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Boof02671 wrote:AA-757, 767,E190, 333, and the 332s are stored till at least 2022 probably won’t come back at all.
enilria wrote:Seeing the growth in traffic nationally hitting over 20% week over week, where is "the wall"? What is the maximum level of capacity the airlines can bring back given permanent retirements the airlines have made?
For Delta, for example, what % of seats can't come back from pre-COVID levels? 10%? 20%? 30%?
NWAROOSTER wrote:Just my opinion. Delta will be using up the green time on aircraft it had intended to retire within the next two years or so such as older A320s . Delta may do a good amount of relying on the A220 and 717 aircraft... They may keep the 717s until the leases are up and return them to Boeing.
N292UX wrote:AA: 757/767, A333, E190, CRJ-200
Boeing757100 wrote:The big question marks I'm putting are near the A319s and 738's.
PSU.DTW.SCE wrote:Besides the fleet actions already announced by DL, every additional retirement is going to be airframe specific and not be pulling down entire fleet types en-mass.
Whether that accelerates the eventual retirement of the fleet type remains to be seen but there is unlikely to be any additional fleet types retired in the next few years. The notable exception being 717s which there is no certainty yet whether they will fly beyond 2022.
enilria wrote:1) based on current traffic growth the country could be at 100% by mid-August...if the capacity was there to fly it.
enilria wrote:PSU.DTW.SCE wrote:Besides the fleet actions already announced by DL, every additional retirement is going to be airframe specific and not be pulling down entire fleet types en-mass.
Whether that accelerates the eventual retirement of the fleet type remains to be seen but there is unlikely to be any additional fleet types retired in the next few years. The notable exception being 717s which there is no certainty yet whether they will fly beyond 2022.
Clearly there are a lot of things to consider:
1) based on current traffic growth the country could be at 100% by mid-August...if the capacity was there to fly it.
2) Delta has committed to a 60% max LF till 9/30
3) Post-Summer is a huge question mark in terms of demand. Leisure fades. Will business traffic be there as usual? Probably not.
4) Will COVID coming back with the normal flu season kill demand again? Or will #3?
5) Will people fly home for the holidays and risk grandparents and parents?
Bottom line, it looks like to me the airlines will ignore the return of demand and limit capacity to no more than 50% by August including the empty middle seats which will actually constrain demand. We may see fares jump as a result.
Meanwhile the LCCs, WN/F9/NK will likely get to 100% in 3Q or 4Q. So, will we see these carriers that are not international feed or business dependent even sign up to take extra aircraft and grab markets?
NateGreat wrote:Boof02671 wrote:AA-757, 767,E190, 333, and the 332s are stored till at least 2022 probably won’t come back at all.
If DL can retire their fleet of 18 777s in favor of opening A350 bases in ATL and LAX, then I don’t see why AA shouldn’t retire their 15 A332s in favor of opening 777/787 bases in CLT and PHL. Also, now that the 767s are gone, the A332s have the most bland and outdated cabin in the entire AA widebody fleet. Just wish DL would now update their A330ceo interiors to match that of the A330neo.
USAirALB wrote:Seeing as AA announced opening a 777 base in CLT and a 787 base in PHL I would guess that the possibility of the A332s returning to the fleet is slim to none.
They all would need to be refurbished (both seat and IFE-wise) before re-entering service, and I doubt AA would want to spend that kind of money on what is now a small, skeleton fleet from an economies of scale perspective given that the A333s are now retired.
While I love the A332s, and some of them are quite young (6 years IIRC) I just don't see the type having a future for AA.
Boof02671 wrote:USAirALB wrote:Seeing as AA announced opening a 777 base in CLT and a 787 base in PHL I would guess that the possibility of the A332s returning to the fleet is slim to none.
They all would need to be refurbished (both seat and IFE-wise) before re-entering service, and I doubt AA would want to spend that kind of money on what is now a small, skeleton fleet from an economies of scale perspective given that the A333s are now retired.
While I love the A332s, and some of them are quite young (6 years IIRC) I just don't see the type having a future for AA.
I believe the oldest is 9 to 11 years.
rj1385 wrote:I believe AA is planning on the 76 oldest 737's by a certain date because they don't want to do a retrofit on them.
Boeing757100 wrote:American- 757, 767, E190, CRJ200, A330-300s, A330-200s (A332s long term storage till 2022, likelihood coming back unknown.) There is a rumor that they could accelerate 777 retirements, though I'm not sure. But more 787 orders can maybe see them be retired.
United- 757, 767, most likely domestic 777s, older 50 seaters. Other planes that may be cut down, not fully retired, might include older A320s/737NGs
Delta- Mad dogs, 777s, and then planes that would either be cut down or retired completely 757, 767, 717, A320-200. The big question marks I'm putting are near the A319s and 738's. DL actively said that they'd fly the 738s to 30yrs but now I'm not sure. THe A319s is anyone's guess.
rj1385 wrote:I believe AA is planning on the 76 oldest 737's by a certain date because they don't want to do a retrofit on them.
Boeing757100 wrote:American- 757, 767, E190, CRJ200, A330-300s, A330-200s (A332s long term storage till 2022, likelihood coming back unknown.) There is a rumor that they could accelerate 777 retirements, though I'm not sure. But more 787 orders can maybe see them be retired.
United- 757, 767, most likely domestic 777s, older 50 seaters. Other planes that may be cut down, not fully retired, might include older A320s/737NGs
Delta- Mad dogs, 777s, and then planes that would either be cut down or retired completely 757, 767, 717, A320-200. The big question marks I'm putting are near the A319s and 738's. DL actively said that they'd fly the 738s to 30yrs but now I'm not sure. THe A319s is anyone's guess.
jplatts wrote:N292UX wrote:AA: 757/767, A333, E190, CRJ-200
AA had also retired its last MD-80 planes in September 2019, and AA had 769 mainline narrowbody planes in service (excluding the 737 MAX) a year ago compared to 721 mainline narrowbody planes currently in service (excluding the 737 MAX).
AA will also probably never bring back the MD-80 planes into service again with AA having already retired its last MD-80's in September 2019.
KFTG wrote:rj1385 wrote:I believe AA is planning on the 76 oldest 737's by a certain date because they don't want to do a retrofit on them.
That isn't why. They have the older HUD system.
Boof02671 wrote:AA-757, 767,E190, 333, and the 332s are stored till at least 2022 probably won’t come back at all.
NLINK wrote:I think United has said the 767-400ER is under consideration due to it being a oddball fleet.
reltney wrote:Boeing757100 wrote:American- 757, 767, E190, CRJ200, A330-300s, A330-200s (A332s long term storage till 2022, likelihood coming back unknown.) There is a rumor that they could accelerate 777 retirements, though I'm not sure. But more 787 orders can maybe see them be retired.
United- 757, 767, most likely domestic 777s, older 50 seaters. Other planes that may be cut down, not fully retired, might include older A320s/737NGs
Delta- Mad dogs, 777s, and then planes that would either be cut down or retired completely 757, 767, 717, A320-200. The big question marks I'm putting are near the A319s and 738's. DL actively said that they'd fly the 738s to 30yrs but now I'm not sure. THe A319s is anyone's guess.
Big time wrong on DL... no change in 757 fleet. 1/2 767 fleet was up for retirement but that just changed as it now can handle the lighter trans Atlantic so more are planned to come back. Only the old 320-200s are being parked... that’s airline telling us the numbers..
Boof02671 wrote:Boeing757100 wrote:American- 757, 767, E190, CRJ200, A330-300s, A330-200s (A332s long term storage till 2022, likelihood coming back unknown.) There is a rumor that they could accelerate 777 retirements, though I'm not sure. But more 787 orders can maybe see them be retired.
United- 757, 767, most likely domestic 777s, older 50 seaters. Other planes that may be cut down, not fully retired, might include older A320s/737NGs
Delta- Mad dogs, 777s, and then planes that would either be cut down or retired completely 757, 767, 717, A320-200. The big question marks I'm putting are near the A319s and 738's. DL actively said that they'd fly the 738s to 30yrs but now I'm not sure. THe A319s is anyone's guess.
There are no plans to retire the 777s, so nothing to accelerate. What was stated they would do a fleet review about the oldest 772s.
https://www.forbes.com/sites/willhorton ... 000f066424
KFTG wrote:rj1385 wrote:I believe AA is planning on the 76 oldest 737's by a certain date because they don't want to do a retrofit on them.
That isn't why. They have the older HUD system.
NLINK wrote:I think United has said the 767-400ER is under consideration due to it being a oddball fleet.
Ziyulu wrote:UA and DL - 744 are definitely not flying again.
FlyHossD wrote:I'd be surprised if the UAL PW B752s fly for UA again. Just my guess, of course.
AA94 wrote:Ziyulu wrote:UA and DL - 744 are definitely not flying again.
I think we can all be certain about this one.
LGeneReese wrote:FlyHossD wrote:I'd be surprised if the UAL PW B752s fly for UA again. Just my guess, of course.
I would be very surprised to see the 12 739-NON ERs ever return. I understand the 753/764s are at the bottom of the wake up list.
LGeneReese wrote:I would be very surprised to see the 12 739-NON ERs ever return. I understand the 753/764s are at the bottom of the wake up list.
Acey559 wrote:The -400 may still get parked, but that is the reason it isn’t flying right now. I hope they don’t park it though, I enjoy flying the -400. I believe I also heard that all of the GE 777s are currently parked for the same reason, but I’m not on that fleet so I can’t say for certain.
airboss787 wrote:What about UA Express? Maybe the CRJ200 and/or E145? Is there anything out on that yet?
Ziyulu wrote:UA and DL - 744 are definitely not flying again.