Suite à la discussion lancée sur A.net !
Sujet les 25+5 A320 NEO et les 5 B777F de Lufthansa !
Je ramène le jugement remarquable d'un Allemand, sur A.Net, qui sait de quoi il parle, je le suis depuis longtemps et il tient la route !
Il explique très bien la politique moderniste et à la fois de petits pas de Lufthansa !
Rien d'incompatible, surtout si les remises restent présentes, mais avec les très gros groupes ... c'est du quasi automatique les remises !
Conclusion, il y aura d'autres commandes pour le A320 NEO, bien, on s'en doutait un peu, de la part du meilleur client de Airbus !
---------Quote : Burkhard Réponse 53 ! Airliners.net, extrait et lien ! --------
Quoting columba (Reply 27):
I am surprised to see only 5 A321NEOs and the bunch being A320s. Also interesting to see no A319s I guess that will mean a good chance for the CSeries taking a place on the lower end of LH´s narrowbody fleet.
Not really. The A321 are newer than the early A320s, the A319s still newer. This order is a careful one, only using money they know they have. It will not be the last A320NEO order, and I expect another A320NEO order from LH in two years and a third in 5 years, just to cover times scales and money flows that are not too speculative.
Same applies to the 77F - they need these 5 now for growth. Once they need more, they will order more in small quantities, and given the very good relationships LH has with A, B, C and E, I expect the framework is clear that they get the same price for careful but no risk to everybody regular orders that others get for more risky one time mega orders.
And same applies to the A343 successor. There is no imminent need for it. They don't have to block money now with 30 long range planes still on order. Only 7 A343s are so old that they need replacement before 2020, and these don't operate many routes that the new A333 cannot do. But even at current fuel level, an A343 that is paid for is cheaper than an A333 that needs external financing.
When I read that LH is updating the interior of 10 744, which means intends to keep them for another decade, this may indicate that there are no more long range planes needed but maybe a few A333 and A388 next year.