Airlines In The Philippines III

[airline_builder]

JNC03 wrote

Airbus is closing in on a large single-aisle jet order from Cebu Pacific Air, with the carrier planning to sign up for as many as 150 A320neo aircraft that would more than double the Asian airline's fleet size.

A deal would include about 50 optional purchases, according to people familiar with the negotiations. Philippines-based Cebu and Airbus may announce the accord at the Farnborough Air Show later next month, said one of the people, who asked not to be identified because the discussions are confidential.

Representatives for Cebu, Airbus and Boeing declined to comment. The people cautioned that no deal has been formally signed, and that details of an agreement and the timing could still change.

In leaning toward Airbus, Cebu Pacific appears to have kept its faith with the European planemaker despite delivery delays. The budget carrier is managing problems with Pratt & Whitney engines on some grounded jets in its fleet, forcing it to bring in additional leased planes to backfill the shortfall.


https://gulfnews.com/amp/business/aviation/cebu-pacific-set-to-favor-airbus-in-deal-for-as-many-as-150-jets-1.1718207618672

5J leaning to Airbus for its fleet renewal is quite expected as the sun rises every morning.....light as day. Given they opted to switch manufacturer, it would entail extensive costs on ground and flight training, maintenance inventory, among others.

I think considering the current airport restrictions and the age of its fleet to date, 5J can very well afford to wait it out until delivery dates. Besides having RSA biting more than he can chew when he speaks about airport plans is like holding on water......perhaps wait for hell to freeze over

[JNC03]

Waiting for media outlets to leak what is the plan of PAL in terms of their orders

[JNC03]

The question is if they choose CFM or PW

[airline_builder]

JNC03 wrote

Waiting for media outlets to leak what is the plan of PAL in terms of their orders

PAL is extremely calculated to a degree of procrastination. I am hoping that they already have previous "understanding through initial intent" at least to somehow save on much needed slots for its targeted fleet renewal and route expansions.

Having said that, I believe they will just end up on the Leasing market since PAL has never been in the market to order by more than a dozen as the saying goes "tingi-tingi" for "talipapa" status.

So they will eventually order but nothing stellar or jaw dropping......typical of PAL under their mascot leadership - all social media (which by the way are well thought of) but nothing tangible.

[Arianespace]

JNC03 wrote

Waiting for media outlets to leak what is the plan of PAL in terms of their orders

Interesting propositions ain't it?

[Evodesire]

Arianespace wrote

JNC03 wrote

Waiting for media outlets to leak what is the plan of PAL in terms of their orders

Interesting propositions ain't it?

Personally, I doubt PAL will go for the 737 MAX 9. 787 yes, but not 737 MAX.

[JNC03]

If PAL wants A320neo but immediately

Their only option is 737max

[JNC03]

It will look like this or if they still want some Airbus jets just insert A359 there

[Solblanc]

13 more A321NEOs wont be enough to replace the 18 A321 CEOs. The fact that the CEOs are getting refurbished means that they’ll be used for another 6-8 years.

That means they can totally stick to Airbus if they really wanted to.

I’m surprised that PAL isn’t interested in the 737-8 though. The a321 always seemed a little much for routes like HAN. And the 737-8 can also reach Perth and India. And if they wanted to build a Cebu hub, the 737-8 can reach SYD/MEL from CEB

[JNC03]

Aside from this are they still interested on ordering Embraer E2 jets?

It can evade the possible turboprop ban in RPLL

[JNC03]

Less backlogs

[Arianespace]

Solblanc wrote

13 more A321NEOs wont be enough to replace the 18 A321 CEOs. The fact that the CEOs are getting refurbished means that they’ll be used for another 6-8 years.

That means they can totally stick to Airbus if they really wanted to.

I’m surprised that PAL isn’t interested in the 737-8 though. The a321 always seemed a little much for routes like HAN. And the 737-8 can also reach Perth and India. And if they wanted to build a Cebu hub, the 737-8 can reach SYD/MEL from CEB

Maybe because PAL doesn't operate the A320 and they are due for replacement. All 13 of them. The 739 is bigger than the 320 with 220 max while the latter can fit only 190 max, but smaller than the 321 at 240 max.

The 86xx kind is due for retirement in the next two years. With slot restricted airport like MNL up-gauge is the only option.

[JNC03]

Aside from that the A320s of PAL are expensive to operate due to their age

Waiting for the A320neo is not a good option if they need immediate replacement. They can also easily train pilots from Q400s to 737max.

Adding max to the 787 deal is also a good opportunity for discounts. Maybe PAL will also have options for the max if they want to avail more but in the future.

[Arianespace]

Mandatory retirement for passenger aircraft is 20 years. How old is GAP 320?

[JNC03]

Six PAL A320 operated by PAL Express are over 16 years old currently

[JNC03]

To compare the A320neo and 737-9max



For the 78X and A339neo

[Arianespace]

Also, GAP don't need the range because they fly domestic. They also don't need the 321 because they are too big. Boeing 737 MAX 9 has big advantage over the A320neo in cargo capacity, allowing airlines to transport more cargo alongside passengers. This can benefit airlines with a higher cargo transportation demand or those looking to maximize revenue opportunities. Recall what Stan said about cargo traffic with the era of e-commerce?

In addition to that, the A320neo program has seen fewer orders in 2023 compared to the previous year, which may indicate a shift in market preferences to the larger sister.

Lastly, they can have a separate CFM leap engine, without breaking Airbus contract.

[JNC03]

Most of the package I received from visayas or mindanao has PAL stickers on it. PAL will take advantage of the cargo capacity of the max to deliver more and partner with more cargo forwarders in the country instead of limiting themselves to the capacity of the A320s.

Specially when holiday season is near they can transfer more passengers and cargo which are both in demand during those times.

[Arianespace]

The logic of the 78X is that it can carry 368 pax to the Middle East with ease with full MTOW for the cargo. Not much with the 9. It can also cross the pacific and head EU with 300 pax with full MTOW for the cargo. Again "cargo". With the graph provided, it sure does. It doesn't need the range of the 9. They already have the 359 to do that. Now, does it not fit with Stan PAL strategy?

Taipan Lucio Tan’s Philippine Airlines (PAL) is betting on technology innovations and new cargo options as its ticket to faster recovery following a brush with bankruptcy during the global health crisis.

Ng said PAL planned to develop new all-cargo markets to “remove dependence on passenger traffic as single-revenue stream.”

This will include hybrid cargo and passenger flights to the US and other markets, a new cargo reservation system and mobile app as well as the carrier’s diversification into domestic cargo deliveries to homes and offices.

Ng told reporters the last-mile segment would allow the airline to tap into the e-commerce boom.

“It’s in the infancy stage right now,” he said, adding that the business would be pursued with partners.
https://business.inquirer.net/343462/pals-new-generation-outlines-plans

[JNC03]

So they dont need 789s now?

What is the position of two A359s in their fleet in the future? will they add more?