Assessing the Delta-Airbus order

In an event timely to the Delta Air Lines order for 100+100 Airbus A3231neos, the airline just took delivery of the 50th A320 family member to be delivered from the Airbus Mobile (AL) plant. Source: Airbus.

By Scott Hamilton

Analysis

By Scott Hamilton

Dec. 15, 2017, © Leeham Co.: Was the choice by Delta Air Lines the big “blow” to Boeing many in the media are making it out to be?

It was a PR blow, yes. Even this was limited to those in the know.

But it wasn’t a material blow by any stretch.

Here’s why the hand-wringers are wrong.

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Bjorn’s Corner: Aircraft drag reduction, Part 9

By Bjorn Fehrm

December 15, 2017, ©. Leeham Co: In the last Corner, we described how the Wright Brothers developed the first theory for propellers. It was based on their wing work and allowed them to design an efficient pair of propellers for their 1903 Wright Flyer.

We will now describe their first propelled flights, December 1903, and prepare for looking at the lift and drag of the aircraft.

Figure 1. The Wright Flyer is prepared for flight at Kitty Hawk, 17th December 1903. Source: Wright-Brothers.org.

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It’s official: Delta orders A321neo with GTF engine

Dec. 14, 2017: After a wave of news stories yesterday, today’s it’s official: Delta Air Lines ordered 100 Airbus A321neos and optioned 100 more.

Deliveries begin in 2020.

The airplane will be equipped with the Pratt & Whitney GTF and Delta Tech Ops will be a third-party maintenance provider.

Delta’s investor day begins in 20 minutes. Questions about the competition with Boeing, Boeing’s trade complaint against Bombardier for the Delta C Series order and related issues are certain.

Top Airbus officials scoffed at Leahy’s 50% market share goal

John Leahy, the chief operating officer-customers for Airbus, will retire in January after 33 years with the company. LNC’s editor, Scott Hamilton, has known Leahy for most of this time. This is the second of a series of reports derived from interviewing Leahy about his pending retirement. The first article appeared Nov. 28.

By Scott Hamilton

Dec. 14, 2017, © Leeham Co.: When John Leahy was promoted from his position as head of Airbus sales in North America and moved to headquarters in Toulouse,

John Leahy, COO-Customers Airbus. Reuters photo via Google images.

France, to assume the world-wide position as head of sales, he had an ambitious goal to achieve 50% market share by 2000.

He had a little over five years to go from low-double digits to this lofty goal.

The Airbus executive board initially laughed at him, Leahy recalls 22 years later.

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Singapore Airline’s new A380s feature improved cabins

By Bjorn Fehrm

December 13, 2017, ©. Leeham Co, Toulouse: Singapore Airlines took delivery of its first new generation A380 today in Toulouse. The aircraft features new cabins in all four classes, First-, Business-, Premium economy- and Economy class.

The aircraft is the first of five newly ordered A380. In addition, 14 of the present A380s will be upgraded to the new cabin standard.

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Delta Airbus deal means Bombardier trade complaint continues

Dec. 13, 2017, © Leeham Co.: Delta Air Lines chose to place its long-awaited order for the re-engined single-aisle airplanes with Airbus for the A321neo, powered by Pratt & Whitney GTF engines, according to an exclusive report from CNN’s Jon Ostrower.

The Delta Board of Directors was expected to decide today, announcing its decision either today or tomorrow at the investors’ day event.

If confirmed, the deal is a major loss for Boeing, which hoped to sell the 737-10 MAX to Delta. A win would have been a huge boost for the MAX 10.

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Delta to order A321neo, GTF engines: CNN

Dec. 13, 2017: Jon Ostrower of CNN is reporting Delta Air Lines will order 100 Airbus A321neos and option 100 more, to be powered by Pratt & Whitney GTF engines.

If correct, this will be a snub to Boeing and the 737-10 MAX.

It also means the Boeing trade complaint against the Delta-Bombardier CSeries deal will continue.

The Delta board meets today to decide. Stay tuned.

Joon enables Air France-KLM to expand its low cost offering

By Bjorn Fehrm

December 13, 2017, ©. Leeham Co: Air France-KLM, or really Air France, has after a long dialogue with its trade unions set up Joon, a new LCC operation in the group. The new airline flew its first flight, Paris Charles de Gaulle (CDG) – Barcelona, on December 1st.

Air France-KLM has already an LCC daughter, Transavia. So why Joon?

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Used A330-200s could be interim solution to NMA

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Introduction

Dec. 11, 2017, © Leeham Co.: Boeing is considering restarting the 767-300ER passenger line as an interim aircraft to the New Midmarket Airplane.

Airbus is pushing the A330-800 or, alternative, new A330-200s are its solution to the upper end of the Middle of the Market sector.

There is another alternative, however: used A330-200s. There is an emerging supply of these as one airline plans a down-sizing and initial 10- to 12-year leases expire in the near future.

Etihad is planning to dispose of its Airbus A330-200s. These would make a good, potential pick-up by an airline seeking an interim solution while awaiting the New Midrange Aircraft. Photo via Google images.

Summary
  • NMA EIS target remains 2025, Boeing says, as opposed to 2027, according to market sources.
  • Regardless, timeline, production ramp-up indicates near-term need for newer airplanes.
  • Business case for NMA still hasn’t closed; program launch still uncertain, but activities continue.
  • Boeing 767 production ramp up studies underway, effective as soon as early 2020.

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Pontifications: Countdown to Delta’s single-aisle decision

By Scott Hamilton

Dec. 11, 2017, © Leeham Co.: Eyes will watch Atlanta (GA) this week, when the Delta Air Lines Board of Directors decides to award a big order for the re-engined Airbus and Boeing single aisle airplanes.

The Board meeting is believed to be Thursday. At stake: 100 orders and 100 options for either the Airbus A320neo or Boeing 737 MAX families.

I wrote about this last week. Here’s an update.

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