Originally Posted by
PLeblond
I would suggest in this case AA was not alone. BA scrapped their 747s, AC Shelved thier Rouge 767s and a lot more airlines did a lot of similar things.
The only exception I can think of is Kirby over at UA who apparently picked up as much metal as they could in 21/22 and came our of it with more capacity than anyone else. I'll bet you if one searches on FT during those times, they'll find a bunch of Armchair CEOs who were saying UA was stuipid for moving up deliveries and picking up planes while everyone else was zagging... Welcome to FT.
The decision to park aircraft made sense at the time. The difference is that many of the other airlines reactivated aircraft that they have parked.
IMO, the decision to dump the a332s is AA leadership's LCC mentality; Subfleets = bad. We see this with the a321T as well.
I see you posted (or copied from someone) the exact same thing in the
SubReddit /AmericanAirlines. The 330-300 fleet was due for heavy checks and nobody was interested in picking them up. In the past year or so those frames have been cut up for scraps/parts. The 330-200 fleet of 15 was rumored to be sold to Qatar or in process of being sold. Either way, they're not coming back. The 787 delays have been impactful, no doubt about that. I put that more on Boeing than AA though. The 787-8's were delayed back in 2021 which put them at a disadvantage during the revenge travel recovery that followed. And then the 789's being delayed over other issues hasn't helped. I still think they're positioned pretty well if they take all 30 789's and 50 XLRs. Those will provide a solid premium product to a lot of high yield markets.
IIRC, the a333s were slated for retirement even before COVID. COVID just accelerated the timeline.
The a332s - i cannot understand the thought process here. AA did not scrap them, they placed them into storage. As the 787 delays started and travel rebounded, they stubbornly refused to reactivate them. The purpoited QR purchase -was that anything more than a rumor? QR's a330 fleet uses GE
CF6 engines while AA's are RR.