United CEO Scott Kirby is quoted by Reuters saying “Boeing is not going to be able to meet their contractual deliveries on at least many of those airplanes and let’s leave it at that.” We also published a view on this.
What might this statement mean? After all, the statement signals a sense of power in the hands of United. Were it not for Airbus having no delivery slots, Kirby’s statement might have been even more forthright. Mr. Kirby’s visit to Toulouse “leaked”, probably to add weight to “let’s leave it at that.”  We don’t know if that visit was about an existing A350 order, or something else.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
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