Baroque
in service - 2 years
Posts: 3,991
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Post by Baroque on Jul 31, 2015 14:26:58 GMT 1
Well, it didn't take too long for this to be clarified. IAG to order 33 new Airbus jets including 8 A350s. There we go!  |
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Post by Jkkw on Jul 31, 2015 15:31:54 GMT 1
Well, it didn't take too long for this to be clarified. IAG to order 33 new Airbus jets including 8 A350s. There we go! I have a feeling that Iberia isn't behind these slots. Given that Airbus's desire for these 7 slots resulted in the cancellation of those aircraft, I doubt that they would use those slots to secure an incremental order that would give them a net gain of 1 order but rather I'd imagine they'd use the slots to help win orders from new customers where the A350 is in competition from the 787 or 777. Also since this order involves options being firmed, I would have thought that the production slots for the options would have been secured when the original order was made and I would assume that those slots would result in deliveries after the aircraft from the first/original order. (The following article says that IB's original order for 8 A350s would be delivered from 2018 to 2020) www.bloomberg.com/news/articles/2015-07-31/british-airways-parent-iag-boosts-second-quarter-profit-40-Hey Baroque Who could it be? I believe Emirates or Qantas - exciting  Fingers crossed for orders from both carriers! IMO, I feel as if the A350 (especially the -1000) is a better fit for Qantas when compared to the 789 as the A35K is sized nicely between the A359/789 and the A380 and is a more appropriate replacement for the 747. Unfortunately local media is reporting Qantas is ever closer to reordering the 789s, especially after pilots agreed to a new enterprise bargaining agreement which included conditions regarding the 787. Nevertheless, I still think QF can operate quite well with the 789 & 78J replacing the A330s on Asian routes and A359s & A35Ks replacing the 747 flights across the Pacific and into JNB. What I'm not sure of however is whether the amount of aircraft they need will justify operating two families. Incidentally, I believe the 787 slots that Qantas have on option are for deliveries starting from 2017, the same timing as the slots that SQ released. Anyway, QF's annual results are released on the 20th of August and QF usually uses this event to announce new orders. Another thought: Given that Emirates's 77X order was negotiated in conjunction with QR, maybe this time they've teamed up with Qantas to negotiate for some A350s! Time will tell!!! |
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tomparis1
Final Assembly Line stage 2
Posts: 390
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Post by tomparis1 on Jul 31, 2015 15:41:13 GMT 1
Well, it didn't take too long for this to be clarified. IAG to order 33 new Airbus jets including 8 A350s. There we go! I have a feeling that Iberia isn't behind this these slots. Given that Airbus's desire for these 7 slots resulted in the cancellation of those aircraft, I doubt that they would use those slots to secure an incremental order that would give them a net gain of 1 order but rather I'd imagine they'd use the slots to help win orders from new customers where the A350 is in competition from the 787 or 777. Also since this order involves options being firmed, I would have thought that the production slots for the options would have been secured when the original order was made and I would assume that those slots would result in deliveries after the aircraft from the first/original order. (The following article says that IB's original order for 8 A350s would be delivered from 2018 to 2020) www.bloomberg.com/news/articles/2015-07-31/british-airways-parent-iag-boosts-second-quarter-profit-40-Hey Baroque Who could it be? I believe Emirates or Qantas - exciting Fingers crossed for orders from both carriers! IMO, I feel as if the A350 (especially the -1000) is a better fit for Qantas when compared to the 789 as the A35K is sized nicely between the A359/789 and the A380 and is a more appropriate replacement for the 747. Unfortunately local media is reporting Qantas is ever closer to reordering the 789s, especially after pilots agreed to a new enterprise bargaining agreement which included conditions regarding the 787. Nevertheless, I still think QF can operate quite well with the 789 & 78J replacing the A330s on Asian routes and A359s & A35Ks replacing the 747 flights across the Pacific and into JNB. What I'm not sure of however is whether the amount of aircraft they need will justify operating two families. Incidentally, I believe the 787 slots that Qantas have on option are for deliveries starting from 2017, the same timing as the slots that SQ released. Anyway, QF's annual results are released on the 20th of August and QF usually uses this event to announce new orders. Another thought: Given that Emirates's 77X order was negotiated in conjunction with QR, maybe this time they've teamed up with Qantas to negotiate for some A350s! Time will tell!!! Wonderful analyzed Jkkw Thanks for that! cheers TP |
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s543
in service - 2 years
Posts: 3,959 
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Post by s543 on Jul 31, 2015 16:10:35 GMT 1
Well the Iberia 8 + 8 359 is for sure to replace the aging and thirsty A346 - they have 17 of those so the numbers seems OK.  Those A332 are for growth as stated. |
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Baroque
in service - 2 years
Posts: 3,991
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Post by Baroque on Jul 31, 2015 17:10:44 GMT 1
Jkkw, I like your line of thinking. The more customers, the better.  But I do wonder if the Delta order had some implications, that if Airbus sold the optioned slots to Delta to win the order. But now that Iberia wants to exercise those options, Airbus had to squeeze out some room from somewhere.
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s543
in service - 2 years
Posts: 3,959
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Post by s543 on Jul 31, 2015 17:28:30 GMT 1
Jkkw, I like your line of thinking. The more customers, the better. But I do wonder if the Delta order had some implications, that if Airbus sold the optioned slots to Delta to win the order. But now that Iberia wants to exercise those options, Airbus had to squeeze out some room from somewhere. I do not believe the Iberia 359 order makes a big pressure - since if I am right and it is replacement of those A346 - probably one or two more years does not make such a difference. Those A346 are now in average around 10 years of age - the youngest one 5 years only i.e. to replace them after 2020 and some much later seems to be the right timing. I believe those slots would be for EK or QF or someone else but definitively a "big one" - as per jkkw ideas. To get few pcs relatively fast and than bigger quantity later. |
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Baroque
in service - 2 years
Posts: 3,991
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Post by Baroque on Aug 1, 2015 4:16:13 GMT 1
I believe those slots would be for EK or QF or someone else but definitively a "big one" - as per jkkw ideas. To get few pcs relatively fast and than bigger quantity later. If it isn't the IAG options recently exercised, another airline I can think of apart from EK and QF is VS. As per this bloomberg article from earlier this month: Once again, that number 7 comes up though. |
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kronus
in service - 1 year
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Post by kronus on Aug 1, 2015 6:13:35 GMT 1
Delivery schedule of SIA a350-900 after cancelled 7 orders (according to ATDB):
2015 4x
2016 4x
2017 5x
2018 7x
2019 7x
2020 7x
2021 8x
2022 9x
2023 9x
2024 3x
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someone
in service - 1 year
Posts: 3,333
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Post by someone on Aug 1, 2015 12:28:50 GMT 1
Delivery schedule of SIA a350-900 after cancelled 7 orders (according to ATDB): 2015 4x 2016 4x 2017 5x 2018 7x 2019 7x 2020 7x 2021 8x 2022 9x 2023 9x 2024 3x What was the previous schedule? |
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kronus
in service - 1 year
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Post by kronus on Aug 1, 2015 12:46:16 GMT 1
Previous schedule was:
2015 4x
2016 4x
2017 5x
2018 8x
2019 8x
2020 8x
2021 9x
2022 10x
2023 10x
2024 4x
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