Since Boeing won’t detail which model MAX is ordered observers have to wait and see what actually gets delivered.  This isn’t that bad, because even what is ordered often isn’t what gets delivered.  After all, it’s what the operator actually puts into service that matters.  Since the time between an order and the delivery can be several years, and circumstances change, operators can make a switch.

Subscribers have access to the following data in our monthly transaction model.  We want to show other readers what the status of the MAX fleet is through the end of last month. 

The overall data shows that North America and Asia are the largest MAX markets. The absence of the China market, at the moment, must frustrate and hurt. Note that of the MAXs delivered,  88.7% are MAX8s.  This is likely to decline but probably not too much.  The MAX8 is the optimal model in the family and the others are not as popular.

North America is by far the largest market with nearly 43% of the in-service fleet. The image below shows that 63% of the MAX9s are at home here.

 

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Addison Schonland
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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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