Moderators: richierich, ua900, PanAm_DC10, hOMSaR
Heavierthanair wrote:Airbus must have lined up other takers for these aircraft, per orders and deliveries 19 A350-1000 are outstanding. Just wonder who that may be
Opus99 wrote:Is there anyone else who has this feeling that this is what QR wants?
I think they believe they really over ordered and don’t need as many planes, so maybe tried to find a way out?
MIflyer12 wrote:Opus99 wrote:Is there anyone else who has this feeling that this is what QR wants?
I think they believe they really over ordered and don’t need as many planes, so maybe tried to find a way out?
There are reasons for such suspicion. Lots of carriers deferred lots of deliveries, even on top of MAX delays, 787 delays, slow A220 production ramp, and this A350 kerfuffle. I don't know how one would prove Qatar's intent here, though.
As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer. (Yes, there's certainly an argument that QR can be difficult - but everybody has known that for years.)
MIflyer12 wrote:Opus99 wrote:Is there anyone else who has this feeling that this is what QR wants?
I think they believe they really over ordered and don’t need as many planes, so maybe tried to find a way out?
There are reasons for such suspicion. Lots of carriers deferred lots of deliveries, even on top of MAX delays, 787 delays, slow A220 production ramp, and this A350 kerfuffle. I don't know how one would prove Qatar's intent here, though.
As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer. (Yes, there's certainly an argument that QR can be difficult - but everybody has known that for years.)
Opus99 wrote:Is there anyone else who has this feeling that this is what QR wants?
I think they believe they really over ordered and don’t need as many planes, so maybe tried to find a way out?
And this by no means has nothing to do with the 350. I just think the 350 commitment was more imminent seeing as Boeing cannot deliver 777Xs. So in effect. Just rather take the 777Xs later, take the 787-9s (these are lower risk and versatile and much cheaper).
This whole thing is weird
JohanTally wrote:Opus99 wrote:Is there anyone else who has this feeling that this is what QR wants?
I think they believe they really over ordered and don’t need as many planes, so maybe tried to find a way out?
And this by no means has nothing to do with the 350. I just think the 350 commitment was more imminent seeing as Boeing cannot deliver 777Xs. So in effect. Just rather take the 777Xs later, take the 787-9s (these are lower risk and versatile and much cheaper).
This whole thing is weird
Well they have 60 777s to replace as well as 10 A380 and 14 A330 so their order book is pretty reasonable for replacement with modest growth. With EY becoming less of a competitor in the region I don't see why QR also needs to shrink. The real question is if they are really that committed to such a large cargo operation when 777-8F comes online.
Opus99 wrote:JohanTally wrote:Opus99 wrote:Is there anyone else who has this feeling that this is what QR wants?
I think they believe they really over ordered and don’t need as many planes, so maybe tried to find a way out?
And this by no means has nothing to do with the 350. I just think the 350 commitment was more imminent seeing as Boeing cannot deliver 777Xs. So in effect. Just rather take the 777Xs later, take the 787-9s (these are lower risk and versatile and much cheaper).
This whole thing is weird
Well they have 60 777s to replace as well as 10 A380 and 14 A330 so their order book is pretty reasonable for replacement with modest growth. With EY becoming less of a competitor in the region I don't see why QR also needs to shrink. The real question is if they are really that committed to such a large cargo operation when 777-8F comes online.
The 777-8F is replacement for the 777Fs which I’m sure will have absolutely no problem finding a new family
You raise fair points on the QR.
44 35Ks and 40 777-9s and 30 787-9s takes them to about 110 jets.
That’s almost 30 extra jets. Maybe not so bad
MIflyer12 wrote:As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer.
accentra wrote:However, it's not actually impossible that the two sides have reached some kind of agreement to terminate the rest of the undelivered order (as it's in both sides interests to do so) while agreeing that the dispute over the delivered aircraft is best settled in the pending court case.
Opus99 wrote:And this by no means has nothing to do with the 350. I just think the 350 commitment was more imminent seeing as Boeing cannot deliver 777Xs. So in effect. Just rather take the 777Xs later, take the 787-9s (these are lower risk and versatile and much cheaper).
Strato2 wrote:Opus99 wrote:And this by no means has nothing to do with the 350. I just think the 350 commitment was more imminent seeing as Boeing cannot deliver 777Xs. So in effect. Just rather take the 777Xs later, take the 787-9s (these are lower risk and versatile and much cheaper).
Your arguments for the 787-9 are funny when in the same sentence you advocate buying the 777X.
Strato2 wrote:Opus99 wrote:And this by no means has nothing to do with the 350. I just think the 350 commitment was more imminent seeing as Boeing cannot deliver 777Xs. So in effect. Just rather take the 777Xs later, take the 787-9s (these are lower risk and versatile and much cheaper).
Your arguments for the 787-9 are funny when in the same sentence you advocate buying the 777X.
scbriml wrote:Noshow wrote:Is it too hot for any A350 in Qatar? But will a CFRP 787 work based in the glowing heat?
QR has been operating the 787 for quite a while.
One can only assume that peeling paint on the wings isn’t an issue for AAB.
MIflyer12 wrote:
As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer. (Yes, there's certainly an argument that QR can be difficult - but everybody has known that for years.)
MrHMSH wrote:MIflyer12 wrote:Opus99 wrote:Is there anyone else who has this feeling that this is what QR wants?
I think they believe they really over ordered and don’t need as many planes, so maybe tried to find a way out?
There are reasons for such suspicion. Lots of carriers deferred lots of deliveries, even on top of MAX delays, 787 delays, slow A220 production ramp, and this A350 kerfuffle. I don't know how one would prove Qatar's intent here, though.
As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer. (Yes, there's certainly an argument that QR can be difficult - but everybody has known that for years.)
In the worst case scenario, QR has used the issue for their own interest at the expense of the reputation of one of their suppliers. If that is the case to any extent, then it goes well beyond 'being difficult'. We'll never know for sure, but then it is suspicious that the QCAA and QR are the only ones really concerned about it, every other customer and authority has accepted Airbus' recommendations.
YYZORD wrote:AAB is honestly a aviation meme at this point, he is ruining QR over his own ego and its just sad. The A350-900/1000 are great aircrafts for an airline like QR and its top notch service with QSuites. I think its time to bring a new CEO for QR, AAB is very damaging to the airline and such hissy fit has become ridiculous at this point.
SimpleMan wrote:There have been other customers complaining about the 'peeling paint' issue.
Messages show Finnair (FIA1S.HE), which operates in the colder north, raised paint concerns as early as 2016, and reported in October 2019 that damage had spread below to the anti-lightning mesh.
Cathay Pacific (0293.HK), Etihad, Lufthansa (LHAG.DE) and Air France (AIRF.PA) - acting in its capacity as maintenance provider for Air Caraibes - also complained of paint damage.
https://www.reuters.com/business/aerosp ... 021-11-29/
MrHMSH wrote:SimpleMan wrote:There have been other customers complaining about the 'peeling paint' issue.
Messages show Finnair (FIA1S.HE), which operates in the colder north, raised paint concerns as early as 2016, and reported in October 2019 that damage had spread below to the anti-lightning mesh.
Cathay Pacific (0293.HK), Etihad, Lufthansa (LHAG.DE) and Air France (AIRF.PA) - acting in its capacity as maintenance provider for Air Caraibes - also complained of paint damage.
https://www.reuters.com/business/aerosp ... 021-11-29/
Have these airlines grounded half of their A350 fleet and had their remaining orderbook cancelled by Airbus?
SimpleMan wrote:MrHMSH wrote:SimpleMan wrote:There have been other customers complaining about the 'peeling paint' issue.
Messages show Finnair (FIA1S.HE), which operates in the colder north, raised paint concerns as early as 2016, and reported in October 2019 that damage had spread below to the anti-lightning mesh.
Cathay Pacific (0293.HK), Etihad, Lufthansa (LHAG.DE) and Air France (AIRF.PA) - acting in its capacity as maintenance provider for Air Caraibes - also complained of paint damage.
https://www.reuters.com/business/aerosp ... 021-11-29/
Have these airlines grounded half of their A350 fleet and had their remaining orderbook cancelled by Airbus?
Thank you for your comment but my response was toward, "... but then it is suspicious that the QCAA and QR are the only ones really concerned about it".
marcelh wrote:MIflyer12 wrote:
As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer. (Yes, there's certainly an argument that QR can be difficult - but everybody has known that for years.)
Interesting way of framing. Blaming Airbus instead of QR and downplay the childish behavior of QR because they “can be difficult”. Looking at the facts it’s clear this customer didn’t want to be satisfied and has done as much as possible -including a grounding- to get rid of those planes.
scbriml wrote:MIflyer12 wrote:As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer.
It takes two to tango, or in this case, not tango. Your interpretation of events will surprise nobody.
MileHFL400 wrote:YYZORD wrote:AAB is honestly a aviation meme at this point, he is ruining QR over his own ego and its just sad. The A350-900/1000 are great aircrafts for an airline like QR and its top notch service with QSuites. I think its time to bring a new CEO for QR, AAB is very damaging to the airline and such hissy fit has become ridiculous at this point.
If the airlines owners thought so he would have been replaced already. The fact of the matter is that Airbus isn’t the only vendor in town.
Ps. The Q suites are available in Boeings too so I’m not too sure what your point is on that discussion.
Opus99 wrote:Is there anyone else who has this feeling that this is what QR wants?
I think they believe they really over ordered and don’t need as many planes, so maybe tried to find a way out?
And this by no means has nothing to do with the 350. I just think the 350 commitment was more imminent seeing as Boeing cannot deliver 777Xs. So in effect. Just rather take the 777Xs later, take the 787-9s (these are lower risk and versatile and much cheaper).
This whole thing is weird
MIflyer12 wrote:If that's what Airbus has done we have to wait to see if Qatar challenges the cancellation in court, then wins, loses, or settles.
MIflyer12 wrote:marcelh wrote:MIflyer12 wrote:
As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer. (Yes, there's certainly an argument that QR can be difficult - but everybody has known that for years.)
Interesting way of framing. Blaming Airbus instead of QR and downplay the childish behavior of QR because they “can be difficult”. Looking at the facts it’s clear this customer didn’t want to be satisfied and has done as much as possible -including a grounding- to get rid of those planes.
What's the contribution margin (revenue - variable cost) on ~fifty widebodies and ~fifty 321neos that Airbus might not sell to Qatar over the next decade? It was very costly for Airbus to walk away. There is no place else to go. Qatar as a carrier isn't going to disappear. Airbus just handed this margin to Boeing. There is no place else to go.
MIflyer12 wrote:Opus99 wrote:Is there anyone else who has this feeling that this is what QR wants?
I think they believe they really over ordered and don’t need as many planes, so maybe tried to find a way out?
There are reasons for such suspicion. Lots of carriers deferred lots of deliveries, even on top of MAX delays, 787 delays, slow A220 production ramp, and this A350 kerfuffle. I don't know how one would prove Qatar's intent here, though.
As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer. (Yes, there's certainly an argument that QR can be difficult - but everybody has known that for years.)
marcelh wrote:MIflyer12 wrote:marcelh wrote:
Interesting way of framing. Blaming Airbus instead of QR and downplay the childish behavior of QR because they “can be difficult”. Looking at the facts it’s clear this customer didn’t want to be satisfied and has done as much as possible -including a grounding- to get rid of those planes.
What's the contribution margin (revenue - variable cost) on ~fifty widebodies and ~fifty 321neos that Airbus might not sell to Qatar over the next decade? It was very costly for Airbus to walk away. There is no place else to go. Qatar as a carrier isn't going to disappear. Airbus just handed this margin to Boeing. There is no place else to go.
Question is does it hurt Airbus more than keeping QR as a customer at all costs? They may lose the contribution margin, but don’t have to deal with them (making additional costs).
MIflyer12 wrote:Opus99 wrote:Is there anyone else who has this feeling that this is what QR wants?
I think they believe they really over ordered and don’t need as many planes, so maybe tried to find a way out?
There are reasons for such suspicion. Lots of carriers deferred lots of deliveries, even on top of MAX delays, 787 delays, slow A220 production ramp, and this A350 kerfuffle. I don't know how one would prove Qatar's intent here, though.
As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer. (Yes, there's certainly an argument that QR can be difficult - but everybody has known that for years.)
SimpleMan wrote:There have been other customers complaining about the 'peeling paint' issue.
Messages show Finnair (FIA1S.HE), which operates in the colder north, raised paint concerns as early as 2016, and reported in October 2019 that damage had spread below to the anti-lightning mesh.
Cathay Pacific (0293.HK), Etihad, Lufthansa (LHAG.DE) and Air France (AIRF.PA) - acting in its capacity as maintenance provider for Air Caraibes - also complained of paint damage.
https://www.reuters.com/business/aerosp ... 021-11-29/
zeke wrote:SimpleMan wrote:There have been other customers complaining about the 'peeling paint' issue.
Messages show Finnair (FIA1S.HE), which operates in the colder north, raised paint concerns as early as 2016, and reported in October 2019 that damage had spread below to the anti-lightning mesh.
Cathay Pacific (0293.HK), Etihad, Lufthansa (LHAG.DE) and Air France (AIRF.PA) - acting in its capacity as maintenance provider for Air Caraibes - also complained of paint damage.
https://www.reuters.com/business/aerosp ... 021-11-29/
So what the other customers have been saying is not relevant to this QR issue and vice versa, what is common is the aircraft type, what is uncommon is the mechanism, and a local regulator that does not want to share its level 1 finding with the rest of the world to justify the grounding.
MIflyer12 wrote:marcelh wrote:MIflyer12 wrote:
As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer. (Yes, there's certainly an argument that QR can be difficult - but everybody has known that for years.)
Interesting way of framing. Blaming Airbus instead of QR and downplay the childish behavior of QR because they “can be difficult”. Looking at the facts it’s clear this customer didn’t want to be satisfied and has done as much as possible -including a grounding- to get rid of those planes.
What's the contribution margin (revenue - variable cost) on ~fifty widebodies and ~fifty 321neos that Airbus might not sell to Qatar over the next decade? It was very costly for Airbus to walk away. There is no place else to go. Qatar as a carrier isn't going to disappear. Airbus just handed this margin to Boeing. There is no place else to go.scbriml wrote:MIflyer12 wrote:As for this outcome, I don't think anybody should celebrate it. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer.
It takes two to tango, or in this case, not tango. Your interpretation of events will surprise nobody.
No, a decision not to tango can be made unilaterally. If that's what Airbus has done we have to wait to see if Qatar challenges the cancellation in court, then wins, loses, or settles.
zeke wrote:SimpleMan wrote:There have been other customers complaining about the 'peeling paint' issue.
Messages show Finnair (FIA1S.HE), which operates in the colder north, raised paint concerns as early as 2016, and reported in October 2019 that damage had spread below to the anti-lightning mesh.
Cathay Pacific (0293.HK), Etihad, Lufthansa (LHAG.DE) and Air France (AIRF.PA) - acting in its capacity as maintenance provider for Air Caraibes - also complained of paint damage.
https://www.reuters.com/business/aerosp ... 021-11-29/
Just as a reminder this article has been “discussed ad nauseam in previous threads”, QR has never complained about paint peel in its court filings, they have complained about the surface degrading. Paint peel is different, it is what is going on with some customers with the 787 wings for example, the surface does not degrade, just the outer polyurethane paint can detach.
So what the other customers have been saying is not relevant to this QR issue and vice versa, what is common is the aircraft type, what is uncommon is the mechanism, and a local regulator that does not want to share its level 1 finding with the rest of the world to justify the grounding.
MIflyer12 wrote:. It demonstrated an inability by Airbus to resolve the issue to QR's satisfaction and retain the customer. (Yes, there's certainly an argument that QR can be difficult - but everybody has known that for years.)
beachroad wrote:
My honest guess, is that somebody probably stuffed up this A350 analysis and now the Qatari's don't want to look stupid by backing down.
MrHMSH wrote:SimpleMan wrote:There have been other customers complaining about the 'peeling paint' issue.
Messages show Finnair (FIA1S.HE), which operates in the colder north, raised paint concerns as early as 2016, and reported in October 2019 that damage had spread below to the anti-lightning mesh.
Cathay Pacific (0293.HK), Etihad, Lufthansa (LHAG.DE) and Air France (AIRF.PA) - acting in its capacity as maintenance provider for Air Caraibes - also complained of paint damage.
https://www.reuters.com/business/aerosp ... 021-11-29/
Have these airlines grounded half of their A350 fleet and had their remaining orderbook cancelled by Airbus?