There are some key events to follow today through Thursday:
December 10: The Requests for Proposals for the site selection of the 777X are due into Boeing today. Media will be trying to find details, but Boeing certainly won’t be talking. Nor do we expect states to be doing much talking, either.
Boeing says there will be a decision early next year; we are hearing the end of January, but this information is very soft.
December 11: EADS, parent of Airbus, begins two days of its Global Investors Day briefings.
Air Canada’s Board of Directors is to meet to decide on replacing its large, aging fleet of Airbus A320/321s. Airbus and Boeing are bidding. Flight Global earlier reported staff had selected the Airbus, but Air Canada denied a decision had been made. But, as with all denials, this could be carefully crafted: the Board hadn’t approved a deal, so no “decision” had been made.
We understand, but are not 100% certain, that the fleet renewal for the 100-149 seat sector remains open. This means Bombardier and its CSeries could still win a deal–or Air Canada may decide to retain its Embraer E-190 fleet.
December 12: EADS’ investors day continues, with guidance and information about the next 12 months and beyond for Airbus.
Doug Harned of Bernstein Research issued a note Monday listing a series of questions for EADS’ officials; we couldn’t sum it up better:
“December 11: EADS, parent of Airbus, begins two days of its Global Investors Day briefings.”
No I know for that this trouble is for:
To ease the “Global Investors”.
Did DOLORES and Power8 work as expected? According to German law EADS has to offer each employee another employment or pay him off.
How about adding (as a reference to Boeing’s new plant issues)
7) Is Alabama progressing according to plan?
E195 E2 doesn’t really have enough range for AC (2000 Nm falls well short of YUL-YVR, for example, and is barely enough for YYZ-YVR) and the E190 E2 is only 97 seats (with a 2-class config) compared to the 120 on AC’s current A319s. It seems A319 neo (or 737-7) and Cseries are really AC’s only realistic options in this segment.
The E2s have bigger wings and bigger engines. A range boost shouldn’t come unexpected.
The published range figures (see WIkipedia or beholdthepowerof2.com) show ranges of 1920 Nm for the E175 E2 and E195 E2. Only the E190 E2 has a longer range.
Wiki strikes again.
175 E2: 1,920nm
190 E2: 2,800 nm
195 E2: 2,000 nm
And, for the Cseries, this morning, the CEO of Swiss, Mr. Harry Hohmeister tell us he will want to buy the CS500, CS700 or CS1000, if its possible in near future…
For AC and Bombardier deal, one condition, maybe (quote in Globe and Mail): «Bombardier has plenty of C Series production room later in the decade so there is no need to get an order in early, this source said. Some industry sources said Air Canada is close to a deal with Bombardier to buy C Series planes to replace its Embraer 190 jets, but the airline is insisting that Bombardier take the Embraer jets as a trade-in.
1. What is the A350 development and production outlook?
We plan to deliver the first A350 late 2014 or early 2015 with production ramping up to 4or 5 a month in 2015.
2. How large are A350 losses likely to be in 2015? [NB: EADS/Airbus writes off development costs in the year incurred, unlike Boeing which uses program accounting to spread costs. Editor.]
The development costs weigh in heavily during 2013 just like 2012. A strong cash flow supports the investment made. Overall we will post a positive result for 2013.
3. Will Airbus hit its goal of 10% margins, ex-A350, in 2015?
Yes that is what we expect.
4. Can Airbus grow and sustain the A380 production?
We are increasing the A380 production rate towards 3 per month and expect further growth while the global economy recovers.
5. When will Airbus take up rates on the A320neo?
We are discussing product rates with our suppliers and will probably take a decision early 2014.
6, What is the outlook for A330 deliveries?
The coming years will see new versions of the A330 enter services, We see strong potential for the A330R and HFW A330 and will keep enhancing the A330 for continued production this decade.
I’ve read quite a number of your comments, and they confirm just how un-informed you are about aviation, but will say anything to make airbus look the better true or not.
Your answers start with “We” like you’re part of the airbus team or answer on behalf of airbus. You’re just a fan. I guess you support the 18″ against 17.5″ argument of Airbus but won’t look at the 16.7″ proposed for the A340. Airbus hypocrites.
News from the South East (unknown source):
“EADS won’t give up. EADS just held a press conference in Seoul making an offer for 40 Typhoons. If Seoul buys 40 Typhoons, they guarantee IOC by 2017, and honor the offset agreement for 60 units. In addition, EADS offers to join in Korea’s 120 passenger jet program as an equity partner which Bombardier recently bailed out(<= This proposal is angering KFX backers because they were actually cheering when Bombardier bailed out on the 120 passenger jet program, because it was seen as a resource competitor to the KFX)"
A small jet with an A320 like cockpit would be nice for Airbus.