There has
been some moves regarding the A330. In August Airbus announced some more
orders, 22 of them from undisclosed customers. Whether these orders are part of
the 45 aircraft order from China is not clear (yet), so there is some
uncertainty around it.
On the
other side AirAsia X canceled most of their outstanding A330ceo orders, as
I suspected back in March this year. But the cancellation is not yet in the
orderbook, so we have to keep in mind that the “real” number of open orders is
12 less than in the O&D Excel Sheet. Plus 15 less for Kingfisher of course.
Some other risks remain as I mentioned before.
On the
other hand the announced purchases of four aircraft from EVA and four by South
Korea are not in the sheet already.
The chart
shows 28 free delivery slots. Adding and subtracting all the above gets us to
47 free delivery slots. Now the question is how many of the 45 orders from
China are (if any) already in the books and how many of the 30 options will be
exercised.
Now have
another look at the B777 and the bridge to the B777X:
The
situation is not that much better than after the Paris Air Show. More than 300
open slots are available and I already reduced overall production by 1 aircraft
a month as Boeing argued that 1 B777X would be “worth” 2 current B777 when feathering
in production.
I also went
through the customers with open orders and found some risks there:
- Aeroflot (3) for obvious political reasons
- Air France (2) for obvious Air France related reasons
- Air India (3) for obvious reasons
- Pakistan Int. Airlines (5), see Air India
So there
are 13 orders “weak”.
There are
17 orders from unidentified customers.
Still, a lot more to do for Boeing to fill production than for Airbus.
Still, a lot more to do for Boeing to fill production than for Airbus.
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