The 2nd day of the Paris Air Show provided Boeing with a shot in the arm as far as the 737 Max is concerned but Airbus still outpaced Boeing in the orders race but also signed on more form customers whereas Boeing announcements were all letters of intent (LoI). Boeing certainly needed to get a vote of confidence for the 737 Max and they got it from IAG when they signed an LoI for 200 737 MAX 8 and 737 MAX 10s. The exact number s for each variant will be subject to the final firm order agreement.
The 787-10 also got a major shot in the arm today as Korean Air will be ordering 10 direct from Boeing and also will lease another 10 from Air Lease Corp. and take 10 more 787-9s as well. Separately, Boeing got an LoI for 5 787-9s each from Air Lease and an unidentified customer.
Airbus was also busy signing up Cebu Pacific for the A30/A321 and the A330-900NEO, getting additional orders or the A321XLR from IAG (Aer Lingus and Iberia) and Saudia who will increase their total A320 orders to 100.
Airbus
Aer Lingus - 6 x A321XLR - Firm; 6 x A321XLR - Options
ALC - 50 x A220-300 - LoI
ALC - 27 x A321XLR - LoI
ALC - 23 x A321NEO - LoI
Cebu Pacific - 5 x A320NEO - LoI
Cebu Pacific - 10 x A321XLR - LoI
Cebu Pacific - 10 x A321NEO - Options
Cebu Pacific - 16 x A330-900NEO - LoI
Delta Air Lines - 5 X A220-100 - Firm
Iberia - 8 x A321XLR - Firm; 7 x A321XLR - Options
Saudia - 15 X A320NEO - Firm; 35 x A320NEO - Options
Saudia - 15 X A321XLR - Firm
Virgin Atlantic - 8 x A330-900NEO - Firm; 6 x A330-900NEO Options
ATR
NAC - 20 x ATR 42-600 - Firm; 20 x ATR 42-600 - Options; 20 x ATR 42-600 - Option LoI
NAC - 15 x ATR 72-600 - Firm; 15 x ATR 72-600 - Options; 15 x ATR 72-600 - Option LoI
Boeing
ALC - 5 x 787-9 - LoI
IAG - 200 x 737 MAX - LoI
Korean Air - 10 x 787-9 - LoI
Korean Air - 10 x 787-10 - LoI
Unidentified - 5 x 787-9 - LoI
De Havilland Canada
Air Antillies - 2 x DHC-6 Twin Otter - Firm
Embraer
Binter Canaris - 2 x E175 E2 - Firm
Fuji Dream Airlines - 2 x E175 - Firm
United Airlines - 20 x E 175 - Firm; 19 x E175 - Options
Showing posts with label A330-900. Show all posts
Showing posts with label A330-900. Show all posts
Tuesday, June 18, 2019
Monday, June 17, 2019
Paris Air Show 2019 - Day 1
With Day 1 in the books at Le Bourget, it can be safely said that it was Airbus' day to shine.
The European plane maker, as expected, launched the longer range version of its popular A321NEO now called the A321XLR. Lessor Air Lease Corporation pulled the trigger on with an LoI on 27 A321XLR among orders for other Airbus products. By adding an extra fuel tank, modifying the landing gear and increasing the MTOW by 101 tons, Airbus has given the market an airplane that can fly about 4,700 miles and do the kind of missions that only Boeing's 757 can do.
By launching this aircraft, Airbus is hoping to get ahead of Boeing's planned launch of the NMA/797 which is currently on hold due to the 737 Max problems and the 777X engine issues. Boeing is focusing on getting their major money maker back into the air as well as starting the testing and certification of its newest wide body aircraft.
Here's the summary of today's action:
Airbus
ALC - 50 x A220-300 - LoI
ALC - 27 x A321XLR - LoI
ALC - 23 x A321NEO - LoI
Virgin Atlantic - 8 x A330-900NEO - Firm; 6 x A330-900NEO Options
The European plane maker, as expected, launched the longer range version of its popular A321NEO now called the A321XLR. Lessor Air Lease Corporation pulled the trigger on with an LoI on 27 A321XLR among orders for other Airbus products. By adding an extra fuel tank, modifying the landing gear and increasing the MTOW by 101 tons, Airbus has given the market an airplane that can fly about 4,700 miles and do the kind of missions that only Boeing's 757 can do.
By launching this aircraft, Airbus is hoping to get ahead of Boeing's planned launch of the NMA/797 which is currently on hold due to the 737 Max problems and the 777X engine issues. Boeing is focusing on getting their major money maker back into the air as well as starting the testing and certification of its newest wide body aircraft.
Here's the summary of today's action:
Airbus
ALC - 50 x A220-300 - LoI
ALC - 27 x A321XLR - LoI
ALC - 23 x A321NEO - LoI
Virgin Atlantic - 8 x A330-900NEO - Firm; 6 x A330-900NEO Options
Sunday, June 16, 2019
Boeing Tries to Salvage 787 deal with Emirates at the expense of 777X
On the eve of the Paris Air Show, Dominic Gates of the Seattle Times put out an article where he interviewed Emirates' President Tim Clark. In the articles Tim Clark did let it be known that Emirates let the LoI for the 40 787-10 lapse and is now using this lapse order as a bargaining chip with Boeing to defer much of the 777X order which numbers 150 aircraft.
According to the articles, Boeing is trying to get the 787 deal back on even if it means deferring a sizable number of 777X to a later date so far out that they will probably never be delivered. The article also revealed that Emirates may opt for the 787-9 since they ordered the A350-900 and the A330-900NEO when they canceled the A380s. Boeing is eager to land sales for the 787-10 as the order book for that version of the Dreamliner is still quite weak and as we have seen with Emirates past fleet planning, once they ordered a certain model they tend to be repeat buyers. It is interesting that Clark insists that he will take delivery of all 150 777X and 40 787s. However, Emirates financials have been weak and of course there is the recent cancellation of the A380 as proof that Emirates can change it is mind about the future of its fleet.
Lastly, I will be tracking the order action at the Paris Air Show and will be posting a daily tracker of the orders on the blog. I don't expect that this will be a great show for Boeing given all the bad news with the 737 Max and the recent delays to the start of 777X flight testing and certification.
According to the articles, Boeing is trying to get the 787 deal back on even if it means deferring a sizable number of 777X to a later date so far out that they will probably never be delivered. The article also revealed that Emirates may opt for the 787-9 since they ordered the A350-900 and the A330-900NEO when they canceled the A380s. Boeing is eager to land sales for the 787-10 as the order book for that version of the Dreamliner is still quite weak and as we have seen with Emirates past fleet planning, once they ordered a certain model they tend to be repeat buyers. It is interesting that Clark insists that he will take delivery of all 150 777X and 40 787s. However, Emirates financials have been weak and of course there is the recent cancellation of the A380 as proof that Emirates can change it is mind about the future of its fleet.
Lastly, I will be tracking the order action at the Paris Air Show and will be posting a daily tracker of the orders on the blog. I don't expect that this will be a great show for Boeing given all the bad news with the 737 Max and the recent delays to the start of 777X flight testing and certification.
Tuesday, February 20, 2018
Report: Hawaiian Airlines dumps A330-800 NEO for 787-9
According to Scott Hamilton at Leeham News, Boeing has convinced Hawaiian Airlines to dump the order for 6 A330-800 NEO in favor of the 787-9. An announcement may come as early as this week.
If true, it's blow (though probably not a serious one) to the A330NEO. The -800 model though only has the one order from Hawaiian which was switched earlier from the A350-800 which Airbus had cancelled due to lack of interest. It seems the same fate may have befallen the A330-800. At the end of the day I think that Airbus probably will shelve the A330-800 for lack of interest. As you recall Airbus' original response to the 787 was to re-engine the A330. That didn't fly with customers and after several iterations, was forced to for with the A350. While this model has done well, Airbus had decided to come back to the original re-engine idea which resulted in the A330NEO. The A330NEO really hasn't sold well with only a total of 220 sales (6 -800 and 214 -900).
If true, it's blow (though probably not a serious one) to the A330NEO. The -800 model though only has the one order from Hawaiian which was switched earlier from the A350-800 which Airbus had cancelled due to lack of interest. It seems the same fate may have befallen the A330-800. At the end of the day I think that Airbus probably will shelve the A330-800 for lack of interest. As you recall Airbus' original response to the 787 was to re-engine the A330. That didn't fly with customers and after several iterations, was forced to for with the A350. While this model has done well, Airbus had decided to come back to the original re-engine idea which resulted in the A330NEO. The A330NEO really hasn't sold well with only a total of 220 sales (6 -800 and 214 -900).
Thursday, November 20, 2014
Delta goes with Airbus for widebody order spurning Boeing
Leeham Co. analyst Scott Hamilton broke the news last night that Delta Airlines has decided to go with Airbus' offer of the A350-900 and A330-900 aircraft essentially rejecting Boeing's offer of the 787. The rumor, right now, is that Airbus offered favorable delivery slots in 2017 while Boeing's delivery book for that year is completely sold out.
Interestingly Delta had inherited Northwest Airlines' 787 order when they merged in 2009. At that point the Delta had the early delivery slots for the 787s yet over time they had elected to move those delivery slots further out to the right to around 2020 and beyond. If they had kept those delivery slots for the 2017-2018 time frame, Delta could have had the 787-9 and at a very competitive price as well. One has to question Delta's fleet management decisions in context of the Airbus order while still holding a 787 order with early delivery slots.
Now that they have gone with Airbus the 787 order is in limbo and, in my opinion, order that will never be delivered even though it will remain on the Boeing order book just like Virgin Atlantic's A380 order with Airbus.
Interestingly Delta had inherited Northwest Airlines' 787 order when they merged in 2009. At that point the Delta had the early delivery slots for the 787s yet over time they had elected to move those delivery slots further out to the right to around 2020 and beyond. If they had kept those delivery slots for the 2017-2018 time frame, Delta could have had the 787-9 and at a very competitive price as well. One has to question Delta's fleet management decisions in context of the Airbus order while still holding a 787 order with early delivery slots.
Now that they have gone with Airbus the 787 order is in limbo and, in my opinion, order that will never be delivered even though it will remain on the Boeing order book just like Virgin Atlantic's A380 order with Airbus.
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