Delivery has taken so long that they are going to run into refund periods soon. There's normally massive down payments for these which deters cancellations but

Delivery has taken so long that they are going to run into refund periods soon. There's normally massive down payments for these which deters cancellations but these aren't ordinary times. You are almost certainly going to see consolidation within the airlines and there's little to no chance of more plane purchases in that case.