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Sunday, May 24, 2020
Emirates could be Last Dog A-380 Standing But biggest 777X Holder
Since the pandemic arrival, some airlines have stored their A-380 fleet or returning the A-380 to its lessors. Emirates has the world's largest fleet having 115 units. You could say it's the order that built the A-380.
Emirates has not announced a fleet reshuffling as demand on the A-380 will increase each time an airline scrubs out its own A-380. Emirates is well positioned with its A-380 during the next 3 years because the A-380 market is dying. The result will be the same with a question, will the A-380 used market emerge?
With the customer love about the superjumbo, Airbus can't or isn't at this time able to revive the concept, and Boeing is offering a niche blaster with its 777X's. Even though Boeing's 777X order book looks stalled and looks anemic, the 777X is a follow-on of the ever-popular 777-300ER. Once Emirates keeps its A380 fleet intact at around 115 units Boeing will sell 777X in onesie and twosies per airshow. The 777X order book will grow because that 777 niches will be exposed from the A-380 death-wake with a very capable aircraft. It takes a long-time to expend the 777-ER so airline needs a backfill and that is the 777X but at a higher price which will cause the airline to run to ground any of its 777-300ER's on inventory before ordering a replacement aircraft.
Emirates again can again wait a while before contemplating fleet renewal aspirations for the right price and time for the super Jumbo niche. Ten years into the is a safe time subset for Emirates to play with its fleet cards. An additional 777X order will come at the five-year mark as the A-380 handwriting on the wall turns into a Boeing order voucher/contract for 40 777X's.
Can Boeing wait for this opportunity to unfold? Yes it can! The order unfolding will occur from customer pressure. Emirates and Etihad. Etihad has already booked 25 and Emirates 115. The North American group is keeping its powder dry until after the first 777X delivery is completed and several years of operation are in the books. During 2024 the predictive number for the 777X is 60 777X's ordered for the year from various customers.
Friday, May 22, 2020
Thursday, May 21, 2020
Word of The Year: "Simplify"
Yes, Air France has lost its way and hit its simplified lever by getting rid of and while again permanently, its A380 birds today. It leased five then owned five A-380's now they will have none in operation. The 787 and A-350 are its next big people movers on deck to make Air France's bottom line work. Farewell, to the A380, it has started its demise. Next up to announce the closure of its A-380 aspiration is Emirates' enormous A-380 fleet.
Friday, May 15, 2020
US/SCS action coming by June 2020
The chips are on the table and the winning hand is dealt, the US will expel China from its sea.
Wednesday, May 13, 2020
The Max 737 and Corona Virus
When will Boeing make orders again with the 737 Max?
First, there are two Max crashes from its new Boeing 737 Max. Then there was found faulty assumption for the MCAS system compensating the Max 737 configured design for plane balance (hence engine too far forward of central balance point). MCAS forced the nose down then up as they were headed into the surface. Boeing had one sensor outfitted for handling characteristic augmentation of flight control, for which pilots were not aware of at the time of crashes. Finally, there was COVID -19 pandemic were airlines stopped ordering for fleet expansion events in a two-year period as the world shut down travel. Boeing was gobbed smacked!
But is Max a good airplane? Yes! It is when it is ready for a sale. Boeing must abandon the 737 concepts to have a chance. It must come out with an NMA, bridging the 737 gaps between the 737, NMA, and 787-800. It would beat the A321-A330 NEO competition with Airbus. That is the Boeing dilemma at this time. No market with current line-up and no money to risk a fight against Airbus but there is hope going forward. Boeing has the technology, it can apply to regain the ground it lost in the above-mentioned set backs.
It will roll out in 2025 with a type of aircraft called the NMA Max 797 announcement for a dual aisle multi-role aircraft for the smaller of its line of aircraft. Dual aisle-duel engine 180-240 seat NMA landing in Billings, Montana, or having a Las Vegas, Nevada range of 5,000 miles, in all directions. Good-bye, 737 Max, Hello NMA 797.
First, there are two Max crashes from its new Boeing 737 Max. Then there was found faulty assumption for the MCAS system compensating the Max 737 configured design for plane balance (hence engine too far forward of central balance point). MCAS forced the nose down then up as they were headed into the surface. Boeing had one sensor outfitted for handling characteristic augmentation of flight control, for which pilots were not aware of at the time of crashes. Finally, there was COVID -19 pandemic were airlines stopped ordering for fleet expansion events in a two-year period as the world shut down travel. Boeing was gobbed smacked!
But is Max a good airplane? Yes! It is when it is ready for a sale. Boeing must abandon the 737 concepts to have a chance. It must come out with an NMA, bridging the 737 gaps between the 737, NMA, and 787-800. It would beat the A321-A330 NEO competition with Airbus. That is the Boeing dilemma at this time. No market with current line-up and no money to risk a fight against Airbus but there is hope going forward. Boeing has the technology, it can apply to regain the ground it lost in the above-mentioned set backs.
It will roll out in 2025 with a type of aircraft called the NMA Max 797 announcement for a dual aisle multi-role aircraft for the smaller of its line of aircraft. Dual aisle-duel engine 180-240 seat NMA landing in Billings, Montana, or having a Las Vegas, Nevada range of 5,000 miles, in all directions. Good-bye, 737 Max, Hello NMA 797.
Sunday, April 26, 2020
Boeing Wants Embraer, But at a Lower Cost Than $4.2 Billion
A financially wounded Boeing can't afford a $4.2 billion dollar purchase for Embraer commercial single-aisle airplane division. It can't even afford a 737 Max investment at this time. So it canceled the Embraer deal entirely hoping for a cheaper offer for its acquisition of an Embraer merger. The cancelation is not unexpected at this time until it has a stronger cash position in two years. It's the 737 Max on life support while Embraer waits its turn in the big aviation market.
Embraer ditherings
Boeing will invent its offering to its customers during the next approach. Embraer product development will be in line for the Boeing introduction by 2024. The 737 families will be replaced by its NMA line and Embraer will reconfigure Boeing's single-aisle line-up. Dropping Embraer now signals a change in tactics during the current aviation disruption. Just wait twelve more months and what a year a difference makes in aviation.
Boeing will buy Embraer for $3.? Billion in the next twelve months.
Embraer ditherings
Boeing will invent its offering to its customers during the next approach. Embraer product development will be in line for the Boeing introduction by 2024. The 737 families will be replaced by its NMA line and Embraer will reconfigure Boeing's single-aisle line-up. Dropping Embraer now signals a change in tactics during the current aviation disruption. Just wait twelve more months and what a year a difference makes in aviation.
Boeing will buy Embraer for $3.? Billion in the next twelve months.
Friday, April 3, 2020
Just Good Enough
Is a long-held corporate philosophy trickling down to managers on the production floor? "Just Good Enough" (JGE), a mere expression of not doing anything more than what you can get away with Or in management world float with JGE until the Golden parachute arrives off the FedEx truck. Boeing is now trying to sell airplanes using the "JGE" theme causing death and destruction on Boeing's own account with its two crashing 737 Max that wasn't good enough to fly. Hence, the Boeing fall from aviation's greats is wearing the corporation into oblivion and beyond.
The opinion today is a hopeless contribution to how JGE will not raise Boeing but ho.w Boeing can recover without a JGE component in its bag of trick. Boeing must:
JGE leads the way to decision making that chalk is better than ink when writing a dictionary because chalk is cheaper and it can be done so let's make more money using chalk. Chalk is Just Good Enough! and... so forth. Boeing has trapped itself with JGE and now the very stockholder Boeing has patronized with chalk will soon die by 2025 unless it does some high-quality stuff in the next five years.
1. Make an honest product
2. Start with a clean sheet medium jet
3. Re-inventing is a no-go! No adding of flight characteristics augmentations without pilot knowledge.
Making the 737-Max with just one MCAS sensor or the angle of attack adjusting computer is JGE nonsense. Scrape the Max go clean sheet is step one.
Build a small but big dual aisle replacing the Max/737. this will take ten years from today to do this, in fact, the shadow of Boeing is the new company mantra. We are small but bigger than the other "guy". What's wrong with a small twin with seven across seating, demand a pitch limiting law which contains airline companies to certain dimensions. The rule would require airlines having a seat pitch of 31" and a seat width of 18".
Just good enough must go before it can win again.
The opinion today is a hopeless contribution to how JGE will not raise Boeing but ho.w Boeing can recover without a JGE component in its bag of trick. Boeing must:
JGE leads the way to decision making that chalk is better than ink when writing a dictionary because chalk is cheaper and it can be done so let's make more money using chalk. Chalk is Just Good Enough! and... so forth. Boeing has trapped itself with JGE and now the very stockholder Boeing has patronized with chalk will soon die by 2025 unless it does some high-quality stuff in the next five years.
1. Make an honest product
2. Start with a clean sheet medium jet
3. Re-inventing is a no-go! No adding of flight characteristics augmentations without pilot knowledge.
Making the 737-Max with just one MCAS sensor or the angle of attack adjusting computer is JGE nonsense. Scrape the Max go clean sheet is step one.
Build a small but big dual aisle replacing the Max/737. this will take ten years from today to do this, in fact, the shadow of Boeing is the new company mantra. We are small but bigger than the other "guy". What's wrong with a small twin with seven across seating, demand a pitch limiting law which contains airline companies to certain dimensions. The rule would require airlines having a seat pitch of 31" and a seat width of 18".
Just good enough must go before it can win again.
Saturday, March 14, 2020
The Shoot Down Of The F-35 By Technology
Unmanned fighter jets are Gen 6. The F-35* is Gen 5. It's no more than a trillion-dollar petri dish for the next generation war machine. This testing lab is building anything starting with the letters MQ. Without a pilot, all the electronics that support a human in the cockpit can be replaced by a warehouse located at area 51 talking to satellites and shooting at gen 5 and six or more such generational numbers coming from foreign powers. By 2040, the US airforce will consist of nerds in a box throughout the globe.
The MQ-25 is the first example of an Airforce Sea Change for moving pilots to an aircraft carrier into an onboard electronic room and launching the MQ-25 off its decks.
The MQ -FA is just a drafting board away from an aircraft carrier as those ships have serious space problems and an FA type drone would mitigate that problem.
The MQ-25 is the first example of an Airforce Sea Change for moving pilots to an aircraft carrier into an onboard electronic room and launching the MQ-25 off its decks.
The MQ -FA is just a drafting board away from an aircraft carrier as those ships have serious space problems and an FA type drone would mitigate that problem.
Step 2. Autonomous Wingman (by 2030)
and... X47-B fighter already tested in the last 10 years
Step three is here and in the video, it proves just a matter of execution
Friday, March 13, 2020
Boeing 737 Max Strategy
Boeing should not treat the 737 Max as a business as a usual sequel but rebuild public confidence as its main talking point, Boeing must make the case that the 737 Max has become the safest airplane in the world, a passenger could board. In other words, "If you won't fly on the Max, then don't fly on a NEO.
These points are Boeing's talking points for its customers.
Boeing's commercial appeal should address all people who someday have the opportunity to fly on a Boeing. Innovate Safely is the Keyword to its people.
These points are Boeing's talking points for its customers.
- FEAR is demonstrated at a large theatre with a thousand people enjoying the show when someone shouts out, "fire"!
- Boeing has tackled the topic by presenting it as a sea change to the aviation world for the last 75 years.
- The 737 MAX is not an airplane problem but a human problem. Valid aviation procedures were ignored for gaining a better aviation position in the world when it concerned the 737 Max.
Boeing's commercial appeal should address all people who someday have the opportunity to fly on a Boeing. Innovate Safely is the Keyword to its people.
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