Sunday , 27 September 2020

Additional analyses on the massive American Airline’s order to Airbus and Boeing

After the announcement, yesterday, of the massive order by American Airlines to Airbus and Boeing, I took some time to read the analyses and views, of some of the people for whom I have high respect, especially when it comes to field of aviation.

Addison Schonland of Innovation Analysis Group (IAG) highlights the monopolisation of production slots by the early adopters and the potential impact on smaller airframers of the Comac and Irkut.

Flightblogger Jon Ostrower analyses on the American Airlines order raising the A320neo production needs up, to a staggering 60 per month, and whether this may result in Airbus setting up an assembly line in the United States. He also has a good “by the numbers” analysis of the order.

Vinay Bhaskara at The Gate on FlyerTalk has done an excellent long term analysis on how the American Airlines fleet can evolve over the next 20 years. The article is a little long, and you can skip the first half, if needed.

CrankyFlier, Brett Synder offers his humourous yet insightful view on American’s utilisation of the ordered fleet.

Reuters reports on how Airbus, after years of being outflanked by Boeing in the large jetliner arena has finally forced its arch rival’s hand and made them a follower, at least in the narrow-body segment, for now. Reuters also has a good Q&A article on aircraft financing. It is good reading but does not go in to specifics.

Randy Tinseth, vice president, marketing for Boeing Commercial Airplanes offers the his view of the order and its implications.

Michael Mecham at Aviation Week offers his analysis on the fight between the two engine makers Pratt and Whittney and CFM International and how re-engining of the Boeing 737 and the American Airlines order affects the equation. His colleague Robert Wall raises some questions about the re-engined 737NG and what should it be called. Quite obviously 737neo is out of question, 737RE seems to be the prevailing name, but I was rolling with laughter on his suggestion of 737ME2.

I am sure, I have missed out some of the aviation gurus. Do share your recommendations for interesting articles along with their links via a comment.

About Devesh Agarwal

A electronics and automotive product management, marketing and branding expert, he was awarded a silver medal at the Lockheed Martin innovation competition 2010. He is ranked 6th on Mashable's list of aviation pros on Twitter and in addition to Bangalore Aviation, he has contributed to leading publications like Aviation Week, Conde Nast Traveller India, The Economic Times, and The Mint (a Wall Street Journal content partner). He remains a frequent flier and shares the good, the bad, and the ugly about the Indian aviation industry without fear or favour.

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