Originally Posted by
EdmFlyBoi
Although there is likely 10 further years of life in the A330’s, the 787 has been very good for AC allowing them to continue to add routes in a profitable manner.
Yes and no. 787 has been good for longer routes, but we hear AC likes the 330 better for shorter transatlantic routes, which should not be overly surprising given gross weight differences needed for the extra fuel load on the 787.
It will very interesting to see how the A220 does - many think it will do for North American routes what the 787 did for Transcon. The A220 can be deployed Transatlantic, much like the Max, and it could takeover some of the Transatlantic Max flying. If the A220-500 is ever built, it seems likely AC would acquire some.
The Max is already a bit short-legged for transatlantic routes and the A220 even more so. In addition to being a bit smaller. To me this sounds like where the Max wins over the A220. Especially over AC's current A223. A hypothetical A225 would go head on agaisnt the Max however. At least across the board, but maybe not quite transat.
Although the Max grounding has definitely been a challenge, the second quarter financials suggest AC will manage it in reasonable shape, and will have a very nice cap ex bump over the next 10 years.
Actually, the thing may well have been a blessing in disguise for many airlines. Which by and large managed to adapt in an ad-hoc manner, less than optimal mainly for passengers, but who had to have some comprehension/understanding. While lowering somewhat availability hence increased fares, and to some extent lowering costs by using larger planes but lower frequencies. Quite possibly leading to increased profit.