sunking737 wrote:If my math is right, 16 more 767-300 just from AA...?? Do we dare add up any from DL/UA as possible stock??
The UA stock question is a head scratcher. Not because you asked it, but because the conversion market is overwhelmingly favoring GE powered birds. UA is of course all Pratt and there are not many converted ones in service. I still think there will be a GE engine green time issue eventually, and the current heavy flying of GE powered 747 and MD-11 freighters are doing a very good job of eating up engine time. Amazon flights operating at very heavy weights also has a cost of increased engine wear and spares use.
Compounding is FX deciding to park Pratt powered MD-11s but keep operating the GE fleet. We also don’t have a clear answer on the future of the 767 at UA...
It certainly is strange times. Amazon tends to take a measured approach to their fleet and network growth and have the next few months figured out and locked down. Give them a while to move.
Wildcard out of here is SF over in China picking up some for BCF conversion as the Chinese market rebounds and they look to expand their capabilities in Asia.