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"Kirby wasn’t specific about what planes the airline could acquire instead of the Max 10, but he noted that there is only one other global manufacturer of such
by lainga 3y ago
"Kirby wasn’t specific about what planes the airline could acquire instead of the Max 10, but he noted that there is only one other global manufacturer of such large planes — Boeing’s European rival Airbus."
Is it just me or is every player in the dramatis personae dancing around this and/or burying the lede? If they were ordering regional jets, sure, you could buy Embraer or Bombardier, I guess. But as it stands it's like everyone's saying "we're considering alternatives to turning left"
- justapassenger 3y agoBombardier is out of passenger jet business - they sold it to Airbus and now they focus exclusively on business jets.
- consumer451 3y agoI think this is a major shot across the bow of Boeing management. To me, the fact that there really aren't timely alternatives doesn't take away from the gravity of a major airline CEO saying this.
- baby_souffle 3y ago> I think this is a major shot across the bow of Boeing management. > To me, the fact that there really aren't timely alternatives doesn't take away from the gravity of a major airline CEO saying this. What's to worry about? United has no real alternatives. A shot across the bow implies that the next shot will be with intent to kill but united is stuck with boeing for at least a decade....
- consumer451 3y agoI don't mean that the next shot would kill Boeing orders, I mean it would kill (dethrone) Boeing management.
- icegreentea2 3y agoWhat? United does have some alternatives. I thought the article was quite clear that United was considering/planning on cancelling their MAX 10 orders. Sure, United might still be flying a bunch of Boeings, and maybe some other orders might still go through, but there are alternatives for United.
- wrsh07 3y agoDo you think this is good news for Boom? Honestly they could pivot from supersonic to just "small airplanes at scale made well" and they could grow into a new American industrial giant
- consumer451 3y agoThey would need to take over Boeing's factories. You don't just spin something like that up. But this made me think of something funny... maybe Boeing could buy Boom, and Boom management could take over Boeing like McDonnell Douglas management has previously done, when Boeing bought them?
- rsynnott 3y agoThere's plenty of choice for _small_ planes; it's really 737-size and up where it's a choice of two manufacturers.
- wrsh07 3y agoI agree with this, my (possibly incorrect) line of thinking is that the same was sort of true for electric cars. At the high end there were options, but there weren't good mass market options (Tesla helped change that) You could sort of imagine that airlines use this as an opportunity to fund promising smaller companies that want to scale (I'm not sure if Boom is more excited to become a major manufacturer or for the flight speed change) Regardless, given the friction in training pilots to fly new aircraft, airlines losing faith in Boeing should make them more likely to consider it which removes a huge moat
- rsynnott 3y ago> At the high end there were options, but there weren't good mass market options (Tesla helped change that) Eh? No, that’s not right; it’s almost the opposite of what happened. Before the last decade, there was ~nothing. Around 2010, the Tesla Model S (high end), the Nissan Leaf (mass-market), Renault Zoe (mass-market), VW eGolf and eUp (mass-market) all showed up within a year of each other. The first Tesla mass-market car launched in 2017… kind of; realistically, 2019 (that’s when the ‘standard trim’, ie affordable, Model 3 showed up). In 2019/2020, the first high-end electric cars from conventional manufacturers also start showing up (e-Tron, Polestar etc).
- cbhl 3y agoBombardier isn't even in the business any more after a trade complaint from Boeing. They ended up selling the CS300 and the business to Airbus (which became the A220).
- madaxe_again 3y agoThey have to be extremely careful what they say. Boeing is considered a strategically important business to the U.S. - they supply everything from airliners to bombers to spacecraft to cruise missiles. They also create jobs all over the place - taxpayer dollars are funnelled via the pork barrel to jobs programs. The government cannot allow it to fail, and if Boeing looks bad, the government looks bad. Therefore anyone who makes Boeing look bad is an enemy of the government. So - you end up with these noncommittal pieces. If they outright said “we are thinking of airbus”, you get the government banning the purchase of airbus aircraft, as that would endanger Boeing, and then you’re stuck with Boeing and the government wants to audit your everything and know why you aren’t standing in line behind the flag. So the safe option is to make some noncommittal rumblings, and change nothing.
- boringuser2 3y agoWho's going to do anything about it, Joe? Lol.
- buzzerbetrayed 3y agoSo many claims in here with nothing to back it up. May as well be a Boeing fanfic.
- albert180 3y agoYes, this will never happen. Look at all the disputes between USA and Europe at the WTO because of Airbus/Boeing over lesser things
- albert180 3y agoThis will never happen as this would be a slamdunk case for Airbus/European Countries at the WTO against the US government
- madaxe_again 3y agoThe U.S. simply Does Not Comply with WTO judgments against them, just like how they don’t follow UNCLOS, or the ICC. The U.S. makes international law - it does not follow it. https://www.bloomberg.com/news/newsletters/2022-12-12/supply-chain-latest-us-snub-of-wto-called-a-step-back-for-trade https://www.bloomberg.com/news/newsletters/2022-12-12/supply...
- hammock 3y agoWhat if SpaceX built a medium-haul narrow body to compete with 737 and A320?
- oldpersonintx 3y ago[dead]
- MattGaiser 3y agoBoeing killed Bombardier with their trade complaint, so there is just Airbus.