The 789 has awfully long legs

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bigjku wrote:A more interesting possibility is that Boeing is basically coming to the end of the 787 accounting block based on its stated size and number of orders. They are basically 100 orders from having the block filled out and that doesn’t include Emirates order yet. Boeing knows it’s cost very well by now and has been ruthless in driving them down. It knows what profit it needs to make to play out that accounting block as well.
airzona11 wrote:zkojq wrote:MIflyer12 wrote:Do we need to remind Leeham that an aircraft sold from Washington state to Hawaiian isn't international commerce? I guess we do.
Read again what was tweeted.Aggressive pricing, taking out 3 767-300ERs that are going to United involved. Aggressive pricing--sounds like complaints in @Bombardier trade case
He's not saying Airbus has a trade case, he's saying that the pricing is similar to what Boeing complained about in the Bombardier case and hence implying that Boeing is selling below cost.
Except this a domestic transaction...
StTim wrote:airzona11 wrote:zkojq wrote:Read again what was tweeted.
He's not saying Airbus has a trade case, he's saying that the pricing is similar to what Boeing complained about in the Bombardier case and hence implying that Boeing is selling below cost.
Except this a domestic transaction...
But it is close to protectionism. I wonder what fur would fly if say Airbus did a similar deal to oust the 787 at BA or Air France?
marcelh wrote:All this over 8 freaking planes? What is the big deal?The original order for the A358 and later the A338 was 8. Can we see a larger order for the 789?
Stitch wrote:If HA has indeed chosen the 787-9, I find it not a major surprise in as much there have been what could be called credible reports by Leeham and ch-aviation that Hawaiian has had an RFP out on both the 787-9 and the A350-900 because they were worried that they would end up the only operator of the A330-800.
marcelh wrote:The original order for the A358 and later the A338 was 8. Can we see a larger order for the 789?
FA9295 wrote:Austin787 wrote:787-8 makes more sense for HA if they are going the 787 route.
I agree. Not sure why the 789 was more appealing to HA than the 788... Most people on this thread state that the 789 is "too much plane". The 787-8 cuts that down (although not significantly, but still nonetheless)...
PlanesNTrains wrote:It's already a.net fact that this deal is done and the planes were sold below cost. Why Boeing would sell below cost for a plane with a very healthy backlog for an order, which if all goes well could end up in the double digits, I have no idea.StTim wrote:airzona11 wrote:
Except this a domestic transaction...
But it is close to protectionism. I wonder what fur would fly if say Airbus did a similar deal to oust the 787 at BA or Air France?
We don’t even know what this deal is yet, but how do we know what deals Airbus has done? We aren’t usually privy to all the details of these transactions.
Sooner787 wrote:If HA does acquire the 789, does that put western Europe within range from HNL?
The 789 has awfully long legs
parapente wrote:Still makes room for a proper 360.
Sooner787 wrote:If HA does acquire the 789, does that put western Europe within range from HNL?
Austin787 wrote:787-8 makes more sense for HA if they are going the 787 route.
FA9295 wrote:I agree. Not sure why the 789 was more appealing to HA than the 788... Most people on this thread state that the 789 is "too much plane". The 787-8 cuts that down (although not significantly, but still nonetheless)...
c933103 wrote:Maybe they want more range?
marcelh wrote:Can we see a larger order for the 789?
Strato2 wrote:Not too bad for Airbus when Boeing will end up paying them the cancellation penalties from the A330-800neo deal.
parapente wrote:So the 339's an orphan Now? Hmmmm Tricky.
Boeing’s effort to displace Airbus A330neo at Hawaiian is part of an all-out, hand-to-hand combat campaign by Boeing to kill the A330neo program in advance of the potential launch of the Boeing 797.
Although not directly related to the campaign, Boeing Capital Corp agreed to release Hawaiian from three 767-300ER leases well in advance of the termination dates. Hawaiian’s desires to exit the 767 fleet had been stated publicly many times.
...
LNC is told Boeing “was determined to win at any cost.” Boeing bid below Airbus’ cost of building the airplanes, LNC is told, though it’s unclear whether this was below the cost of the A330-800 or the A350-900.
obelau24 wrote:I’m praying to every Hawaiian god that this means nonstop flights to Europe are imminent. They’ll find a very local customer in me, that’s for sure.
Revelation wrote:Interesting how he didn't say "until we have the A330-800neo" and then provided the 15 hour figure?
azjubilee wrote:obelau24 wrote:I’m praying to every Hawaiian god that this means nonstop flights to Europe are imminent. They’ll find a very local customer in me, that’s for sure.
Though I'd be right there with you clamoring for a nonstop to Europe, I wouldn't get too excited for something imminent. Whatever comes of this RFP will be for deliveries well into the future. Also, I believe the hype over HAL and Europe is so blown out of proportion, fueled by rumors and innuendo from airliners.net. Yes, HA has said casually, someday maybe Europe can be reached with a new fleet. In fact, I think the whole Europe concept was merely based off of a comment Dunkerley said a long time ago to the effect that the A350-800 could allow HAL to reach Europe. Having said that, HAL has said and demonstrated that the Asia/Pacific region is the where the priority lies for their international segment of the business. I can see HA using the future long haul fleet to reach beyond the range of the 332 in the Pacific first. Then, if opportunities materialize that puts Europe in reach with a viable business case, well... now the fleet exists to make that happen.
KarelXWB wrote:Apparently Boeing wants to avoid the A330neo from entering service as it prepares the launch of the 797:Boeing’s effort to displace Airbus A330neo at Hawaiian is part of an all-out, hand-to-hand combat campaign by Boeing to kill the A330neo program in advance of the potential launch of the Boeing 797.
zkojq wrote:
He's not saying Airbus has a trade case, he's saying that the pricing is similar to what Boeing complained about in the Bombardier case and hence implying that Boeing is selling below cost.
Stitch wrote:If HA has indeed chosen the 787-9, I find it not a major surprise in as much there have been what could be called credible reports by Leeham and ch-aviation that Hawaiian has had an RFP out on both the 787-9 and the A350-900 because they were worried that they would end up the only operator of the A330-800. Leeham has also reported Airbus has been suggesting the A330-800 to American, which would support the prior narrative (secure another major customer to keep Hawaiian).
cledaybuck wrote:marcelh wrote:All this over 8 freaking planes? What is the big deal?The original order for the A358 and later the A338 was 8. Can we see a larger order for the 789?
Boeing’s effort to displace Airbus A330neo at Hawaiian is part of an all-out, hand-to-hand combat campaign by Boeing to kill the A330neo program in advance of the potential launch of the Boeing 797.
StTim wrote:
But it is close to protectionism. I wonder what fur would fly if say Airbus did a similar deal to oust the 787 at BA or Air France?
StTim wrote:I suspect the next few campaigns are going to get really competitive.
Strato2 wrote:Not too bad for Airbus when Boeing will end up paying them the cancellation penalties from the A330-800neo deal.
NameOmitted wrote:bigjku wrote:A more interesting possibility is that Boeing is basically coming to the end of the 787 accounting block based on its stated size and number of orders. They are basically 100 orders from having the block filled out and that doesn’t include Emirates order yet. Boeing knows it’s cost very well by now and has been ruthless in driving them down. It knows what profit it needs to make to play out that accounting block as well.
Would you please elaborate on this? I don't understand the financial side of the industry at all.
I'm assuming you are saying that the cost of building the production line is amortized over x number of units, are you suggesting they have done better than planned to this point, and so have more flexibility with the units left to be sold to reach x then they might with the next batch?
UGA777 wrote:
United did announce recently that they would be taking 3 used 767-300ERs this year, so that may answer the question of where they are coming from.
marcelh wrote:KarelXWB wrote:Apparently Boeing wants to avoid the A330neo from entering service as it prepares the launch of the 797:Boeing’s effort to displace Airbus A330neo at Hawaiian is part of an all-out, hand-to-hand combat campaign by Boeing to kill the A330neo program in advance of the potential launch of the Boeing 797.
I can't see a 251T A330neo as a true competitor for the 797. By "killing" the A338, Boeing might forcing Airbus to develop an alternative between the A321 (A322) and the A339.
obelau24 wrote:While I agree with you almost 100%, I can’t imagine why HA would want the 787-9 if not for the range. The A330 are young, share commonality with the A321 - their new work horse - and can make it to every meaningful destination of interest in the Americas and Asia-Pacific. In my mind the only logical reason they’d bother with a new fleet type is Europe or maybe deep Southeast Asia (can the A330 not make it to BKK and SIN?).
mrpippy wrote:It's been public for over a year that HA would be phasing out the 767s by end of 2018 (http://aviationweek.com/awincommercial/ ... retirement), and that the 3 birds would be going to United.I guess HA was planning to pay BCC to exit the leases early, and now they won't have to? That Aviation Week article says the previous target for 767 retirement was 2022, maybe that is the original lease end date?
KarelXWB wrote:Sounds like an offer HA couldn't refuse, say Godfather style?
KarelXWB wrote:Revelation wrote:Interesting how he didn't say "until we have the A330-800neo" and then provided the 15 hour figure?
The A330-800, and in particular the 251t version, is capable of flying > 15 hour missions.
Slash787 wrote:If HA did not wanted to take the planes, then they should have cancelled the order, Airbus built the 2 test planes for nothing. Maybe Iran Air would be interested in those test planes if HA is not taking them.
mrpippy wrote:It's been public for over a year that HA would be phasing out the 767s by end of 2018 (http://aviationweek.com/awincommercial/ ... retirement), and that the 3 birds would be going to United.
I guess HA was planning to pay BCC to exit the leases early, and now they won't have to? That Aviation Week article says the previous target for 767 retirement was 2022, maybe that is the original lease end date?
aemoreira1981 wrote:Also, with the last remaining order for the A338 lost, does Airbus cancel it for good while instead increasing the A339 MTOW to 251t?
amirs wrote:Maybe will be turned into a vvip or test plane.
Revelation wrote:cledaybuck wrote:marcelh wrote:All this over 8 freaking planes? What is the big deal?The original order for the A358 and later the A338 was 8. Can we see a larger order for the 789?
The Leeham article says:Boeing’s effort to displace Airbus A330neo at Hawaiian is part of an all-out, hand-to-hand combat campaign by Boeing to kill the A330neo program in advance of the potential launch of the Boeing 797.
Not sure I agree with this. Airbus could easily spin up the A338 if/when it wants to undermine the '797'. But it does make great fodder for aviation news sources.
KarelXWB wrote:Sounds like an offer HA couldn't refuse, say Godfather style?
aemoreira1981 wrote:With the A338 deal now canceled, does the A332 now become an interim solution at HA with leasebacks now for the owned frames? The B789 opens up BKK, SIN, and LGW as possibilities.
aemoreira1981 wrote:Also, with the last remaining order for the A338 lost, does Airbus cancel it for good while instead increasing the A339 MTOW to 251t?
Slash787 wrote:If HA did not wanted to take the planes, then they should have cancelled the order, Airbus built the 2 test planes for nothing. Maybe Iran Air would be interested in those test planes if HA is not taking them.
KarelXWB wrote:Being the sole operator shouldn't be much of an issue. In case of orphans, Airbus usually offers generous buyback deals after the lease expires.
JerseyFlyer wrote:If Boeing are as worried about the 330 800 neo as the Leeham article suggests, it must be a lot better than many on this forum have assumed to date
Devilfish wrote:It would make one heck of a private jet with all that range.I bet some potentates would call dibs on such a cool, one-off specimen.
KarelXWB wrote:Revelation wrote:Interesting how he didn't say "until we have the A330-800neo" and then provided the 15 hour figure?
The A330-800, and in particular the 251t version, is capable of flying > 15 hour missions.
DWC wrote:2. one must be Yank to think Europeans would want to fly all the way to americanized & unpristine Hawaii.
DWC wrote:Hawaii FIVE O is a very remote souvenir.
scbriml wrote:Continental767 wrote:HA didn't order the A338 because of the specs. They wanted the A350-800, but Airbus basically forced them to switch to the A330-800.
Nobody forced HA to order the A338. Once the A358 was no longer an option, they had multiple choices, including walking away from Airbus for those planes.
Stitch wrote:Maybe Airbus can throw some ACTs into the back hold to get design range to 8000nm and sell it to the Saudis as an A330-8000 to compliment their A340-8000.
JerseyFlyer wrote:If Boeing are as worried about the 330 800 neo as the Leeham article suggests, it must be a lot better than many on this forum have assumed to date
george77300 wrote:Now we might have a aircraft BUILT with no customers or orders. When was the last time that happened.