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klm617
Posts: 5467
Joined: Sat Jul 04, 2015 8:57 pm

Re: Delta plans to emerge a "smaller" carrier

Wed Jun 17, 2020 2:41 pm

PSU.DTW.SCE wrote:
Here are some stats on yesterday at DTW to give you all a clearer picture, based on flightaware departures:

All Airlines:
Row Labels Count of ID
AA 10
A319 2
A320 2
A321 1
B738 2
CRJ7 2
E145 1

AS 1
B738 1

Cargo 9
A306 1
A332 1
B752 2
B762 1
B763 1
DC10 2
MD11 1

DL 129
A319 11
A321 15
A332 1
A333 1
A359 1
B738 7
B739 10
B763 1
BCS1 5
CRJ2 24
CRJ9 46
E75S 7

Gen Av. 5
C550 1
C68A 1
P46T 2
TBM7 1

NK 9
A319 1
A320 8

SY 1
B738 1

UA 4
CRJ7 1
E75L 3

WN 8
B737 6
B738 2

Grand Total 176

--
Delta only, by Operating Carrier:

DL 52
A319 11
A321 15
A332 1
A333 1
A359 1
B738 7
B739 10
B763 1
BCS1 5

9E 64
CRJ2 19
CRJ9 45

OO 6
CRJ2 5
CRJ9 1

YX 7
E75S 7
Grand Total 129

Delta - Departures by Hour:

07:00-07:59 1
08:00-08:59 11
09:00-09:59 9
10:00-10:59 22
11:00-11:59 3
12:00-12:59 16
13:00-13:59 6
14:00-14:59 4
15:00-15:59 6
16:00-16:59 4
17:00-17:59 2
18:00-18:59 15
19:00-19:59 2
20:00-20:59 18
21:00-21:59 10

Grand Total 129

Delta - by Destination

DL 129
Albany Intl (KALB) 2
Alpena County Rgnl (KAPN) 1
Amsterdam Schiphol (AMS / EHAM) 1
Appleton Intl (KATW) 1
Austin-Bergstrom Intl (KAUS) 1
Baltimore/Washington Intl (KBWI) 1
Bangor Intl (KBGR) 1
Binghamton (KBGM) 1
Blue Grass (KLEX) 1
Boston Logan Intl (KBOS) 3
Bradley Intl (KBDL) 2
Buffalo Niagara Intl (KBUF) 2
Burlington Intl (KBTV) 1
Capital Region Intl (KLAN) 1
Charlotte/Douglas Intl (KCLT) 2
Cherry Capital (KTVC) 1
Chicago O'Hare Intl (KORD) 2
Chippewa County Intl (KCIU) 1
Cincinnati/Northern Kentucky International Airport (KCVG) 3
Cleveland-Hopkins Intl (KCLE) 2
Dallas-Fort Worth Intl (KDFW) 1
Dane Co Rgnl (KMSN) 1
Delta County (KESC) 1
Denver Intl (KDEN) 1
Des Moines Intl (KDSM) 1
Elmira/Corning Rgnl (KELM) 2
Erie Intl/Tom Ridge Field (KERI) 1
Evansville Rgnl (KEVV) 1
Ford (KIMT) 1
Fort Lauderdale Intl (KFLL) 2
Fort Wayne Intl (KFWA) 1
Gerald R Ford Intl (KGRR) 2
Greater Rochester Intl (KROC) 2
Green Bay-Austin Straubel Intl (KGRB) 2
Harrisburg Intl (KMDT) 1
Hartsfield-Jackson Intl (KATL) 5
Houston Bush Int'ctl (KIAH) 2
Incheon Int'l (ICN / RKSI) 1
Indianapolis Intl (KIND) 2
Ithaca Tompkins Rgnl (KITH) 1
James M Cox Dayton Intl (KDAY) 2
John F Kennedy Intl (KJFK) 2
John Glenn Columbus Intl Airport (KCMH) 2
Kalamazoo/Battle Creek Intl (KAZO) 1
Kansas City Intl (KMCI) 1
LaGuardia (KLGA) 3
Lehigh Valley Intl (KABE) 1
London Heathrow (LHR / EGLL) 1
Los Angeles Intl (KLAX) 3
MBS Intl (KMBS) 1
McCarran Intl (KLAS) 1
McGhee Tyson (KTYS) 1
Miami Intl (KMIA) 1
Milwaukee Mitchell Intl Airport (KMKE) 1
Minneapolis/St Paul Intl (KMSP) 4
Montreal-Trudeau (CYUL) 1
Muhammad Ali Intl (KSDF) 1
Nashville Intl (KBNA) 1
Newark Liberty Intl (KEWR) 1
Norfolk Intl (KORF) 2
Orlando Intl (KMCO) 2
Pellston Rgnl (KPLN) 1
Philadelphia Intl (KPHL) 1
Phoenix Sky Harbor Intl (KPHX) 2
Pittsburgh Intl (KPIT) 2
Portland Intl Jetport (KPWM) 1
Raleigh-Durham Intl (KRDU) 2
Reagan National (KDCA) 2
Salt Lake City Intl (KSLC) 4
San Diego Intl (KSAN) 1
San Francisco Intl (KSFO) 1
Scranton Intl (KAVP) 1
Seattle-Tacoma Intl (KSEA) 3
Sofia Airport (SOF / LBSF) 1
South Bend Intl (KSBN) 1
Southwest Florida Intl (KRSW) 2
St Louis Lambert Intl (KSTL) 1
Syracuse Hancock Intl (KSYR) 2
Tampa Intl (KTPA) 2
Toronto Pearson Int'l (CYYZ) 2
University Park Airport (KUNV) 1
Washington Dulles Intl (KIAD) 2
Grand Total 129



Thank you for taking the time to share this info. Good to see AA staying strong at DTW.
 
evank516
Posts: 3059
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Re: Delta plans to emerge a "smaller" carrier

Wed Jun 17, 2020 3:07 pm

Noticed that DL is upgauging JFK-DTW from CR9s to A319s/A320s albeit at a reduced frequency. That probably will work better for them long term honestly since the business traffic is focused more on LGA. They don't need frequency on JFK-DTW, but just enough to allow connections in both directions (2-3x daily). At that reduced frequency they could probably stand to operate smaller mainline aircraft over RJs from say the A220 to about the A320. An aircraft with lower CASM on a high yield route like JFK-DTW (I know yields are garbage right now) can't be a bad thing if they can fill the plane.
 
PSU.DTW.SCE
Posts: 10670
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Re: Delta plans to emerge a "smaller" carrier

Wed Jun 17, 2020 3:17 pm

Some of the upgauges, particularly on hub-to-hub is a function more connecting flows, and right now more a need to connect DTW to JFK's limited TATL and connect JFK to DTWs domestic network.

Also with the social distancing measures, the CR9 just may not have enough seats with seat blocking hence the upgauge.

And, there are A320 showing in the schedule for July, thus we should be seeing A320s reactivations from storage soon.
 
AZORMP
Posts: 160
Joined: Thu Aug 01, 2019 5:08 pm

Re: Delta plans to emerge a "smaller" carrier

Wed Jun 17, 2020 3:42 pm

NWAESC wrote:
AZORMP wrote:

AZO returns to 3x/day in July and 4x/day in August. I believe it’s similar for the other non-EAS field stations in MI.


Looking at DLTerm, it still looks like August's schedule is the original (Pre-COVID) one. Nothing new on DLNet, either. Where are you see updated info for August?


My apologies, that should read 3x/day for August. Me and my chubby thumbs :oops: .
 
evank516
Posts: 3059
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Re: Delta plans to emerge a "smaller" carrier

Wed Jun 17, 2020 4:54 pm

PSU.DTW.SCE wrote:
Some of the upgauges, particularly on hub-to-hub is a function more connecting flows, and right now more a need to connect DTW to JFK's limited TATL and connect JFK to DTWs domestic network.

Also with the social distancing measures, the CR9 just may not have enough seats with seat blocking hence the upgauge.

And, there are A320 showing in the schedule for July, thus we should be seeing A320s reactivations from storage soon.


No disagreement, but I think long term this is probably better for the route over 5-6x dailies with most being on CR9s. The business traffic more than likely uses LGA, and JFK will probably see connecting traffic on both sides, especially now with the focus switching to interior hubs of ATL, MSP, DTW, and SLC. If JFK-DTW is primarily connecting traffic then why use a higher CASM aircrat for lower yielding connecting pax? The A319 and A320 (and A220) are probably better suited than the CR9s long term anyway due to lower CASM.
 
PSU.DTW.SCE
Posts: 10670
Joined: Mon Jan 28, 2002 11:45 am

Re: Delta plans to emerge a "smaller" carrier

Wed Jun 17, 2020 6:18 pm

DTW-JFK will need frequency for connectivity when departures / hub banks are restored. JFK served many unique destinations not served from DTW, offered TATL connections like ATL, AMS, CDG.

Also there are operational needs to as it was used as a bridge for 9E CR9s between DTW & JFK, also a significant number of pilot & FA commuters.
 
EADSYABSOB73857
Posts: 440
Joined: Mon Apr 08, 2019 11:35 pm

Re: Delta plans to emerge a "smaller" carrier

Wed Jun 17, 2020 9:28 pm

tphuang wrote:
EADSYABSOB73857 wrote:
tphuang wrote:

Oh I saw this yesterday, but remember I've said BOS is more likely a focus city going forward than a hub. I was anticipating more of a 70 to 90 flight station when this is all set and done. And based on what I've seen, it might be closer to 70 by end of 2022. All these other places were never called "hub" by DL.

RDU/CVG I said are more likely to be 40 to 45 flight stations since they started off from a lower point. All the other ones had minimal non-hub flights and don't even need to be mentioned here.

And picking a monday/Friday in late July, I see 23 departures a day, not 30. Let's not make stuff up here. That's even a lot smaller than AA's presence at BOS for July.

The reality is by July:
SEA will be close to 80 flights a day
LAX will be over 60 flights a day.
Both of them are about 35 to 45% of pre-COVID size. DL looks like they are running a 30% schedule system wide. BOS/CVG/RDU are clearly coming back a lot slower than other places.

And the other thing is NYC is coming back a lot slower than other places. I'd fully expect DL to focus on bringing back LGA back to pre-COVID size in number of flights by next spring. But JFK I expect will not be utilizing all of its slots for a while. That's the part that people should be focusing on. How is Delta going to bring back JFK while TATL traffic is down and all those feed flights will have nothing to connect to. 717 base in NYC is gone, DTW.MSP is getting a lot of stuff downguaged to regional, how many RJs are left to fly out of JFK/LGA?


There have been NO indications made by DL that these cities will be gutted the way you are stating they will be. Did you even listen to the link where Bastion spoke???? You keep ranting and raving that BOS is doomed as a DL hub due to NYC slots being widely available and therefore, there being no need to route passengers to BOS for connections... Let’s remember- pre-COVID DL was connecting 5% or less of passengers a day over BOS, so it wasn’t even a huge station for connections before, so that makes your assertion about NYC moot. I don’t really know where you come up with your outlandish predictions. If DL is running 70 flights a day to BOS, that is a skeleton schedule- can barely accommodate flights to all hubs and maybe a few non hub cities... Also DL has played more defense during this crisis than most other airlines as a means to preserve their cash, so don’t conflate their strategy with the belief that all these cities are done. Do I think these cities will be scaled down in size in order to align with the demand need- absolutely. But what you’re predicting has not been indicated anywhere, and Bastion’s own statements conflicts with yours. I’ll believe him over you any day.


SEA - almost 80 flights a day in July
LAX - Over 60 flights a day in July
BOS - 23 in July

It's quite clear BOS is being brought back at the same pace as RDU/CVG at this point. There are hubs that will be brought back to close to pre_COVID # of flights by next summer like core hubs and SEA based on what they've done so far. And then there are other hubs/focus cities that get brought back slower. And then there are BOS/CVG/RDU which are not going to be anywhere close to pre-COVID size at that point.

Again, the RJs need to go to places like LGA/JFK/DTW/MSP to lower capacity while maintaining schedule. So all the tougher markets out of BOS/CVG/RDU where they were already the weakest airline in terms of schedule and were flying RJs will get dropped. Those are the worst performing markets and should be the first they drop.

In the next few years, they have to navigate a lower demand environment, pay back a lot of debt and have a bruising battle at SEA, which they seem to be fully committed. There are only so many battles you can have. Every airline needs to pick their priorities.

You can't be 15 to 20% smaller by summer of 2022 and bring back core hubs to pre-COVID strength and not cut down any of the coastal hubs/focus cities. The math doesn't work out.



https://thepointsguy.com/news/delta-air ... ocus-city/

Delta reaffirms full commitment to BOS, RDU and AUS and plans to bring these cities back. BOS to remain a coastal hub and RDU to stay on as a focus city. What you said just isn’t happening. It’s clear if something doesn’t favor B6 positively, your theory indicates doom and gloom for the other carrier.
 
evank516
Posts: 3059
Joined: Wed Mar 01, 2017 12:15 am

Re: Delta plans to emerge a "smaller" carrier

Wed Jun 17, 2020 9:32 pm

PSU.DTW.SCE wrote:
DTW-JFK will need frequency for connectivity when departures / hub banks are restored. JFK served many unique destinations not served from DTW, offered TATL connections like ATL, AMS, CDG.

Also there are operational needs to as it was used as a bridge for 9E CR9s between DTW & JFK, also a significant number of pilot & FA commuters.


So that justifies flooding the market with CR9s? Plenty of other ways to bridge those CR9s between DTW and JFK. Honestly if NY and DTW are still large points for the A220 I could see this route being dominated by those.
 
tphuang
Posts: 7379
Joined: Tue Mar 14, 2017 2:04 pm

Re: Delta plans to emerge a "smaller" carrier

Wed Jun 17, 2020 10:27 pm

EADSYABSOB73857 wrote:
tphuang wrote:
EADSYABSOB73857 wrote:

There have been NO indications made by DL that these cities will be gutted the way you are stating they will be. Did you even listen to the link where Bastion spoke???? You keep ranting and raving that BOS is doomed as a DL hub due to NYC slots being widely available and therefore, there being no need to route passengers to BOS for connections... Let’s remember- pre-COVID DL was connecting 5% or less of passengers a day over BOS, so it wasn’t even a huge station for connections before, so that makes your assertion about NYC moot. I don’t really know where you come up with your outlandish predictions. If DL is running 70 flights a day to BOS, that is a skeleton schedule- can barely accommodate flights to all hubs and maybe a few non hub cities... Also DL has played more defense during this crisis than most other airlines as a means to preserve their cash, so don’t conflate their strategy with the belief that all these cities are done. Do I think these cities will be scaled down in size in order to align with the demand need- absolutely. But what you’re predicting has not been indicated anywhere, and Bastion’s own statements conflicts with yours. I’ll believe him over you any day.


SEA - almost 80 flights a day in July
LAX - Over 60 flights a day in July
BOS - 23 in July

It's quite clear BOS is being brought back at the same pace as RDU/CVG at this point. There are hubs that will be brought back to close to pre_COVID # of flights by next summer like core hubs and SEA based on what they've done so far. And then there are other hubs/focus cities that get brought back slower. And then there are BOS/CVG/RDU which are not going to be anywhere close to pre-COVID size at that point.

Again, the RJs need to go to places like LGA/JFK/DTW/MSP to lower capacity while maintaining schedule. So all the tougher markets out of BOS/CVG/RDU where they were already the weakest airline in terms of schedule and were flying RJs will get dropped. Those are the worst performing markets and should be the first they drop.

In the next few years, they have to navigate a lower demand environment, pay back a lot of debt and have a bruising battle at SEA, which they seem to be fully committed. There are only so many battles you can have. Every airline needs to pick their priorities.

You can't be 15 to 20% smaller by summer of 2022 and bring back core hubs to pre-COVID strength and not cut down any of the coastal hubs/focus cities. The math doesn't work out.



https://thepointsguy.com/news/delta-air ... ocus-city/

Delta reaffirms full commitment to BOS, RDU and AUS and plans to bring these cities back. BOS to remain a coastal hub and RDU to stay on as a focus city. What you said just isn’t happening. It’s clear if something doesn’t favor B6 positively, your theory indicates doom and gloom for the other carrier.


Airlines generally don't say they are going to cut a hub/focus city until right before they are about to tear it town. AA said they are not dehubbing any cities, but a huge bunch of JFK slots suddenly got returned.

The statement there is made without any kind of timeline or even how large they intend to bring back each station.

DL has made it crystal clear which hubs/focus city are more important to them in this and BOS/CVG/RDU are in the bottom of the list. Looks like CVG is a complete goner now with even FA base looking to be disbanded. DL will be busy building back up ATL followed by DTW/MSP/SLC/SEA and then NYC/LAX. BOS/RDU will be an afterthought until its more important hubs are back to full strength and that won't be for a few years. As I said 70 to 90 flight focus city for BOS and around 50 flight operation at RDU for the medium term. Who can really predict further out than that.

Huge opening at NYC right now. DL will be busy building back up its NYC hub operation. B6 will be busy expanding at JFK and EWR. Neither airline are not going to be too keen on reigniting this BOS fare war while carrying so much debt.
Last edited by tphuang on Wed Jun 17, 2020 10:55 pm, edited 1 time in total.
 
PSU.DTW.SCE
Posts: 10670
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Re: Delta plans to emerge a "smaller" carrier

Wed Jun 17, 2020 10:52 pm

evank516 wrote:
PSU.DTW.SCE wrote:
DTW-JFK will need frequency for connectivity when departures / hub banks are restored. JFK served many unique destinations not served from DTW, offered TATL connections like ATL, AMS, CDG.

Also there are operational needs to as it was used as a bridge for 9E CR9s between DTW & JFK, also a significant number of pilot & FA commuters.


So that justifies flooding the market with CR9s? Plenty of other ways to bridge those CR9s between DTW and JFK. Honestly if NY and DTW are still large points for the A220 I could see this route being dominated by those.

Not to specifically to bridge aircraft but 5x was needed to connect the major departure banks on both ends since it is hub to hub. 2x under normal times would result in long connection times. 2x A320 doesn’t hit the connections on both sides. 5x was typically a mix of CR9, 717, A320. They have also put 76W and 333 on for live repositions. Aircraft type is less important but a reason why you saw 9E CR9 instead of OO CR9 or YX E75 for example
 
PSU.DTW.SCE
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Joined: Mon Jan 28, 2002 11:45 am

Re: Delta plans to emerge a "smaller" carrier

Wed Jun 17, 2020 10:57 pm

BOS, RDU, CVG and AUS are entirely dependent on how the demand for business travel resumes. The other hubs all have enough critical mass, interia, and connections to come back as the tide rises.

Those focus cities were built around capturing business travel willing to pay a revenue premium for nonstop service. Until the demand signal returns which is realistically 2021 at this point, the core hubs ATL, DTW, MSP, SLC, SEA, NYC and then LAX
 
DLASFlyer
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Joined: Wed Jun 15, 2016 4:06 pm

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 12:21 am

An airport official says SLC is Delta's fastest-recovering hub.
https://www.sltrib.com/news/politics/20 ... t-hit-low/
 
777Mech
Posts: 1676
Joined: Sun Sep 11, 2016 10:54 pm

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 2:21 am

deltaSEAalsaka wrote:
PSU.DTW.SCE wrote:
Aircraft returned from storage Tue 6/16:
1 B738 MCI-DTW
1 B739 MZJ-ATL
1 B739 MWH-SLC
1 A321 QRO-YYZ ??? Not sure why flying to YYZ


Seems as if it is flying YYZ-DTW tomorrow and based on its flight history, it has never done a domestic flight.


It is also not allowed to do a domestic flight, if it does operate a domestic flight, tariffs will become due.
 
PSU.DTW.SCE
Posts: 10670
Joined: Mon Jan 28, 2002 11:45 am

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 2:56 am

Can you elaborate? If it came out of storage / maintenance in QRO how does flying it to Canada impact tariffs?

Not questioning just curious. There are so many crazy things you have to do and work arounds
 
PSU.DTW.SCE
Posts: 10670
Joined: Mon Jan 28, 2002 11:45 am

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 3:02 am

DLASFlyer wrote:
An airport official says SLC is Delta's fastest-recovering hub.
https://www.sltrib.com/news/politics/20 ... t-hit-low/

Not surprised, on a percentage basis it’s recovered more than others. ATL obviously still has more flights/seats/ passengers but a smaller % of normal.
SLC has less international flight exposure and also connected to summer East-west flows and mountain west destinations and national parks that leisure demand peaks in summer.
 
joeblow10
Posts: 779
Joined: Mon Jun 04, 2018 11:58 pm

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 3:11 am

PSU.DTW.SCE wrote:
DLASFlyer wrote:
An airport official says SLC is Delta's fastest-recovering hub.
https://www.sltrib.com/news/politics/20 ... t-hit-low/

Not surprised, on a percentage basis it’s recovered more than others. ATL obviously still has more flights/seats/ passengers but a smaller % of normal.
SLC has less international flight exposure and also connected to summer East-west flows and mountain west destinations and national parks that leisure demand peaks in summer.


Wonder if this will factor into any decision making regarding the old terminal - they seem pretty keen on knocking it all down come fall, still seems like a reasonable move at this point in time, but if we recover to 70% of the traffic, seems like it could be fairly chaotic
 
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Midwestindy
Posts: 7975
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Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 12:15 pm

Shareholders Meeting:
- Cash burn down to $30M for June
- "A few more retirements by the end of the year"
- 1,000 new flights for July & August, then a pause after Labor Day to see where demand is
- Approximately down 55-60% of domestic in August
- LF in mid 40s but growing, today at 50%
- Adding back 2,000 reservation agents
 
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enilria
Posts: 10410
Joined: Fri Feb 22, 2008 7:15 pm

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 1:24 pm

tphuang wrote:
EADSYABSOB73857 wrote:
tphuang wrote:

SEA - almost 80 flights a day in July
LAX - Over 60 flights a day in July
BOS - 23 in July

It's quite clear BOS is being brought back at the same pace as RDU/CVG at this point. There are hubs that will be brought back to close to pre_COVID # of flights by next summer like core hubs and SEA based on what they've done so far. And then there are other hubs/focus cities that get brought back slower. And then there are BOS/CVG/RDU which are not going to be anywhere close to pre-COVID size at that point.

Again, the RJs need to go to places like LGA/JFK/DTW/MSP to lower capacity while maintaining schedule. So all the tougher markets out of BOS/CVG/RDU where they were already the weakest airline in terms of schedule and were flying RJs will get dropped. Those are the worst performing markets and should be the first they drop.

In the next few years, they have to navigate a lower demand environment, pay back a lot of debt and have a bruising battle at SEA, which they seem to be fully committed. There are only so many battles you can have. Every airline needs to pick their priorities.

You can't be 15 to 20% smaller by summer of 2022 and bring back core hubs to pre-COVID strength and not cut down any of the coastal hubs/focus cities. The math doesn't work out.



https://thepointsguy.com/news/delta-air ... ocus-city/

Delta reaffirms full commitment to BOS, RDU and AUS and plans to bring these cities back. BOS to remain a coastal hub and RDU to stay on as a focus city. What you said just isn’t happening. It’s clear if something doesn’t favor B6 positively, your theory indicates doom and gloom for the other carrier.


Airlines generally don't say they are going to cut a hub/focus city until right before they are about to tear it town. AA said they are not dehubbing any cities, but a huge bunch of JFK slots suddenly got returned.

The statement there is made without any kind of timeline or even how large they intend to bring back each station.

DL has made it crystal clear which hubs/focus city are more important to them in this and BOS/CVG/RDU are in the bottom of the list. Looks like CVG is a complete goner now with even FA base looking to be disbanded. DL will be busy building back up ATL followed by DTW/MSP/SLC/SEA and then NYC/LAX. BOS/RDU will be an afterthought until its more important hubs are back to full strength and that won't be for a few years. As I said 70 to 90 flight focus city for BOS and around 50 flight operation at RDU for the medium term. Who can really predict further out than that.

Huge opening at NYC right now. DL will be busy building back up its NYC hub operation. B6 will be busy expanding at JFK and EWR. Neither airline are not going to be too keen on reigniting this BOS fare war while carrying so much debt.

I agree. I would file it under "believe it when I see it". Not doubting it will happen, but until the flights come back to these places it is little more than corporate optimism.
 
PSU.DTW.SCE
Posts: 10670
Joined: Mon Jan 28, 2002 11:45 am

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 2:26 pm

Aircraft returned from storage Wed 6/17:
1 A321 VCV-SLC
1 B738 MCI-MSP
1 B739 MCI-JFK

Total aircraft returned from storage through Tue 6/16:
4 A359
15 A321
2 B738
19 B739
1 B752
----
41 Total

Planned for Thu 6/18
1 B739 MWH-SEA
1 B739 MWH-ATL


*Does not include reactivation of aircraft that had parked or stored red at hub locations

1 B753 N596NW has returned to scheduled service, operating SLC-ATL-SLC daily. This aircraft had been kept in rolling parking at ATL and done periodic military charters over the past 2 months.
It appears there are additional 753 flights adding back in starting next week, so some more frames should be pulled from storage.[/quote][/quote]

B753 N582NW did a test flight on Wednesday at QRO where it has been for heavy maintenance since Feb
B753 N592NW is being prepared for return to service at VCV
 
TropicalSky
Posts: 697
Joined: Fri May 05, 2017 1:37 pm

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 3:05 pm

500 DAL employees tested positive with 10 lives lost so far for Covid19 pandemic.... additional testing will be carried out by the company
https://simpleflying.com/500-delta-empl ... -covid-19/
 
TropicalSky
Posts: 697
Joined: Fri May 05, 2017 1:37 pm

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 4:08 pm

Amazing to see them get down to 30mil seeing as the initial goal was 50mil......I'm sure the reactivation of planes and crew will increase cost again-wonder what United & American burn rate is now?

Midwestindy wrote:
Shareholders Meeting:
- Cash burn down to $30M for June
- "A few more retirements by the end of the year"
- 1,000 new flights for July & August, then a pause after Labor Day to see where demand is
- Approximately down 55-60% of domestic in August
- LF in mid 40s but growing, today at 50%
- Adding back 2,000 reservation agents
 
FSDan
Posts: 3646
Joined: Mon Jan 03, 2011 5:27 pm

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 4:13 pm

DLASFlyer wrote:
An airport official says SLC is Delta's fastest-recovering hub.
https://www.sltrib.com/news/politics/20 ... t-hit-low/


I'd believe that. Flew through on Sunday and it definitely still felt quite bustling, unlike the fairly desolate TUS and SJC on either end of my journey.
 
0newair0
Posts: 451
Joined: Fri Jun 01, 2007 12:21 am

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 6:36 pm

TropicalSky wrote:
Amazing to see them get down to 30mil seeing as the initial goal was 50mil......I'm sure the reactivation of planes and crew will increase cost again-wonder what United & American burn rate is now?

Midwestindy wrote:
Shareholders Meeting:
- Cash burn down to $30M for June
- "A few more retirements by the end of the year"
- 1,000 new flights for July & August, then a pause after Labor Day to see where demand is
- Approximately down 55-60% of domestic in August
- LF in mid 40s but growing, today at 50%
- Adding back 2,000 reservation agents


Believe UAL and AAL are around 40-50 million. DAL at 30 million. SWA at 20 million. Delta and Southwest now have enough liquidity to last for 1.5 to 2 years.

Also, to be clear about the 3rd bullet point, Domestic capacity will be about 65% of 2019. This doesn't take seat caps into account. If you do account for seat caps, domestic capped capacity will be about 40% ("down 60%") of 2019. A lot of capacity can be added quickly simply by removing the seat cap.
 
evank516
Posts: 3059
Joined: Wed Mar 01, 2017 12:15 am

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 6:49 pm

PSU.DTW.SCE wrote:
evank516 wrote:
PSU.DTW.SCE wrote:
DTW-JFK will need frequency for connectivity when departures / hub banks are restored. JFK served many unique destinations not served from DTW, offered TATL connections like ATL, AMS, CDG.

Also there are operational needs to as it was used as a bridge for 9E CR9s between DTW & JFK, also a significant number of pilot & FA commuters.


So that justifies flooding the market with CR9s? Plenty of other ways to bridge those CR9s between DTW and JFK. Honestly if NY and DTW are still large points for the A220 I could see this route being dominated by those.

Not to specifically to bridge aircraft but 5x was needed to connect the major departure banks on both ends since it is hub to hub. 2x under normal times would result in long connection times. 2x A320 doesn’t hit the connections on both sides. 5x was typically a mix of CR9, 717, A320. They have also put 76W and 333 on for live repositions. Aircraft type is less important but a reason why you saw 9E CR9 instead of OO CR9 or YX E75 for example


Well now that B6 is jumping on the JFK-DTW bandwagon with A320s I think the fleet mix may change. It was barely a mix of mainline and RJs until recently, though. Up until about January or February it was almost entirely CR9s with a 717 thrown in here and there.
 
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ghost77
Posts: 4630
Joined: Wed Mar 01, 2000 2:07 pm

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 8:01 pm

klm617 wrote:
There are no YYZ-ATL flights operating.


I was told resposition was going to be that way, maybe a customs issue that day, but we've seen already it did YYZ-DTW only.

g77
 
PSU.DTW.SCE
Posts: 10670
Joined: Mon Jan 28, 2002 11:45 am

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 9:53 pm

Delta has loaded what appears to be a preliminary schedule for August that can viewed through the online routemap. The website and what is loaded for sale for August does not yet reflect the changes but they should be loaded in this Saturday's schedule update, and subsequently in enilria's weekly OAG report this Sunday.

There also appears to be additional flights loaded for July as well.

I have been tracking DL at DTW so I pulled as much as I could. I may have missed a few destinations/flights, since its a manual look-up
If someone else is bored, feel free to look into the other hubs/focus cities........

DTW
# of daily departures:
June (6/18/20) 130
July (7/13/20) 198
August (8/10/20) 288

Destinations resuming in July: MEM, RIC, PDX, MEX, HND, CDG
Destinations resuming in August: CWA, OMA, CID, SNA, MSY, SAT, CHA, MTY (AM), CUN, PVG

Destinations ending in July: BGR, ERI, AVP, YOW
On-going destinations suspended that had nonstops pre-COVID: NGO, PEK, FCO, MUC, FRA, SJC, HPN, SWF, PVD, MHT, PBI, JAX, CHS, SAV, GSP, GSO, LIT, OKC, YVR

Departures by City June vs. July vs. Aug

Code June July Aug
ABE 1 1 2
ALB 2 3 3
AMS 1 1 1
APN 1 1 1
ATL 5 10 10
ATW 1 1 3
AUS 1 1 2
AVP 1 0 0
AZO 1 3 3
BDL 2 2 3
BGM 1 1 2
BGR 1 0 0
BNA 1 3 5
BOS 3 3 5
BTV 1 3 4
BUF 2 3 4
BWI 1 2 4
CDG 0 1 1
CHA 0 0 1
CID 0 0 2
CIU 1 1 1
CLE 2 3 5
CLT 2 4 4
CMH 2 3 5
CUN 0 0 1
CVG 3 4 5
CWA 0 0 2
DAY 2 2 3
DCA 2 3 4
DEN 1 2 3
DFW 1 3 4
DSM 1 1 3
ELM 2 3 3
ERI 1 0 0
ESC 1 2 2
EVV 1 1 3
EWR 1 3 4
FLL 2 3 3
FWA 1 3 3
GLL 1 1 1
GRB 2 3 3
GRR 2 3 5
HND 0 1 1
IAD 2 2 4
IAH 2 2 3
ICN 1 1 1
IMT 1 1 1
IND 2 3 5
ITH 1 1 1
JFK 2 2 4
LAN 1 2 3
LAS 1 2 4
LAX 3 4 5
LEX 1 1 2
LGA 3 4 5
MBS 1 3 3
MCI 1 2 3
MCO 2 3 5
MDT 1 3 3
MEM 0 2 2
MEX 0 1 1
MIA 1 1 2
MKE 1 3 3
MQT 1 1 1
MSN 1 2 3
MSP 4 5 6
MSY 0 0 2
MTY 0 0 1
OMA 0 0 2
ORD 2 2 4
ORF 2 2 3
ORH 1 1 1
PDX 0 1 2
PHL 1 2 4
PHX 2 2 3
PIT 2 3 4
PLN 1 3 3
PVG 0 0 1
PWM 1 3 3
RDU 2 3 4
RIC 0 1 3
ROC 2 3 4
RSW 2 2 2
SAN 1 1 2
SAT 0 0 2
SBN 1 2 3
SCE 1 1 2
SDF 1 2 3
SEA 3 4 6
SFO 1 2 3
SLC 4 4 5
SNA 0 0 1
STL 1 2 3
SYR 2 2 3
TPA 2 3 3
TVC 1 4 4
TYS 1 1 3
YUL 1 1 2
YYZ 2 2 3

TOTAL 130 198 288

Preliminary Equipment for August Schedule:
CRJ 56
CR9 116
E75 13
E90 (AM) 1
221 6
319 14
320 6
739 20
321 35
757 15
764 1
359 5
Total 288

(For comparison this was the flights by type in peak summer 2019)
DTW

CR2: 86
CR7: 52
E70: 6
CR9: 113
717: 33
221: 7
319: 28
320: 24
738: 2
739: 28
321: 38
752: 21
753: 6
763: 6
764: 1
332: 2
333: 3
359: 5

Total = 461

Note - A320 and 757 flying to DTW planned to resume in July. DTW-LHR scheduled as 764 effective in August with no ORD tag-on, replacing the ORD-DTW-LHR 76W.
 
Waterbomber2
Posts: 1550
Joined: Mon Feb 04, 2019 3:44 am

Bastian: DL still burning a billion per month

Thu Jun 18, 2020 10:27 pm

Bullet points from the Bloomberg interview with DL CEO

    -DL was burning 100 Millions a day, cash burn reduced to 30 Millions a day at present.
    -Hopes to not have to furlough any staff in Q3/Q4, but will depend on whetheror not a second wave will occur.
    -Traffic trebled from 5% mid-April to 15% YoY.
    -Middle seat always left empty, measures will remain in place until a vaccine or other remedy is available.
    -Hoping for more corporate traffic after labor day,

https://www.youtube.com/watch?v=bOdYR83bMnc


My opinion:
Bastian wants to see more people going out as hotels, casino's and amusement parks reopen. He hopes that more corporates will fly after labor day.
At the same time, he is hoping that there won't be a second wave.
You can't have it both ways, Ed.

At least DL has some conscience and not trying to pack full flights, one of the reasons why I chose them for a TATL flight over New Year.
 
AZORMP
Posts: 160
Joined: Thu Aug 01, 2019 5:08 pm

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 10:39 pm

PSU.DTW.SCE wrote:
Delta has loaded what appears to be a preliminary schedule for August that can viewed through the online routemap. The website and what is loaded for sale for August does not yet reflect the changes but they should be loaded in this Saturday's schedule update, and subsequently in enilria's weekly OAG report this Sunday.

There also appears to be additional flights loaded for July as well.

I have been tracking DL at DTW so I pulled as much as I could. I may have missed a few destinations/flights, since its a manual look-up
If someone else is bored, feel free to look into the other hubs/focus cities........

DTW
# of daily departures:
June (6/18/20) 130
July (7/13/20) 198
August (8/10/20) 288

Destinations resuming in July: MEM, RIC, PDX, MEX, HND, CDG
Destinations resuming in August: CWA, OMA, CID, SNA, MSY, SAT, CHA, MTY (AM), CUN, PVG

Destinations ending in July: BGR, ERI, AVP, YOW
On-going destinations suspended that had nonstops pre-COVID: NGO, PEK, FCO, MUC, FRA, SJC, HPN, SWF, PVD, MHT, PBI, JAX, CHS, SAV, GSP, GSO, LIT, OKC, YVR

Departures by City June vs. July vs. Aug

Code June July Aug
ABE 1 1 2
ALB 2 3 3
AMS 1 1 1
APN 1 1 1
ATL 5 10 10
ATW 1 1 3
AUS 1 1 2
AVP 1 0 0
AZO 1 3 3
BDL 2 2 3
BGM 1 1 2
BGR 1 0 0
BNA 1 3 5
BOS 3 3 5
BTV 1 3 4
BUF 2 3 4
BWI 1 2 4
CDG 0 1 1
CHA 0 0 1
CID 0 0 2
CIU 1 1 1
CLE 2 3 5
CLT 2 4 4
CMH 2 3 5
CUN 0 0 1
CVG 3 4 5
CWA 0 0 2
DAY 2 2 3
DCA 2 3 4
DEN 1 2 3
DFW 1 3 4
DSM 1 1 3
ELM 2 3 3
ERI 1 0 0
ESC 1 2 2
EVV 1 1 3
EWR 1 3 4
FLL 2 3 3
FWA 1 3 3
GLL 1 1 1
GRB 2 3 3
GRR 2 3 5
HND 0 1 1
IAD 2 2 4
IAH 2 2 3
ICN 1 1 1
IMT 1 1 1
IND 2 3 5
ITH 1 1 1
JFK 2 2 4
LAN 1 2 3
LAS 1 2 4
LAX 3 4 5
LEX 1 1 2
LGA 3 4 5
MBS 1 3 3
MCI 1 2 3
MCO 2 3 5
MDT 1 3 3
MEM 0 2 2
MEX 0 1 1
MIA 1 1 2
MKE 1 3 3
MQT 1 1 1
MSN 1 2 3
MSP 4 5 6
MSY 0 0 2
MTY 0 0 1
OMA 0 0 2
ORD 2 2 4
ORF 2 2 3
ORH 1 1 1
PDX 0 1 2
PHL 1 2 4
PHX 2 2 3
PIT 2 3 4
PLN 1 3 3
PVG 0 0 1
PWM 1 3 3
RDU 2 3 4
RIC 0 1 3
ROC 2 3 4
RSW 2 2 2
SAN 1 1 2
SAT 0 0 2
SBN 1 2 3
SCE 1 1 2
SDF 1 2 3
SEA 3 4 6
SFO 1 2 3
SLC 4 4 5
SNA 0 0 1
STL 1 2 3
SYR 2 2 3
TPA 2 3 3
TVC 1 4 4
TYS 1 1 3
YUL 1 1 2
YYZ 2 2 3

TOTAL 130 198 288

Preliminary Equipment for August Schedule:
CRJ 56
CR9 116
E75 13
E90 (AM) 1
221 6
319 14
320 6
739 20
321 35
757 15
764 1
359 5
Total 288

(For comparison this was the flights by type in peak summer 2019)
DTW

CR2: 86
CR7: 52
E70: 6
CR9: 113
717: 33
221: 7
319: 28
320: 24
738: 2
739: 28
321: 38
752: 21
753: 6
763: 6
764: 1
332: 2
333: 3
359: 5

Total = 461

Note - A320 and 757 flying to DTW planned to resume in July. DTW-LHR scheduled as 764 effective in August with no ORD tag-on, replacing the ORD-DTW-LHR 76W.


Both AZO’s and LAN’s MSP flights (1 each) return in August, boosting AZO (and I think LAN too) up to 4 departures a day instead of 3. MBS is also straight 900s during August too, which I found rather odd given the lack of corporate travel (Dow Chemical) and the fact that that region suffered under heavy flooding.
 
kavok
Posts: 1509
Joined: Wed May 11, 2016 10:12 pm

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 11:34 pm

PSU.DTW.SCE wrote:
Delta has loaded what appears to be a preliminary schedule for August that can viewed through the online routemap. The website and what is loaded for sale for August does not yet reflect the changes but they should be loaded in this Saturday's schedule update, and subsequently in enilria's weekly OAG report this Sunday.

There also appears to be additional flights loaded for July as well.

I have been tracking DL at DTW so I pulled as much as I could. I may have missed a few destinations/flights, since its a manual look-up
If someone else is bored, feel free to look into the other hubs/focus cities........

DTW
# of daily departures:
June (6/18/20) 130
July (7/13/20) 198
August (8/10/20) 288

Destinations resuming in July: MEM, RIC, PDX, MEX, HND, CDG
Destinations resuming in August: CWA, OMA, CID, SNA, MSY, SAT, CHA, MTY (AM), CUN, PVG

Destinations ending in July: BGR, ERI, AVP, YOW
On-going destinations suspended that had nonstops pre-COVID: NGO, PEK, FCO, MUC, FRA, SJC, HPN, SWF, PVD, MHT, PBI, JAX, CHS, SAV, GSP, GSO, LIT, OKC, YVR

Total = 461

Note - A320 and 757 flying to DTW planned to resume in July. DTW-LHR scheduled as 764 effective in August with no ORD tag-on, replacing the ORD-DTW-LHR 76W.


Interesting, and thank you for sharing. It seems DL has made an effort in the schedule for July and August to make connections work much better. It will be interesting to see if trends continue.
 
DeltaRules
Posts: 5886
Joined: Sat Sep 01, 2001 11:57 am

Re: Delta plans to emerge a "smaller" carrier

Thu Jun 18, 2020 11:39 pm

PSU.DTW.SCE wrote:
Delta has loaded what appears to be a preliminary schedule for August that can viewed through the online routemap. The website and what is loaded for sale for August does not yet reflect the changes but they should be loaded in this Saturday's schedule update, and subsequently in enilria's weekly OAG report this Sunday.

There also appears to be additional flights loaded for July as well.

I have been tracking DL at DTW so I pulled as much as I could. I may have missed a few destinations/flights, since its a manual look-up
If someone else is bored, feel free to look into the other hubs/focus cities........

DTW
# of daily departures:
June (6/18/20) 130
July (7/13/20) 198
August (8/10/20) 288

Destinations resuming in July: MEM, RIC, PDX, MEX, HND, CDG
Destinations resuming in August: CWA, OMA, CID, SNA, MSY, SAT, CHA, MTY (AM), CUN, PVG

Destinations ending in July: BGR, ERI, AVP, YOW
On-going destinations suspended that had nonstops pre-COVID: NGO, PEK, FCO, MUC, FRA, SJC, HPN, SWF, PVD, MHT, PBI, JAX, CHS, SAV, GSP, GSO, LIT, OKC, YVR

Departures by City June vs. July vs. Aug

Code June July Aug
ABE 1 1 2
ALB 2 3 3
AMS 1 1 1
APN 1 1 1
ATL 5 10 10
ATW 1 1 3
AUS 1 1 2
AVP 1 0 0
AZO 1 3 3
BDL 2 2 3
BGM 1 1 2
BGR 1 0 0
BNA 1 3 5
BOS 3 3 5
BTV 1 3 4
BUF 2 3 4
BWI 1 2 4
CDG 0 1 1
CHA 0 0 1
CID 0 0 2
CIU 1 1 1
CLE 2 3 5
CLT 2 4 4
CMH 2 3 5
CUN 0 0 1
CVG 3 4 5
CWA 0 0 2
DAY 2 2 3
DCA 2 3 4
DEN 1 2 3
DFW 1 3 4
DSM 1 1 3
ELM 2 3 3
ERI 1 0 0
ESC 1 2 2
EVV 1 1 3
EWR 1 3 4
FLL 2 3 3
FWA 1 3 3
GLL 1 1 1
GRB 2 3 3
GRR 2 3 5
HND 0 1 1
IAD 2 2 4
IAH 2 2 3
ICN 1 1 1
IMT 1 1 1
IND 2 3 5
ITH 1 1 1
JFK 2 2 4
LAN 1 2 3
LAS 1 2 4
LAX 3 4 5
LEX 1 1 2
LGA 3 4 5
MBS 1 3 3
MCI 1 2 3
MCO 2 3 5
MDT 1 3 3
MEM 0 2 2
MEX 0 1 1
MIA 1 1 2
MKE 1 3 3
MQT 1 1 1
MSN 1 2 3
MSP 4 5 6
MSY 0 0 2
MTY 0 0 1
OMA 0 0 2
ORD 2 2 4
ORF 2 2 3
ORH 1 1 1
PDX 0 1 2
PHL 1 2 4
PHX 2 2 3
PIT 2 3 4
PLN 1 3 3
PVG 0 0 1
PWM 1 3 3
RDU 2 3 4
RIC 0 1 3
ROC 2 3 4
RSW 2 2 2
SAN 1 1 2
SAT 0 0 2
SBN 1 2 3
SCE 1 1 2
SDF 1 2 3
SEA 3 4 6
SFO 1 2 3
SLC 4 4 5
SNA 0 0 1
STL 1 2 3
SYR 2 2 3
TPA 2 3 3
TVC 1 4 4
TYS 1 1 3
YUL 1 1 2
YYZ 2 2 3

TOTAL 130 198 288

Preliminary Equipment for August Schedule:
CRJ 56
CR9 116
E75 13
E90 (AM) 1
221 6
319 14
320 6
739 20
321 35
757 15
764 1
359 5
Total 288

(For comparison this was the flights by type in peak summer 2019)
DTW

CR2: 86
CR7: 52
E70: 6
CR9: 113
717: 33
221: 7
319: 28
320: 24
738: 2
739: 28
321: 38
752: 21
753: 6
763: 6
764: 1
332: 2
333: 3
359: 5

Total = 461

Note - A320 and 757 flying to DTW planned to resume in July. DTW-LHR scheduled as 764 effective in August with no ORD tag-on, replacing the ORD-DTW-LHR 76W.


How can you tell if the map you're looking at is an August schedule? I pulled my airports (CMH, DAY) and both appear fully restored (CMH includes SLC and SEA and even lists MSN as a destination (which I'm assuming is a one-off charter for OSU vs. Wisconsin at some point this Fall)).
 
User avatar
Midwestindy
Posts: 7975
Joined: Sun Mar 12, 2017 3:56 am

Re: Delta plans to emerge a "smaller" carrier

Fri Jun 19, 2020 12:01 am

PSU.DTW.SCE wrote:
Delta has loaded what appears to be a preliminary schedule for August that can viewed through the online routemap. The website and what is loaded for sale for August does not yet reflect the changes but they should be loaded in this Saturday's schedule update, and subsequently in enilria's weekly OAG report this Sunday.
.


Interesting.....

Looks like the return of some p2p:

BOS-LAS/RDU/BNA
CVG-RSW/FLL/MCO/TPA/LAS
RDU-MCO/TPA

MCO looks to be way ahead of every other non-hub station at 37 departures, or about 2/3rds of last years schedule
 
ROCDLFAN
Posts: 310
Joined: Fri May 01, 2015 2:43 am

Re: Delta plans to emerge a "smaller" carrier

Fri Jun 19, 2020 12:22 am

Would anyone possibly have a link that could be provided for the route map? Attempting to see where ROC/BUF/SYR are at for August but not able to figure out where the location of the map is. TIA
 
alasizon
Posts: 4211
Joined: Sat Apr 28, 2007 8:57 pm

Re: Delta plans to emerge a "smaller" carrier

Fri Jun 19, 2020 1:55 am

ROCDLFAN wrote:
Would anyone possibly have a link that could be provided for the route map? Attempting to see where ROC/BUF/SYR are at for August but not able to figure out where the location of the map is. TIA


The official DL route map is available at https://dl.fltmaps.com/en
 
PSU.DTW.SCE
Posts: 10670
Joined: Mon Jan 28, 2002 11:45 am

Re: Delta plans to emerge a "smaller" carrier

Fri Jun 19, 2020 2:46 am

1) Go to the online route map https://dl.fltmaps.com/en
2) Plug in city pairs and dates in August ( I used Monday 8/10 for reference)
3) The calendar will indicate if nonstops exist
4) Clicking search will pull up the schedule with equipment noted in details

There are some "bugs" in this method. It appears to be a modified, preliminary, and pulled-down schedule for August. What is loaded for sale on delta.com hasn't been updated yet.
I'm sure frequency and equipment will certainly change. However, it shows at least for now they are planning to restore a nice chunk of domestic capacity in the core hubs in August.
The question is whether this is fully modified, or if they've only pulled down part of the schedule at this point.

From what I could tell with DTW, its definitely less frequency in almost every market than last year which indicates they've modified. They are relying extensively on the CR9 to restore frequency, particularly in markets that used to see a mix of 717s. I was surprised to see so many 757s come back into the schedule, but it actually makes sense that in the era of social distancing/seat blocking they need every last seat in some of these markets. In August DL has 757s on routes to ATL, 2x LAX, 5x MCO, 2x MSP, 2x SEA, SNA, 2x TPA
 
TropicalSky
Posts: 697
Joined: Fri May 05, 2017 1:37 pm

Re: Delta plans to emerge a "smaller" carrier

Fri Jun 19, 2020 3:16 am

Dal 10Q filing of order commitments effective Mar 31 2020

Aircraft Type Purchase Commitments
A220-100 14
A220-300 50
A321-200 27
A321-200neo 100
A330-900neo(1) 32
A350-900 26
CRJ-900 4
Total 253
(1) Includes two A330-900neo lease commitments with one in each of 2020 and 2021.
LATAM A350 Commitments
We have agreed to acquire four A350 aircraft from LATAM and assumed ten of LATAM's A350 purchase commitments from Airbus, with deliveries through 2025, which are included as purchase commitments in the table above. See Note 5, "Investments," for further information on our strategic alliance with LATAM.
 
PSU.DTW.SCE
Posts: 10670
Joined: Mon Jan 28, 2002 11:45 am

Re: Delta plans to emerge a "smaller" carrier

Fri Jun 19, 2020 3:26 am

Aircraft returned from storage Thu 6/18:
1 B739 MWH-SEA
1 B739 MWH-ATL

Total aircraft returned from storage through Thu 6/18:
4 A359
15 A321
2 B738
21 B739
1 B752
----
43 Total

Planned for Fri 6/19
1 B739 MWH-SEA
1 B739 MCI-MSP
1 B753 MZJ-LAX
1 B763 BHM-ATL


*Does not include reactivation of aircraft that had parked or stored red at hub locations

2 B753s have returned to service with at least 3 more returning soon:
N596NW has returned to scheduled service, operating SLC-ATL-SLC daily. This aircraft had been kept in rolling parking at ATL and done periodic military charters over the past 2 months.
N594NW has returned to scheduled service effective 6/17. The aircraft had been kept in rolling parking at MSP and done periodic military charters and one-off revenue flights over the past 2 months

Additional 753 flights adding back in starting next week, so some more frames should be pulled from storage.[/quo

B753 N581NW scheduled to depart MZJ on 6/19
B753 N582NW did a test flight on Wednesday at QRO where it has been for heavy maintenance since Feb
B753 N592NW is being prepared for return to service at VCV
 
PSU.DTW.SCE
Posts: 10670
Joined: Mon Jan 28, 2002 11:45 am

Re: Delta plans to emerge a "smaller" carrier

Fri Jun 19, 2020 10:17 pm

Aircraft returned from storage Fri 6/19:
1 B739 MWH-SEA
1 B739 MCI-MSP
1 B753 MZJ-LAX (N581NW)
1 B763 BHM-ATL (N199DN)

Total aircraft returned from storage through Fri 6/19:
4 A359 (All A359s out of storage and returned to service)
15 A321
2 B738
23 B739
1 B752
1 B753
1 B763
----
47 Total

Planned for Sat 6/20
None

Planned for Sun 6/21
1 B738 MCI-RDU

*Does not include reactivation of aircraft that had parked or stored red at hub locations

3 B753s have returned to service with at least 3 more returning soon:
N596NW has returned to scheduled service, operating SLC-ATL-SLC daily. This aircraft had been kept in rolling parking at ATL and done periodic military charters over the past 2 months.
N594NW has returned to scheduled service effective 6/17. The aircraft had been kept in rolling parking at MSP and done periodic military charters and one-off revenue flights over the past 2 months
N581NW departed MZJ on 6/19
 
MIflyer12
Posts: 13453
Joined: Mon Feb 18, 2013 11:58 pm

Re: Delta plans to emerge a "smaller" carrier

Fri Jun 19, 2020 10:46 pm

Bastian at the Shareholders Meeting today on retiring more fleet types, emphasis mine:

Ed Bastian

Well, immediately following the pandemic and the reduction of travel demand, we have temporarily parked over 700 aircraft across our system, every aircraft type that Delta operates. We have made the decision to exit certain fleet types that we are not going to bring back. The most recent decision we made was around the 777. We will have our last flight of the 777 this fall. We have already grounded and will not be returning the MD-88 or MD-90. Both of those fleet types had their last flight earlier of this month. And we will continue to look at other fleet types as well as planes within sub-fleets within our larger fleet family for retirement decisions. There will probably be a few more made before the end of this year.

On load factors:

Month-to-date load factor for June is running in the mid-40s, but that’s growing as the month goes on. We are looking at today’s schedule, and I think today’s load factor is booked at 50%. Of course, we have a 60% cap on flights, and that limits our load factors, so the numbers are a bit lower as compared if we had an uncapped load factor.


You can find the transcript here: https://seekingalpha.com/article/435474 ... quote_news
 
Dalmd88
Posts: 3361
Joined: Fri Jul 28, 2000 3:19 am

Re: Delta plans to emerge a "smaller" carrier

Sat Jun 20, 2020 2:00 am

PSU.DTW.SCE wrote:
Can you elaborate? If it came out of storage / maintenance in QRO how does flying it to Canada impact tariffs?

Not questioning just curious. There are so many crazy things you have to do and work arounds

It has to do with delivery tariffs on non US built aircraft enacted by the US Government last year. The loop hole as I was explained was if the aircraft delivery occurred outside of US boarders there would be no tariff if the aircraft was only used for international flights. Delta began taking delivery of non US assembled Airbus in foreign countries and those airframes only are allowed to do international turns.

I know some ATL mechanics that were doing TDY in Japan for A350 deliveries. I seems there are some A321 that fit this category also.
 
HNLSLCPDX
Posts: 305
Joined: Sun Nov 01, 2015 5:40 pm

Re: Delta plans to emerge a "smaller" carrier

Sat Jun 20, 2020 5:53 am

Wonder if the A320 and 763/764 might be on the chopping block.
 
PSU.DTW.SCE
Posts: 10670
Joined: Mon Jan 28, 2002 11:45 am

Re: Delta plans to emerge a "smaller" carrier

Sat Jun 20, 2020 10:45 am

As I have posted on multiple other times on these DL threads, with the exception of the 717, it is highly unlikely they will announce another outright entire fleet type retirement. Removing any of the other fleets in a mass, outright retirement versus frame specific retirements based on age/maintenance needs doesn’t really remove fixed structural costs.

717s are a huge wildcard, DL hasn’t indicated or committed to flying one way or another beyond 2022.

Will we see some frame-specific A320, 763 retirements sure. But definitely not all.
 
0newair0
Posts: 451
Joined: Fri Jun 01, 2007 12:21 am

Re: Delta plans to emerge a "smaller" carrier

Sat Jun 20, 2020 11:10 am

Dalmd88 wrote:
PSU.DTW.SCE wrote:
Can you elaborate? If it came out of storage / maintenance in QRO how does flying it to Canada impact tariffs?

Not questioning just curious. There are so many crazy things you have to do and work arounds

It has to do with delivery tariffs on non US built aircraft enacted by the US Government last year. The loop hole as I was explained was if the aircraft delivery occurred outside of US boarders there would be no tariff if the aircraft was only used for international flights. Delta began taking delivery of non US assembled Airbus in foreign countries and those airframes only are allowed to do international turns.

I know some ATL mechanics that were doing TDY in Japan for A350 deliveries. I seems there are some A321 that fit this category also.


This is true. All of these aircraft, to this day, still have not been officially "imported" to the United States because they only fly international routes. No import = no tariff.
 
NYCDM
Posts: 43
Joined: Wed Apr 24, 2019 4:31 am

Re: Delta plans to emerge a "smaller" carrier

Sat Jun 20, 2020 12:15 pm

MIflyer12 wrote:
Bastian at the Shareholders Meeting today on retiring more fleet types, emphasis mine:

Ed Bastian

Well, immediately following the pandemic and the reduction of travel demand, we have temporarily parked over 700 aircraft across our system, every aircraft type that Delta operates. We have made the decision to exit certain fleet types that we are not going to bring back. The most recent decision we made was around the 777. We will have our last flight of the 777 this fall. We have already grounded and will not be returning the MD-88 or MD-90. Both of those fleet types had their last flight earlier of this month. And we will continue to look at other fleet types as well as planes within sub-fleets within our larger fleet family for retirement decisions. There will probably be a few more made before the end of this year.

On load factors:

Month-to-date load factor for June is running in the mid-40s, but that’s growing as the month goes on. We are looking at today’s schedule, and I think today’s load factor is booked at 50%. Of course, we have a 60% cap on flights, and that limits our load factors, so the numbers are a bit lower as compared if we had an uncapped load factor.


You can find the transcript here: https://seekingalpha.com/article/435474 ... quote_news


This is a little confusing — is he saying that LF’s are 50% of the 60% cap? Or 50% of 100% potential LF?
 
N766UA
Posts: 8694
Joined: Thu Jul 29, 1999 3:50 am

Re: Delta plans to emerge a "smaller" carrier

Sat Jun 20, 2020 12:20 pm

NYCDM wrote:
MIflyer12 wrote:
Bastian at the Shareholders Meeting today on retiring more fleet types, emphasis mine:

Ed Bastian

Well, immediately following the pandemic and the reduction of travel demand, we have temporarily parked over 700 aircraft across our system, every aircraft type that Delta operates. We have made the decision to exit certain fleet types that we are not going to bring back. The most recent decision we made was around the 777. We will have our last flight of the 777 this fall. We have already grounded and will not be returning the MD-88 or MD-90. Both of those fleet types had their last flight earlier of this month. And we will continue to look at other fleet types as well as planes within sub-fleets within our larger fleet family for retirement decisions. There will probably be a few more made before the end of this year.

On load factors:

Month-to-date load factor for June is running in the mid-40s, but that’s growing as the month goes on. We are looking at today’s schedule, and I think today’s load factor is booked at 50%. Of course, we have a 60% cap on flights, and that limits our load factors, so the numbers are a bit lower as compared if we had an uncapped load factor.


You can find the transcript here: https://seekingalpha.com/article/435474 ... quote_news


This is a little confusing — is he saying that LF’s are 50% of the 60% cap? Or 50% of 100% potential LF?


50% of 60%. So, 30% of normal.
 
0newair0
Posts: 451
Joined: Fri Jun 01, 2007 12:21 am

Re: Delta plans to emerge a "smaller" carrier

Sat Jun 20, 2020 12:21 pm

N766UA wrote:
NYCDM wrote:
MIflyer12 wrote:
Bastian at the Shareholders Meeting today on retiring more fleet types, emphasis mine:

Ed Bastian

Well, immediately following the pandemic and the reduction of travel demand, we have temporarily parked over 700 aircraft across our system, every aircraft type that Delta operates. We have made the decision to exit certain fleet types that we are not going to bring back. The most recent decision we made was around the 777. We will have our last flight of the 777 this fall. We have already grounded and will not be returning the MD-88 or MD-90. Both of those fleet types had their last flight earlier of this month. And we will continue to look at other fleet types as well as planes within sub-fleets within our larger fleet family for retirement decisions. There will probably be a few more made before the end of this year.

On load factors:

Month-to-date load factor for June is running in the mid-40s, but that’s growing as the month goes on. We are looking at today’s schedule, and I think today’s load factor is booked at 50%. Of course, we have a 60% cap on flights, and that limits our load factors, so the numbers are a bit lower as compared if we had an uncapped load factor.


You can find the transcript here: https://seekingalpha.com/article/435474 ... quote_news


This is a little confusing — is he saying that LF’s are 50% of the 60% cap? Or 50% of 100% potential LF?


50% of 60%. So, 30% of normal.
No, loads are 50% of 100%, not 50% of 60%.
 
User avatar
Midwestindy
Posts: 7975
Joined: Sun Mar 12, 2017 3:56 am

Re: Delta plans to emerge a "smaller" carrier

Sat Jun 20, 2020 1:42 pm

LAX is back up to nearly 100 departures/day in August, JFK following somewhat close behind
 
NLINK
Posts: 793
Joined: Sat Nov 15, 2003 3:20 pm

Re: Delta plans to emerge a "smaller" carrier

Sat Jun 20, 2020 1:45 pm

From DL you can probably see them looking at options to get out of leases on almost any aircraft in it's fleet, new or old first to save costs.
As for those older aircraft or semi sub fleets you have the following that all or none could be considered.
Older
320-200
757-200
767-300ER

Small Sub fleets
10 737-700
16 757-300

As everyone else says the 717 are the ones that's anyones guess. For Boeing to take them back early they will need something in return which would be some type of aircraft order which we could all guess but it would be the 737-MAX or 787 as those are the only two real options.
 
User avatar
madpropsyo
Posts: 101
Joined: Sat Jun 09, 2018 2:02 am

Re: Delta plans to emerge a

Sat Jun 20, 2020 2:11 pm

Edit
 
23463245613
Posts: 1193
Joined: Thu May 14, 2020 3:19 pm

Re: Delta plans to emerge a "smaller" carrier

Sat Jun 20, 2020 2:22 pm

NLINK wrote:
From DL you can probably see them looking at options to get out of leases on almost any aircraft in it's fleet, new or old first to save costs.
As for those older aircraft or semi sub fleets you have the following that all or none could be considered.
Older
320-200
757-200
767-300ER

Small Sub fleets
10 737-700
16 757-300

As everyone else says the 717 are the ones that's anyones guess. For Boeing to take them back early they will need something in return which would be some type of aircraft order which we could all guess but it would be the 737-MAX or 787 as those are the only two real options.

My uneducated guess would be 717-> Max orders down the line, and some of the oldest 320s and 757s saying goodbye, as the 220 does a more like-for-line replacement on 717 flying. Granted, the 717 is now the ideal replacement for the short southern hops the MD was doing before retirement, no point throwing the 220 on a good portion of those routes.
 
yyztpa2
Posts: 644
Joined: Sat Feb 23, 2019 8:30 pm

Re: Delta plans to emerge a "smaller" carrier

Sat Jun 20, 2020 3:09 pm

Dalmd88 wrote:
PSU.DTW.SCE wrote:
Can you elaborate? If it came out of storage / maintenance in QRO how does flying it to Canada impact tariffs?

Not questioning just curious. There are so many crazy things you have to do and work arounds

It has to do with delivery tariffs on non US built aircraft enacted by the US Government last year. The loop hole as I was explained was if the aircraft delivery occurred outside of US boarders there would be no tariff if the aircraft was only used for international flights. Delta began taking delivery of non US assembled Airbus in foreign countries and those airframes only are allowed to do international turns.

I know some ATL mechanics that were doing TDY in Japan for A350 deliveries. I seems there are some A321 that fit this category also.


The A321 being discussed appears to be N389DN. From what I can see, it's been dedicated to YYZ-ATL since delivery earlier this year.

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