Annulations de commandes et rumeurs d'annulations

Shangai Airlines envisage une annulation partielle de sa commande de B 787.

Les perfs ne sont pas au rendez vous; cette compagnie doit recevoir son premier 787 dans le batch des vingt premiers.

Sur Flight, par John Ostrower

Shanghai airlines is considering cancelling part of its 787 order as Chinese airlines work to renegotiate with Boeing on their early delivery slots.

Shanghai Airlines Chairman Zhou Chi was quoted by Bloomberg news as saying the aircraft doesn't "fully meet the quality that Boeing touted earlier".

The comments were made at a shareholders meeting today where the company said that it may cancel the first
of nine 787s it has on order or renegotiate the delivery date to late 2010 at the earliest.

An industry source close to the 787 programme tells ATI affiliate FlightBlogger that all the Chinese 787 customers are working to renegotiate delivery of their share of the first 20 production aircraft "officially for payload reasons".

Shanghai is expected to receive the 10th 787, the fourth production -8 aircraft. Of the first 20 787-8s built, which include the first six flight test aircraft, Chinese airlines are expected to receive half. The airline's second 787-8 would be the 50th built.

Boeing expects to introduce its second production blockpoint which includes a suite of weight reduction and
performance enhancements beginning with airplane 21.

Boeing declined to comment specifically on its negotiations with Shanghai Airlines.

"We are working very closely with our 787 customers to understand their evolving fleet requirements,"
says a Boeing spokesperson. "But as a matter of long-standing practice, Boeing does not comment on its discussions with customers."

Shanghai Airlines, along with Air China, China Eastern, China Southern, Grand China Airlines and Xiamen Airlines were all part of a coalition of Chinese airlines that gave the 787 its name when it ordered 60 in January 2005.

http://www.flightglobal.com/articles/2009/03/14/323853/shanghai-casts-doubt-over-early-787-delivery-slots.html

Une info de Reuters du 26 mars concernant Icelandair.

Pas d'annulation d'Icelandair pour le Boeing 787. " Malgré la situation économique générale",
Et au fait, qui veut des premiers 787 ( jusqu'à LN20, si j'ai suivi ) ?
J'ajouterai malgré l'état de quasi faillite du groupe Avion ?
Et un petit coup d'œil au SSJ100. tiens donc !

Sur Aerocontact :


STOCKHOLM, 26 mars (Reuters)
Icelandair n'envisage pas d'annuler ses commandes de quatre Boeing 787-8 malgré les difficultés
du secteur du transport aérien et la crise qui frappe l'économie islandaise, a affirmé jeudi un cadre supérieur du groupe.

"Nous sommes toujours enthousiastes au sujet de ce programme", a confié Sigthor Einarsson, directeur général adjoint d'Icelandair, à Reuters.

Le prix catalogue du Boeing 787-8 s'élève à 166 millions de dollar.

Sigthor Einarsson a par ailleurs indiqué que la compagnie avait également regardé de près le Sukhoi Superjet 100, un avion régional développé par le fabricant russe d'avions de guerre Sukhoi - avec des
investissements de la compagnie italienne Finmeccanica et des français Thales et Safran - tout en précisant qu'Icelandair n'avait pas encore passé de commande ferme.

(Sebastian von Renouard, version française Benoit Van Overstraeten)

http://www.aerocontact.com/actualite_aeronautique_spatiale/ac-icelandair-dement-l-annulation-de-commandes-de-boeing-787~07868.html

Thai discuterait d'un report des livraisons de ses A 380, sans annulation.

Communiqué sur Easybourse :

La compagnie aérienne thaïlandaise Thai Airways a fait part de son intention d'ouvrir des discussions avec Airbus, filiale d'EADS, à propos d'un éventuel report de livraison pour des A380.

En effet, la compagnie aérienne souhaiterait reporter la livraison de six A380 qui était initialement prévue pour la fin 2010. Thai Airways a indiqué à la presse qu'elle essayait de déterminer le moment où elle aurait besoin de nouveaux avions, en préparant un nouveau plan stratégique.

http://www.easybourse.com/Website/article/10599-eads-thai-airways-veut-reporter-des-livraisons-d-a-80.php

Dans le tableau de Boeing au 21 avril, annulation d'un 747 donc un 8I. Le premier de la liste. Comme cela ne peut être un LH cela doit être un privé.

Par contre on voit une commande 8 787 pour Gulf Air.

Mais Sherlock Elmer nous fera les commentaires détaillés et précis.

Jeannot a écrit:Dans le tableau de Boeing au 21 avril, annulation d'un 747 donc un 8I. Le premier de la liste. Comme cela ne peut être un LH cela doit être un privé.

Par contre on voit une commande 8 787 pour Gulf Air.

Mais Sherlock Elmer nous fera les commentaires détaillés et précis.

Bonjour,

L'annulation peut concerner un 747-8 VIP ou un 747-8F, on n'en sait pas plus pour le moment.

Au sujet des 8 787 de Gulf Air, ils ont été ajoutés au tableau la semaine dernière, on en a parlé à ce moment-là.

Hoops Elmer ! Je suis désolé maissans me chercher d'excuses je n'ai pu me reconnecter qu'à partir de Dimanche dernier.

Peut-être un indice sur le client qui a annulé 25 787 en avril :

http://www.flightglobal.com/blogs/flightblogger/2009/05/following-the-clues-of-the-787.html

Les deux commandes de 2 et 23 787-8 seraient pour le même client, RBS Aerospace, filiale de Royal Bank of Scotland.

Merci, Elmer !

elmer a écrit:Peut-être un indice sur le client qui a annulé 25 787 en avril :

http://www.flightglobal.com/blogs/flightblogger/2009/05/following-the-clues-of-the-787.html

Les deux commandes de 2 et 23 787-8 seraient pour le même client, RBS Aerospace, filiale de Royal Bank of Scotland.

OK ! S'il s'agit de RBS, cela se comprend pour des raisons évidentes!
Mais, malgré le cas spécial de RBS, il n'est pas bon qu'un "Lessor" annule dans ce genre de conjoncture ! Cela donne des idées à d'autres, qui privilégient les "mètres de mesure financiers" !

Bonjour à tous une confirmation

http://www.atwonline.com/news/story.html?storyID=16576

Airbus: RBS was customer for canceled Dreamliner order
Tuesday May 12, 2009

The Royal Bank of Scotland's RBS Aviation Capital subsidiary is the customer that canceled its order for 25 787s, Airbus Executive VP-Programs Tom Williams told ATWOnline in Hamburg.

Boeing revealed the cancellation on its Orders and Deliveries website for the week ended May 5 (ATWOnline, May . RBS was hit hard by the financial crisis and the UK government has taken a majority stake as part of its bailout effort.

Williams said the 787 cancellation was not a reflection of either the bank's or the market's confidence in the delayed aircraft program but rather an attempt by RBS to "limit their exposure" to noncore investments. According to its website, RBS Aviation Capital owns/manages or has orders for 372 aircraft and has 100 airline customers in 38 countries. Williams said Airbus would not move to secure RBS as an A350 customer.

Boeing has had orders for 57 787s canceled so far and its order book for the year to date now stands at -49 including the eight firmed up by Gulf Air.


by Brian Straus

Fedex veut annuler 15 B 777 F, multiples cartes dans le jeu de Fred Smith. C'est chaud...

Premier article daté de mars 2009 sur Entreprise News Papers :

FedEx could cancel contracts for $6.7 billion in jets assembled in Everett by the Boeing Co. if Congress makes it easier for unions to organize the delivery giant's workers.

In a Securities and Exchange Commission filing last week, the delivery company disclosed that future commitments to buy Boeing 777s are contingent on Federal Express' continued coverage by the Railway Labor Act.

The disclosure serves as a warning to lawmakers seeking to put FedEx workers under the National Labor Relations Act, a move seen as helping the International Brotherhood of Teamsters and rival UPS.

"It's FedEx political hardball at its finest," said analyst Donald Broughton of Avondale Partners in St. Louis.

In a research note this week, Broughton wrote: "We see FedEx's action as a deft political move that aligns the interests of Boeing and GE with FedEx, and pits the interests of the Teamsters against the interests of the Machinist and several other trade unions."

Added U.S. Rep. Steve Cohen, D-Tenn., "It just shows how committed Fred Smith and FedEx are to remaining under the Railway Labor Act. That's a pretty strong shot at the Teamsters, who are a pretty strong force on the other side, as well as UPS. It's a shot across the bow."

Cohen was one of the dissenting members of the House Committee on Transportation and Infrastructure when it approved the labor provision as part of a Federal Aviation Administration reauthorization bill. Cohen said the bill hadn't been scheduled yet for action in the full House or Senate.

"We're not threatening Congress," said FedEx spokesman Maury Lane.

He added that if Congress targets FedEx to boost the company's chief competitor, "then we would have to take decisive action."

---The escape clause applies to 15 planes due for delivery between 2014 and 2019 and an additional 15 options. It doesn't apply to 15 777s due for delivery between 2010 and 2014.

---Before agreeing to buy 777s from Boeing in 2006, FedEx had planned to buy French-made Airbus jets as part of its push to upgrade to more fuel-efficient transoceanic cargo carriers.

A Teamsters spokesman said FedEx appeared to be broadening the conflict over the labor law change while enlisting Boeing as an ally.

"FedEx apparently is not content with cutting wages, increasing employees' medical insurance premiums and eliminating pension benefits for its employees," said Ken Hall, Teamsters International vice president and director of the package division. "Now it is threatening to leverage a contract to purchase additional aircraft from an American company to blackmail Congress. "It is a slap in the face to Congress and the American people. "

The bill should be evaluated on its merit ­­­­­­­­­­­­­­­­­­­­­­­­­­-- not upon the threat of FedEx to fire another torpedo through the American economy."

FedEx announced in January it had renegotiated a deal to buy 777 Freighters from Boeing over the next decade. The escape clause wasn't mentioned at the time. At the time, the company increased its order from 15 planes to 30 and agreed on an option for another 15 planes.

Broughton calculated the purchase price at about $225 million per plane.

"This plan will create thousands of jobs for Boeing workers, GE workers (who make the jet engines) and workers at hundreds of subcontractors," Broughton wrote. "We find it more than a bit intriguing that now congressmen will have to vote against Boeing, GE and the creation of thousands of unionized jobs for machinists (and several other trade unions) in
order to change the labor law status of FedEx in an attempt to possibly help the Teamsters union."
www.enterprisenewspapers.com/article/20090326/BIZ/703269972/0/ETPZONELT

Et le 5 juin, ( ça ne s'arrange pas trop )

Sur Pr Newswires , je le met en blanc sur fond du forum :

Follows Fred Smith Threat to Pull Contracts with Boeing

FedEx CEO Fred Smith's arrogant campaign of threats and intimidation continued this week
when his top spokesman threatened to take down members of Congress who oppose FedEx's position on a key piece of legislation.

When asked about FedEx's multi-million dollar ad campaign against the legislation that is reported to launch on Tuesday, June 9, top FedEx flack Maury Lane told U.S. News and World Report in a story posted in The White House Bulletin, "I'm going to try to destroy them."

This follows Smith's repeated threats to cancel a $10 billion contract to purchase Boeing 777 planes if FedEx Express workers were moved under the National Labor Relations Act
(NLRA).

FedEx clearly threatened in a March 24, 2009 SEC filing, and Smith reiterated in testimony before Congress in May, that its contract to purchase additional aircraft from Boeing is
contingent upon its labor relations for all of its employees being governed by the Railway Labor Act (RLA). Under this provision, if Congress dares to grant even a portion of its workers the rights enjoyed by most American private sector employees under the NRLA, FedEx has the right to cancel those purchase orders.

"Fred Smith and FedEx breed a culture of arrogance," said Teamsters General President Jim Hoffa.
"First, they cut wages, increase medical insurance premiums and eliminate pension benefits for its employees. Then they try to blackmail Congress with threats to pull the Boeing contract. Now they threaten to destroy the political careers of those who oppose them."

Currently, all workers at FedEx Express are covered by the RLA regardless of whether they have any direct relationship with the operation or maintenance of the air fleet. This includes
package delivery drivers, workers at sorting facilities and truck mechanics.

The House of Representatives overwhelmingly passed legislation on May 21 that is a part of
the Federal Aviation Administration reauthorization and would place those workers under the NLRA, the statute that protects virtually all other private sector workers. Under the NLRA, workers may organize by individual terminals while the RLA requires a more difficult path to unionization that requires a national vote by every worker at FedEx Express. The reauthorization bill is currently awaiting action in the Senate.

"It's astonishing that Fred Smith and his flacks will go to any length to boost FedEx's profits at the expense of American workers and the economy," said Ken Hall, Director of the Teamsters Package Division. "By threatening to destroy members of Congress, FedEx's efforts to manipulate the American system of government have crossed the line."
http://sev.prnewswire.com/transportation-trucking-railroad/20090605/DC2840705062009-1.html

Bonsoir, et merci, Wax !

Ceci n'est pas étonnant !

Pas une rumeur d'annulation, mais un report.

Jet Airways, Inde, pourrait différer sa commande de 10 Boeing 787-8, selon Naresh Goyal, le président et fondateur :

http://www.guardian.co.uk/business/feedarticle/8545544

http://www.boeing.co.in/ViewImages.do?id=18182&Year=2007

Bonjour,

Dans le même pays, Air India "pense" aussi à des report de livraisons.

Toujours cette réunion de Kuala Lumpur.

Le papier d'India Infoline est plus ambigu .


Air India has over US$8 bn worth of planes on order from Boeing,
including 27 B787 Dreamliners.

Cash starved national carrier Air India is looking at various options to cut cost, including rescheduling plane orders from Boeing Co, chairman Arvind Jadhav said on Monday.

"We are looking at options including rescheduling," he told reporters on the sidelines of an aviation meeting in Kuala Lumpur. Air India has over US$8bn worth of planes on order from Boeing, including 27 B787 Dreamliners.
http://www.indiainfoline.com/news/innernews.asp?storyId=104038&lmn=1

Ouip, merci !

Ces reports arrangent les deux parties, on pourrait dire.

Et les parties tierces qui ont bouclé le financement ? ( par exemple )

Bonjour Wax et tous.

Wax a écrit:Fedex veut annuler 15 B 777 F, multiples cartes dans le jeu de Fred Smith. C'est chaud...

Premier article daté de mars 2009 sur Entreprise News Papers :

FedEx could cancel contracts for $6.7 billion in jets assembled in Everett by the Boeing Co. if Congress makes it easier for unions to organize the delivery giant's workers.
----------------------------------

Et le 5 juin, ( ça ne s'arrange pas trop )

Sur Pr Newswires , je le met en blanc sur fond du forum :

Follows Fred Smith Threat to Pull Contracts with Boeing

FedEx CEO Fred Smith's arrogant campaign of threats and intimidation continued this week
when his top spokesman threatened to take down members of Congress who oppose FedEx's position on a key piece of legislation.

Je ne crois pas avoir lu une ligne de cette affaire dans les médias français.

Au moins, jamais présentée tel quel.
Merci de l'avoir relevée.

Imaginez une pareille affaire en France : le tintamarre !!!!
Ce ne serait plus une simple histoire d'annulation d'avions cargo

Oui ! On avait lu ces éléments dans la presse étrangère / internationale.

L'A380 semble ne plus avoir la cote chez ILFC

http://www.zonebourse.com/EADS-4637/actualite/EADS-ILFC-pourrait-renoncer-a-ses-10-Airbus-A380-13193017/

Rasta' a écrit:L'A380 semble ne plus avoir la cote chez ILFC

http://www.zonebourse.com/EADS-4637/actualite/EADS-ILFC-pourrait-renoncer-a-ses-10-Airbus-A380-13193017/

ILFC a surtout actuellement des problèmes de financement....(en attendant d'être racheté..)

cette commande représente environ 3 milliards d'euros.......pas évident a trouver sur le marché a l'heure actuel, et AIG n'est plus la pour financer....!!!!

http://www.lesechos.fr/info/aero/afp_00155052-le-loueur-americain-ilfc-s-interroge-sur-sa-commande-de-dix-a380.htm

Bonsoir, alain !

Oui !

Une autre hypothèse serait que notre ami SUH ferait un forcing pour avoir des modèles 900.

Bonjour, chers tous, et merci Jeannot.

Jeannot a écrit:Une autre hypothèse serait que notre ami SUH ferait un forcing pour avoir des modèles 900.

C'est ce qu'il veut, "going forward", de toutes les façons !

Mais force est de reconnaître qu'il fait une analyse sur un certain sentiment, qui semble naître dans le marché, en ce moment .

Lien :
http://news.airwise.com/story/view/1244504460.html

"We can pull out between January and June 2010 without paying penalties," the newspaper cited him as saying in an interview published on Monday.
Airbus, the unit of EADS that makes the A380, said it was unaware of any cancellations or moves to cancel.
.........
"I see a general structural change in the industry and in the way that airlines think about the A380," Udvar-Hazy told Sueddeutsche Zeitung in the interview.

Là, SUH cherche à exercer la pression sur Airbus !

Udvar-Hazy had said on the sidelines of the annual meeting of the International Air Transport Association in Kuala Lumpur that ILFC was in negotiations for more planes from Airbus and US-based rival Boeing.
(Reuters)

Oui ! Nous l'avons déjà indiqué ailleurs.

Bonjour, chers tous !
Et, ... maintenant, ..... QANTAS !

Lien :
http://www.flightglobal.com/articles/2009/06/09/327593/qantas-in-talks-to-delay-787-deliveries.html
DATE:09/06/09. SOURCE:Air Transport Intelligence news
Qantas in talks to delay 787 deliveries
By Leithen Francis

Qantas group is in negotiations with Boeing to delay delivery of Boeing 787s on order.
Low-cost carrier Jetstar is to be the first airline in the group to receive 787s with the first due in May 2010.
But Qantas CEO, Alan Joyce, says the group has instigated negotiations with Boeing in an effort to delay first deliveries.
"We don't feel next year is the right time," Joyce told ATI's sister publication Airline Business on the sidelines of the IATA annual general meeting in Kuala Lumpur.

Nous avions écrit que ceci était possible, ... voire prévisible !

Qantas group has 65 787s on firm order with 30 earmarked for Jetstar.
Joyce says of all the airlines in the group, Jetstar has been the mostly adversely affected by the swine flu outbreak.
"It has had a severe impact on Jetstar's services to Japan" and led the low-cost carrier to slash 30% of its capacity to Japan, he says.
Qantas' outbound international passenger traffic has also been adversely affected, he says.

Evidemment, ces éléments n'ont pas aidé JetStar !

Australians are delaying trips overseas because schools in Australia have imposed home quarantine for kids coming back, he adds.

Bien sûr ! Encore un effet pervers de tout ce contexte !

Despite the downturn leading Qantas to push for delays in 787s, Joyce says there are early signs of recovery in the global aviation industry.
Qantas in recent weeks has seen an increase in its cargo traffic out of China, says Joyce.
"It's a good sign," he says, referring to the fact international cargo traffic is usually the first indicator of a global economic recovery.

Encourageant, cette attitude plutôt positive de la part de Qantas !

Réactions ?

Bonjour,

Les A 380 de Thai, reportés ou annulés.

Sur Bloomberg :

Thai Airways International Pcl said it may cancel Airbus SAS A380 orders, threatening to become the first customer to scrap contracts for the passenger version of the world’s largest commercial plane.

“We need to determine whether it’s worth the large investment,” President Narongsak Sangapong said by phone today from Kuala Lumpur.
The Bangkok-based airline, with six A380s on order, has begun a review which may lead to the planes being axed or delayed, he added.

Emirates Airline, the largest A380 customer, also said today it may join Air France-KLM Group and Deutsche Lufthansa AG in delaying planes as the global recession hammers
travel. Customer delays may lengthen the time Airbus needs to recoup spending on the A380’s development, which has ballooned to about $18 billion from the originally planned $12 billion on cost overruns and penalties.

Emirates may defer as many as 10 planes, either A380s or Boeing Co. 777s, beginning in about 18 months, President Tim Clark said in an interview today. Still, Clark
reiterated that the Dubai-based carrier wouldn’t axe any of the 53 A380s it has on order. The airline is already flying five of the planes.

Delays, Cancellations

The A380 program has suffered two years of delays caused by manufacturing problems related to wiring systems. FedEx Corp. and United Parcel Service Inc. have also canceled orders for a total of 20 A380 freighters, forcing Toulouse-based Airbus to shelve plans for an all-cargo version.

International Lease Finance Corp. is also re-examining its order for 10 A380s, according to WirtschaftsWoche. The magazine cited an interview with Steven Udvar-Hazy, the
leasing company’s chief executive officer, yesterday in an advance report ahead of its next edition. The A380’s list price is $327 million, though the earliest customers for planes got discounts.

Airbus has scaled back production of the A380 this year as customers resist taking large planes on the travel slump. The planemaker plans to hand over 14 of the double-decker
aircraft this year, down from 18 previously, it said on May 6. Airbus has 200 orders for A380s, of which 15 had been delivered by the end of last month, according to data on its Web site.

International air travel fell for an eighth straight month in April as business and leisure passengers pared flights because of the recession. Price cuts and the impact of swine flu
may cause airlines to post combined losses of $9 billion this year, almost double a previous forecast, the International Air Transport Association said yesterday.

Yields may drop a further 5 percent to 10 percent before reaching their bottom, Emirates’ Clark said today.

http://www.bloomberg.com/apps/news?pid=20601085&sid=a5FgOx.UlNbc&refer=europe



Et, dans l'analyse Emirates postée ailleurs, on croit comprendre que l'effort ( de la Thailande ausssi ! ) porte sur le tourisme et les échanges avec la région du Golfe.

Alors le patron de Thai négocie autre chose avec Airbus à Kuala Lumpur ?

Mieux vaut toujours resté collé aux faits.

Les (ou certains) journalistes feraient mieux de faire le "reporting des faits d'abord", avant de commenter ! Ceci confirme encore le besoin de valider les faits, avant de délirer dans les commentaires et hypothèses, comme nous avons bien clairement vue, si souvent, ... et récemment, aussi !

Sujet / contexte : A380 et SUH !

Lien :
http://news.airwise.com/story/view/1244504460.html
ILFC Says Not Changing Airbus A380 Order
June 8, 2009

International Lease Finance (ILFC) has no plans for now to delay or cancel orders for 10 Airbus A380s, its chief executive said on Tuesday, but may review the contract given the tough economic climate.

Il faut vraiment que les scribouillards cessent de diffuser n'importe quoi ! Il faut qu'ils cessent d'interpréter, quand ils nous montrent, jour après jour, qu'ils semblent avoir pau de chose de performant entre les deux oreilles, et surtout pas le cerveau pour "interpréter intelligemment" ! Il ne faut tout de même pas confondre "interprétation fausse", avec "analyse coherénte", par exemple !

Steven Udvar-Hazy said that ILFC, the world's largest plane leasing firm, had the right to cancel or defer any of the orders for the A380 between January 1 and June 30 next year, but that no decision on cancellations or delays had been taken yet.

Voir notre remarque ci-dessus :
"Là, SUH cherche à exercer la pression sur Airbus !"

"We have to decide, do we change the deal," he said on the sidelines of the International Air Transport Association annual meeting in Kuala Lumpur.

"...Change the deal" ne signifie pas, forcément, "annuler" ! Comme si souvent , SUH se positionne ! Par exemple : "Vous me faites un petit quelque choses sur les A380, .... et je commanderai une trentaien d'A350-XWB, y compris la variante -1000 ! "

"With the global environment and the financial stress in the industry, we have to be very careful. It's not about the aircraft, it's the economic environment, in the next few months, we will have better visibility"..

Voilà ! Il faut creuser et réfléchir, avant de laisser fuser les âneries !

Udvar-Hazy spoke to clarify comments attributed to him on the web site of German newspaper Sueddeutsche Zeitung.
Asked whether this was a negotiating tactic ahead of the Paris Air Show, he said:
"We're Airbus' biggest customer, it's up to Airbus to cook up something. This is not the time for Airbus to have cancellations.".

SUH a entièrement raison ! John LEAHY répondra / tentera de répondre constructivement, sans aucun doute !

ILFC, a unit of troubled insurance giant AIG, has never cancelled an order before, he said.

Voilà le fait 'clé' ! Nous avons bouclé la boucle ! Les faits avant les interprétations infondées,..... les hypothèses futiles et stériles, ....et le sensationnalisme pour "faire scoop" !

Airbus has said it was unaware of any cancellations or moves to cancel.

(Reuters)

Mieux vaut s'en tenir à cela !

C'est évidemment beaucoup moins "sensationnel", Sevrien...

Mais on dirait que les "mégaphones" se remettent en route de manière relativement synchrone: d'abord SUH puis Tim Clark...

Bonjour, Rasta' !

Rasta' a écrit:C'est évidemment beaucoup moins "sensationnel", Sevrien...

Mais on dirait que les "mégaphones" se remettent en route de manière relativement synchrone: d'abord SUH puis Tim Clark...

Oui ! Tout le monde sait que la combinaison d'une crise, et de l'imminence d'un Grand Salon, tel que celui du Bourget (surtout), peut constituer une base de 'recette de cuisine' pour les acteurs perspicaces et déterminés, ... qui osent.

Ceux-ci, dans le cadre du reforcement et du développement de leurs opérations, voient la possibilité (occasion à saisir) d'offrir aux "airframers" (et motoristes, bien sûr) des commandes et de l'activité, à court, moyen et long terme, en passant des commandes, moyennant des rabais ("discounts") importants, susceptibles de :
-- réduire les "costs of ownership" dans les contextes des renouvellement et développement de leurs flottes respectives, ......
-- avec des répercussions favorables de ceci sur les DOC (dans les opérations propres des Cies. aériennes), ou dans les redevances de Leasing que les Lessors puissent proposer à leurs clients de leasing.

Le marché devient plus compétitif, et plus attractif pour les clients ultimes (passagers / voyageurs, ..... ou acteurs qui profitent des capacités accrues disponibles pour le transport frêt en soute).

Effectivement, vous avez raison ! On constate / peut constater ce que vous signalez ! Ces acteurs donnent / vont donner de la voix ! Mégaphone en main !
--

Reprise de l'info concernant les 777 de Jet Airways, Inde.

Jet négocie bien pour que Boeing trouve un nouveau client y compris pour celui prévu en réception juillet 2009 ! Et Jet a déjà sous loué 9 widebodies.( A et B )

Business Standard :

Working towards cutting excess capacity, Jet Airways is negotiating with aircraft
manufacturer Boeing to cancel its order for a B777 jet, worth Rs 725 crore, which is scheduled for delivery in August.

"The management is in talks with Boeing over canceling/finding another buyer for the Boeing 777 (Capex at $145 million) that was due for delivery in August 2009," brokerage firm IDFC-SSKI said in a report on Jet Airways after a management interaction.

When asked if Jet is canceling the order for a B777 aircraft scheduled for delivery August 2009 or finding another buyer for the airplane, the company spokesperson said,
"Jet Airways is scheduled to take delivery of a Boeing 777 in July 2009. We are currently in discussions with Boeing in this regard".

The carrier has already reduced capacity on its network by 20 per cent and plans further capacity cut.

"We have already reduced our capacity by 20 per cent and will do another 10 per cent," Jet Airways Chairman Naresh Goyal had said in Kuala Lumpur earlier this week.

While declaring Q4 results last month, Jet had said that anticipating challenging times for the sector, it has initiated a cost reduction exercise which includes deferring aircraft
deliveries for the next one to two years.

Jet has leased out nine long haul aircraft, which had became surplus as a result of efforts to eliminate excess capacity.

http://www.business-standard.com/india/news/jet-to-cancelboeing-777-plane-order/64425/on

Quantas réduit sa commande de 787 et décale son plan de livraison

Qantas said it had reached a mutual agreement with Boeing to defer the delivery of 15 Boeing 787-8 aircraft by four years and cancel orders for 15 Boeing 787-9s scheduled for delivery in 2014/2015.
Chief Executive Alan Joyce said the changes to the group's B787 orders were appropriate in the current climate....

Mr Joyce said Qantas remained committed to the aircraft as the right choice for Jetstar's international expansion, Qantas's growth and as a replacement for Qantas's B767-300 fleet.....

The changes will result in Qantas's total firm orders for the Dreamliner reduce from 65 to 50 aircraft, comprising 15 B787-8s and 35 B787-9s

Peut-être que Boeing aurait dû opter pour l'approche "cadres plus panneaux", ... comme Airbus ! .