A new T6 coming to JFK??
Jul 24, 2017, 11:35 am
#1
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A new T6 coming to JFK??
As part of the proposed $10bn overhaul of JFK airport JetBlue is beginning the process to develop the T6 space. The footprint today has the edge of T5i and some hard stands used during peak international arrivals banks. Presumably the hard stands would convert to contact gates to better accommodate passengers, both for JetBlue and partner airlines.
JetBlue also wants an option on the T7 rebuild. BA currently holds the management contract/lease there but it is up in 2022.
http://blog.wandr.me/2017/07/jetblue...nal-jfk-t6-t7/
http://blueir.investproductions.com/...2017-130016309
Link to my analysis/opinions on the possibilities
JetBlue also wants an option on the T7 rebuild. BA currently holds the management contract/lease there but it is up in 2022.
http://blog.wandr.me/2017/07/jetblue...nal-jfk-t6-t7/
http://blueir.investproductions.com/...2017-130016309
Link to my analysis/opinions on the possibilities
Jul 25, 2017, 8:31 am
#3
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Maybe they can even build a mint lounge or at least have one where priority pass members can go to. I would imagine EK would be relocated along with some others. Hopefully some of the Oneworld airlines that are now in T7/T8 will also be in this new terminal setup, since I really don't like flying out of them right now.
Jul 25, 2017, 8:36 am
#4
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Also, on the earnings call just now JBLU says "T5 and T5i provide great infrastructure. We have enough gate space at the moment."
Also on the call, "No specific plans as yet. We're talking about something that would be coming to fruition in the middle of the next decade."
I think an EK move would be harder than some of the other partners with the A380 demand. But possible.
Jul 25, 2017, 12:52 pm
#5
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Not gonna be LHR. I'd bet big money on that.
Also, on the earnings call just now JBLU says "T5 and T5i provide great infrastructure. We have enough gate space at the moment."
Also on the call, "No specific plans as yet. We're talking about something that would be coming to fruition in the middle of the next decade."
I think an EK move would be harder than some of the other partners with the A380 demand. But possible.
Also, on the earnings call just now JBLU says "T5 and T5i provide great infrastructure. We have enough gate space at the moment."
Also on the call, "No specific plans as yet. We're talking about something that would be coming to fruition in the middle of the next decade."
I think an EK move would be harder than some of the other partners with the A380 demand. But possible.
Jul 25, 2017, 7:26 pm
#8
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I agree with that, but at some point they might have to cross that line and shell out money for LHR slots if they want to get some of the large corporate contracts. LGW is fine to start off, but LTN and STN would be a no-go for corporate clients imo.
I think if A380 gates will be in the plans if they take over both T6 and T7, which could potentially allow BA to stay in T7 and fly their A380s into JFK. But just pure speculations on my part.
Also, on the earnings call just now JBLU says "T5 and T5i provide great infrastructure. We have enough gate space at the moment."
Also on the call, "No specific plans as yet. We're talking about something that would be coming to fruition in the middle of the next decade."
I think an EK move would be harder than some of the other partners with the A380 demand. But possible.
Also on the call, "No specific plans as yet. We're talking about something that would be coming to fruition in the middle of the next decade."
I think an EK move would be harder than some of the other partners with the A380 demand. But possible.
Jul 25, 2017, 7:55 pm
#9
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Something like 80% of the company's revenue is from leisure travelers. It is even >50% in BOS. I'm pretty sure they'll settle on the biz contracts for TATL stuff, at least at the LHR level.
Jul 26, 2017, 6:44 am
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Jul 27, 2017, 11:06 pm
#12
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I agree with that, but at some point they might have to cross that line and shell out money for LHR slots if they want to get some of the large corporate contracts. LGW is fine to start off, but LTN and STN would be a no-go for corporate clients imo.
I think if A380 gates will be in the plans if they take over both T6 and T7, which could potentially allow BA to stay in T7 and fly their A380s into JFK. But just pure speculations on my part.
I think if A380 gates will be in the plans if they take over both T6 and T7, which could potentially allow BA to stay in T7 and fly their A380s into JFK. But just pure speculations on my part.
As for LHR, is way too far off. I don't think it's happening. However, I think they will be at LGW instead. Due to slot restrictions.
Jul 28, 2017, 2:10 pm
#13
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Unpopular opinion but I'd rather see funds focused on getting more slots in the Midwest before something like this. I can't even begin to tell you how many Delta and WN flights I've had to take this year because JetBlue doesn't serve the route I'm flying.
Jul 28, 2017, 2:54 pm
#14
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That said, I'm pretty sure the UA/DL deal from a couple years ago fell apart when EWR dropped slot controls. I wonder if UA still has that handful to unload.
Also, presumably the terminal expansion for partner use is revenue positive over the long term based on gate fees, concessions and such. CapEx up front to build it but paid back over time through operational revenues.