Polot wrote:JohanTally wrote:par13del wrote:Hopefully someone remembers that Boeing has 400+ MAX a/c sitting around and a number of them will have been cancelled, so will it really be in Boeing's best interest to take a DL order for 100 a/c to be delivered in 5 years time over a 5 year span when they can fill that complete order in 6 months?
It may be easier for Boeing to simply renegotiate the lease rates versus book an order which DL will ultimately defer, defer then cancel. In my opinion this to DL is more of a paper transaction.
I do believe that just about every one of those new MAX aircraft that are stored still have a customer on the hook. Most of the cancellations I have seen are for future to be built aircraft. A lot can change obviously with the uncertainty of the MAX certification and Covid-19 but for now the vast majority of assembled aircraft have a home.
There are now orphaned aircraft built but not delivered for the likes of Jet Airways, Air Italy, and I’m sure a few more.
That said even this comes to fruition I doubt all 100 would come from current feedstock, as things recover there will be other airlines looking to deal as well.
There are a some orphaned planes but if I look on Planespotters there are no more than 6. And, remember that there is no saying when the MAX flies again. So I don’t think DL is ordering the MAX because they can get their hands on them quickly.
I’ve no doubt that DL eventually orders the MAX. But with the current financial situation it just sounds weird to me.