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Here’s our updated model. Subscribers can access the detailed 14-pager.
Notes:
- It appears that for the year, volumes are likely to be down.
- Delta is the most active trading airline, with IndiGo in a close second.
- Southwest is averaging 8.5 MAX8s per month this year, which is probably an industry record—basically a new delivery every three days.
- Another interesting data point, among new deliveries the A321neo accounts for close one in four for 2023..
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