pabloeing wrote:frigatebird wrote:Andy33 wrote:Well, they've placed an order to remove the three remaining 772-nonER entirely from the fleet. Back in November 2016 they told their investors that the 772ERs would have a 30 year life. If that's still the case, they don't need any replacement for them until starting 2027 and 2018 seems a bit early to be placing an order. The investors aren't going to be best pleased if all that capital investment has been brought nearer to today (should the policy have changed) without any advance warning.
The timing of 787-10 and A35K deliveries as against 744 retirements suggests that there will be 12 744s still in service after the last of the current orders has arrived, so while all the A35Ks are officially declared as 744 replacements, some of those 12 787-10s may be for expansion if market conditions are right. If the expansion happens, they'll need 12 further airframes to replace the last 744s (that's how many IAG say will still be around in 2023), all for delivery before February 2024, the announced end date for 744s at BA
All that assumes that A350 and 787 deliveries happen as scheduled, and IAG doesn't change its plans...
If BA are to place an order to replace their remaining 12x 744s, it would be strange to place an order for anything less than 12 777-9s. It would be another widebody type for them, so keeping a small subfleet would not make much sense. I'm not sure when the leases of their 77W's expire, maybe BA needs to replace these leased birds too.
IF IAG orders the 777-9 for BA (and I'll believe it when I see it), would it be possible they'll simultaneously order A350-1000s for Iberia? I think IB have some A346s still to be replaced.
I see the B777-9X in IB too......
A35K is the more likely option for them, if I remember correctly their A359s already seat about 348 passengers. A similarly configured A35K should be able to provide a big enough jump for them if justified.