9/11/2015

Widebody Order Gap Update Septermber 2015


Another update of the „bridge situation” for both the A330ceo/neo and the B777/B777X:



There has been some moves regarding the A330. In August Airbus announced some more orders, 22 of them from undisclosed customers. Whether these orders are part of the 45 aircraft order from China is not clear (yet), so there is some uncertainty around it.
On the other side AirAsia X canceled most of their outstanding A330ceo orders, as I suspected back in March this year. But the cancellation is not yet in the orderbook, so we have to keep in mind that the “real” number of open orders is 12 less than in the O&D Excel Sheet. Plus 15 less for Kingfisher of course. Some other risks remain as I mentioned before.
On the other hand the announced purchases of four aircraft from EVA and four by South