philidor
in service - 6 years
Posts: 8,950
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Post by philidor on Sept 27, 2019 12:47:18 GMT 1
Now, a major question is whether these A350 purchases by DL will grow its A350 fleet beyond previously published plans, or will replace existing orders.
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Post by Jkkw on Sept 27, 2019 13:41:48 GMT 1
Regarding a delivery timeline
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mjoelnir
in service - 2 years
Posts: 4,089
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Post by mjoelnir on Sept 27, 2019 16:29:36 GMT 1
Now, a major question is whether these A350 purchases by DL will grow its A350 fleet beyond previously published plans, or will replace existing orders. IMO this will add to the number of A350 Delta will take. Why take over frames ordered by LATAM and cancel frames that Delta ordered themselves? Why take the price for canceling orders on Delta, rather than let it stay with LATAM. I hardly believe that LATAM got the frames with better price or conditions than Delta themselves, but I can well imagine that both the current Delta and LATAM orders offer better conditions, than are available now. |
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philidor
in service - 6 years
Posts: 8,950
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Post by philidor on Sept 28, 2019 12:09:47 GMT 1
IMO this will add to the number of A350 Delta will take. Why take over frames ordered by LATAM and cancel frames that Delta ordered themselves? Why take the price for canceling orders on Delta, rather than let it stay with LATAM. I hardly believe that LATAM got the frames with better price or conditions than Delta themselves, but I can well imagine that both the current Delta and LATAM orders offer better conditions, than are available now. I explained my views in the 'LATAM A350s thread'. I duplicate my post. LATAM's still undelivered A350s were probably a major Airbus concern, since the airline appears to have ordered much more aircraft than it can pick up. QR leases have offered a short term solution, but that's probably not enough. So, Airbus may have offered DL to take LATAM frames at its own specs and price, while DL may have demanded in return a waiver of penalties in case it has to cancel some of its own orders. This, of course, is pure speculation. We'll have to wait until DL clarifies its fleet plans. |
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mjoelnir
in service - 2 years
Posts: 4,089
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Post by mjoelnir on Sept 28, 2019 13:49:27 GMT 1
IMO this will add to the number of A350 Delta will take. Why take over frames ordered by LATAM and cancel frames that Delta ordered themselves? Why take the price for canceling orders on Delta, rather than let it stay with LATAM. I hardly believe that LATAM got the frames with better price or conditions than Delta themselves, but I can well imagine that both the current Delta and LATAM orders offer better conditions, than are available now. I explained my views in the 'LATAM A350s thread'. I duplicate my post. LATAM's still undelivered A350s were probably a major Airbus concern, since the airline appears to have ordered much more aircraft than it can pick up. QR leases have offered a short term solution, but that's probably not enough. So, Airbus may have offered DL to take LATAM frames at its own specs and price, while DL may have demanded in return a waiver of penalties in case it has to cancel some of its own orders. This, of course, is pure speculation. We'll have to wait until DL clarifies its fleet plans. I still find your post not logical. It should be easier to argue with Airbus to cancel some frames at an airline that is in trouble, especially frames that have not been started on. Why should Delta risk it´s good relationship with Airbus to save the LATAM orders. I fully expect Delto not to reduce it´s own orders, or at least to convert them to something else, as more A330-900 or A321xlr. |
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HL7615
Roll Out Flight Line in Toulouse
Posts: 509 
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Post by HL7615 on Sept 28, 2019 16:02:44 GMT 1
Is it possible that these extra frames on order could be converted to more options for the A330neos that will accelerate retirement of some of the 767s?
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Post by marlibu on Sept 28, 2019 17:22:31 GMT 1
Is it possible that these extra frames on order could be converted to more options for the A330neos that will accelerate retirement of some of the 767s? This is an interesting position...I think it would all depend on where LATAM'S frames are in the firing order. Very interesting thought nonetheless, it adds a little more to this entire deal... |
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Post by kevin5345179 on Sept 28, 2019 20:25:23 GMT 1
Is it possible that these extra frames on order could be converted to more options for the A330neos that will accelerate retirement of some of the 767s? This is an interesting position...I think it would all depend on where LATAM'S frames are in the firing order. Very interesting thought nonetheless, it adds a little more to this entire deal... I actually feel like that is highly possible. Considering the tariff amount is about to announce and can go online before EOY. Importing widebodies will certain have to pay tariff. Given A330neo can't deliver in time, I think this might be the best alternative solution. |
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kronus
in service - 1 year
Posts: 3,401
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Post by kronus on Sept 29, 2019 16:48:23 GMT 1
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philidor
in service - 6 years
Posts: 8,950
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Post by philidor on Sept 29, 2019 23:43:23 GMT 1
That source has no doubts that DL is taking 14 additional A350s. I seem to be the only one with doubts, but I would be very pleased to be wrong ! |
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