
And now, we return you to your regularly scheduled arguments.
#664
Banned
Joined: Feb 2018
Posts: 657
Likes: 0
From: B-737 Captain
Tax Cuts and increased government spending. Like partying on a credit card. MAGA !!
#665
Banned
Joined: Feb 2018
Posts: 657
Likes: 0
From: B-737 Captain
Wouldn’t lose any sleep over it. Fracking is the new price cap. Below a certain level, fracking isn’t cost effective and they shut the wells down. When oil prices go up they turn the wells back on and it starts flowing increasing supply. It’s our biggest weapon against OPEC now. They can no longer dial back supply to drive up cost.
#666
Line Holder
Joined: Apr 2013
Posts: 65
Likes: 0
Not to distract from the Jumpseat WWII thread, but I had a glance at Boeing's order site today and noticed a total of 129 737MAX aircraft still on order (after six deliveries so far). Last I remember, we had 161 total MAXes on order. So, BA seems to think we have 26 less MAX aircraft on order than what we've publicly stated. Anyone know why there is a discrepancy?
A Typo? Perhaps we traded them for the 4 787-9's we announced at Farnborough this year? Would be nice if we traded more away and got ourselves some 321LRs (Poor Norwegian has put their slots on the market).
Another aside, last week I could have sworn that one of ALPA's daily email blasts linked to an article saying we had 20 737-7s in our MAX order (but the overall total was not changed). I deleted the email, anyone else see that? I have no idea if it was fake news, but that is why I tried to look at Boeing's website to confirm it. I'd like to look at the article again though if anyone can post a link.
And now, we return you to your regularly scheduled arguments.
A Typo? Perhaps we traded them for the 4 787-9's we announced at Farnborough this year? Would be nice if we traded more away and got ourselves some 321LRs (Poor Norwegian has put their slots on the market).
Another aside, last week I could have sworn that one of ALPA's daily email blasts linked to an article saying we had 20 737-7s in our MAX order (but the overall total was not changed). I deleted the email, anyone else see that? I have no idea if it was fake news, but that is why I tried to look at Boeing's website to confirm it. I'd like to look at the article again though if anyone can post a link.
And now, we return you to your regularly scheduled arguments.
The Boeing order book doesn't specify the type of Max ordered. They just show two order dates, one for 99 and the other for 36. Neither of those numbers are what the announcements were for. Also, the dates of the orders don't match with the United announcement of new airplanes.
http://https://hub.united.com/meet-b...447012142.html
As a side note, narrowbody orders don't really seem to match reality. Post merger, 50 737-900ERs were ordered as L-Ual airplanes. 69 actually showed up with no mention of options being exercised. I'm not complaining, but United seems to play their cards close to the vest on real orders/deliveries. The google docs website also shows an additional 10 787-10's as future deliveries. Another order that was never announced if true (that website seems to be very accurate with the details).
#668
Skift: You have a lot of older aircraft you must replace. Some people were expecting a big order this summer, but you committed to only some regional jets and four Boeing 787s. What’s the plan?
Kirby: Broadly, we have a big order. We’ve taken a couple, but we have 161 firm deliveries of 737s coming. We’ve got a bunch of 787s coming. We continue to look at more options for both narrow and widebodies. We’re pretty active in the used aircraft market right now. We’re working on some used aircraft deals that might bring more airplanes.
In the longer term, we’ve got to decided whether we’re going to buy 100-seat airplanes or larger narrowbodies. Really depends on negotiations.
Skift: I thought you’ve argued you’d never buy 100-seaters because the economics don’t work.
Kirby: I didn’t say never. I’d say it’s probably not the best option, but it depends on the scope negotiations. Today, we could go buy 100 seaters instead of 737s and that unlocks scope for us. Probably a better answer is to buy 737s and unlock the scope, but we’re working with our pilots on that. I think, ultimately, we’ll get to the right answer. Longer term, the replacement of the 757 and 767 is on the horizon. It’s not just on the horizon, it’s in the here and now, and we really don’t have a great option for that. Longer term, by the time we get out of the middle of the next decade, we’re going to probably start replacing the 777-200s.
Kirby: Broadly, we have a big order. We’ve taken a couple, but we have 161 firm deliveries of 737s coming. We’ve got a bunch of 787s coming. We continue to look at more options for both narrow and widebodies. We’re pretty active in the used aircraft market right now. We’re working on some used aircraft deals that might bring more airplanes.
In the longer term, we’ve got to decided whether we’re going to buy 100-seat airplanes or larger narrowbodies. Really depends on negotiations.
Skift: I thought you’ve argued you’d never buy 100-seaters because the economics don’t work.
Kirby: I didn’t say never. I’d say it’s probably not the best option, but it depends on the scope negotiations. Today, we could go buy 100 seaters instead of 737s and that unlocks scope for us. Probably a better answer is to buy 737s and unlock the scope, but we’re working with our pilots on that. I think, ultimately, we’ll get to the right answer. Longer term, the replacement of the 757 and 767 is on the horizon. It’s not just on the horizon, it’s in the here and now, and we really don’t have a great option for that. Longer term, by the time we get out of the middle of the next decade, we’re going to probably start replacing the 777-200s.
Not impressed. 161 to 135? Pffffttttt.
No. Nyet. Nada. GFY.
Last edited by Dragon7; 09-17-2018 at 08:49 AM. Reason: Correct
#669
Line Holder
Joined: Apr 2013
Posts: 65
Likes: 0
I'm more inclined to believe the 161 number. On the wide body side the Boeing website shows a total fleet of 55 787. From the link I posted above, there are 7 extra widebodies that haven't been advertised. So who really knows the reality of deliveries?
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