Moderators: jsumali2, richierich, ua900, PanAm_DC10, hOMSaR
vfw614 wrote:- Lufthansa and Swiss to be positioned as "premium carriers", Austrian and Brussels as "Value Carrier" (but failed to explain what exactly it means other that LH and LX offer a first class product)
part of the 787-9 order will go to Lufthansa as Lufthansa needs smaller longhaul aircraft
VSMUT wrote:How on earth does that go hand-in-hand with the decision to introduce decidedly non-premium BoB on Lufthansa and Swiss, starting this month?
mxaxai wrote:VSMUT wrote:How on earth does that go hand-in-hand with the decision to introduce decidedly non-premium BoB on Lufthansa and Swiss, starting this month?
Per LH / LX press releases, this change is supposed to improve the on-board experience by letting you choose rather than serving something you don't like.
vfw614 wrote:(one reason given was the importance of feed for the hubs and the lack of a proper integration of MUC into the German HSR network)
vfw614 wrote:- expects demand in 2024 to be at 90 per cent of pre-Corona level, but business not to recover to pre Corona levels (currently 30 per cent of all pax are business customers, Lufthansa expects 10-20 per cent of those 30 per cent not to return)
mxaxai wrote:VSMUT wrote:How on earth does that go hand-in-hand with the decision to introduce decidedly non-premium BoB on Lufthansa and Swiss, starting this month?
Per LH / LX press releases, this change is supposed to improve the on-board experience by letting you choose rather than serving something you don't like.
The premium aspect of LH and LX is that you'll get a bottle of water for free, while you'll have to pay for it on OS and SN.
behramjee wrote:part of the 787-9 order will go to Lufthansa as Lufthansa needs smaller longhaul aircraft
this part interested me the most and am happy to see LH take this decision though it does further increase LH's own WB fleet mix i.e. 748 359 333 and now 789
vfw614 wrote:behramjee wrote:part of the 787-9 order will go to Lufthansa as Lufthansa needs smaller longhaul aircraft
this part interested me the most and am happy to see LH take this decision though it does further increase LH's own WB fleet mix i.e. 748 359 333 and now 789
Not really. A340-600, A340-300, A380-800, 747-400 will go at Lufthansa, 777-200 and 767-300 at Austrian, MD11F at Lufthansa Cargo. In a few years time, it will be down to 777, 787-9, 747-8, A350-900 and A330-300 across all airlines of the group.
vfw614 wrote:- expects demand in 2024 to be at 90 per cent of pre-Corona level, but business not to recover to pre Corona levels (currently 30 per cent of all pax are business customers, Lufthansa expects 10-20 per cent of those 30 per cent not to return)
behramjee wrote:this part interested me the most and am happy to see LH take this decision though it does further increase LH's own WB fleet mix i.e. 748 359 333 and now 789
CEO Carsten Spohr of @lufthansa just said "we have permanently decomissioned" #A380, while the chart says "long term storage".
Talking about burying bad news... one third to two-thirds of all business travel to not return? Wow. So much for the coronavirus deniers saying it'd all be OK. That percent is even bigger in terms of revenue. It's "odd" that LH would express this in terms of percent passengers rather than percent revenue, unless the goal is to downplay what is some pretty dire news for the group and for the industry.
The big loser is A330neo, it is nowhere in the picture, and the "diversity" leaves little room for it to enter.
EDIT: Some news on A380 from @SpaethFlies on Twitter:
CEO Carsten Spohr of @lufthansa just said "we have permanently decomissioned" #A380, while the chart says "long term storage".
Ref: https://twitter.com/SpaethFlies/status/ ... 0635498497
It's pretty clear they aren't coming back, barring a miracle.
filipinoavgeek wrote:If they're all but saying that the A380s are goners, why can't they just outright say "we're retiring the A380s" instead of doing this "we're retiring them but not really" business? Could there be contractual stuff that's preventing them from officially retiring them instead of keeping them in limbo?
filipinoavgeek wrote:So is "We don't see a return of the #A380 into scheduled service from today's perspective" basically code for "the A380s are 99.99% retired but we can't officially confirm they're 100% gone yet for whatever reason"?
filipinoavgeek wrote:If they're all but saying that the A380s are goners, why can't they just outright say "we're retiring the A380s" instead of doing this "we're retiring them but not really" business? Could there be contractual stuff that's preventing them from officially retiring them instead of keeping them in limbo?
vfw614 wrote:No, he said business passengers make up 30 per cent of the passenger mix and of those 30 per cent, he expects 10 to 20 per cent not to return. Which means business passengers making up 24-27 per cent of pax after the crisis, based on pre-covid figures. However, he noted that even before COVID the passenger mix was already shifting towards a larger proportion of non-business travellers
vfw614 wrote:Why would he talk to journalists about an aircraft Lufthansa has not ordered yet? It would certainly not improve his leverage should it come to negotiations with Airbus. I don't see why the A330-900 should not replace the existing A330-300 fleet. Within the group, we are looking at 30+ aircraft, with the oldest now 17 years old.
vfw614 wrote:That's not what Spohr said and @SpaethFlies has corrected his earlier Tweet by quoting what Spohr actually said (see my initial post).
Revelation wrote:vfw614 wrote:That's not what Spohr said and @SpaethFlies has corrected his earlier Tweet by quoting what Spohr actually said (see my initial post).
Ok, yet I just went to his twitter page and the old quote has not been deleted and I don't see any comment correcting it. If you have a direct link to the correction that would be appreciated.
vfw614 wrote:Revelation wrote:vfw614 wrote:That's not what Spohr said and @SpaethFlies has corrected his earlier Tweet by quoting what Spohr actually said (see my initial post).
Ok, yet I just went to his twitter page and the old quote has not been deleted and I don't see any comment correcting it. If you have a direct link to the correction that would be appreciated.
Here you go: https://twitter.com/SpaethFlies/status/ ... 20262?s=20
He has not deleted the earlier post (which he probably should have).
CEO Carsten Spohr of @lufthansa just said "we have permanently decomissioned" #A380, while the chart says "long term storage".
BREAKING @lufthansa CEO Carsten Spohr confirms: "We don't see a return of the #A380 into scheduled service from today's perspective" #avgeek
Are you saying this because you listened to the conference?
vfw614 wrote:Are you saying this because you listened to the conference?
Yes, I did. Maybe I missed the other quote which must have been around 40min into the press conference, based on the time of the Tweet.
The quote I reported was the answer by Carsten Spohr to an explicit question by a journalist later during the press conference.
"Permanent decommissioning" is not really a crystal-clear term. It could simply mean "no plans to return them to service at this point" and moving them from active storage to deep storage.
aemoreira1981 wrote:I am surprised that the A346 can’t remain with larger premium cabins alongside the B748 fleet. Ending B744 and A388 operations makes sense:
chonetsao wrote:My guess is that they did not use the term of permanently removal of A380 fleet is due to reporting and accounting procurement.
chonetsao wrote:If they say today in clear terms that A380 fleet is to be retired, LH group will have to write off the entire fleet in order to satisfy the regulators.
But they can't say they are not to decommissioning the fleet as obviously they may not return, otherwise it is misleading investors.
So the best approach is to tell the audience they don't think there is a future for the fleet but they are not officially retired (so that it is still in the books).
It is all technical to avoid accounting fraud accusations and misleading investors accusations. It is better to keep options open while communicating clearly on their intentions.
fil87 wrote:Less Lufthansa planes & routes around, more space for much better carriers such as Turkish Airlines & the ME3+.
chonetsao wrote:My guess is that they did not use the term of permanently removal of A380 fleet is due to reporting and accounting procurement.
If they say today in clear terms that A380 fleet is to be retired, LH group will have to write off the entire fleet in order to satisfy the regulators.
But they can't say they are not to decommissioning the fleet as obviously they may not return, otherwise it is misleading investors.
So the best approach is to tell the audience they don't think there is a future for the fleet but they are not officially retired (so that it is still in the books).
It is all technical to avoid accounting fraud accusations and misleading investors accusations. It is better to keep options open while communicating clearly on their intentions.
Revelation wrote:To me the interesting thing is Spaeth is a professional, experienced journalist as opposed to a newbie blogger, he has not deleted the tweet, and he absolutely used quotation marks in his tweet. If this was not a direct quote he is making the kind of mistake I would think an experienced journalist would never make.
filipinoavgeek wrote:So is "We don't see a return of the #A380 into scheduled service from today's perspective" basically code for "the A380s are 99.99% retired but we can't officially confirm they're 100% gone yet for whatever reason"?
aemoreira1981 wrote:I am surprised that the A346 can’t remain with larger premium cabins alongside the B748 fleet. Ending B744 and A388 operations makes sense:
ContinentalEWR wrote:aemoreira1981 wrote:I am surprised that the A346 can’t remain with larger premium cabins alongside the B748 fleet. Ending B744 and A388 operations makes sense:
The 747-8i is a much more efficient 4 engined aircraft that the A340-600s and there are fewer of them in the fleet (19 vs 24 frames including parked) and that's likely part of the decision. Agree with you that retiring the 747-400 fleet and the A380 makes a lot of sense at this point.
Antarius wrote:ContinentalEWR wrote:aemoreira1981 wrote:I am surprised that the A346 can’t remain with larger premium cabins alongside the B748 fleet. Ending B744 and A388 operations makes sense:
The 747-8i is a much more efficient 4 engined aircraft that the A340-600s and there are fewer of them in the fleet (19 vs 24 frames including parked) and that's likely part of the decision. Agree with you that retiring the 747-400 fleet and the A380 makes a lot of sense at this point.
There are also more 747-8s out there than a346s (including Freight). This gives better economy of scale as well.
ContinentalEWR wrote:Antarius wrote:ContinentalEWR wrote:
The 747-8i is a much more efficient 4 engined aircraft that the A340-600s and there are fewer of them in the fleet (19 vs 24 frames including parked) and that's likely part of the decision. Agree with you that retiring the 747-400 fleet and the A380 makes a lot of sense at this point.
There are also more 747-8s out there than a346s (including Freight). This gives better economy of scale as well.
Huh? There are probably more 747-8s in service worldwide than A340-600s yes, with 141 748s built (not sure how many 346's were built) so if you mean by spare part sourcing and maintenance then perhaps that is a factor in the decision to keep them vs. the 346s but not sure what economies of scale has to do with this. The A340-600 was designed and built as a replacement aircraft for early model 747s and went out of production in 2011. It is the 747s engines that make it the efficient enough hauler that it is vs the 346 and that was likely key to the decision.
Antarius wrote:ContinentalEWR wrote:aemoreira1981 wrote:I am surprised that the A346 can’t remain with larger premium cabins alongside the B748 fleet. Ending B744 and A388 operations makes sense:
The 747-8i is a much more efficient 4 engined aircraft that the A340-600s and there are fewer of them in the fleet (19 vs 24 frames including parked) and that's likely part of the decision. Agree with you that retiring the 747-400 fleet and the A380 makes a lot of sense at this point.
There are also more 747-8s out there than a346s (including Freight). This gives better economy of scale as well.
DUSdude wrote:Antarius wrote:ContinentalEWR wrote:
The 747-8i is a much more efficient 4 engined aircraft that the A340-600s and there are fewer of them in the fleet (19 vs 24 frames including parked) and that's likely part of the decision. Agree with you that retiring the 747-400 fleet and the A380 makes a lot of sense at this point.
There are also more 747-8s out there than a346s (including Freight). This gives better economy of scale as well.
The economies of scale come from the fact that the 747-8 shares the GENx engine with a large fleet of 787 aircraft, a model that is still in production and will be for years to come, whereas the Trent-500 was developed uniquely for the A340-500/600 and is a niche product for a disappearingly small fleet. It's the engine maintenance on the A340-600 that is really expensive.
aemoreira1981 wrote:DUSdude wrote:Antarius wrote:
There are also more 747-8s out there than a346s (including Freight). This gives better economy of scale as well.
The economies of scale come from the fact that the 747-8 shares the GENx engine with a large fleet of 787 aircraft, a model that is still in production and will be for years to come, whereas the Trent-500 was developed uniquely for the A340-500/600 and is a niche product for a disappearingly small fleet. It's the engine maintenance on the A340-600 that is really expensive.
Interesting you mention that. Has LH selected an engine yet for its 787 order?
aemoreira1981 wrote:DUSdude wrote:Antarius wrote:
There are also more 747-8s out there than a346s (including Freight). This gives better economy of scale as well.
The economies of scale come from the fact that the 747-8 shares the GENx engine with a large fleet of 787 aircraft, a model that is still in production and will be for years to come, whereas the Trent-500 was developed uniquely for the A340-500/600 and is a niche product for a disappearingly small fleet. It's the engine maintenance on the A340-600 that is really expensive.
Interesting you mention that. Has LH selected an engine yet for its 787 order?
columba wrote:Thought they would go with GE because of their 747-8 fleet.
FluidFlow wrote:columba wrote:Thought they would go with GE because of their 747-8 fleet.
The thing is the RR and LH maintenance collaboration will last way longer than the 747-8. It has survived the chop this time, but it will be the go to chop the next time the fleet will be reviewed.
mxaxai wrote:VSMUT wrote:How on earth does that go hand-in-hand with the decision to introduce decidedly non-premium BoB on Lufthansa and Swiss, starting this month?
Per LH / LX press releases, this change is supposed to improve the on-board experience by letting you choose rather than serving something you don't like.
The premium aspect of LH and LX is that you'll get a bottle of water for free, while you'll have to pay for it on OS and SN.
seahawk wrote:Why do we again talk about the A330NEO, LH has been very consistent in not considering it suitable for their needs. And as they seem to intend on keeping the A350s orders, there is no pressure to exchange for something smaller.