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Thread: Delta/Boeing 737-MAX Plane Transaction Thread (Consolidated)
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Old Feb 28, 2024 | 12:12 pm
  #211  
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Originally Posted by DLASflyer
What is Delta's plan here? Their 10-K says they plan to start receiving Max 10s in 2025 which is simply not going to happen. They are planning on 20 in 2025 and 20 in 2026. Likely none of those planes are coming, leaving the fleet 40 short. Other airlines are switching to Max 9 or Airbus. What is Ed's plan? Exercise his 70 321neo options? Convert Max 10 to Max 9?
I'm guessing Delta is playing wait and see. If more airlines bail and Delta can get them dirt cheap, they probably will. In the meantime, I'm confident Delta has fleet contingencies in place, they aren't desperately needing these planes in 2025.
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