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Old 05-11-2018 | 05:36 AM
  #661  
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Originally Posted by Floyd
I think the Shale is profitable when WTI is around $50-60 a barrel. It's $71.40 today.
Saw a Bloomberg interview with a female Oil exec in the Permian Basin a few weeks ago. She said $40/barrel was profitable for the shale oil out there.
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Old 05-11-2018 | 07:40 AM
  #662  
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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.
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Old 09-16-2018 | 07:06 PM
  #663  
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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.
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Old 09-17-2018 | 01:47 AM
  #664  
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Originally Posted by Yak02
So! What kills the airline industry and Pilot careers?

The price of oil going up and the credit market rates increasing.

Are you watching what is going on the last year and especially the last 24 hours? Not good!

Fly Safe
Tax Cuts and increased government spending. Like partying on a credit card. MAGA !!
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Old 09-17-2018 | 02:00 AM
  #665  
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Originally Posted by Grumble
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.
That was true 2 years ago when exporting US crude was illegal. Now the US exports over a million BPD and growing. Just a matter of time until demand exceeds supply. It's already up 53% off it's 52 week low. $$$
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Old 09-17-2018 | 06:29 AM
  #666  
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Originally Posted by CLazarus
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.
I've noticed that as well. It would appear that the order for 161 Max's is now an order for 135 Max's. I'm guessing we are getting 35 Max-9's until 2020 when the Max-10 starts deliveries. I'll assume some horse trading went on with the max deliveries and additional 787 orders. Just a guess on my part.

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).
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Old 09-17-2018 | 08:13 AM
  #667  
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Is the Boeing- Emb deal done?
Change a few maxes for emb's?
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Old 09-17-2018 | 08:47 AM
  #668  
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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.

Not impressed. 161 to 135? Pffffttttt.

No. Nyet. Nada. GFY.

Last edited by Dragon7; 09-17-2018 at 08:49 AM. Reason: Correct
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Old 09-17-2018 | 10:35 AM
  #669  
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Originally Posted by Dragon7
Not impressed. 161 to 135? Pffffttttt.

No. Nyet. Nada. GFY.
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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Old 09-25-2018 | 01:38 PM
  #670  
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United is getting 319’s from easyjet right? It looks like easyjet uses cfm engines, are y’all about to fly both engine types?
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