Thursday, February 4, 2016
With the latest update to the 787 firing order we're able to have some clarity on some unidentified customers. This is my own analysis based on the information that I have in hand.
What is notable is the number of 787-9s that is on the firing order for United Airlines. To date, UAL has announced a total 787-9 commitment of 18 787-9. 14 have been delivered with 5, not 4, but five more 787-9s yet to be delivered. There can be one of three explanations for this apparent discrepancy: 1) UAL has converted existing options into firm orders but has not been announced, 2) UAL has converted 2 existing orders for the 787-10 into the 787-9 which has not been announced or 3) UAL is one of the unidentified customers who has ordered 2 787-9. I am leaning towards number 3.
More revelations from the firing order: There appears to be a direct purchase of at least 1 787-9 from Abu Dhabi Amiri Flight. Here it could only be that this order is currently listed as an unidentified customer for 2 787-9s.
Abu Dhabi Amiri Flight isn't the only Middle Eastern order for an executive 787-9. It appears that the House of Saud has bought a 787-9BBJ to join the two 787-8BBJs already in their fleet. The Saudi Ministry of Finance will be taking a 787-9BBJ sometime next year and it appears that this is the only -9BBJ that they will buy for now.
787 Full Production Table