Seems like Airbus went away and played through several rounds of game theory and came up with their next move.
Either that or it's just simple logic: EK makes a bunch of demands that Airbus feels are untenable
All of that & more.
In Game Theory, "threats" must be "credible" or they are "void". I said earlier EK had played one step too many.
Since then, the Airbus management has received several blows changing the dynamics significantly :
1. Brégier - the A380's staunchest advocate within the Airbus management, after being tricked out of "Commercial Aircrafts", also was impeached from ever succeeding to Enders. I actually hold short-sighted Enders responsible for not overseeing his Paris sales teams & playing foul by putting Brégier on a side-track ( there was a good article that explained that well ).
2. Noone of the top management should be there after 2019, so to investors & Game Theory players, Airbus' A380 strategy has no visibility after that, and because Leahy & Brégier are leaving by Feb. 2018, no visibility at all since practically the Dubai Air Show.
3. The net result is that Airbus is now on short-term management - which has good sides, but will likely shoot themselves on the foot.
Airbus is replacing their senior management, so the incoming team will want the A380 problem solved one way or the other. And at the moment ending the program seems to be the saver option.
Not quite. If Airbus scrap the A380, Game Theory shows they will need to develop the A350-1100, or face significant market-share loss ( on top of 2017's ) while Boeing reap monopolistic profits in the VLA sector.
Something happened that morning at the Dubai air show.
It's something completely different and I'm sure we will never know.Its above aircraft.
Agreed. Considering the impact, it may actually have been decided before the Dubai Show even ( that is when EK went more vocal, putting both themselves & Airbus in an untenable position ), can be the investigation, of the following that does come up in European media :
European sources say that reflects growing American influence in the Gulf under President Donald Trump, but U.S. and UAE industry sources deny politics are involved."
Last edited by DWC
on Wed Dec 27, 2017 9:27 pm, edited 2 times in total.