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Discussion in 'Emirates | Skywards' started by uggboy, Jun 11, 2014.
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Emirates Cancels Airbus A350 Order
This is hardly surprising since EK keeps wanting larger and larger aircraft, and has continuing Dubai flight capacity issues/ They clearly want larger aircraft than any planned A350. Their recent new larger B777 orders show that, as does their continuing push for an even larger reengined A380. The question IMHO is whether they may be reaching the limits of their growth given the enormous political opposition to their continuing expansion by most established national airlines. It's interesting to see that they seem to plan to be gradually replacing all the B777-300ER with larger new B777 models, and hoping for replacing the A380's with reengineered and larger versions too. Their past plans for regional penetration with smaller aircraft seem to have largely dissipated. There are other EK shoes to drop soon, or so it seems.
Believe it or not, this actually seems like a win-win-win for Boeing, Airbus, and EK. EK will get a steal on current-gen 77Ws, Boeing will get a customer to help keep the assembly lines rolling in the 777 interim, and Airbus will sell those A350 delivery slots at a higher price than EK would have contracted for originally.
That was the phrasing of Leahy, more or less, on the Airbus side. I'm sure you're right on the economics although Airbus cannot feel too good about it anyway. OTOH, Boeing did not get anything new at the moment either.
He will never say otherwise.
There's a new development here:
Emirates to reconsider Airbus A350 order
If one believes EK they simply do not want launch risk again, something recent history may suggest is a greater risk now than it was before such dramatic changes in materials, engines and electrical systems. New designs have always been fraught (remember the Comet, 747-100, A380, 787 and so on) but the costs now are so high that there is less room for airlines to manoeuvre than there once was. It will be interesting to see how competitive this one will be, but I suspect it will come down to how smooth the A350 introduction will be later this year. If it becomes uneventful this will be a bloodfeud. If it is not uneventful Boeing will probably start making money on the 787 from the EK order. Whatever happens this one will be really exciting.