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Originally Posted by CareerShow
The Canadian government pulling the deal is rediculius since Canada will now be buying borderline unusable planes for billions which will just have to be replaced in the near future anyways. I doubt this will really deter delta from ordering in the future. With regards to the c series and Airbus, I don't recall one current order which has involved a mix of aircrafts. And Boeing is in talks to acquire embraer which would give the company an even greater step up over Airbus as they would fully be involved in the regional jet industry, not to mention the consolidation of the business jet industry
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The Australian F-18s is another matter.
Boeing buying Embraer is nothing more than a retaliation towards BBD/Airbus. It's not a strong move if you ask me, as it is by no means a home run scenario for them, unlike the Airbus/BBD linkup, which benefits both players immensely.
The E175-E2 sales are suffering due to ongoing US scope clauses. So those planes aren't selling in Embraer's most important market, the US, which is why they have delayed service entry of that type until 2021.
Airlines who own the E190, seen as eventual buyers of the E190-E2, are dumping their planes in favor of the CSeries. (Air Canada is an example, Jetblue might be another, as they have delayed their decision of getting rid of the E190s, probably waiting for the USITC ruling). Delta was supposed to get the used AC E190s, and decided to go with the CSeries as well. AA will dump 20 E190s by 2019. Clearly, Embraer has issues of it's own to deal with.
As for mixed orders, the tie-up just happened. With the duties/tarrifs looming, no North American carrier was going to order the CSeries. Now that the duties/tarrifs are a thing of the past, i fully expect airlines like JetBlue to seriously consider the CSeries as replacement for their 100 seat planes. Mixed aircraft orders are extremely likely for an airline like them.
So again, I don't think Boeing really wants Embraer, but was rather forced into that corner by Airbus/BBD. Either way, they are definitely worse off now than before their complaint was filed.
Quote:
Originally Posted by CareerShow
I doubt this will really deter delta from ordering in the future.
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They already dealt Boeing a heavy blow with a 100 Airbus plane order last month. Ed Bastian is a tough guy and was vocal about his spat with Boeing. Orders like this in the future would not surprise me, especially if Ed will stick around at DL for the long haul. I definitely see them topping up their A350 order before going the way of the dreamliner.
http://www.airbus.com/newsroom/press-rel...-order-for-100-a321neo-acf-aircraft.html
Quote:
Originally Posted by Lancaster
Pretty confident this hurt Bombardier more than it did Boeing. Airbus was already solidified in the US long before all of this. It basically paralyzed the CSeries program and loomed large over it for the entire duration of the dispute. Either way mission accomplished for Boeing.
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Boeing simply delayed American carriers ordering the CSeries. Nothing more. JetBlue delayed their E190 replacement. They didn't go ahead and order Boeing. So its not like they shut the CSeries program down. If anything, they helped the program get a new lifeline. Yes, mission accomplished indeed....
As i said, Boeing is definitely worse off now than before their complaint was filed. Yes, this whole scenario wasn't pleasant for BBD, but now that it's over, they have a chance to flourish when CSeries sales pick up (and they will). Boeing's future in the 100-150 seat segment looks unclear, for all the reasons mentioned above, plus the fact that their own Max 7 isn't selling well at all, with only 63 orders.
Airbus, on the other hand, took care of their A319neo sale problems, by means of acquiring the CSeries.
Boeing is scratching itself in the head right now, thinking about where they went wrong. They left billions on the table (Canada F-18s, Delta order, most likely future orders as well). Dumb move.
They should have partnered up with BBD, or built their own 100-150 seat plane. Now, that market seems firmly in the hands of Airbus/BBD.