"Before Paris" An Epic Movie Of The Real Show.

Posturing, posing and primping in front of the mirror is the Paris Air Show, even before it even happens.

Air Manufacturing sometime poses its order book and postures any calamity before the big event.
Articles about the A-380 order book slump shows up, and orders are missing from Boeing's website from a China order on single aisle 737's. Boeing claims its up to the customer to announce its order. Airbus claims its customers who are in love with the show, and save the pomp and ceremony demonstration for the show.

The reader of such events get lost in the hyperbole and couched information streams, which is spewing forth, as if from some kind of aviation lava fountain in a cheap motel. The plot thickens as the show draws near. Can Boeing top the airshow again with the Vietnam Airlines 787-9 aerial display?

The Last Big Show in 2014 (Farnborough) the test 787-9 stood on its tail during take-off. It flew around waging its wings at the crowd as if it where a fighter jet from the US AF Blue Angels. This movie plot comes from the pre-show time frame, reminds me of the Movie "State Fair 1946-62" or "Giant, 1956". What kind of drama explodes before the Paris Air show. It must compete and surpass having a tense Texas ranch reunion movie with lots of oil spewing out of control.

The five Qatar A-350's flying in formation supersedes the 200 Japanese style lanterns hung on fifty bicycle handle bars at Pollyanna's Community Bazaar as shown in the Disney Movie.

Hollywood Cheese is Bigger Than Paris Cheese Watch Giant in the trailer with Rock Hudson and Elizabeth Taylor

Giant Cheese Trailer

State Fair Has Animals and a Airplane Ride

Ether way I can't wait for the actual Paris Airshow posturing posing and primping before the cameras.

What will they say? What will they announce after shaping the order book for announcements? It's an effort to appear better off than the last Paris extravaganza two years ago and far better form than its main competitor in aviation salesmanship . Is it more carnival than circus? The pre-show story suggest yes it is that very thing, a Giant French made carnival. Enjoy Paris everyone for the hype alone. After all its Paris and not Texas.

Giant Food Is On Display With This Clip: No A-380 in Background sorry :(

Bidness ETC Quote

"Boeing is confident that it will book several hundred orders in the upcoming Paris Air Show, scheduled between June 15-21. Earlier this week, it was reported that the company will showcase some its main commercial aircraft including 787-9 Dreamliner, which will then be delivered to Alaska Air Group, Inc.(NYSE:ALK)."

Qantas still on track to buy new planes, says Joyce

The borrowed Headline from Australian Business Review says it better than what could be said in Winging It. However, on June 4th I pondered what Qantas will do for its 50 optioned 787 before it expires. Winging It has referenced back to its "Article" about those 50 787 Qantas options just days before the "AB-Review"  (alert: Australian Business Review Link needs a access subscription after first free viewing is used).

Joyce has reaffirmed in a manner of speaking that Qantas is going after those same 50 options, hinting, they will take them on without waiting for financial ratings catching up with its purchase intent for the 50 787 ladies in waiting. They have already structured a plan for this case. The important clue is the 50 on option are 50 separate options where a purchase commitment can be crafted with Boeing holding to its original option price it had secured at the beginning of the 787 program.

"But Mr Joyce said the suggestion the airline might have to choose between regaining its investment credit rating and the 787s was flawed."

"Mr Joyce said the company would qualify for an investment grade rating if it got the debt down and improved performance to where it needed to be.

 Paying down debt by $1 billion to get the company back into the position where it would re-qualify for its investment grade credit rating is among three criteria Mr Joyce on several occasions has said need to be met before the airline would exercise its 50 purchase rights and options on the 787-9s."

Winging It Reported, June 4, 2015:

"If they had a strong financial rating at this time, they could do fleet renewal with the 50 787-9's it needs. However putting money down from banked gains destroys the Qantas financial portfolio and rating. They may have to wait and lose the option window with Boeing."

"What can Qantas do? Parse out the order out in segments of 10 units a time over the next 10 years, keeping the low price for the first ten and then ordering from options on the next ten at a higher price."

This supposition wasn't far from what Alan Joyce is moving towards concerning the 50 individuals he has available through individual options.

Joyce Indirectly answers Winging It thinking with this nugget:

As found in the AB Review:

"The first opportunity to order a 787-9 for delivery in 2017 comes up this year but Qantas has a flexible order stream with fixed pricing and delivery slots. This allows it to individually address each of the 50 options and purchase rights and decide whether or not to exercise them."

Key to the options closure comes flexibility with Boeing. Joyce can parse out the 50 787 options in some kind logical and financial way circumventing its financial wall of ratings over a period of time, during Qantas optimal operations and debt reductions process. He can squeeze a few 787 through each year until the Qantas financial picture stabilizes long enough for gaining a premium rating. 

The problem is told in the old story line. What comes first? The chicken or the egg? Joyce needs the 787-9 to make it work well. He can't get the 787-9 in numbers until Qantas works well. Qantas is exploring getting a few 787-9 through the back door, by making its one by one options into a stream of separate orders until the financial rating for Qantas rises. Then it will option out with the remaining 787-9's into one big order, covering years of fleet renewal. The egg will hatch because of the game of financial chicken favors Qantas.”

787 Sunday Notes

Do you realize the 787 has reached some sort of program maturity where the past is finally past and the future steps up to its original promise, without any development problems. The numbers tell the story. Winging has a statistic which surveys the 787 landscape of accomplishment.

Fig 1:

Fig 2:

Figure 2 numbers tells of the ever expanding 787 foot print, by adding those production frames that are within 60+/- days of delivery. The production aircraft are either setting-up during staging for production , or are already in the advanced stages of production. This should be an end of July delivery estimation, as found in this chart's Totals column.  It is a rough prediction of Boeing program delivery progress. Suggesting about 339 787 will be airborne in late August. This snapshot predicts 49, 787-9 and 290 787-8's will be carrying precious payload by end of August.  End of 2015 should tally close to or over four hundred 787 plying the skies of the world. 

Use this summary as a 2015 mid-point, before the Paris Airshow, demonstrating Boeing's production acumen. In a short amount of time (since 2011), Boeing has changed the world's capability of air travel.  A Far greater  feat than its competitor can accomplish given the same opportunity.

Source Referencec: Boeing .com, and  NYC787 Blog "All About 787", and of course; Winging It Tables.

Fed Ex Pilot To Service Log, A Must read

The Federalist Papers Link

Winging It investigates Aviation  Humor on the flight Line.




P= Pilot
S= Service Technician

Space The Final Frontier ala Star Trek

Airlines have over committed towards supplying seats for its aircraft. ANA first ventured with eight across seating on its 787-8, 186 seat aircraft. Then comes to Jet Star (Qantas) 335 seat 787-8. "Whoa they can do that with the 787-8?". Space is the final frontier I guess, so beam me into one space for eight to twelve hours, and see if I can re-materialize without bodily harm. The airlines won't back off of revenue units in the twin aisle category.

The Arab states can play with space like its coming out of the ground in a profusion of oil. Give them 42 inches front to back and a other 22 inches for elbows. Stuff it with amenities and call it luxuriant. The 777-300 ER is going through a scavenger hunt for more seat space by shrinking the  bathroom.

The mile high club has vigorously protested the bathroom shrinkage. How can they make time in a real water closet 5 miles up? Its just for making space for 14 more seats on the 777-300, before it transitions into an X rated aircraft called a dash  8-X or dash 9-X! Its own standard 777 configuration will go from 386 seats to 400 seats within its same 777-300  frame allotment. Just because the mile high club lost its bathroom lease, until the 9-X says, "climb aboard mate" they will have to make other provisions for membership.

The idea is now afoot, how do you stand/sit people in a smallest pitch possible before cluster phobia wrecks havoc on the passengers on board? I have given this "considerable thought" and have come up with well, a solution of sorts. I got my inspiration from a recent MRI test taken in a tube with its 6 inches of pitch from the tip of my nose to the MRI wall. Xanax was added with the music and a cool stream of air washed across my face. I was in another world for 30 minutes. When I landed (on the floor) it was all over. Mission accomplish, my brain is okay and it cost only $2,000 dollars.

Why can't they do something like that for air travel. Why tease us with windows and seat trays for spreading food onto the floor. Just put all people into a smaller tube in a allocated 24" cylinder. Just walk into a row with the cylinder open, sit/stand into it, and slam the door. Air, food and amenities are in the cylinder. Movies project to you in a 3-D world. You are in the final frontier of limited space. What if you have to go? No worries mate I'm working on that with NASA. You will never have to leave your seat until landing. Nitrous oxide will fill the cylinder space. Can't stop laughing? No problem don't start laughing, problem solved.

By now maybe you think I bought the farm of insanity. However, I've got my inspiration from Star Trek and its suspended animation chambers on the Enterprise, its TV after-all. Why stop with 335 seats with Jet Star having the smallest 787, the dash eight. The final frontier has been reached and only takes six hours of sitting/standing while the seat forward of your position headrest's , is inches from your nose. Retaliation is complete when you recline your seat with its allotted 3 degrees back into your final frontier space allocation. Its really problematic when get to the last row. There is no one behind you to irritate and no final frontier to explore. The bathroom has your back. It doubles as a phone booth for those 14 extra seats sake.

Qantas Fights Financial Crosswinds

The time has come to order up some 787-9's but also the time has come to wait for improved financial ratings as Qantas disposes its debt. Unfortunately Qantas is caught between the two worlds where it has turn around its financial status from cheaper fuel advantages and from its robust business plan executed for reducing its operational cost. The impact of those turnarounds have not made it to an improved financial rating yet, until it is way clear of its debt. If they had a strong financial rating at this time they could do fleet renewal for the 50 787-9's it needs. However putting money down from banked gains destroys the Qantas financial portfolio and rating. They may have to wait and lose the option window with Boeing.

What can Qantas do? Parse out the order out in segments of 10 units a time over the next 10 years, keeping the low price for the first ten and then ordering from options on the next ten at a higher price. Than what would happen if had closed the deal for the first fifty from its old standing option in the first place? The old option it is about to expire. Credit ratings are a pain when you have a tough decade. They will have to renegotiate with a benevolent Boeing. They may cut a deal that Qantas can financially swallow, but not the deal it now holds through the nearly expired 50 787 options.

A structured order may be coming with Qantas in layers of aircraft that will please Boeing, and enable Qantas to reach its critical needs of fleet renewals. It may come about with a two tier purchase scheme of ten at one price ten at "another price", and then tacking on a new options matching that same "other price" Boeing quotes, which would not be comparable with its original 50 options on the books. This would buy Qantas time for catching up its credit ratings from its current financial standing, during its turn-around. Qantas must keep emerging from the operational and financial efficiency over the next five years, as the 787 fleet grows and replaces the 747. It remains when Qantas needs the 787-9, and must make some purchase sacrifices along the way to get there, as it dropped financial rating ball awhile back.

Otherwise Qantas may have a rabbit in the hat for the current option closing for its 50 787-9's. Boeing may have worked a deal to fit its financial quandary. The current clock does not allow Qantas enough time to gain financial ratings, as it tries to swallow more fleet on one hand and keep making financial progress on the other hand.

Flight Global Feature Article Caught the Wind.

Winging It is scabbing the Flight Global article today? Because it realizes a Boeing prediction about the 787.

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A380 does not work for United: CFO

"United Airlines chief financial officer John Rainey says the Airbus A380 “doesn’t really work” for the airline’s network, driving its preference for smaller widebodies like the Boeing 787.

“We’ve looked at that and we are looking at it right now [but] it just doesn’t really work for us,” he says on the European superjumbo in an exclusive interview with Flightglobal in Chicago today."

--------------------------------

Why does this happen to have legs? Boeing said so in 2004, the 787 philosophy is point to point and the Airbus A-380 Hub Jammer is counter intuitive of the efficiency model.  The 787 has been a hub Buster since its announced program gained legs back in 2004.

Now United affirms the A-380's hub jamming with the super giant is not in its own vision's statement's view: 

United Vision Statement:

Through our Diversity and Inclusion strategy, we find innovative and effective solutions (787) to engage employees from diverse backgrounds and cultures in taking our flyer-friendly service around the globe (787). We are driving to become recognized as an airline where:

• leaders embrace Diversity and Inclusion as a business advantage (on the 787)
• employees feel highly valued, are actively engaged and are treated with dignity and respect (while loving the 787)
• customers value our inclusive approach to delivering flyer-friendly service (as part of the 787)

How does this vision statement tie back to No United A-380's ordered? The answer comes back from Boeing's vision for the 787 and its mission. Point to point travel is the optimal convenience for every traveler. The 787 can land and take-off with a medium sized footprint of a 8,000 foot runway near you and go around the world. The A-380 is limited  by thickness of the tarmac as well as its space consumption, so it seeks out the super hubs in the desert kingdoms of the Middle East and the handful in European stops like Frankfurt and London-Heathrow.

United affirms the A-380's is a hub jamming monstrosity as a super giant, is not in its vision's statement's view; where it seeks going around the globe making every airport inclusive within its vision.

VN-A861 For Vietnam Airlines

Soon is sooner than most Airlines when it comes to 787-9 delivery. VN-A861 is about to be delivered in June for Vietnam Airlines who is about to receive its first A-350-9 soon. But the 787-9 will be sooner. I am trying for a coffee spew today with word play. Vietnam Airlines must have Gold bullion to pull this off. The Boeing will fly one way to London, and the Airbus A-350 will fly another way to Paris from Hanoi Vietnam in keeping with Airbus penchant for everything Left Bank.

 Boeing 787-9 Going Right Banking Turn  Into London Heathrow

 

Left Bank Airbus A-350 for Vietnam Airlines  from Hanoi to Paris

Boeing On The Production Cusp Of Greatness

Boeing fires off 787 production beyond its expectations of ten a month, by the end of Month Five, 2015. January experienced only seven 787 delivered, as per normal, during its first of the year factory regrouping.  It has delivered 54, 787 before even the annual midpoint arrives at the end of June. The item of note is how well the 787-9 is blending into production without any seeming interruptions going from 787-8 to 787-9 production and back. This is the same condition at both facilities.  All of this shows that even with a slow January start, and a two model production flow, Boeing is ready to project twelve a month before 2016. As in reality it will try to go further with 14 787 a month on some monthly occasions, until it has smoothed into a solid 14 a month by 2018.

Having summarized this notion of 14 a month by 2018, it will have to include the introduction of the 787-10 by 2017. Boeing may opt in two years to go with an exclusive 787-8 production, and 787-10 production in Charleston only. There are about 205 787-8’s currently in backlog and 142 787-10’s on order, totaling about 347 787’s for Charleston using this balance. Everett would take on the load for the 787-9 backlog, now standing at 477 787-9’s.

Going all-in with the 787-9 in Everett, it would show mastery for the 787 program while optimizing both facilities in this manner. After considering the 777X program needs the former 787 surge line in Everett for the breeding of the 777X development, all the production pieces fit together. This would be also true since the 777-300-ER remains on its current production line for customer delivery. Additional sales in the interim can be absorbed easily once the backlog goes within 600 in number of 787’s remaining after the next 18 months in time has passed. Having under 700 in numbers with the 787 backlog, matches Boeing's production capability with a customer's five year plans and needs. it allows for additional and continuous purchases of fifty units a year during a production cycle.

Twelve A Month Scale:

• (5 years) x's (12 787 a month delivered) = (720, units delivered in five years)
• (Current Back Log of 823)- (720 units factored in the window ) = (103) 787 until it reaches the buyer's manageable 5 year waiting back log number of 720.
• Adding any sales during the year, 35 so far, production backlog becomes a static number over-all. 

There remains one problem for both the customer and Boeing. Urgency for these aircraft  is high as airlines are planning expansion and it needs to grab routes while they remain hot. Long legged routes have a finite availability.  As if this were a "Gold Rush" of the air at this time. The prospecting airlines need the 787, and 777 now. Both are booked up beyond the impulse and opportunity windows for the customer. Airbus has filled its A-350 window with 779, A-350 orders. Playing off of each air-frame builder for available instant gratification or immediate build slots, is a dicey and uncertain result and frustrates the planners. This is the Golden era for those who seized the opportunity at its beginning in 2007.

Boeing should be able to make Six 787-9 a month in Everett while in Charleston, SC three 787-8 and three 787-10’s a month, balancing its backlog and increasing productivity in some kind sensible flow for twelve-a-month over-all for its three types during 2017. If Boeing goes to 14, 787 a month, (during 2018) for all three types, more schedule shuffling will occur at both facilities. It will be a strategy Airbus will have to address if it wants to keep up with Boeing for its own customer’s sake of competition. “The early bird gets the routes and airplane sales”, during the World of Air Wars for routes, passengers, and airplanes.

Data Sources: All Things 787; Boeing.Com: Winging IT Analysis