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Mentour: "Will Killing the MAX-7 Save Southwest?!"

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Mentour: "Will Killing the MAX-7 Save Southwest?!"

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Old 22nd Jun 2024, 20:55
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Originally Posted by waito
That's not the competing Aircraft mentioned by Mentour. Forget the A320.

He talks of picking up Breeze Airways. They currently operate EMB 190/195. BUT: That airline already took delivery of first A220s, and are in progress to get 80 of them (no mention of the timeline though) . But certainly there's no waiting for years until a viable fleet of modern and very efficient aircraft allow expansion. And how about seat capacity? Well, it's the perfect alternative to the MAX -7 in this regard.
Southwest needs a 737 replacement across their fleet. Anything they purchase needs to cover the 149 seat to 200 plus seat market. If they just buy a Max 7 replacement they will soon have to introduce a third aircraft type.
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Old 22nd Jun 2024, 21:38
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Originally Posted by Sailvi767
Southwest needs a 737 replacement across their fleet. Anything they purchase needs to cover the 149 seat to 200 plus seat market. If they just buy a Max 7 replacement they will soon have to introduce a third aircraft type.
But how? I recently read, A320 Family new order will place you in 2031 IIRC.

They will stick to the 737-8 which is modern and efficient enough for them in its capacity class. Delivery rate is reduced, but at least they are in the queue for 207 more -8. I mean, that's the only aircraft they can get in the short term.
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Old 23rd Jun 2024, 07:36
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Theoretically - but that assumes every airline wants deliveries as per their order - which may have been several years ago. I'm sure that for a significant SW order Airbus would shake the trees and produce a flow of early deliveries. And of course with a SW order in their pocket they'd be well placed to fund a significant increase in production

"In January, Airbus delivered 30 jets, including two A220s, 26 A320s (all NEO), and two A330s. The official A320 production rate is 45 aircraft per month and has remained at this level since the end of 2021. On average, the company delivered 48 A320s per month in 2023 compared to 43 in 2022. Production is currently being increased and an official rate hike is coming soon. In connection with the release of their 2023 full-year earnings this month, we can expect the A320 rate to be officially raised. At this time, we consider the unofficial A320 production rate to be 48 per month but will keep the rate in our charts and tables at 45 for now. The A320 program is expected to reach a monthly rate of 65 by late 2024. We can therefore expect a series of rate increases this year. Also, Airbus is working with its supply chain to increase A320 production to 75 aircraft per month in 2026."

https://flightplan.forecastinternati...0coming%20soon.

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Old 23rd Jun 2024, 09:01
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Originally Posted by Asturias56
I'm sure that for a significant SW order Airbus would shake the trees and produce a flow of early deliveries. And of course with a SW order in their pocket they'd be well placed to fund a significant increase in production
That's a good point, Asturias. Also if other customers drop out for various reasons. That scenario would be realistic if SWA fundamentally changes course and introduce a second fleet across the whole capacity range. (But keep in mind, many airlines are desperate because of the GTF engine overhaul crisis, searching for way to bridge it).

It doesn't solve the short term issue however with the 150 seat fleet. A319? I doubt it, even existing Airbus customers are hesitating. SWA still need to hope for the 737-7 - or ways to get a hold on A220s. Now...

... delivered 30 jets, including two A220s, 26 A320s (all NEO), ... Production is currently being increased and an official rate hike is coming soon.
2 A220s. And they are not able to increase that rate as "easy" as in their highly efficient A320 family production. A220 production is small scale from the start, with teething issues, and still unprofitable!

SWA simply can't close the gap in the next 2 years. Extending the use of 737-700 does not really allow expansion. Maybe some of those can be freed from routes that grew into MAX 8 territory.

Alternative to this whole mess is to keep 737-800 longer and use them with empty seats on thin routes, while new MAX 8 keep coming. Maybe this is the least risky and somehow affordable solution.
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Old 23rd Jun 2024, 12:26
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When (if?) Boeing bites the bullet with a 737 replacement, it's a good bet that it will have high commonality of flight deck layout and handling, processes, and procedures with the current 737 (not to mention the 777 and 787). That would make training and crossover with the existing 737 fleet less of an issue than going with an entirely different platform on the A320 or A220 series.
It's worth remembering that the 777 flightdeck had a great deal of commonality with the 757/767 flightdeck (including using the same structural bits), which made the transition of existing 757/767 flight crews much easier.
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Old 23rd Jun 2024, 16:03
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Today it might be some 787 style flight deck and a similar FBW. But because of the upcoming next engine generation, they might target 2035 like Airbus is doing. Then it might be a single pilot operated (or at least single pilot+remote certified) cockpit with the next layout and procedures. Boeing missed the right moment. After the A320neo announcement Boeing should have launched the NSA right away and at full speed, when they had all those 787 engineers and current design experience available. Sooner or later the MAX will need replacement. With years lost the business case yields much less than hoped for.
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Old 23rd Jun 2024, 21:35
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Both Boeing and Airbus need a new narrow body. Neither company currently has the engineering talent available. Both also don’t seem to want to make the investment. It’s almost like they are colluding with each other to offer 40 year old technology. If neither makes a move the airlines have no alternative.
It’s also important to understand that Airbus did not purchase the A220 because they liked the airframe. They purchased it to eliminate a competitor. When a downturn hits and airframe sales crash I would expect Airbus to close the A220 program.
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Old 23rd Jun 2024, 21:40
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By buying the CSeries Airbus prevented Boeing from buying it. With the Boeing-Embraer cooperation failed Boeing had to go MAX. I am still not sure how much sense the A220, while being a top aircraft itself, makes as a separate product for Airbus. The CSeries could have been the easy way out for Boeing. A modern low end family and then some clean sheet NMA on top.
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Old 23rd Jun 2024, 22:16
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Originally Posted by Sailvi767
Both Boeing and Airbus need a new narrow body. Neither company currently has the engineering talent available. Both also don’t seem to want to make the investment. It’s almost like they are colluding with each other to offer 40 year old technology. If neither makes a move the airlines have no alternative.
It’s also important to understand that Airbus did not purchase the A220 because they liked the airframe. They purchased it to eliminate a competitor. When a downturn hits and airframe sales crash I would expect Airbus to close the A220 program.
Why fix what isn't broken? The A320 does an exceptional job, along with the 737. They are both very good at what they were designed to do and still (more so the 320) very relevant.

This is more a reflection of how good the engineering teams were 40/50 yrs ago rather than how "bad" the teams are today.
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Old 24th Jun 2024, 07:36
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When you look at the cost of introducing and certifying a clean sheet design you can see why both Mr B and Airbus put off doing it. It used to be thought worthwhile if you could improve things by 15-20% but given the costs now I'd bet it would have to be a lot higher to take that risk. We may have to accept that like the motor car, the mass production models have reached a plateau and they're all going to look much the same from now on out with the odd tweak now and then. When you think about it, it's astonishing that the 737 set the pattern with an early 1960's design.
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Old 24th Jun 2024, 09:00
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The CSeries seems to prove the opposite. Both big players had to beef up their established families in a hurry because the clean sheet was so much better.
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Old 24th Jun 2024, 09:56
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Originally Posted by Less Hair
The CSeries seems to prove the opposite. Both big players had to beef up their established families in a hurry because the clean sheet was so much better.
Problem with the CSeries is it's too expensive to build. For a small, shorter range aircraft, the aluminum/composite cost tradeoff still falls squarely on the side of aluminum, and that's not likely to change anytime soon. Right now, building A220's is a money pit. Upping the production rate will help, but due to the requirements of the composite structures, upping the rate means a massive infrastructure investment - far more than what would be needed for an aluminum aircraft.
So, while the CSeries is a good aircraft, it's unlikely to ever be a money maker.
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Old 24th Jun 2024, 13:30
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Originally Posted by A320LGW
Why fix what isn't broken? The A320 does an exceptional job, along with the 737. They are both very good at what they were designed to do and still (more so the 320) very relevant.
There's always room for improvement, so your statement will expire one day. Which in fact expires later than usual:

Neither A nor B will start another conventional short/midrange a/c program now. NEO and MAX are still quite fresh.

They will certainly start unconventional new design with tech that enable more improvements than yet another conventional design.

They need to start now. Anybody thinks they will design a conventional type in parallel, unless the new tech fails?
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Old 24th Jun 2024, 13:47
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Originally Posted by waito
There's always room for improvement, so your statement will expire one day. Which in fact expires later than usual:

Neither A nor B will start another conventional short/midrange a/c program now. NEO and MAX are still quite fresh.

They will certainly start unconventional new design with tech that enable more improvements than yet another conventional design.

They need to start now. Anybody thinks they will design a conventional type in parallel, unless the new tech fails?
Boeing will need a lengthy period of recovery before they can even think of 737 a replacement. They've lost something like $32 Billion in the last six years (and over 60% of the share price), with no end in sight to their money loosing ways until they get the 737 and 787 production issues sorted and the 777X certified and start deliveries (there are a whole bunch of complete - less engines 777Xs sitting around Everett, I'm guessing some more may be parked elsewhere). They need a significant period of profitability to generate the free cash needed to launch any new aircraft program - or even to make major investments in new technology in anticipation of a new program.
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Old 24th Jun 2024, 13:49
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We also forget the increasing burden of certification and moding older designs. -. Boeing have struggled with the 777 and the 767 derived tanker . It 's brave man who would launch a completely new design when they have a multi year order book for what they already produce
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Old 24th Jun 2024, 16:11
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I flew from Houston to Baltimore and back this weekend on a Southwest 737-8 MAX each time.
I don't get the hysteria. Is it airframe retirement rates versus usage rates?
I think that DaveReidUK's assessment of clickbait is spot on.

Less Hair: thanks for your posts, informative.
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Old 25th Jun 2024, 05:34
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Originally Posted by Asturias56
Also, Airbus is working with its supply chain to increase A320 production to 75 aircraft per month in 2026.
Airbus just announced they can't achieve their expansion plan. It's not a drastic setback, but they need to stretch the timeline. WRT A320, they now aim for 2027 to produce 75 per month. Impact to financial figures will be stronger, they want to invest 0.9 Billion into supplier efficiency.

Good news: they don't "push it no matter what".
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Old 25th Jun 2024, 08:58
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It is mainly the GTF repair that takes time. No surprise. This might not be the right moment for SWA to consider changing fleets.
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Old 25th Jun 2024, 09:07
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Originally Posted by Less Hair
It is mainly the GTF repair that takes time. No surprise. This might not be the right moment for SWA to consider changing fleets.
I agree, changing fleet is absolutely impossible. Especially on short term. Let's really stop this discussion.
Adding a different type in the 140 seat class (new or used): 2 year wait for the 737-7. other options: none in the short term. you cant built up a viable fleet.

So we come back to the initial post: buying another airline with existing 140 seat fleet.
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Old 25th Jun 2024, 09:20
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That idea is beyond absurd if it should be meant for fleet replacement.
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