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FluidFlow wrote:Definetely Boeings to lose. The Jets seem to be for Transavia (Dutch and French Branch) which are both NG operators. If this does not go to Boeing it would be the biggest surprise in a long long time...
PANAMsterdam wrote:
Interesting times and this might beaTHE golden opportunity for Airbus to get a foot in the door in Amstelveen.
BrianDromey wrote:PANAMsterdam wrote:
Interesting times and this might beaTHE golden opportunity for Airbus to get a foot in the door in Amstelveen.
Who needs this order more, I wonder? If KL are looking at 737-700/800/900 replacement then the MAX must be the favourite. KL do have a large fleet of E95s and 73G's, totalling around 50. So they have historically seen the need for a 130-150 seater and already ordered up to 35 E95-E2. In the context of the Embraer order and the large Transavia fleet, I would expect a Boeing win here.
PANAMsterdam wrote:I don't know. I'm just a simple guy trying to add my two cents to this discussion
PANAMsterdam wrote:So Airbus might say to KLM: Hey guys... what are your plans with those redundant A330 pilots in a couple of years... let us introduce them to our shiny new A320 neo! *wink wink*
PANAMsterdam wrote:So Airbus might say to KLM: Hey guys... what are your plans with those redundant A330 pilots in a couple of years... let us introduce them to our shiny new A320 neo! *wink wink*
BrianDromey wrote:PANAMsterdam wrote:I don't know. I'm just a simple guy trying to add my two cents to this discussion
In a scenario where KLM wanted to replace the E195s, 73Gs and 738 and 739s a fleet split between A220, A32N and even some A321XLRs for thinner US and African routes, sometimes operated by PrivatAir could make sense. KLM have already ordered 195E2's, so the A220 doesn't seem to have an obvious place. In the wider group Transavia operates 39 dutch 737s and 50 (!) on the French side, so 120 sounds right for the 737 replacement at KL and Transavia. With 195E2s already joining the fleet I reckon the 737 must be the favourite.
Heavierthanair wrote:I have always been puzzled about the Dutch aversion to buying European and even Dutch products.
PANAMsterdam wrote:Ever heard of Fokker aircraft
Heavierthanair wrote:G'dayPANAMsterdam wrote:Ever heard of Fokker aircraft
My first Fokker flight, with an F28 was in '71 with MMA - Mickey Mouse Airlines as it was commonly called - i.e. McRobertson Miller Airlines in Australia. They are long gone, so is Fokker I guess. Rekkof anyone?![]()
Cheers
Peter
Heavierthanair wrote:
And yes, I am aware that the US majors also received Covid government subsidies, and some of them place orders outside the US. I hope this does not open a can of worms.
Heavierthanair wrote:I have always been puzzled about the Dutch aversion to buying European and even Dutch products. I mean, Airbus SE is registered in the Netherlands. So buying the 'bus is buying a "local" product.
Sooner787 wrote:How many Max white tails does Boeing have left to sell?
They could sweeten the pot by throwing some of those in
like they did with the huge UA order a couple weeks back
Heavierthanair wrote:G'day
I have always been puzzled about the Dutch aversion to buying European and even Dutch products. I mean, Airbus SE is registered in the Netherlands. So buying the 'bus is buying a "local" product. Though with KLM's and Transavia's past buying preferences I seriously doubt they will be changing suppliers - unless political pressure becomes a problem. Having received 14+ billion Euro's in French and Dutch government subsidies to cover for the Covid losses I do not see that the Airfrance/KLM group can spend roughly half of that on foreign aircraft purchases without raising a few eyebrows.
And yes, I am aware that the US majors also received Covid government subsidies, and some of them place orders outside the US. I hope this does not open a can of worms.
It will be interesting to see how this works out![]()
Cheers
Peter
RoyalBrunei757 wrote:Come on Boeing! You need just one or two hundred B737s to cover all the cancellations in 2019/2020.
frigatebird wrote:FluidFlow wrote:Definetely Boeings to lose. The Jets seem to be for Transavia (Dutch and French Branch) which are both NG operators. If this does not go to Boeing it would be the biggest surprise in a long long time...
Not just both Transavia branches but for KLM too. Candidates are A220, A32x and 737MAX. Agree this is Boeing's to lose, KLM CEO Elbers more than once expressed his preference for Boeing. However, he also left the door open for Airbus, if Boeing made another big mess of things. But with the 737MAX being back to service, an Airbus order would be a surprise. Toulouse will give it a try though.
Hope we'll get a decision before the end of this year, this has been postponed so many times already...
Opus99 wrote:
- Boeing SHOULD win the Order but nothing is certain.
- Airbus could also win, never say never in this industry.
- But as you would imagine Boeing will be very aggressive.
- Airbus may not feel the need to be so aggressive but I’m not in the deal so I don’t know.
Breathe wrote:Elbers did say that KLM would take the A350 before Ben Smith switched the 787 and A350 orders between AF and KLM. So despite what Elbers would want, ultimately Ben Smith will make the final decision for the board to approve.
FluidFlow wrote:Definetely Boeings to lose. The Jets seem to be for Transavia (Dutch and French Branch) which are both NG operators. If this does not go to Boeing it would be the biggest surprise in a long long time...
lightsaber wrote:I do not consider any scenario certain. I consider the -10 MAX a favorite though. I'm not certain how many A223 would be plausible for KLM either. A 3 way split adds too much in costs for 160 aircraft after I think about this, but a 2 way split has merits.
There is a cost for a split, but also a cost for a less optimal fleet. Because of the E2-195 order, I become less optimistic on the A220 and more on A321xLR. However, with the AF/KLM options on the A220, I do not rule it out. Can they achieve much synergy on fleet costs? That requires knowing more of the AF/KLM structure than I currently do.
Lightsaber
inkjet7 wrote:lightsaber wrote:I do not consider any scenario certain. I consider the -10 MAX a favorite though. I'm not certain how many A223 would be plausible for KLM either. A 3 way split adds too much in costs for 160 aircraft after I think about this, but a 2 way split has merits.
There is a cost for a split, but also a cost for a less optimal fleet. Because of the E2-195 order, I become less optimistic on the A220 and more on A321xLR. However, with the AF/KLM options on the A220, I do not rule it out. Can they achieve much synergy on fleet costs? That requires knowing more of the AF/KLM structure than I currently do.
Lightsaber
KLM is letting go of their 73G's as these are too small. In the end the E295's will replace the oldest E190's, depending on worldwide progress battling Covid. Amsterdam will be slot restricted again in due time, so no A223's I guess. To be flexible, it could be a number of MAX, with options to change the size in the future. Most KL routes are rather short, with a few exceptions like TLV and SVO. General a.net wisdom seems to favour the MAX for shorter sectors.
Revelation wrote:The sticky point is they didn't have MAX on order so they weren't entitled to get credits.
Revelation wrote:It seems to me it could be an interesting battle in the A vs B war if A decides to be aggressive, and I wonder why they would not be.
It seems Team A has been able to largely maintain narrowbody placements throughout COVID (less so with widebodies), they have a declared target of producing 60/month and aiming at 75/month, they probably have room for a KLM order via whatever few "opt-outs" they've had, they presumably want to keep a 60/40 split going, so why not do what it takes to poach a long term customer away from Boeing and keep feeding the beast?
On the KLM side, if they have aspirations for narrowbody TATL they would need XLR, so why not just go with Team A for A320s and A321s for shorter routes and XLRs for TATL? They aren't as huge as UA who can get away with splitting the fleet between A321 and 738, IMO.
I know there are obtuse politics at the various levels of the AF/KLM colossus, but at the end of the day Team A should be able to convince them that going with A320/A321/XLR for KLM makes more sense than MAX8/MAX10/XLR, no?
As mentioned above, given this is MAX's last iteration KL are going to have to transition to a new fleet at some point in time, and they already are as they shed -700s for E295s. Maybe they can get Team A to cough up the funds to train their pilots, mechanics and FAs on their stuff, and then KL and AF would have more overlap in their narrow body portfolios, and there probably would be some positive feedback from the governmental sector too.
So, isn't it a good time for Team A to make a move?
keesje wrote:737-8 Could fit KLM / Transavia very well. KLM is one of the last legacy 737 operators in Europe. But the XLR seems very usefull too for KLM Middle East, Africa and TATL routes. For A318/A319 replacement first A223 will arrive in a few months at AF. And E2's are introduced at KLM as 737-700 replacements. I expect a split order.
CrimsonNL wrote:I always thought KLM would benefit a great deal from having containerized A320's, for the hub operation at AMS. So much more efficient bag loading! However for obvious reasons I think it will be a MAX order..
bigb wrote:No US carrier loads their A320 with containers, it’s all bulk loaded as containers would slow the bag sorting down with the mass amount of domestic connections.
marcelh wrote:This is a Boeing order to lose. The 737 eco system is there (no additional costs for a company saved by tax payers money), the 737-8-200 makes perfect sense for Transavia, while a 737MAX8 and -10 combo makes sense for KLM. More seats and bigger planes to make it more “environmental friendly”.
IMHO slot restrictions at AMS isn’t an issue anymore with LEY opening up within a few years. HV will transfer some flights to this airport to free up slots at AMS.
vhtje wrote:So which is more efficient? Containerised or non-containerised?
inkjet7 wrote:marcelh wrote:This is a Boeing order to lose. The 737 eco system is there (no additional costs for a company saved by tax payers money), the 737-8-200 makes perfect sense for Transavia, while a 737MAX8 and -10 combo makes sense for KLM. More seats and bigger planes to make it more “environmental friendly”.
IMHO slot restrictions at AMS isn’t an issue anymore with LEY opening up within a few years. HV will transfer some flights to this airport to free up slots at AMS.
I don't think opening Lelystad while retaining current Amsterdam slots is politically achievable. I agree on the suggested aircraft types.