kronus
in service - 1 year
Posts: 3,401 
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Post by kronus on Jul 30, 2024 14:30:01 GMT 1
Or, could that be Airbus took on too many orders, recently realised the supply chain issues and subsequently can not deliver those frames on time and asked for defer? I would have thought if it was Airbus who wanted to defer delivery slots the frames would be spread around many airlines ? I would like to Delta will cancel 100 737MAX-10 orders and order 44 more a321neo for 2025-29 deliveries (jetblue slots) and exercise options for 70 more a321neo for 2028-30 deliveries. |
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Post by stealthmanbob on Jul 30, 2024 16:00:19 GMT 1
The deferals are mostly in the later years, so very few deferred in 2025 thru 2027 (14 total) Tweet - |
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Post by ff on Jul 30, 2024 16:46:46 GMT 1
Or, could that be Airbus took on too many orders, recently realised the supply chain issues and subsequently can not deliver those frames on time and asked for defer? I would have thought if it was Airbus who wanted to defer delivery slots the frames would be spread around many airlines ? I agree totally, how do we know they are not negotiating with others? And would they really want to announce all these cuts together in one go, and to push the share price downwards even further? The share price has dropped a lot, since they announced this year's new delivery target. |
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Post by stealthmanbob on Jul 30, 2024 16:56:57 GMT 1
I would have thought if it was Airbus who wanted to defer delivery slots the frames would be spread around many airlines ? I agree totally, how do you know they are not negotiating with others? And would they really want to announce them all together in one go, and to push the share price downwards even further? The share price has dropped a lot, since they announced this year's new delivery target. None of us know ! 30 of the deferals are for 2028/2029 delivery, I don't think that's down to Airbus. JetBlue also announced some other savings and disposal of some assets at the same time, so I guess this is a JetBlue issue. These Tweets are interesting too -
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Post by stealthmanbob on Jul 31, 2024 10:31:13 GMT 1
Flight Globals view on Jetblues deferals. Quote - "JetBlue Airways has delayed to 2030 and beyond deliveries from Airbus of 44 new A321neos, meaning the airline does not anticipate receiving any of the type from Airbus between 2026 and 2029. The move, revealed by JetBlue on 30 July as part of a new turnaround plan called “JetForward”, will see JetBlue’s fleets become increasingly dependent on the smaller A220 in the coming years. The deferrals also come partly in response to problems with the jets’ Pratt & Whitney PW1100G geared turbofans (GTFs). “We’ve come to an agreement with Airbus to defer 44 A321neo aircraft, which are the fleet most-impacted by the Pratt & Whitney GTF issues,” JetBlue chief executive Joanna Geraghty says during the airline’s second-quarter earnings call....." Full Article - www.flightglobal.com/airlines/jetblue-defers-delivery-of-44-a321neos/159418.article |
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kronus
in service - 1 year
Posts: 3,401
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Post by kronus on Jul 31, 2024 12:48:01 GMT 1
Flight Globals view on Jetblues deferals. Quote - "JetBlue Airways has delayed to 2030 and beyond deliveries from Airbus of 44 new A321neos, meaning the airline does not anticipate receiving any of the type from Airbus between 2026 and 2029. The move, revealed by JetBlue on 30 July as part of a new turnaround plan called “JetForward”, will see JetBlue’s fleets become increasingly dependent on the smaller A220 in the coming years. The deferrals also come partly in response to problems with the jets’ Pratt & Whitney PW1100G geared turbofans (GTFs). “We’ve come to an agreement with Airbus to defer 44 A321neo aircraft, which are the fleet most-impacted by the Pratt & Whitney GTF issues,” JetBlue chief executive Joanna Geraghty says during the airline’s second-quarter earnings call....." Full Article - www.flightglobal.com/airlines/jetblue-defers-delivery-of-44-a321neos/159418.articleanother good article about reasons behind jetblue a321neo deferals: |
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Post by Ravi1925 on Aug 26, 2024 22:27:36 GMT 1
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Post by Ravi1925 on Sept 4, 2024 17:21:38 GMT 1
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Post by addasih on Sept 27, 2024 22:32:52 GMT 1
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Post by Ravi1925 on Oct 7, 2024 17:05:09 GMT 1
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