November saw 30 gross orders and 84 deliveries. Including MAS 1st A330neo, Emirates’ 1st A350, Ethiopian’s 1st A350-1000 and new Airbus operator, Icelandair’s 1st #A321LR. That is some month.
All 30 orders are undisclosed. 10 A321neo, 15 A330-900, 5 A350-900.
There were 18 cancellations: 14 A220-300 from Ilyushin Finance, initially ordered in 2017 from Bombardier as CS300, 3 A320neo, and 1 A321neo.
Page 5 shows that IndiGo is on a tear, taking as many new aircraft as possible. Other notable customers are Delta and United. The latter has taken 10 A321neos this year.
The A321neo continues to astound – 84% of single-aisle orders and 53% of production. There is a sea change happening, and Boeing has nothing to offer.
Airbus delivered 650 by the end of November, and the year-end target is 770. Airbus must deliver 16% of that target in December. Can Airbus deliver 180 this month?
It will be challenging because the supply chain can’t switch to Airbus from Boeing fast enough.
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