I'm hearing from sources that Air New Zealand is doubling down on the 787.
The airlines' CEO was in Everett last week and apparently had come to an agreement to increase the airlines' 787 order but details are not available so I don't know the number or derivative(s). The CEO flew back on Air New Zealand's most recently delivered 787-9 which was delivered on October 12th.
Boeing has had a nice run of 787 orders boosting their 2016 787 sales campaign results to 61 net orders thanks to orders from mainly from China and Qatar. They can still achieve a book-to-bill greater than 1 if they can close the potential Emirates order this year.
Monday, October 17, 2016
Thursday, October 13, 2016
|To be assembled in Everett||162|
|To be assembled in Charleston||115|
|Undergoing final assembly||9|
|Storage/Change Incorporation and Re-Work||0|
|Change Incorporation and Re-Work||4|
|Non Customer Flight Tests||1|
|Ready for Delivery||3|
Boeing finished the 3rd quarter with 12 787 deliveries in September and a quarterly delivery total of 36. For the year to the end of 3Q16 Boeing has delivered 104 Dreamliners and 467 since program deliveries commenced 5 years ago. Boeing needs to make 30 more deliveries to achieve 500 program deliveries to paying customers (they delivered 3 thus far in October) thus they have to average 11 deliveries per month during 4Q2016 in order to achieve this goal prior to year end. Right now I estimate that they will deliver at least 35 in the 4th quarter.
However, Boeing's delivery plans for this month might be in doubt because of the temporary shut down of Boeing's Charleston final assembly line due to hurricane Matthew. I believe that the plant has reopened since the closure on October 5th but I'm not sure of the impact to the schedule or how production has been affected. Boeing will have to contend with some of its workers having been displaced due to damage to their houses, power outages or impassable streets that are still flooded. Also it is unknown what, if any, damage there is to Boeing's infrastructure in North Charleston or to any of the airframes that are in various stages of completion and that are unable to move out of the path of the storm. For now it does seem that the Boeing plant in North Charleston came through the storm in good shape. Some of the Charleston built 787s that were away for painting have now returned and they have also resumed production flight testing which is also a good sign.
Another production milestone is the role out of LN 500 for AerCap/Air France. Even though the line number is 500, it is the 497th 787 pulled out of Boeing's plants (not including the static and fatigue test frame). I'm not sure which air frame will be the 500th rolled out.
|L/N 500 for AerCap/Air France being pulled into building 40-24. Photo by Chris Edwards of Woody's Aeroimages|
787 Full Production Table