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Old 05-10-2023, 07:03 AM
  #621  
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I genuinely don’t know but are order deliveries based on who bought at what time? Or is that negotiable for the right prices. I’m sure the slots are filling up post 2024+ but I imagine not all hope is lost yet on that. Seems like US carriers placing orders can start getting deliveries within a year. We really need to be looking at the 2025 and beyond years, not so much next 2 years.
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Old 05-10-2023, 08:06 AM
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Originally Posted by tcco94
I genuinely don’t know but are order deliveries based on who bought at what time? Or is that negotiable for the right prices. I’m sure the slots are filling up post 2024+ but I imagine not all hope is lost yet on that. Seems like US carriers placing orders can start getting deliveries within a year. We really need to be looking at the 2025 and beyond years, not so much next 2 years.
I think it’s a bit of everything. It’s not like Airline A orders 20, they get the next 20 in line. I would imagine manufacturers leave some slush in the schedules so they can offer new customers ability to order something sooner than say 2029. I don’t think we need WBs until 2025 and onwards, based on current book, so not an immediate issue. I’d venture 339 is available soonest though.
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Old 05-10-2023, 08:25 AM
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Originally Posted by PilotBases
I think it’s a bit of everything. It’s not like Airline A orders 20, they get the next 20 in line. I would imagine manufacturers leave some slush in the schedules so they can offer new customers ability to order something sooner than say 2029. I don’t think we need WBs until 2025 and onwards, based on current book, so not an immediate issue. I’d venture 339 is available soonest though.
Correct. I have a feeling that 339 are going to be ordered - they really fit Delta's niche: we already have someone, no one else likes the plane, and there are probably plenty of slots of us to fit in. Also, If we need widebodies from 2025 on, it's getting time to order them. Typically 2-3 years ahead of time is when company seems when companies order planes.
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Old 05-10-2023, 08:57 AM
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We probably only need some A350-1000s for 2025, and then something for the 2030s, and beyond to replace the 767s. i.e. convert the current A350 orders to 1000s, and order addition 339neos.
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Old 05-10-2023, 09:10 AM
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Originally Posted by Mesabah
We probably only need some A350-1000s for 2025, and then something for the 2030s, and beyond to replace the 767s. i.e. convert the current A350 orders to 1000s, and order addition 339neos.
Or keep the 359s, order -1000s, and 339s

Replace those 763s with widebody paying jets, watch WB A plummet.
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Old 05-10-2023, 10:17 AM
  #626  
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Originally Posted by sailingfun
The A330-800 has sold something like 6 aircraft. Sales on the 900 have been weak. Keep in mind the A330 is based off an almost 40 year old airframe. The -800 version is not an efficient aircraft. No airframe manufacturer has stepped up and filled a void many airlines have been begging to purchase. Boeings decision to kill the 767 replacement might end up killing Boeing. Everyone wants a modern efficient twin aisle 220 to 250 seat airframe with a 6000 mile range. No one wants to build it. United even asked Boeing to reopen the 767 line since they are were still building freighters and they refused.
In Delta’s case the cost to purchase and operate the A330-900 is just marginally higher than the 800. Better to fly a 900 with empty seats than buy 800’s.
Im not sure there are that many airlines begging for a 767 replacement as most stopped flying them many years ago. Delta is somewhat unique in liking to fly airplanes for 30+ years. Many other airlines have long since up-gauged from 767 sized airplanes to A330 or 777 sized. With all the high demand for intl travel that we are seeing, I dont know why we are so dead set on an exact one-for-one replacement of the 767 anyway. As markets continue to grow, a 767 sized airplane might become obsolete fairly quickly. Look at the 787-8; AA has decided to make it their 767 replacement but almost no one else is ordering it. The same was true of the 767-200; the bigger -300ER became the best selling type. The -400ER came to market too late; the same can be said of the A338/9. We cant wait for the 797. Our best bet is to probably reduce the density of our A330s since we have so many and put more premium seating them. The 787-10 would probably do well for us as a high capacity, superior CASM machine for routes where we dont need the muscle of an A350-1000/777-300ER type of aircraft.
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Old 05-10-2023, 04:23 PM
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Originally Posted by Tinpusher007
Im not sure there are that many airlines begging for a 767 replacement as most stopped flying them many years ago. Delta is somewhat unique in liking to fly airplanes for 30+ years. Many other airlines have long since up-gauged from 767 sized airplanes to A330 or 777 sized. With all the high demand for intl travel that we are seeing, I dont know why we are so dead set on an exact one-for-one replacement of the 767 anyway. As markets continue to grow, a 767 sized airplane might become obsolete fairly quickly. Look at the 787-8; AA has decided to make it their 767 replacement but almost no one else is ordering it. The same was true of the 767-200; the bigger -300ER became the best selling type. The -400ER came to market too late; the same can be said of the A338/9. We cant wait for the 797. Our best bet is to probably reduce the density of our A330s since we have so many and put more premium seating them. The 787-10 would probably do well for us as a high capacity, superior CASM machine for routes where we dont need the muscle of an A350-1000/777-300ER type of aircraft.
What is the possibility of a split order ie A350-1000 & B789s or B777x & A338s?
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Old 05-10-2023, 04:59 PM
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Originally Posted by firstmob
What is the possibility of a split order ie A350-1000 & B789s or B777x & A338s?
Of these two scenarios, Id say A350-1000 and 787-9s. I think us having A359s makes the 789 redundant. If we ever get 787s, I think the -10 would be most likely. Delta clearly doesnt go for large orders of the most performance capable aircraft, but they do like ones with good CASM, which is why they like the A330 so much. The A339 and 787-10 similar range, but the -10 has more pax capacity, payload and is a clean sheet design. I dont see us ordering the 777X after deciding to sunset the fleet we already had; plus it's probably too much airplane. The A350-1000 makes more sense to provide more capacity and performance. The A338 seems to be a turd with poor economics so I dont see us getting it either, but these are just my opinions. Im just as curious how this order will ultimately turn out. But the company has maintained that we will be all Airbus for wide bodies.
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Old 05-10-2023, 06:50 PM
  #629  
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Originally Posted by firstmob
What is the possibility of a split order ie A350-1000 & B789s or B777x & A338s?
No possibility unless there’s a tremendous shake up in management here at Delta for some unforeseen reason. Delta can get 339’s at a great price and possibly some 350-1000. There’s just not gonna be 787’s or triple sevens here.

International yields are very weak, and probably will be for the foreseeable future with all the foreign competition. We just don’t need a lot more white bodies beyond what’s already on order.
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Old 05-11-2023, 04:43 AM
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Originally Posted by blue vortex
International yields are very weak, and probably will be for the foreseeable future with all the foreign competition. We just don’t need a lot more white bodies beyond what’s already on order.
We're now saying the quiet part out loud! Sorry I couldn't help myself...
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