The ripples from Airbus’ investor day still reverberate. One item caught our eye and its about the engine selection. For some time now there has been a drip-drip of information that indicates Rolls-Royce has the lead in the secret race to the A380neo.
Problem is, prior to Fabrice Bregier’s remarks the day after the Airbus event last week there was still nothing firm about an A380neo. Airbus’ John Leahy has been wanting one for a while. But such a decision is a very big risk – industrial and financial. The VLA market is not (yet) as big as Airbus wants it to be. Even with all the hubris in the world, the case for an A380neo is not straightforward. Traffic doubles every fifteen years – maybe it takes another ten to get to the critical mass where VLAs are in greater demand.… Continue reading
The fact that the Very Large Aircraft segment has slow demand is not in doubt. Sales have been at lower levels than either Airbus or Boeing predicted. Today, they are nowhere near the number that Airbus predicted, and even lower than the number Boeing predicted, which is about half of Airbus forecast.
Last week the future of the A380 was highlighted when Airbus’ CFO, Harald Wilhelm, stated that he thought Airbus might have to discontinue the A380 program in 2018. While his was one voice at the annual investor day, other voices were much more supportive of A380. Obviously John Leahy, Airbus COO Customers, does not share Mr. Wilhelm’s views. However the media jumped on his words because they were the most headline worthy. That was all it took for shares in Airbus to take a dive. Continue reading
[edited from initial posting]
Last week we were had a visit with Bernd Bechtel, Head of Group Fleet Management of Thomas Cook Group Airlines. The leisure travel group currently operates 32 757 and consists of four airlines, Thomas Cook Airlines Belgium, Thomas Cook Airlines Scandinavia, Thomas Cook Airlines Belgium and Condor Flugdienst. As one of the biggest European 757 operators, we wanted to know how and when they’d replace their biggest single aisle aircraft.
How Pratt & Whitney is Planning a Smooth Entry into Service for the GTF Engine
Market success brings new challenges. At Pratt & Whitney, the challenge emerging from the success of the PW1000G (typically called GTF) engine is the introduction of six different engine models that will be installed on 13 different aircraft from five manufacturers on four continents during the next five years. That means supporting hundreds of customers, many of them new customers, spread throughout the world. Calling it a massive task would be an understatement, even for a company with millions of flight hours of experience and an existing global support and service network.
To start off the week we have two announcements; Ryanair/Boeing and Azul/Airbus. Both were non-competitive orders. What make of them? Continue reading