Yesterday Airbus published their latest numbers and here is our updated O&D model.

  • No in February.  Our model history goes back to 2000, and this has not happened before during the period. It looks like being a bad year for order with the current virus situation impacting, and airlines parking aircraft.
  • Egyptair is the current YTD customer taking most deliveries. We expect deliveries to slow as airlines start to pile up excess from the virus impact.  Notice on Page 5 the YTD drop for Asia.
  • When the virus impact starts to wane, and it will, we expect to see some retirements as new deliveries come back on stream as airlines have to add back capacity.
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