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Post by chornedsnorkack on Feb 28, 2013 13:04:26 GMT 1
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philidor
in service - 6 years
Posts: 8,950
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Post by philidor on Mar 1, 2013 0:53:18 GMT 1
Absent new orders, the production pace should soon be reduced. The VLA market is really soft!
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XWB
in service - 11 years
Posts: 16,115
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Post by XWB on Mar 1, 2013 10:01:58 GMT 1
Boeing has some open production slots in the beginning of 2014:
L/N 1493 GECAS L/N 1494 Lufthansa L/N 1495 not yet allocated L/N 1496 not yet allocated L/N 1497 not yet allocated L/N 1498 not yet allocated L/N 1499 Air China
If Boeing fails to sell those slots they will be forced to produce 'white tails'.
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Post by eastmids13 on Mar 1, 2013 10:29:05 GMT 1
Interesting! Thanks XWB...if you were a betting man what hypothetical combination of white tails would you produce to hedge your bets...x freighters / y passenger? I don't know anyone who has flown on the passenger one yet so may be inclined to go all freighter (as I more likely to shift them at a knock down price & their being no A380 freighter programme now).
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Baroque
in service - 2 years
Posts: 3,991
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Post by Baroque on Mar 1, 2013 18:56:56 GMT 1
If Boeing is forced to build white tails, they can start by allocating slots for unconfirmed orders/ MOUs. I think Transaero has one for 4 747-8is.
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someone
in service - 1 year
Posts: 3,230
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Post by someone on Mar 1, 2013 19:13:49 GMT 1
With now Cathay ordering three more 747-8F (taking over the Air China MoUs) and Air China ordering two more 747-8i, some of these blank spots should be filled
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XWB
in service - 11 years
Posts: 16,115
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Post by XWB on Mar 1, 2013 19:25:07 GMT 1
No, the 3 747-8F units are 2013 slots (LN 1483, 1484 and 1486), previously allocated to Air China Cargo.
The 2 747-8i slots for Air China will probably be LN > 1500 as LN 1499 will already be the first unit for Air China.
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XWB
in service - 11 years
Posts: 16,115
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Post by XWB on Mar 3, 2013 20:03:45 GMT 1
Interesting! Thanks XWB...if you were a betting man what hypothetical combination of white tails would you produce to hedge your bets...x freighters / y passenger? I don't know anyone who has flown on the passenger one yet so may be inclined to go all freighter (as I more likely to shift them at a knock down price & their being no A380 freighter programme now). I would not bet on the freighter, that market is really weak. - Cargolux is in talk with Boeing to delay its new 747-8 freighters. Article here. - Nippon Cargo Airlines took 2 748 freighers last year but a third - JA14KZ - flew to the dessert on March 1 for storage. - Air Bridge Cargo will postpone the delivery of its remaining two 747-8 freighters on order until the 747-400 freighters are returned to the lessor later this year. The first 747-8 (VQ-BRH) has already been stored in the dessert. Article here. More 747-8 freighters will be stored after assembly. More info can be found here. The intercontinental however has a better chance: - Boeing believes the VLA market will regain again in 2014. - The 747-8i will get some upgrades in 2014: weight reductions, tail tank re-activation, GEnx-2B PIP engine upgrade and NGFMS (= software) updates. This should make the intercontinental more attractive.
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Post by eastmids13 on Mar 5, 2013 10:36:43 GMT 1
Thanks XWB - I guess this leaves Boeing in a bit of a hole then at a time where they are hemorrhaging costs, a lot of stock on the books, cash flow being tied up & compensation claims to come...personally if I were in charge at Boeing I'd probably not build them & take the hit by stopping the line for 4 weeks (not slowing it) & retrain staff or burn off holidays...failing that (i.e. too expensive not to build) I'd try & offer them at a real knock price to someone weighing up the A380 (like Turkish or Cathay). Slowing a line can be disastrous as seen at Broughton in 2004-6 after stacking several wing sets, when ramping up again efficiency took a long time to recover & on reflection production should have stopped & staff redeployed to other models sooner.
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XWB
in service - 11 years
Posts: 16,115
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Post by XWB on Mar 17, 2013 12:18:08 GMT 1
Boeing has some open production slots in the beginning of 2014: L/N 1493 GECAS L/N 1494 Lufthansa L/N 1495 not yet allocated L/N 1496 not yet allocated L/N 1497 not yet allocated L/N 1498 not yet allocated L/N 1499 Air China If Boeing fails to sell those slots they will be forced to produce 'white tails'. L/N 1495 has now been allocated and it's being listed as a BBJ. This is the 9th business jet (RC009) and will probably go to Abu Dhabi Amiri Flight.
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