12/17/2013
BREAKING: US Secretary of State Kerry first to fly the A320neo
Apparently Airbus sped up the development effort for the A320neo. It appears that US Secretary of State John Kerry was among the first who were able to fly in the reengined european narowbody during a visit of the Philippines. Look here for details! No mentioning of who is the first customer of the A320neo - but in the end: could it be the US Government???
12/11/2013
Boeing also having a "Fifth Season" this year?
After giving an outlook to Airbus' Fifth Season for this year yesterday, I want to look what we can expect from Boeing until the end of the year? Will it also be a record year? The last year was the year were Boeing took in a record number of orders, thanks largely to the B737MAX, which had it's first
12/10/2013
Fifth Season Time in Toulouse
The end of the year is near and so it is fifth season time again for John Leahy. Tomorrow we will see if he can sell some 60-90 aircraft to Air Canada, believed to be A320neo and A321neo's (or B737MAX-8/-9 if his counterparts at Boeing succeed).
But there are quite some more sales to complete this year and chances are good that Leahy will top the old record from 2011, when the A320neo had it's first full year of sales.
So what can we expect apart from Air Canada? Another awaited order for narrowbodies could come from Monarch. Both Air Canada and Monarch could also put a CSeries order in their shopping cart,
But there are quite some more sales to complete this year and chances are good that Leahy will top the old record from 2011, when the A320neo had it's first full year of sales.
So what can we expect apart from Air Canada? Another awaited order for narrowbodies could come from Monarch. Both Air Canada and Monarch could also put a CSeries order in their shopping cart,
11/25/2013
Lufthansa in "panic mode"?
Today there is news (only in German as of now) that Lufthansa and Austrian Airlines are "downgrading" miles flown with Turkish Airlines in their frequent flyer program "Miles & More". Customers who fly with Turkish Airlines on will only get a quarter of the flown miles as status miles. Austrian has canceled the code sharing with THY altogether effective summer 2014. Also Lufthansa is thinking about reducing their code sharing with THY.
This looks a little bit like Lufthansa being in panic mode. In the last two years, there have been multiple opportunities for Lufthansa to set up a wide ranging partnership with THY to fend off the three large gulf carriers. But the Lufthansa management seemed to be confident to go their way without it. Now that Turkish Airlines expanded in Germany big way, flying to 14 destinations today and just announced another one (Kassel-Calden) and many customers including business class customers flying to the Far East prefer THY due to prices and service, Lufthansa reacts.
The only way this move makes sense is that LH has another big plan on the table. Last week there I saw there were news that Lufthansa and Emirates are talking to each other ... could there be another alliance a la Emirates/Qantas in the making?
This looks a little bit like Lufthansa being in panic mode. In the last two years, there have been multiple opportunities for Lufthansa to set up a wide ranging partnership with THY to fend off the three large gulf carriers. But the Lufthansa management seemed to be confident to go their way without it. Now that Turkish Airlines expanded in Germany big way, flying to 14 destinations today and just announced another one (Kassel-Calden) and many customers including business class customers flying to the Far East prefer THY due to prices and service, Lufthansa reacts.
The only way this move makes sense is that LH has another big plan on the table. Last week there I saw there were news that Lufthansa and Emirates are talking to each other ... could there be another alliance a la Emirates/Qantas in the making?
11/19/2013
The pending A320 production increase (announcement)...
John Leahy just today stated (not for the first time) that Airbus thinks about an increase in A320 production. I think an increase is out of question. The flydubai order for up to 100 B737MAX-8 could be the last trigger.
flydubai reportedly leaned pro Airbus for some time. But after Boeing decided to bring B737 production up to 47 in 2017 they were able to offer MAX slots in the second half of 2017. And these 60 extra slots per year could now trigger more sale campaign wins for Boeing and the B737MAX versus the A320neo. So Airbus has to react quickly and try to find delivery slots especially in 2017 and 2018.
On the other hand Boeing's increase raises the question how many more B737NG slots have to be filled until mid 2017, as one should guess that there is not a step change once the B737MAX starts delivery and the increase to 47 per month should create some more delivery slots in 2016 and 2017 for the B737NG, which is already short of orders in my calculation.
flydubai reportedly leaned pro Airbus for some time. But after Boeing decided to bring B737 production up to 47 in 2017 they were able to offer MAX slots in the second half of 2017. And these 60 extra slots per year could now trigger more sale campaign wins for Boeing and the B737MAX versus the A320neo. So Airbus has to react quickly and try to find delivery slots especially in 2017 and 2018.
On the other hand Boeing's increase raises the question how many more B737NG slots have to be filled until mid 2017, as one should guess that there is not a step change once the B737MAX starts delivery and the increase to 47 per month should create some more delivery slots in 2016 and 2017 for the B737NG, which is already short of orders in my calculation.
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