Could COVID be UA’s opportunity to order the 777X?
Obviously all the airlines have been hurting, but if an airline like EY or even CX are going to cancel their 77X orders, is there a once in a lifetime opportunity to make a 77X order? I’m sure UA will receive step discounts. If air travel returns to pre-COVID patterns I could see UA converting their 45 A359s into 30 779s. The 779 would be a great fit for SFO-NRT/ICN/PEK/PVG/TPE/HKG/DEL/SIN/SYD/AKL/LHR/FRA/TLV and EWR-NRT/PEK/PVG/HKG/TLV/DEL/BOM/JNB where space is limited and where these are routes that require the 779s range/capacity/performance.
As for their RR contract, how about converting their remaining 787s or order to the RR variant so they operate a simplified fleet consisting of NMA/788/789/78J/77W/779s. The 77E doesn’t have to have a 1:1 replacement and adding the A359 or A35J is introducing a new type with no real value that requires additional pilot training. So for replacing the 77E on TPAC routes, the 77W would be a better capacity upgrade. Or the 789 would be a better capacity downgrade. |
Originally Posted by UA857
(Post 33415317)
...If air travel returns to pre-COVID patterns...
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Originally Posted by IAH-OIL-TRASH
(Post 33415361)
None of the airlines are going to do anything with long-range aircraft until they see what premium traffic (read: business travel) does. I'm pretty sure companies have found out what they can still accomplish with slashed travel. When business travel rebounds, I think companies are going to be a bit more selective as to who travels and for what purposes - it's not going to provide the growth projections for airlines to commit to expensive new a/c. Delta is moving away from new a/c orders and reverting to their "buy used" heritage. There's no shortage of underutilized long-range aircraft now (including near-term deliveries) or for the foreseeable future.
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Originally Posted by UA857
(Post 33415317)
Obviously all the airlines have been hurting, but if an airline like EY or even CX are going to cancel their 77X orders, is there a once in a lifetime opportunity to make a 77X order? I’m sure UA will receive step discounts. If air travel returns to pre-COVID patterns I could see UA converting their 45 A359s into 30 779s. .....
Additionally, Airbus and RR (for the engines) are not likely to release UA from their commitment to buy Boeing / GE. And adding more fleet variants is not the way UA is going, it is looking to simplify its fleet. And has made contractary agreements for those 789 engines. And finally, 777X has been continuously slipping schedule. The latest bing FAA concerns with the aircraft. So between that and post-COVID traffic levels many carriers are backing off from 777X |
Originally Posted by WineCountryUA
(Post 33415400)
But given all that, UA just https://www.flyertalk.com/forum/unit...-a321-neo.html. The CAPEX budget is well commitment for many years into the future
Additionally, Airbus and RR (for the engines) are not likely to release UA from their commitment to buy Boeing / GE. And adding more fleet variants is not the way UA is going, it is looking to simplify its fleet. And finally, 777X has been continuously slipping schedule. The latest bing FAA concerns with the aircraft. So between that and post-COVID traffic levels many carriers are backing off from 777X |
Originally Posted by UA857
(Post 33415414)
Ummm? UA just ordered so 70 A321neos so to keep RR commitment why not convert their remaining 787 on order to the RR variant.
Adding a different engine to the 789s increase variants |
Originally Posted by WineCountryUA
(Post 33415418)
the A321a are replacing multiple types of retiring aircraft -- simplification.
Adding a different engine to the 789s increase variants |
Originally Posted by UA857
(Post 33415426)
I’m talking about the 78Js currently on order? Also ANA flies 787s with RR and GE engines.
Can UA do it but do they want to. And it may be sometime before that change in RR order could take place Suggesting UA go in a different direction than it and its competitor are signaling would be an odd decision. |
Once in a lifetime? I don’t think so. They can order them anytime they want to.
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Originally Posted by LondonElite
(Post 33415452)
Once in a lifetime? I don’t think so. They can order them anytime they want to.
David |
Originally Posted by UA857
(Post 33415378)
Ummm? You sure? With the vaccinations in sight couldn’t we see a quicker recover in business travel?...
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Originally Posted by IAH-OIL-TRASH
(Post 33415482)
.... Anyone who thinks we'll be at the same level of int'l business travel by next year or the year after isn't very well connected to reality.
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Originally Posted by UA857
(Post 33415317)
Obviously all the airlines have been hurting, but if an airline like EY or even CX are going to cancel their 77X orders, is there a once in a lifetime opportunity to make a 77X order? I’m sure UA will receive step discounts. If air travel returns to pre-COVID patterns I could see UA converting their 45 A359s into 30 779s. The 779 would be a great fit for SFO-NRT/ICN/PEK/PVG/TPE/HKG/DEL/SIN/SYD/AKL/LHR/FRA/TLV and EWR-NRT/PEK/PVG/HKG/TLV/DEL/BOM/JNB where space is limited and where these are routes that require the 779s range/capacity/performance.
As for their RR contract, how about converting their remaining 787s or order to the RR variant so they operate a simplified fleet consisting of NMA/788/789/78J/77W/779s. The 77E doesn’t have to have a 1:1 replacement and adding the A359 or A35J is introducing a new type with no real value that requires additional pilot training. So for replacing the 77E on TPAC routes, the 77W would be a better capacity upgrade. Or the 789 would be a better capacity downgrade. |
Originally Posted by WineCountryUA
(Post 33415418)
the A321a are replacing multiple types of retiring aircraft -- simplification.
Adding a different engine to the 789s increase variants |
Originally Posted by WineCountryUA
(Post 33415488)
That will not be a 777X issue as it will not be flying next year or the year after .... maybe 2025?
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