TonyClifton wrote:Boof02671 wrote:And Delta won’t be ordering any planes, they are in negotiations with Airbus to defer and delay 40 planes
I wouldn’t be shocked if part of the negotiation means Delta takes some other customers slack down the line. Airbus plays nice with deferrals and no significant penalties, in turn, Delta steps up on someone else’s cancellations or deferrals. Would be a win-win.
If Delta orders anything more, it would be far in the future and for brutal terms favorable to Delta. No one is ordering now and both Airbus and Boeing need an order the size Delta will order.
I happen to agree that Delta will replace the planes, but this is a competition between for narrowbodies:
1. Used A319/A320CEOs
2. New A320NEOs
3. Used 737-800s
4. New MAXes (I cannot predict between the -8/-9/-10, but Delta can decide)
5. New A220s
6. And because Delta buys in such large quantities, they could even include the E2-195
50 seaters are on the way out, IMHO, so no CR2 replacement required.
For widebodies, Delta will negotiate. Because they need so many, the A350, A330NEO, and 787 (788, 789, and 787-10) will all be in play.
I make no assumptions. I've never seen such a buyers market in the industry. There are 2,000 available now new or lease returns in addition to the new build aircraft available in 2021. We have another thread to discuss the manufacturers playing chicken with high production rates (think about it, the reduced rates of today are high by historical standards):