Hello everyone,
Due to the constant supply chain problems in Airbus and Boeing and the delay of 777X Certificate, there are hardly any dual passenger holes in this contract. The only remaining program with meaningful holes is the A330Neo. This leaves airlines that run large numbers of older planes ’structures exposed to the costs of escalating maintenance.
Aircraft that are already 20 years or older in the scope of replacement by the early thirties. In this blog post, we calculate the number of aircraft delivered in 2004 or before the double airlines and compare this with their current books.
Three international companies behind the old mineral replacement curve
We focus on the airlines that you are likely to request directly from OEMS aircraft with at least five or more double passenger aircraft to be delivered in 2004 or before. We have reached three airlines:
- Delta Airlines: 76 Haykal aircraft (40 767-300ers, 21 767-400ers, 8 A330-300S and 7330-200S) compared to 36 aircraft (20 A350-1000s, 9 A350-900S, and 7 A330-900s).
- US Airlines: 44 sects (777-200ers) compared to 30 upon request (2577-9s directly from Boeing and 587-9s on the rental contract).
- British Airways: 39 Heikal aircraft (777-200ers) compared to 25, as required (18 777-9s and 787-10s).
After the options, one airline (perhaps) is still behind the curve
The three transport companies above have dual passenger aircraft options:
- Delta Airlines: 20 A350-1000s.
- US Airlines: 28 787s.
- British Airways: 18 A350-1000s and 24 777-9s.
After that, only the Delta Airlines remains with a deficit of 20 units, assuming that US Airlines and British Airlines are doing enough options. Atlanta -based airlines tend to operate aircraft after 30 years. The transportation company runs 39 aircraft to be delivered before 2000, all of which are 767-300ers. According to its criteria, the Delta Air Lines lines do not stand behind the curve on the requests and options for replacing the older plane structure.
The American Airlines has enough options, but it hopes to solve the problems of seat Dreamliner certificates soon, otherwise, the double fleet deficiency will remain (and will decrease behind the Delta Air Lines and UNITED Airlines lines on the market). British Airways is not satisfied with the Rolls Royce (due to pricing and lack of engine on Dreamliners), which explains the reason for the last Genx operation of 787-10s. The carrier will avoid the exercise of the A350-1000s so that it does not have another option. This will depend on when Boeing 777-9 is ratified.
Expect that the three transport companies will put new orders and/or exercise options in the next few years.