787 Flight testing, Paris 2015 preview, and 787 order cancellation

In a period of 4 days, June 10 to June 13th, the 787 program conducted 7 B-1 flights which is quite a few in a short span of time.  It does raise the question of how many 787s Boeing is planning to deliver by the end of this month.  Thus far in June Boeing has delivered 2 787-9s, a low number for sure.  But like in previous quarter ends, they usually end the quarter with a slew of deliveries and the 2nd quarter, 2015 doesn't look to be any different.  One thing that is interesting to note is that it appears North Charleston will deliver only 2 787s this month.  Given the flight test activity of the last few days, I believe that Boeing will ultimately deliver a total of 12 787s including the 2 already delivered.  This will include around 8 787-9 and 4 787-8.

Last week, we saw a cancellation for 15 787s.  We still don't know which model or the customer but Jon Ostrower tweeted a possible tantalizing clue:

Boeing nabs 10 777Xs. Customer count unchanged at six - someone topped up. Books cancellation for 15 787s, related? pic.twitter.com/hrV1g5hme4

— Jon Ostrower (@jonostrower) June 11, 2015

If the customer who bought the 10 777X is the same as the one who cancelled the 787s then the only tow possibilities can be ANA and Etihad.  However this is where it gets interesting.

When Air Berlin cancelled it's order for 15 787-9s last year on September 26th, another order for 15 787-9 also was recorded on the same day.  It is widely rumored that there was transfer of the order from Air Berlin to Etihad which, given that Etihad partly owns Air Berlin, is unsurprising.  It now appears that Etihad may have traded in those 15 787s (the unidentified 787-9) for the 10 777X increasing their order to 35.  More information may be coming in the next few days during the Paris Air Show.

So speaking of the Paris Air Show, from some of the noise that I've been hearing, it may be quiet with regards to 787 orders though there may be an announcement by Qatar Airways regarding their 787 options of which they have 30.  Also I expect that the some of the unidentified customers for the 787 will be made public including Ethiopian's top up order for 6 787s coming from the early build 787s that are currently stored at Everett. Hainan's 30 aircraft order for the 787-9 should also be made public during the coming week.  I'll be staying on top of the news coming from Le Bourget during the week and updating this blog as the news comes out....unless I'm a sleep.

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