View Full Version : Is this a bubble?
Sam Ting Wong
25th Apr 2024, 03:40
Can the current order numbers sustainably be operated or will there be a brutal price war ending in tears?
Order books
Emirates
310 777, 350
Fly Dubai
30 787
136 737
Qatar
150 proposal ( 350 or 777)
50 A321
34 777F
50. 777X
Riyadh
72 787
100 737 MAX ( rumor)
Etihad
92 777/321/350
Air Arabia
120. 320
Turkish
310 320/321/350
Air India
470 plus 370 options
IndiGO
500 A320
( India will also add two new massive airports in Mumbai and Delhi, plus expansions at all other major airports)
Total order book for the region incl options and proposals : 2 794 aircraft
corporal klinger
25th Apr 2024, 05:11
Ethiopian 67 ( 32 A350)
Hotclown
25th Apr 2024, 10:11
No problem
.
karnc
25th Apr 2024, 10:21
Order is just an order. Both plane makers' delivery capacity will be the limiting factor. With these backlogs, a decade is not enough to fulfil these airlines ambition. The war we will see is the capacity, not the revenue....
All these airplanes will take a decade or so to be delivered. Also add in the factor that a very significant portion of those orders (at least for the ME3) are for replacement of older airframes, so it doesn't mean massive fleet expansion.
northhaverbrook
26th Apr 2024, 12:02
It’s a bubble alright.
Airmann
26th Apr 2024, 14:24
There's a really two ways this could play out.
1. The economies of the GCC and many countries in the developing world are continuing to grow so demand for air travel is only growing, and there will be a piece of the pie for everyone.
2. The Market will be over saturated and some of these airlines will go bust out have to downsize. (See Etihad).
India will have the final say. Are there going to be enough international pax in and out of India to allow for the two Indian carriers and the GCC carriers to be profitable on those routes?
Time will tell.
World War 3 might also put a dent in things.
Mr Good Cat
26th Apr 2024, 15:53
World War 3 might also put a dent in things.
Once Iran opens up after the next ‘War’ it’s only going to lead to more orders. But it’s also competition for the rest of the Middle East. Iran is a ready-made modern society that will only take minor tweaking to make it the next tourist Mecca.
MissChief
26th Apr 2024, 23:48
Poor analogy. Most tourists are not permitted to visit Mecca. Getting stoned could happen, and not in the pleasant sense :=