There were 361 orders and commitments announced, blowing through Boeing’s own forecast Monday of 240 orders. Never mind that 214 are conversions from other MAX orders, a fact Airbus COO Customers John Leahy used to downplay the program launch: the performance is a dramatic contrast to the poor reception Boeing received only three months earlier, at the ISTAT conference in San Diego, when a soft launch was rolled out by Boeing.
Boeing in fact eliminated the entire Very Large Aircraft sector (400 passengers and up) from its forecast, the Current Market Outlook.
The forecast for the 747-8F now is part of a new category, Freighters, which encompasses all sizes. Boeing projects a need for 920 freighters in the next 20 years.
Rival Airbus continues to forecast a need for 1,400 VLAs in its Global Market Forecast.
June 19, 2017, © Leeham Co.: Boeing made it official today: the 737 MAX 10 was launched at the Paris Air Show with 240 sales.
More than 10 customers–to be identified later–ordered the airplane, said Kevin McAllister, CEO of Boeing Commercial Airplanes.
The MAX 10 challenges the Airbus A321, which has outsold the 737 MAX 9 by a factor of three or four to one, depending on how orders are measured.
Boeing delivered its first 737-8 MAX May 16 to Lion Air’s Malindo Air subsidiary.
Keith Leverkuhn, VP and GM of the MAX program, said the long-range delivery flight of Malindo’s first MAX impressed the pilots with how little fuel was burned, but the in-service, short-haul operation is too young to draw any definitive conclusions about fuel consumption.
However, early indications are that fuel burn is better than forecast. The engines are the new CFM LEAP-1B.
Dispatch reliability is also meeting plan, he said.
Leverkuhn made the remarks in advance of a media tour of the new MAX 9 and the Boeing 787-10, both on display for the first time at the Paris Air Show.
June 16, 2017, ©. Leeham Co: This week we finish our analysis how an operator would keep our tentative airline operational. By now we know the maintenance of the fleet is a critical part of running an airline.
If we miss a beat from our approved operator’s maintenance plan, our airworthiness authority can ground us.
We now finish the series with looking at how some cost-heavy parts are kept fit. We then summarize our costs for keeping our Airbus A320s flying.
June 12, 2017, (c) Leeham Co.: Boeing won round one Friday in its price-dumping complaint against Bombardier over its sale of the CSeries to Delta Air Lines.
The US International Trade Commission (ITC) voted 5-0 to continue the investigation. It now goes to the US Department of Commerce to determine whether tariffs should be imposed on the deal, and how much. Delta Air Lines would have to pay the tariffs.
Boeing won this round but the big winner is likely to be Airbus.
June 9, 2017: Boeing received a 5-0 favorable decision from the US International Trade Commission in its complaint that Bombardier dumped its CSeries order with Delta Air Lines at an illegally low price.
The full decision won’t be published until next week.
The press release and some additional information is below.
A Reuters story is here.
A Politico story is here.
June 09, 2017, ©. Leeham Co: This week we continue our analysis of the operator’s maintenance plan we made last week for our tentative airline.
Our airline is using Airbus A320s as our operational airplane. For these aircraft we have completed a maintenance plan based on the aircraft OEM’s Maintenance Planning Document (MPD) as well as other regulatory requirements.
By Bjorn Fehrm
June 07, 2017, ©. Leeham Co: We wrote about Qatar Airways last week, the flag carrier of Qatar. One week later, the airline finds itself caught in a political crossfire.
The background to the crisis is complicated. At the root is a longtime feud in the area. To aid in understanding what is happening, we reference some background information and look at possible consequences for Qatar Airways.
June 6, 2017, © Leeham Co.: Low cost airlines, notably Norwegian Air, are increasingly getting into the long-haul business, but Finnair so far isn’t affected much.
Pekka Vauramo, president and CEO of the legacy airline, told LNC in an interview at the annual IATA conference yesterday that only about 10% of its routes face competition from the LCCs.
Most of its long-haul service heads east toward Asia, he said. Far fewer routes head west over the Atlantic, the prime target for the emerging LCC long-haul service.