Re: Boeing 737MAX Grounding, General Discussion Thread, February 2020

Extremely well written in depth article about a lot that has surfaced around the 737 MAX (highly recommended read!!): https://www.nakedcapitalism.com/2020/02/ship-the-airplane-the-cultural-organizational-and-technical-reasons-why-boeing-cannot-recover.html Architecture difference between 737 and A32...

Re: WSJ: Airbus in Advanced Talks to Acquire Bombardier Stake in A220 Program

Actually we have a better source, Airbus itself: Cash positive around 2025: https://leehamnews.com/2020/02/13/airbus-buys-bombardiers-share-in-a220-now-sole-owner-together-with-the-government-of-quebec/ Airbus today said the A220 will be profitable when the production reaches 150 aircraft per year ...

Re: Official: Bombardier sells remaining stake in A220 program

Nicely played by Quebec, who managed to increase their share at no cost (not sure how... Did they take on some of the debt?) and secured local jobs. This was their main goal all along. Congrats to Airbus. $591 million for an aircraft that cost $7b to develop is a good deal, I would say... It will o...

Re: Airbus and Boeing 2020 Orders

Was this ever firmed? 50 firm and 50 options Are you sure? I don’t see them listed as a customer on Boeing’s order page. https://boeing.mediaroom.com/2018-12-21-Boeing-Green-Africa-Airways-Announce-Landmark-Commitment-for-up-to-100-737-MAX-aircraft SEATTLE, Dec. 21, 2018 /PRNewswire/ -- Boeing [NYS...

Re: Airbus and Boeing 2020 Orders

Someone83 wrote:

JonesNL wrote:

What are they going to do with there MAX order?

Was this ever firmed?

Re: Boeing CEO: NMA will

You are basically saying the 7W burns 15% more fuel as the tail is bigger/heavier - that just doesn't seem right. You clearly don't get it. I will try and explain it. Lets say you have a wing and engine combo that can have a MTOW of 100t. The 7ab fuselage might add only 1000kg at the same seating c...

Re: Airbus and Boeing 2020 Orders

Lagos based Green Africa Airways has signed a MoU with Airbus for 50 A220-300. https://www.airbus.com/newsroom/press-releases/en/2020/02/airbus-and-green-africa-announce-strategic-partnership-with-mou-for-50-a220s.html Singapore – Green Africa Airways, Nigeria’s Lagos-based airline, has signed a Me...

Re: UPDATED: Bombardier Sells Remaining Stake in A220 Program

How did the government of Quebec got a higher stake without paying anything?

Not a bad deal anyway. Getting 75% of something that cost 10 times the purchase price of 600miljoen.

Re: WSJ: Airbus in Advanced Talks to Acquire Bombardier Stake in A220 Program

.. meanwhile in the background there's a US LCC with an aging 500(!) 737-700 fleet coming to conclusions. And there's another aging Airbus NB fleet too in Chicago, The scale of those opportunities might drive Airbus to pump additional billions accross the Ocean short term, to ramp up A220 productio...

Re: WSJ: Airbus in Advanced Talks to Acquire Bombardier Stake in A220 Program

I can see the A319NEO program beeing skipped for efficiency reasons. A319 customers being offered A320s/A223s and ACJ319 customers moved to ACJ320s. I think this is very unlikely in the foreseeable, because: -The A319NEO can be build on the same final assembly lines as the A320NEO/A321NEO - maybe f...

Re: Airbus - blended wing aircraft code name Maveric

Airbus has posted a video. https://www.youtube.com/watch?v=pgDRkNseNxU Interestingly they are showing an render with 3-3|3-3 setup | being pillars in the middle, which makes it a 12 abreast in full economy. To replace the 320 it would have around 192 pax with 16 rows. Quite a short and wide bird. T...

MAX Suppliers troubles: normal from 2023 and onwards

Article at Seattle times about suppliers struggle and outlook for coming years: https://www.seattletimes.com/business/boeing-aerospace/facing-737-max-crisis-and-other-challenges-local-aerospace-suppliers-hold-tight-try-to-minimize-layoffs Most suppliers expect to survive if the rate is back to norma...

Re: What could a Potential A220-500/700/900 look like?

Slightly off-topic question which I deemed unfit of a completely new thread; Is it possible to put the LEAP-1b(or other variant) under the stretched A220? Due to the grounding of the MAX, GE has massive over capacity in engine production and usually the engine has been the bottleneck for higher out...

Re: What could a Potential A220-500/700/900 look like?

Slightly off-topic question which I deemed unfit of a completely new thread; Is it possible to put the LEAP-1b(or other variant) under the stretched A220? Due to the grounding of the MAX, GE has massive over capacity in engine production and usually the engine has been the bottleneck for higher outp...

Re: A220 vs E-195E2, market battle already won by Airbus ?

David Neeleman discussing the fuel burn differences of 195, 195-E2 and A220 and missions differences between the two: https://crankyflier.com/2020/02/07/david-neelemans-new-airline-is-officially-called-breeze-heres-everything-he-told-me-about-it-across-the-aisle/ David: The 195 works good at about 2...

Re: Air France Studies Stretched Airbus "A220-500"

The most important question to be answered is how much of the sales would come at the expense of A320 sales canibalization? If the profit margin is greater on an A220-500 than A320, then its simple. If that freed A320 production slot means Airbus can sell a higher margin A321, then its simple If ne...

Re: Air France Studies Stretched Airbus "A220-500"

It is a metric of the toxic monopolism within the Industry that the A220-500, an obviously superior product and obviously feasible product, of immense value to society, has not been built yet. This should humiliate everyone. It is not an superior product for Airbus if they can not extract value fro...

Re: Boeing CEO: NMA will "start with a clean sheet of paper again"

Every company would kill for a $30 Billion (65 mil a piece) niche. Every annalist out there agrees that the XLR is an bullseye no matter how you cut it. There are quite some products in the Airbus line up that can be bashed, but the XLR is the least contender for that.

Re: Ryanair submits offer to Boeing on new 737MAX order

5% is all it takes to kill the profits. Ryanair had a profit of 88 million an a revenue of 1,4 billion. The margin are to tight to lose 5%. How much of a hit does his profits take if he continues to fly NGs longer than he planned on, and pay for heavy airframe and engine checks he didn't plan on? F...

Re: Ryanair submits offer to Boeing on new 737MAX order

This could be the start of the 1,500 -2,000 MAX's added to the backlog after RTS. Say Ryanair takes 200-300, Plus the 200 for IAG, plus Southwest still needs to order another 500 to replace 737-700 - you get to 1,000 pretty quick. On the day of the RTS Boeing will surely announce new orders by the ...

Re: Bombardier reassessing future participation in Airbus Canada Limited Partnership

There's just no need to worry about Boeing. They don't have the resources or the willingness to launch the NMA and something to compete against the 220 at the same time. And even if they launched those programs today, they aren't going to enter service till 2027. And they are probably still a long ...

Re: Bombardier reassessing future participation in Airbus Canada Limited Partnership

Why would any OEM EIS a frame well in the middle of the backlog? Any potential 322 should not be entering service before 2027 at the earliest. The 225 doesn't need to enter service till 2025 given current orders and options for the 220. They only need 3 years from ATO to EIS for the 225. Probably 4...

Re: Bombardier reassessing future participation in Airbus Canada Limited Partnership

Why would any OEM EIS a frame well in the middle of the backlog? Any potential 322 should not be entering service before 2027 at the earliest. The 225 doesn't need to enter service till 2025 given current orders and options for the 220. They only need 3 years from ATO to EIS for the 225. Probably 4...

Re: Bombardier reassessing future participation in Airbus Canada Limited Partnership

Yes, agree. Glad to see you posting realistic numbers. Seems like just yesterday Boeing said they were gonna do the 787 in 3 years, and that they were gonna be able to snap the pieces together on the production line in 72 hours. Yet, fanboys on this site still endlessly repeat Boeing drivel. The le...

Re: Bombardier reassessing future participation in Airbus Canada Limited Partnership

If Airbus launches the A225 and A322 this year all predictions will point to 80% marketshare in the bread and butter segment for the next decade. Boeing will never allow that and it will be forced to do an clean sheet, which will restore the balance . I am starting to feel that doing nothing earns ...

Re: Bombardier reassessing future participation in Airbus Canada Limited Partnership

If Airbus launches the A225 and A322 this year all predictions will point to 80% marketshare in the bread and butter segment for the next decade. Boeing will never allow that and it will be forced to do an clean sheet, which will restore the balance. I am starting to feel that doing nothing earns th...

Re: Boeing CEO: NMA will "start with a clean sheet of paper again"

The gist that I am sensing from this is that Calhoun is paving the way for a " do nothing " scenario: We have scrapped the program to do something more advanced and as such we will only introduce a clean sheet in the second half of this decade. If nothing else any previous time line now s...

Re: Southwest misses on Q4 Earnings

New deliveries from Boeing of the B737-700 by Southwest Airlines from 17. Dec. 1997 to 21. Dec. 2011 were 362 jets. Planespotters lists the Southwest fleet of Boeing 737-700 as 504 current and 10 historic. Southwest has a long history of purchasing used jets, as they don't lease many. The empty and...

Re: Boeing CEO: NMA will "start with a clean sheet of paper again"

It won't be a popular opinion, but Leehan thinks... https://leehamnews.com/2020/01/27/pontifications-back-to-drawing-board-on-nma-boeings-ceo-says/#more-32329 The New Midmarket Airplane (NMA) and Future Small Airplane (FSA) appear dead. Let's do a better job of quoting: The New Midmarket Airplane (...

Re: Southwest misses on Q4 Earnings

I've heard a rumor that WN was looking at some -800s from Norwegian, perhaps someone else might be able to confirm/deny it. I hope so. WN badly needs more planes. New deliveries from Boeing of the B737-700 by Southwest Airlines from 17. Dec. 1997 to 21. Dec. 2011 were 362 jets. Planespotters lists ...

Re: Boeing NMA in doubt as customers push for all new 737MAX and 757 replacement

I think it would be wise for Boeing to include a 4-5 rows stretched A322 in their competitive landscape. Based on A321XLR MTOW, trading range for capacity. 250 Seats 5 cabin crew, up to 3700NM. Low weight, engine choice, A320 cockpit commonality, ULD options, sharply prized.. Ignore & get burne...

Re: Airbus to start producing A321neo in Toulouse

Strange that they do not intend to increase the overall output. It would generate significant sales if they can provide new delivery slots from 2022 and onward.

Re: Bombardier reassessing future participation in Airbus Canada Limited Partnership

Try to find out yourself. The "société en commandite" legal status and other stuff are available online. In my opinion, it is more prudent to go to another stronger legal status soon. There are more and more C Series that are in-service today. Without an impenetrable firewall between the ...

Re: Bombardier reassessing future participation in Airbus Canada Limited Partnership

... Now, you claimed earlier that Airbus needed to be protected. You haven't answered my question. Were you involved in the drafting of the partnership documents and charter? How do you know that Airbus is not "protected"? Try to find out yourself. The "société en commandite" le...

Re: What could a Potential A220-500/700/900 look like?

If you look at the 737, A320, DC9/MD families, the longest versions differed around ~45% with shortests versions. If that means anything, a similar longer term development of the A220 could move lenght towards 50m, theoretically. In which they case they might consider a bigger GTF too. https://pwgt...

Re: Bombardier reassessing future participation in Airbus Canada Limited Partnership

An Airbus buy out now and Airbus could invest far more than BBD are capable of = Faster ramp = reduced build cost earlier = more profit per frame = more sales due to free production slots = freedom to build A225 which then enables A321 production slots to free up for Airbus customers and enables fu...

Re: Airbus And Boeing 2019 Deliveries

The deliveries of the A220 grew with almost 150%. That’s quite an achievement.

Re: 2019 was a good year for Airbus. 2020 will be even better.

Last 3 point seem like pipe Dream. Keesjes A322 would fit perfect in that GAP, but not many indications that they are working on this. A220 needs 500 orders to reach that number , even the A32x didn't reach that number in 2019. Airbus still doesn't own the complete Program, So ı don't think they wi...

Re: 2019 was a good year for Airbus. 2020 will be even better.

Last 3 point seem like pipe Dream. Keesjes A322 would fit perfect in that GAP, but not many indications that they are working on this. A220 needs 500 orders to reach that number, even the A32x didn't reach that number in 2019. Airbus still doesn't own the complete Program, So ı don't think they wil...

Re: 2019 was a good year for Airbus. 2020 will be even better.

Last 3 point seem like pipe Dream. Keesjes A322 would fit perfect in that GAP, but not many indications that they are working on this. A220 needs 500 orders to reach that number, even the A32x didn't reach that number in 2019. Airbus still doesn't own the complete Program, So ı don't think they will...

Re: Potential for A321 XLR

Apologies, I meant 5th freedom route instead of technical stop. I never thought of the XLR to the widebodies, but thinking about it the end conclusie is quite dire for the widebodies. The vast amount of widebodies will become obselete. Even the most economical operation of the 787 has at best the sa...

Re: Potential for A321 XLR

looked at Long Range International flights (over 4000 and over 5000 statute miles) for a recent month > 4000 sm - > 5000 sm 14 Hawaiian 4 135 American 70 164 Delta 83 181 United 113 So it seems as if American Airlines, for instance, must maintain at least 70 widebody jets to keep up the current net...

Re: Airbus And Boeing 2019 Deliveries