Apr 4 2014

More A350-800 orders vanish

Twelve more Airbus A350-800 orders vanished as Aircraft Purchase Fleet canceled, according to the latest tally from Airbus. APF is the special purpose company set up for Alitalia Airlines, which is a financial basket case and probably couldn’t finance a Piper Cub, let alone an A350. In this case, the -800s were not upgraded to -900s or -1000s, according to the monthly Airbus Orders and Deliveries tally. There are now just 34 A358s in backlog.

The shrinking backlog further suggests the need for a refresh of the A330 with a re-engine, in our view. Without the A350-800, Airbus won’t have a competitor in the 250 seat sector that has any current technology. An A330neo with new engines would at least fill some of this void.

Meantime, Delta Air Lines issued a Request for Proposals for 50 wide-body aircraft to replace its aging Boeing 747-400s and some 767-300ERs. Delta’s CEO has said he could be interested in the A330neo. Delta eschews new technology, preferring “proven” technology, which could work against the Boeing 777X powered by an entirely new engine. By the time Delta would be ready to take delivery of its order, the A350XWB and its new technology will have been in service for many years. Delta has a deferred order for the Boeing 787-8 it inherited from Northwest Airlines, and this technology will be mature by the time Delta would be able to take delivery, so the 787 family could be in the mix. So could an A330neo, which would most likely be powered by one of the 787′s engine options, the GEnx or the Rolls-Royce Trent 1000 TEN. Market intelligence tells us Delta is pushing the GEnx, given its strong relationship with GE.

Apr 3 2014

Odds and Ends: Airbus, Boeing square off on tankers; IAM election; Russian titanium; MH370 hunt and hell

Airbus, Boeing square off on tankers: The Big Two OEMs are bidding for a sale to South Korea on airborne refueling tankers. If we remember correctly, this will be the first head-to-head competition since the USAF from 2004-2009.

IAM election: Voting begins this week, through the month, for officers of IAM International. This is the first contested election in decades, driven in no small part by the bitter vote at Boeing’s IAM 751 district in November and January over the 777X contract. The Street.com takes a look.

Russian titanium: With selective embargoes going on against Russia over Ukraine, we remarked at the time the prospect of an adverse affect on aerospace because titanium is a major resource from Russia and a major component in aerospace. Thus, a headline caught our eye about a Russian who attempted to do a deal with Boeing to sell the company the precious metal. Only this story was a bit more sordid; it makes for an interesting read.

MH370 hunt and hell: Officials vow to hunt for Malaysian Airlines Flight MH370 until hell freezes over. Mean while, more focus on CNN’s 24/7 MH370 coverage and its affect on its own ratings. We did note, however, that the shooting at Ft. Hood actually pushed MH370 off the front page of its website.

Apr 1 2014

Putting the MH370 search in perspective–literally

The search area for Malaysian Airlines Flight MH370 now encompasses an area the size of Oregon. So we pulled it up on Google Earth and marked the Portland International Airport. You can’t see the airport let alone a Boeing 777. This illustrates the task at hand.

Oregon

Then we zoomed in on PDX Airport, though we don’t know what “altitude” this represents; we’re not smart enough to take a measurement of the airplanes (a known size) and extrapolate to compute the altitude–we’re sure some of our readers are.

Read the Comment from Andrew about the altitude (and our response).

Continue reading →

Apr 1 2014

Odds and Ends: No butts about it; 737 Norway to Houston; MH370

No butts about it: Flight Global has this story  (free registration required) about the Airbus campaign for an international seat width standard. But while Airbus is touting comfort, it’s now promoting five abreast in the center section of its A380 economy section, reducing the 18.5 inch seating to 18 inches. The London Telegraph has this story on seat width and other stuff related to the increasingly crowded cabins.

737 Norway to Houston: No, this isn’t a type. The USA Today explains.

Tossing a lawsuit: An Illinois judge tossed the first lawsuit filed in connection with Malaysian Airlines Fight MH370 and threatened sanctions on the law firm that filed it.

And this has become indicative of CNN’s breathless, sometimes ridiculous coverage of MH370:

While Greg Feith thinks a probable cause of MH370′s disappearance may not be solved, another former NTSB member has a different opinion. John Goglia, however, was a board member, not an investigator, although he was a US Airways accident investigator.

Mar 31 2014

MH370 wreckage, probable cause may never be found, says ex-NTSB investigator

During the three weeks since Malaysian Airlines Flight MH370 disappeared, “talking heads” (including our own) have become a staple on the news and cable

Source: Aviation Week

shows. The trouble with talking heads is that short sound bites don’t really allow us to take a deep dive into the issues.

We arranged to have an extended interview with Greg Feith, a former investigator for the National Transportation Safety Board and today a consultant for private industry and another of the talking heads. Feith investigated two accidents that may have particular relevance to MH370: the pilot-suicide crashes of Egyptair 990 and a Silk Air 737 in Indonesia. He’s familiar with the national cultures involved and events leading to conclusions of these two previous incidents. Feith early in the MH370 events concluded this incident has its roots in the cockpit of the Boeing 777.

He’s appeared throughout the MH370 search on CNN and NBC, among other places. Here is our interview with Feith.

A former lead crash investigator for the US National Transportation Safety Board (NTSB) doesn’t believe the wreckage of Malaysian Airlines Flight MH370 will ever be found—and with it, the data recorded on the black boxes will be lost to the investigation.

“I hope I am wrong but I personally don’t believe we will ever find the wreckage. I think we will find pieces that drifted,” Greg Feith, the investigator, said in an exclusive interview with Leeham News and Comment.

Continue reading →

Mar 31 2014

Bridging the gap from E-Jet E1 to E2

Facing a production gap of a year of more between today’s in-production airplane and the entry-into-service of its new model, Embraer is confident it can bridge this gap with little difficulty.

 

Bundling orders of the E-Jet E1 with the re-engined, re-winged E-Jet E2 will be one way, Claudio Camelier, vice president of market intelligence, told us during the International Society of Transport Aircraft Trading conference in San Diego.

 

Chief Commercial Officer John Slattery told us he’s charged his sales force to pursue aggressive sales campaigns to add to the customer base, not only with new aircraft but also with used ones, to 100 by EIS of the E-190 E2 in the first half of 2018.

 

Sales last year to American Airlines, United Airlines and Republic Airways Holdings were important steps in bridging the production gap, Camelier told us. These three companies ordered 177 E-175 E1s, ending 2013 with a stronger position than EMB started the year with. EMB currently produces the E-Jet at a rate of about eight per month, a figure that will be more-or-less maintained for the foreseeable future.

 

EMB began this year with orders for 25 E-190 E2s and 25 E-195 E2s from India’s Air Costa. A stiff campaign with Bombardier at Air Canada faces off the E2 with the CS300, a contest that many expect will be decided by mid-year, perhaps in time for the Farnborough Air Show. The E2 has a common cockpit with the E1, but the engines, wings, many systems and aerodynamic improvements distinguish the airplanes from each other.

 

Additionally, the E-195 E2 has three more rows for 12 more passengers, putting some more distance between itself and the E-190. The E-190 and E-195 had only an eight passenger difference, resulting in generally slow sales for the E-195; now it’s 20+, a capacity that should make the E-195 E2 more attractive, Camelier told us.

 

The larger capacity is more attractive in Europe, where scope clauses in pilot union contracts have passenger capacity limits of 100-105 vs about 76 seats in the USA, Camelier says.

 

The E-190 E2 is at the end of its first design definition phase and will complete the Preliminary Design Review during the first half of this years.

Mar 28 2014

Sequence of Events of MH370 and the probabilities

The mystery of Malaysian Airlines Flight MH370 continues, as the search area today shifted nearly 700 miles to the northeast following continued analysis of known data of the flight.

Investigative focus also is on the pilot of the flight, while others continue to support mechanical, fire or depressurization theories.

We felt from the second day this was a criminal act of some kind, not some issue with the airplane. The information, we felt, clearly pointed to movements of the airplane as a result of someone in command control of the Boeing 777.

We put together this sequence of events that, to us and apparently also to investigators, that we believe points to no other explanation but human intervention.

 

Continue reading →

Mar 27 2014

Filling the production gap for A330 and 777 Classic: huge challenge ahead

Two orders were announced this week for the Airbus A330 and Boeing 777-300ER, important for filling the production gaps of each airplane. In the aggregate, the current backlogs go through 2016, though in reality, they stream beyond that date. See our charts below.

Airbus announced an order for 27 A330s from China, but these were the airplanes long frozen in the push-back by China against Europe in the emissions trading scheme objected to by China and a number of other countries. China routinely freezes airplane orders (among other commercial deals) to express its political displeasure.

At current production rates for the A330 or 10/mo, this adds 2.7 months to the Airbus backlog, but offset with deliveries, the aggregate backlog (i.e., if all deliveries were bunched together) means the backlog ends in 2016. With the Chinese order, Airbus announced 31 sales year-to-date.

 

Continue reading →

Mar 26 2014

Large debris field spotted in MH370 search–is it from the airplane?

A large debris field has been spotted in the search for Malaysian Airlines flight MH370. A satellite from Airbus Defence and Space photographed 122 large and small pieces of something. Searchers are en route to eyeball and recover this to determine if the debris is from the plane.

We plotted the location and created this image to further illustrate the remoteness of the location. This is at the edge of the potential search zone we plotted shortly after the airplane disappeared.

Debris Field MH370 032614

We also added the reported and estimated flight paths, though we were unable on this scale to include the several reported turns within the Strait of Malacca area. There are distinct turns from the intended flight path (and several more within the Strait of Malacca that were reported) which, to us, indicates a pilot-in-command of some kind, rather than a “ghost” airplane.

As we linked yesterday, former pilot John Nance believes a criminal act took illegal command of the airplane and then once on the southward tract put the plane on auto-pilot and then depressurized the airplane, killing all on board. The Boeing 777 then flew south to fuel exhaustion.

Mar 25 2014

Odds and Ends: MH370 tracking; Garuda rules out A380, 747-8; last 747-400 flight; E-Jet vs Turbo-props

MH370 tracking: With Britain’s Immarsat and the Air Accident Investigation Board key to determining the general location of Malaysian Airlines Flight MH370, The London Telegraph has one of the best narratives of of the behind-the-scenes story of how this came about. The London Independent also has a good story. And here is a story that explains the difficulties of searching in remote oceans.

  • Update, 10:30am PDT: Aviation analyst and former pilot John Nance is profiled in this Puget Sound Business Journal account that includes’ Nance’s theory of MH370. It’s an intriguing theory. He believes this was a deliberate act–either terrorism or murder-suicide–and that once the flight settled out southbound from Malaysia, it was set on auto-pilot and all aboard, including the pilot, were killed by asphyxiation. The airplane flew until it ran out of fuel and crashed into the Indian Ocean; he even gives a speed and angle-of-attack estimate.

Garuda rules out A380, 747-8: The Australian reports that after planning to order either the Airbus A380 or Boeing 747-8 last year, officials have ruled this out.

Last 747-400 flight: Japan’s All Nippon Airlines plans to complete its last Boeing 747-400 flight this month, ending an iconic era in the country where 747s once ruled the skies.

E-Jet vs Turbo-Props: At the ISTAT conference last week, we reported that Embraer says its E-175 E2 is more efficient than similarly sized turbo props on missions of more than 250 miles. This story in The Economic Times of India follows through on this theme.