Delta and the MAX10
Last week we heard about the likely Delta order of 100+ MAX10s. This is a move that is more than just about an aircraft. There are deeper issues behind what appears to be an odd choice. Going back to Delta’s…
Tag 737 MAX10
T-100 Update confirms the decline of the 757 and ascendance of the A321
The US DoT published its latest T-100 August update. This allows us to update our Middle of the Market model. Typically these models are subscriber-only. But we decided to share this one because it demonstrates two important data points: (1)…
IAG to Order 200 Boeing 737MAX aircraft
International Airlines Group (“IAG”) has signed a letter of intent to purchase 200 Boeing 737 MAX aircraft for its airlines, which include British Airways, Iberia, Vueling, and Level. The order is a boost to the 737 MAX program that is…
Daily Insight: Wednesday 24 April 2019: Garuda sticks with Boeing
News With the crush of headlines about Boeing’s 1st quarter earnings, there has been little publicity about Garuda’s cancelled order for 737MAX8, which will be replaced with an order for the 737MAX10 and 787s. While details have not been fully…
The smaller side of MoM is a tightening space for Boeing
Boeing is building interest in the 797 to a frenzy with its quiet and not so quiet activities. While everyone is focusing on what it could be or should be, what does market data suggest? There is talk of a…
Transavia poised for Paris MAX announcement
Dutch low-cost airline Transavia and its French sister Transavia France, both 100% daughters of Air France/KLM, are poised to decide mid-year on fleet renewal plans. If KLM has made up its mind too, this could include a 100+ aircraft order…