FlyerTalk Forums - View Single Post - AA's first Boeing 787 / 787-8 arv. Jan 2015; discussion, deliveries

Apr 30, 2015 | 9:56 am

#185

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Quote:

Originally Posted by JBartlow

The 5 being delayed is being reported due to AA wanting to swap some out some -9s for more -8s and that's when Boeing could build them.

http://www.thestreet.com/story/13129...o&cm_ven=YAHOO

Here's the information from the source, not filtered thru Ted Reed:

Quote:

America said weak traffic demand prompted its deferrals of five 787s. The deferrals were just a little bit to the right, not much: four to 2017 and one to 2018. Our Market Intelligence is much more basic: AA wanted to swap 787-9s to the smaller 787-8s (market demand), which is allowed in the contract. Boeing couldn’t accommodate on the timetable AA wanted, hence the new schedule, according to our information. Plain and simple.

http://leehamnews.com/2015/04/27/pon...7s-not-hardly/

I'm skeptical that there's any basis in reality for Leeham's "market intelligence" that says Boeing was unable to build several additional 787-8s in 2016 instead of several 787-9s. Maybe Scott Hamilton's rumours are correct, but I doubt it.

That said, if AA is ordering more of the small 787-8s, that's sad news. It's a higher-CASM airplane than the 787-9, and AA doesn't need any more headwinds on costs.

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