Originally Posted by
grizzled
The notion that all, or most, or even 20% of those orders will remain on the books is, in my view, optimistic. Most of the companies that have placed orders are no longer forecasting the same future and / or planning the same expansion, or even fleet replacement, as they were pre-Covid. And many are simply no longer in a financial position to pursue the orders.
Well, if 80% or more of the orders get cancelled, and the industry is slow to pick up, that would be a good opportunity to launch a new clean sheet model to replace the Max.