Quote:
Originally Posted by Acey
At certains points I've wondered if AC wishes they had taken just a couple more 788... the question is whether or not the impending 333 acquisition directly gives credence to those suspicions or if 333 will simply fly TATL and free 789 for other missions. They've only got 4 more 789's inbound so I feel like the long term deployment of these frames is becoming less unclear.
Cage, get in here.
|
In the beginning of the AC Dreamliner purchase, the plan was to have 15 789s and 22 788s. The actual delivery schedule was adjusted many times to get into the present situation of 8 788s and 29 789s.
The 789s originally purchased to replace the 333s and provide for a modest seat capacity growth on 7 airframes. The 788s were meant to replace 29 763s.
To the best of my knowledge, Boeing's final traunch of Dreamliner compensation for performance expectation gap and delivery delays resulted in most airline getting 789s for the price of 788s. It was for this reason that AC transferred orders to the 789 at the earliest possible point and this left with only 8 788 aircraft in the fleet that were delivered to AC prior to the compensation program.
As to operating costs, the difference between the 333 and the 789 is partly due to the lower weight of the 333 (smaller airplane), but also due to the slower cruise speed, finally the 333 has lower ownership costs than the 789 (excluding the effect of delay and performance compensation).
I have heard the rumor the 333 has a small operating cost advantage compared to the 789 on smaller stage lengths even with aircraft ownership costs removed. This difference is not enough to choose the 333 over more 789. So why did AC replace 763s with 333?
The mystery ingredient, IMHO, is WS locking in the 789 Dreamliner as the future widebody aircraft. AC no longer has to worry about WS putting on lower cost capacity to Europe. Nor does AC have to worry about filling a 300 seat airplane when the competitor only has to fill 220-250 seats. Finally the competitor now is locked into higher aircraft ownership costs than AC’s own 789s.
Had Westjet continued to purchase used 763s for widebody expansion, it very likely AC would have retained their mainline 763s.