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SEU wrote:Boeing will sell the -7 at 1% over production cost if need be. This is just a bluff to get Boeing serious.
That said the A220 would be a perfect machine for Southwest and I'd love it to happen
aemoreira1981 wrote:I could see WN reducing its MAX order, along with, if they get a new agreement with the pilots union, to up-gauge some of the order to the 7M9 F with 198 seats. If WN considered the A220, they would be considering a large order to replace their 73G fleet, as Boeing doesn't really offer a 3 FA plane (the 7M7 is longer than the 73G). A large order like WN would be what could be used to ramp up production.
seratonin77 wrote:catdaddy63 wrote:I don't see them ordering anything other than MAX until NSA shows up. Having two pilot pools raises their costs as I doubt the pilots union would allow the pay scale to be any different from the 737 as well as limiting crew and route flexibility. Now a Max-10 order I could definitely see happening.
Could they hire a new set of pilots to fly the Airbus, paying them less? Then as they get seniority move up to the 737, or is that prohibited in their contract?
Obviously adding the 220 would increase costs, but could flying more efficiently on some routes and getting into smaller markets offset the costs?
I realize this isn't in their playbook but neither was flying into La Guardia or O'hare. Business models change.
SEU wrote:Boeing will sell the -7 at 1% over production cost if need be. This is just a bluff to get Boeing serious.
That said the A220 would be a perfect machine for Southwest and I'd love it to happen
TWA772LR wrote:aemoreira1981 wrote:I could see WN reducing its MAX order, along with, if they get a new agreement with the pilots union, to up-gauge some of the order to the 7M9 F with 198 seats. If WN considered the A220, they would be considering a large order to replace their 73G fleet, as Boeing doesn't really offer a 3 FA plane (the 7M7 is longer than the 73G). A large order like WN would be what could be used to ramp up production.
Doesn't matter what the pilots say for new 737s it's the FAs. SWA went through a not so small battle with the FA union (was it still TWU at the time) to bring in the 800. From wiki, the 8 holds 178 in a normal 2 class config, SWA is 175. The 10 holds 204 in a 2 class (I assume with the same seats and pitch) in 2 class, so SWA would almost definitely cap it at even 200 in their config. This is all off the top of my head so maybe a union fight won't happen but maybe they wanna go to 210 and that's when it'd go down.
lightsaber wrote:DLHAM wrote:I think the E195 E2 would fit Southwest even better because I dont think they would really need the range of the CS300 or even MAX7 for 95% of the routes. On these shorter routes the E2 seems even more efficient and its closest to 737-700 capacity, and Embraer would make them a hell of a deal, I am absolutely sure about that.
The issue is it is E2-195 needs 6,463 ft at MTOW vs.
A223 at 6,200 ft.
As you note, the A220 has surplus range, so will offload more weight in fuel.
SNA: 5,701 ft
MDW: 6,522 ft
With rain, winds, and other reductions, I am concerned that the E2-195 does not have the field performance WN requires.
It is possible the E2 could win. I do not believe the E2-190 per seat costs will work in the US market. The E2-175 would only work on a regional pay scale and work rules, not at SouthWest.
This competition is versus the 737-7.
I take SouthWest talking to Airbus for the A220 seriously. Smart companies switch strategies. If SouthWest changes, I fully expect a large order, as many as 200, but no less than a hundred.
This would make the E2. As WN buys many used aircraft, as does DL, whatever they buy will be bought by other airlines in future years. No one gets fired for buying what SouthWest will buy used.
WN will still buy MAX.
However, if they go A220, that means two of the top used aircraft buyers are onboard and that opens up new sales even more than DL's purchase. For WN+DL+LH+AF starts to become an impressive bench of MRO support and demand.
This could be a non-event or a huge deal. Not much more to say until a contract is signed, or not.
Lightsaber
kaneporta1 wrote:There are multiple reasons why Southwest could go for the A220:1. The 737-7 is in no man's land in terms of weight and capacity, especially so for Southwest. Capped at 150 passengers (to avoid having the 4th cabin crew) this is 25 fewer passengers than the 737-8. However it's only 4,000lbs lighter at MTOW than the -8 and 3,000lbs heavier than the -800! Unless it is needed for very specific missions (shorter runways or longer range), there's little justification to select the -7 over the -8. Compared to the A220 it is 23,000lbs heavier. The A220 can probably do around 145 seats in a Southwest configuration. This is an ideal 73G replacement.
2. Following the issues with the MAX, I think Southwest have realized that the MAX is the end of the line for the 737. Boeing will not be making this model forever. Eventually Southwest will introduce a new type. And replacing the 737 fleet with a new type cannot happen overnight. Replacing 700+ aircraft will take many years. So for many years, they will be operating 2 types.
3. Right now, it seems unlikely that Boeing (or any OEM) has the capability to launch an all new model. Southwest can wait for Boeing to do this and risk watching airlines like JetBlue, Breeze and Spirit gain market share flying their more efficient A220s and NEOs.
4. It is also very unclear right now, if Boeing is even looking at a new aircraft below 200 seats. Assuming they are not, then, for the next 20-30 or so years, is it better to be operating a "cheap" (in terms of purchase price) 1960s technology aircraft, at the end of its line (737-7), or worth going for the newer aircraft with already proven impressive capabilities (A220)?
I think the A220 has a decent chance here. The circumstances and timing is right.
TaniTaniwha wrote:Seriously, you think that's how big business works? They want to teach Boeing a lesson....?
aemoreira1981 wrote:I could see WN reducing its MAX order, along with, if they get a new agreement with the pilots union, to up-gauge some of the order to the 7M9 F with 198 seats. If WN considered the A220, they would be considering a large order to replace their 73G fleet, as Boeing doesn't really offer a 3 FA plane (the 7M7 is longer than the 73G). A large order like WN would be what could be used to ramp up production.
aemoreira1981 wrote:TWA772LR wrote:aemoreira1981 wrote:I could see WN reducing its MAX order, along with, if they get a new agreement with the pilots union, to up-gauge some of the order to the 7M9 F with 198 seats. If WN considered the A220, they would be considering a large order to replace their 73G fleet, as Boeing doesn't really offer a 3 FA plane (the 7M7 is longer than the 73G). A large order like WN would be what could be used to ramp up production.
Doesn't matter what the pilots say for new 737s it's the FAs. SWA went through a not so small battle with the FA union (was it still TWU at the time) to bring in the 800. From wiki, the 8 holds 178 in a normal 2 class config, SWA is 175. The 10 holds 204 in a 2 class (I assume with the same seats and pitch) in 2 class, so SWA would almost definitely cap it at even 200 in their config. This is all off the top of my head so maybe a union fight won't happen but maybe they wanna go to 210 and that's when it'd go down.
The reason why I said the 7M9 instead of the 7MJ is because the 737-9 would definitely be a 4 FA plane in 32-33" pitch, while the 737-10 might require too much seat pitch to avoid going to a 5th FA in a 32" seat configuration (the exit door limit is 230 for the 737-10 at 28" pitch)...one would have to go 33-34" to get down to 200...and also the 737-9 has the same range as the 737-8. The 737-10 would look nice for WN, but I can't see it working without a 5th FA.
Revelation wrote:JonesNL wrote:I am not sure the 15% figure holds any ground. Leeham did an extensive write up comparing the A223, A319neo and 737-7 MAX. A223 did ~8% better on trip cost and ~5% better on a cost per seat basis. It might have changed with time but I am guessing not by much. There were/are talks that with PIPs the delta between the A223 and the other two would become bigger...
https://leehamnews.com/2017/10/19/econo ... 737-max-7/
It's a shame this is behind a paywall.
The part we can see:Summary:
* The A319neo has 126 seats in our normalized domestic cabin, the CS300 132 seats and the 737 MAX 7 138 seats.
* The CSeries is more fuel efficient, both on a trip basis and on a per seat basis, than the smaller A319neo and the larger 737 MAX 7.
* On a total cost basis, the CS300 is the lower cost aircraft (as long as normal net pricing prevails, it's best to add).
... suggests a different config than the WN MAX 7 with 147 seats and suggests the operating cost difference might be made up with aggressive pricing which is something Boeing can move on since it has so much more production volume than A220. Then you need to consider the direct (training, maintenance) and indirect (network inefficiency) cost of a 2nd type and I think Boeing is the likely winner.
JonesNL wrote:
Comparing based on seating is difficult as theoretically you can put 160 seats in the A223.
I do agree that Boeing has huge scale they can use as leverage in pricing. That is the main reason I believe the A223 will never go on the tarmac for Southwest...
eraugrad02 wrote:OK guys,
Let's keep in mind that the 737-7 was made larger due to Southwest and West Jet's request. They wanted an airplane with the max number of seats they could get with 3 FA (150), Not every market can fill a 737-8. With SW having almost 500 737-700NG's, there's no way they plan on having an all 737-8 fleet. This is especially true when they fly to many airports with limited runway lengths (MDW being one example).
PHLspecial wrote:eraugrad02 wrote:OK guys,
Let's keep in mind that the 737-7 was made larger due to Southwest and West Jet's request. They wanted an airplane with the max number of seats they could get with 3 FA (150), Not every market can fill a 737-8. With SW having almost 500 737-700NG's, there's no way they plan on having an all 737-8 fleet. This is especially true when they fly to many airports with limited runway lengths (MDW being one example).
Now the question becomes who has the better takeoff performance. The 223 fully loaded at 145 passengers or the 737 Max 7 at 150?
I don't see how WN doesn't take more Max 7 at this point. Because they requested a bigger Max 7 plus Boeing will give a better price than the A220 because they kinda have too at this point. Even though the A220 would be the investment for the future
eraugrad02 wrote:OK guys,
Let's keep in mind that the 737-7 was made larger due to Southwest and West Jet's request. They wanted an airplane with the max number of seats they could get with 3 FA (150), Not every market can fill a 737-8. With SW having almost 500 737-700NG's, there's no way they plan on having an all 737-8 fleet. This is especially true when they fly to many airports with limited runway lengths (MDW being one example).
eraugrad02 wrote:I went through the first few pages of threads and did not see this posted but The Motley Fool is reporting that the airline is looking at the A220 as a replacement for their Boeing 737-700. They still are in talks with Boeing for the 737-7 which most of us know hey ordered 30 of that model. This is put out there to get a better deal on more of the 737-7's, What say you guys?
https://www.msn.com/en-us/money/companies/uh-oh-boeing-southwest-considering-an-airbus-plane/ar-BB1akR0k?ocid=msedgntp
Cheers,
Des
flipdewaf wrote:eraugrad02 wrote:What say you guys?
1. They definitely will get it, it’s the lowest CASM machine around and WN are sick of being screwed and want to teach Boeing a lesson because of the MAX.
2. They have to demonstrate to the shareholders that they are showing due diligence and have approached airbus as a way to extract the best price from Boeing, they will never leave Boeing.
Delete as appropriate.
Fred
Sent from my iPad using Tapatalk
SA280 wrote:The E195-E2 lifts higher payload than the A220-300 at SDU (4,341ft long runway). Do you really believe there would be a take-off performance issue for the aircraft at any airport WN serves?
lightsaber wrote:SA280 wrote:The E195-E2 lifts higher payload than the A220-300 at SDU (4,341ft long runway). Do you really believe there would be a take-off performance issue for the aircraft at any airport WN serves?
Source? The public numbers are worse on the E2-195 in terms of runway length, at least on Wikipedia.
The A223 is 1.3 tons heavier (37 vs.35.7 tons for the E2-195.
The E2 has 103m^2 of wing, the A223 112.3m^2
Theoretically, that extra 9% of wing, even with engines at the same thrust, should overcome the weight penalty. It means a U^2 9% less or takeoff velocity 96% as high. Thrust to weight, full pax, is only 3.3% worse on short missions. I calculate at full pax, light fuel, the A223 should take 1% less runway on power to weight and wing area. It has taller landing gear too...
We've had discussions on how it has been promised to get the A223 LCY certified:
viewtopic.php?t=1424001
But as noted, what is good enough? SNA is the challenge. The A223 is fine there with 145 pax and bags to LAS, PHX, SLC, OAK, and DEN. I consider that adequate.
I appreciate the E2 enthusiasm, but is there any source SouthWest is looking at it? We're talking the difference between, in my estimate, 145 seats for the A223 and 132 seats in the E2-195. Most WN routes, e.g. DAL, MDW, PHX, LAS have no field performance issue with the types under discussion. So the extra 13 seats win. Besides here on a.net, is there any noteworthy discussion about Embraer getting in a bid? All the sources I've seen have been A220 or just Airbus vs. -7 MAX. Is there a reason to believe WN is considering the E2-195?
Lightsaber
lightsaber wrote:SA280 wrote:The E195-E2 lifts higher payload than the A220-300 at SDU (4,341ft long runway). Do you really believe there would be a take-off performance issue for the aircraft at any airport WN serves?
Source? The public numbers are worse on the E2-195 in terms of runway length, at least on Wikipedia.
The A223 is 1.3 tons heavier (37 vs.35.7 tons for the E2-195.
The E2 has 103m^2 of wing, the A223 112.3m^2
Theoretically, that extra 9% of wing, even with engines at the same thrust, should overcome the weight penalty. It means a U^2 9% less or takeoff velocity 96% as high. Thrust to weight, full pax, is only 3.3% worse on short missions. I calculate at full pax, light fuel, the A223 should take 1% less runway on power to weight and wing area. It has taller landing gear too...
We've had discussions on how it has been promised to get the A223 LCY certified:
viewtopic.php?t=1424001
But as noted, what is good enough? SNA is the challenge. The A223 is fine there with 145 pax and bags to LAS, PHX, SLC, OAK, and DEN. I consider that adequate.
I appreciate the E2 enthusiasm, but is there any source SouthWest is looking at it? We're talking the difference between, in my estimate, 145 seats for the A223 and 132 seats in the E2-195. Most WN routes, e.g. DAL, MDW, PHX, LAS have no field performance issue with the types under discussion. So the extra 13 seats win. Besides here on a.net, is there any noteworthy discussion about Embraer getting in a bid? All the sources I've seen have been A220 or just Airbus vs. -7 MAX. Is there a reason to believe WN is considering the E2-195?
Lightsaber
catdaddy63 wrote:I don't see them ordering anything other than MAX until NSA shows up. Having two pilot pools raises their costs as I doubt the pilots union would allow the pay scale to be any different from the 737 as well as limiting crew and route flexibility. Now a Max-10 order I could definitely see happening.
strfyr51 wrote:catdaddy63 wrote:I don't see them ordering anything other than MAX until NSA shows up. Having two pilot pools raises their costs as I doubt the pilots union would allow the pay scale to be any different from the 737 as well as limiting crew and route flexibility. Now a Max-10 order I could definitely see happening.
As it stands right now? The Max Pilots are going ti already have a type rating different from the 737's they fly already. Remember? Boeing got into all of this trouble so that Southwest woukldn't need a second Pilot rating to fly the Max Vs the NG airplanes. So that's out of the window and If WN get's another Type or Model? Then there's No Difference because they'll STILL have a divided pilot pool won't the ? Not many Major Airlines that don't anymore,, At some point? I expect WN to get larger and longer range airplanes, If for nothing Else? Tan to fly DEN-HNL, DAL or DFW-HNL and ORD-HNL. And it's either going to be on another Boeing Narrow body or an Airbus Narrowbody as I don't see WN going for a 797.
Not Yet... But for sure they're getting past the all 737 stage, May not be next week Nor next year? But it's going to happen,
fcogafa wrote:The A223 needs almost the length of a 737MAX-8 to seat the number of pax on a 737MAX-7. This could be an issue at space limited terminals such as Burbank
DLHAM wrote:eraugrad02 wrote:OK guys,
Let's keep in mind that the 737-7 was made larger due to Southwest and West Jet's request. They wanted an airplane with the max number of seats they could get with 3 FA (150), Not every market can fill a 737-8. With SW having almost 500 737-700NG's, there's no way they plan on having an all 737-8 fleet. This is especially true when they fly to many airports with limited runway lengths (MDW being one example).
Thats a reason to build a MAX7, which was a real 150 seater. What I dont understand then is why they beefed it up to the MAX7.5. If these Airlines will fly it with 150 seats anyway due to the F/A issue -- the MAX7(.5) now carries around excess weight that was not necessary.
Also its too close to the MAX8 now, just 17 seats below the 8 with an OEW that is not too much below the 8. Only advantages of the 7.5 are the field performance and its range, but no one seems to need these specifications.
If they want to stay below the 150 seat I think (now even more) that the E195E2 is the perfect airplane. At 146 seats its operating at its best possible seatcost (but also the tightest seating possible) and should be more effective than a CS300 with just 150 or even less seats where 160 would be possible -- the MAX7 even worse with 150 of 172 possible. Embraer really needs this order, I would be very happy for them if they could land a deal with SWA. Would Boeing sue them then?If Boeing would have finalized the Embraer Deal I think that a SWA E2 order would be a no-brainer.
DLHAM wrote:eraugrad02 wrote:OK guys,
Let's keep in mind that the 737-7 was made larger due to Southwest and West Jet's request. They wanted an airplane with the max number of seats they could get with 3 FA (150), Not every market can fill a 737-8. With SW having almost 500 737-700NG's, there's no way they plan on having an all 737-8 fleet. This is especially true when they fly to many airports with limited runway lengths (MDW being one example).
Thats a reason to build a MAX7, which was a real 150 seater. What I dont understand then is why they beefed it up to the MAX7.5. If these Airlines will fly it with 150 seats anyway due to the F/A issue -- the MAX7(.5) now carries around excess weight that was not necessary.
Also its too close to the MAX8 now, just 17 seats below the 8 with an OEW that is not too much below the 8. Only advantages of the 7.5 are the field performance and its range, but no one seems to need these specifications.
If they want to stay below the 150 seat I think (now even more) that the E195E2 is the perfect airplane. At 146 seats its operating at its best possible seatcost (but also the tightest seating possible) and should be more effective than a CS300 with just 150 or even less seats where 160 would be possible -- the MAX7 even worse with 150 of 172 possible. Embraer really needs this order, I would be very happy for them if they could land a deal with SWA. Would Boeing sue them then?If Boeing would have finalized the Embraer Deal I think that a SWA E2 order would be a no-brainer.
aemoreira1981 wrote:That is why I believe it would make sense to up-gauge that B37M order to either the B39M or the B3XM (along with converting some of the B38M order to larger variants)...and then go with the BCS3 to replace the 73G. Airbus could also offer BFM as the FAL for this order.
seratonin77 wrote:SXDFC wrote:Perhaps someone can educate me on this one. Before COVID, WN only ran the MAXs for four legs a day, typically legs like BWI- LAS, etc. From my understanding the MAXs engines are that durable to do 5+ legs a day. Lastly the economics of some of the shorter routes (LAS- RNO, ISP-BWI, DAL-HOU) favor the A220 as cheaper to operate than a MAX7. Again if someone could educate me on both of those issues, that would be great... Although I’d luv to see a WN A223
I didn't know 737's had a limit/recommendation to how many legs they do a day. Does letting it sit overnight (or whenever after 5 legs) allow for more cycles vs running it 6+ legs a day?
SXDFC wrote:seratonin77 wrote:SXDFC wrote:Perhaps someone can educate me on this one. Before COVID, WN only ran the MAXs for four legs a day, typically legs like BWI- LAS, etc. From my understanding the MAXs engines are that durable to do 5+ legs a day. Lastly the economics of some of the shorter routes (LAS- RNO, ISP-BWI, DAL-HOU) favor the A220 as cheaper to operate than a MAX7. Again if someone could educate me on both of those issues, that would be great... Although I’d luv to see a WN A223
I didn't know 737's had a limit/recommendation to how many legs they do a day. Does letting it sit overnight (or whenever after 5 legs) allow for more cycles vs running it 6+ legs a day?
From what I remember reading, it appears the engines are sensitive and need a 3 min warm up and cool down. If you don’t do this, it could damage the engine..
What I am trying to ask is if the MAX could do 5+ legs a day like some of our -700s were doing prior to covid. Also if the MAX7 is economical to operate on the shorter flights versus the longer flights.
Whiteguy wrote:SXDFC wrote:seratonin77 wrote:
I didn't know 737's had a limit/recommendation to how many legs they do a day. Does letting it sit overnight (or whenever after 5 legs) allow for more cycles vs running it 6+ legs a day?
From what I remember reading, it appears the engines are sensitive and need a 3 min warm up and cool down. If you don’t do this, it could damage the engine..
What I am trying to ask is if the MAX could do 5+ legs a day like some of our -700s were doing prior to covid. Also if the MAX7 is economical to operate on the shorter flights versus the longer flights.
There is a warm up period of 3 mins before applying take off thrust, also making sure the oil temp is over 31°C. The 3 min cooling before shutdown is the same requirement as the NG.
As for the 5+ legs a day, I haven’t seen a limitation on that...
SEU wrote:Boeing will sell the -7 at 1% over production cost if need be. This is just a bluff to get Boeing serious.
That said the A220 would be a perfect machine for Southwest and I'd love it to happen
WaywardMemphian wrote:When JetBlue get a healthy amount of these in house and upstart Breeze gets going competing for the same leasure traveler, those leasure travelers may begin to develop a subconscious bias toward the A220 class plane, especially couples traveling together. The price argument doesn't work as these airlines fall in line with Southwest's pricing on common shared routes. It becomes what the flyer prefers at the same seat costs. If I'm flying to NYC for an extended weekend with the wife and the cost is similar. I'll choose the A220 every time over 3x3 seating on a 737, especially if a seat assignment is a minimum upgrade cost of a 20 bucks or so. The vast majority of American not flying point to point from major cities fly on regional planes and are accustomed to 1x2 and 2x2 seating. Delta flyers (and to a lessor extent AA) from mid major airports with mainline service are accustomed to 2x3 of the MDs and now A220s(in Delta's case).
Maybe Southwest realizes that the market may dictate this type of plane to complete at the best level.
Jetport wrote:I would think the E195-E2 would be a better fit for LUV if they want to go smaller. Price and availability would be much better than the A-220 and LUV's route network doesn't need the extra range of the A-220.
tootallsd wrote:I do think Southwest will take a big operational hit with the introduction of a second major fleet type particularly if there are several years of a very modest fleet size. There is a huge amount to consider, analyze and decide. We have watched Southwest grow its business model with considerable deliberation (ETOPS, Hawaii ex-USA flying). Schedule additions this year have made our collective heads spin, partly due to the destinations breaking 'golden rules' and the speed with which they happen.
I think our discussion here, interesting and vital as it is, is too focused on just the hardware and not the whole business system and culture at Southwest.
kaneporta1 wrote:Southwest will eventually operate a second fleet. They simply cannot operate 737s forever. Following the MAX issues, they must know by now that there will not be another 737 derivative. So they can either pull the trigger now, buy an aircraft that fits their needs and is available now, or gamble/hope/influence that Boeing will eventually launch a new aircraft that will fit Southwest's needs.
Either way, they will have 2 fleets operating in parallel, probably for a decade or so.
FixemFlyem wrote:strfyr51 wrote:catdaddy63 wrote:I don't see them ordering anything other than MAX until NSA shows up. Having two pilot pools raises their costs as I doubt the pilots union would allow the pay scale to be any different from the 737 as well as limiting crew and route flexibility. Now a Max-10 order I could definitely see happening.
As it stands right now? The Max Pilots are going ti already have a type rating different from the 737's they fly already. Remember? Boeing got into all of this trouble so that Southwest woukldn't need a second Pilot rating to fly the Max Vs the NG airplanes. So that's out of the window and If WN get's another Type or Model? Then there's No Difference because they'll STILL have a divided pilot pool won't the ? Not many Major Airlines that don't anymore,, At some point? I expect WN to get larger and longer range airplanes, If for nothing Else? Tan to fly DEN-HNL, DAL or DFW-HNL and ORD-HNL. And it's either going to be on another Boeing Narrow body or an Airbus Narrowbody as I don't see WN going for a 797.
Not Yet... But for sure they're getting past the all 737 stage, May not be next week Nor next year? But it's going to happen,
Southwest doesn’t have Max pilots and NG pilots. They all fly all of them, with the same type rating.
fefe
DenverTed wrote:Could WN and Alaska operate the E175E2 since they do not have the same scope clause contract on weight as UA, AA, and DL?