Airlines In The Philippines II

[XWB_flyer]

Solblanc wrote

At the end of the day, the 330s are young and don’t really need replacement. Four of the 777s are young but with an outdated product while the rest really need to go.

Firming up 350-1000 options is low-hanging fruit to address future needs. China is opening up and their airlines will be able to dump capacity with a surprisingly good hard product, so PAL will have to make sure that they’re able to properly compete by the time that happens. A more nimble 350-1000 transpac fleet that could technically also do JFK/YVR would kill the need for any more A350-900s.

Personally I think having both varaint of the A350XWB is still best for transpac flights, unless PAL decided to trade thier remaning A359 infavour of the A35K which is possible. Although PAL fleet planning is base or inspired by CX which operates both the A350-900 and A350-1000. I suspect the reason why Stangley is complaining about the A359 is thier only two at the moment with the rest being lease by LH. With the delivery of the A350-1000 I think the cost will subside overtime once PAL has Re-configured thier A350-900 and it Complement the larger A350-1000 would be interesting how both would compared operationally and I could see PAL ordering more A35K then the A359 like CX.

[XWB_flyer]

Not sure if this is a typo error. But those PAL have any pending A320neo? I check Ch Aviation which is the source of their info and those mention one A320-200, one A320neo, and one A321-200.  

https://simpleflying.com/philippine-airlines-pulling-aircraft-storage/?newsletter_popup=1

[Arianespace]

JNC03 wrote

Ng didnt mentioned 787, a surprise move?🤔

They did mentioned the Boeing, and that is enough. For now.

[Arianespace]

XWB_flyer wrote

Not sure if this is a typo error. But those PAL have any pending A320neo? I check Ch Aviation which is the source of their info and those mention one A320-200, one A320neo, and one A321-200.  

https://simpleflying.com/philippine-airlines-pulling-aircraft-storage/?newsletter_popup=1

Not accurate. Pending are 13 A321neo. PAL modified their orders to all 321s,

[frequentflier]

Arianespace wrote

XWB_flyer wrote

Not sure if this is a typo error. But those PAL have any pending A320neo? I check Ch Aviation which is the source of their info and those mention one A320-200, one A320neo, and one A321-200.  

https://simpleflying.com/philippine-airlines-pulling-aircraft-storage/?newsletter_popup=1

Not accurate. Pending are 13 A321neo. PAL modified their orders to all 321s,

It’s possible that they’re referring to the stored/being modified A330 (8781).

[Arianespace]

Solblanc wrote

If they find that too expensive, someone mentioned that CX offloaded some 77Ws, although with global travel demand rising, other airlines might have already secured those planes.

CX 77ws at ASP are due for maintenance and need at least US$25m each for various checks. Not the best of plane to fly when you pay for it to fly.

[XWB_flyer]

Whom ever was in charge of the database should probably change it question is where they got that information?

[JNC03]

It plans to also “revisit” its order and might “add” more wide body orders, specifically Airbus A350-1000s.

Ng said PAL will firm up its new order “maybe within the month or next month.”

https://businessmirror.com.ph/2023/03/16/pal-plans-to-double-capitalexpenditure-budget-for-2023/


All statements and things stated in the article are confirmed by PAL via disclosure to PSE

[XWB_flyer]

Reading the article there two particular part that I like to highlight

"This means that PAL will achieve its 2019 level of aircraft in operation by “2027 or 2028” as it takes delivery of 13 more Airbus A321s through 2026"

I think the plan is for the A321neo to replace the A321ceo with only 13 on order and 8 in service I think PAL will still have some A321ceo which could be fully owned and other transferred to PAL Express while the remainder returned to thier lessor.

"It plans to also “revisit” its order and might “add” more wide body orders, specifically Airbus A350-1000s. Ng said PAL will firm up its new order “maybe within the month or next month.”

What is certain for the time being is the firming of six A350-1000 using the option PAL had when it made its order for the A350-900 in 2016. By 2028 PAL should have twelve A350s with more possibly being added to fully replace the B77W along with the B787  to replace the A330.

[Arianespace]

JNC03 wrote

It plans to also “revisit” its order and might “add” more wide body orders, specifically Airbus A350-1000s.

Ng said PAL will firm up its new order “maybe within the month or next month.”

https://businessmirror.com.ph/2023/03/16/pal-plans-to-double-capitalexpenditure-budget-for-2023/


All statements and things stated in the article are confirmed by PAL via disclosure to PSE

Before being let out in the open, we already had a fiesta here, starting at page 44.

Arianespace wrote

There is going to be a major corporate announcement from PAL this month. Wonder what it is?

Nobody really figure out what "revisit" mean. It simply mean they are reconsidering the baby "Boeing." If you are long enough to follow this forum, you might already figure the impression that Boeing was never in contention to replace the A330 until about 18 months ago. Before that it was always the Neo that is being peddled. The Airbus option was already there.  I remember a forumer mentioned Airbus would not let this decision go without a fight. Well, guess what, a phone call has just been made this week for appointment with the CEO.

XWB_flyer wrote

Reading the article there two particular part that I like to highlight

"This means that PAL will achieve its 2019 level of aircraft in operation by “2027 or 2028” as it takes delivery of 13 more Airbus A321s through 2026"

I think the plan is for the A321neo to replace the A321ceo with only 13 on order and 8 in service I think PAL will still have some A321ceo which could be fully owned and other transferred to PAL Express while the remainder returned to thier lessor.

"It plans to also “revisit” its order and might “add” more wide body orders, specifically Airbus A350-1000s. Ng said PAL will firm up its new order “maybe within the month or next month.”

What is certain for the time being is the firming of six A350-1000 using the option PAL had when it made its order for the A350-900 in 2016. By 2028 PAL should have twelve A350s with more possibly being added to fully replace the B77W along with the B787  to replace the A330.

[JNC03]

Appointment to PAL with Airbus execs?

[JNC03]

Did Boeing offered something (crew/pilot training) included with the order?


After all going from 777 to 787 will be cheaper compared to going from Boeing to Airbus

[XWB_flyer]

JNC03 wrote

Did Boeing offered something (crew/pilot training) included with the order?

After all going from 777 to 787 will be cheaper compared to going from Boeing to Airbus

On the flipside of the coin most of PAL A330 pilots are qualified to fly the A350-900 which could transitioning to the bigger A350-1000, while other will need to be Re-train in order to fly Boeing birds.

[Arianespace]

Yes.

The Boeing choice was basically influenced by its newfound cargo demand.

[Arianespace]

Contrary to popular belief, the A359 are still there. So 77w>35k and 333>789 as you pointed out earlier.

[JNC03]

The question is will PAL choose RR or GE for the
787-9 engine?

Any idea in the configuration of 787 and A35K?

[XWB_flyer]

That is assuring at less for now! I think its smart choice for PAL to go with the A350XWB/B787 Dreamliner combo for thier future wide-body fleet. Anyways besides the  B787-9 are either the B787-8 or B787-10 being considered to supplement the A359, A35K, and B789?

I could see the smaller B788 have its benefits for opening up hubs such as CEB to North America as a possibility and if Boeing offers them at a discount, meanwhile the B78X capacity is better suited for high-density routes in Asia and the Middle East and are perfect replacement for the High-density A333.  While the B788 has potential to decongest MNL. However I think the B78X seem more likely considering emphasis on cargo capacity and also the B789 can also fill the role of the B788 or a three class version with 270-290 seats for smaller hubs such as CEB.

[JNC03]

https://simpleflying.com/philippine-airlines-airbus-a350-1000-order/


"Airbus had offered the bigger variant as a replacement for the airline's Boeing 777s and also to match the unfilled order of the airline's Boeing 787-9s."

[Evodesire]

Arianespace wrote

Stanley thought of the A359 expensive and A339 inadequate. The pick is getting clearer now.

If there is one person in PAL who knows the planes by heart, that would be the captain himself.

[Evodesire]

So I guess we are seeing PAL going away from the CX route and moving towards what other airlines are going for for their widebody needs, A350s and 787s.

If PAL exercises their 6 options for A35Ks, this may mean that in the next 4 years, PAL will be operating a fleet of 12 A350s, 6 A35K and 6 A359 considering if LH returns the 4 leased A359s. Plus, 787-9s.

Getting clearer now. 787s will be replacing A330s. Any chance that PAL may also get the -10 variant for regional and more dense ME routes?