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Boeing statement makes it clear Qantas has been wrong about the 787-9 deliveries for 10 months

The Boeing slide Qantas refused to acknowledge last year in relation to the 787-9

The Boeing slide Qantas refused to acknowledge last year in relation to the 787-9

The previous report concerning the time warp at Qantas over its 787-9 deliveries for Jetstar, claimed to have been scheduled for July 2013 has caused a stir in Air New Zealand.

So much so that it is apparently the reason for this statement a short while ago from Boeing.

It says: “As Boeing 787-9 launch customer, Air New Zealand will receive the first of that model in late 2013. This plan has not changed.”

Which means that the statement Qantas released last July was wrong, and misleading, and despite a number of queries to Qantas as recently as today, has never been corrected by Qantas or Jetstar, for whom at least the first 15 deliveries for the group’s 787-9 order are reserved.

The airline claimed it had an agreement with Boeing that deliveries of the 787-9 would begin in mid-2013.

(The 787-9 is the stretch, and more recently, the clip, as in clipped wings. It has to fly the Pacific non-stop, and to Europe with one stop, to carry out its role in the future expansion of Jetstar) .

But they were never coming when Qantas claimed they were, a claim made in direct contradiction of the reality of Air NZ being first with the jet.

Why did Qantas broadcast this claim, which it must have known was materially incorrect, and then continue to insist it was correct, and never set the record straight on what is a very important item of capital expenditure which it declared to be of immense importance to its fleet and product and network strategy?

It was obvious last July that Jetstar through Qantas would not get a 787-9 until 2014, when Qantas is also scheduled to receive the first of its 787-8s.

The slide from the 2009 Boeing market outlook report reproduced at the top of this post was repeatedly drawn to the attention of Qantas and Jetstar executives, who continued to insist that the July 2013 delivery date was correct irrespective of the evidence to the contrary in the manufacturer’s presentation.

On November 15 we reported: Boeing assured CEO Alan Joyce in July that he would get 787-9s starting in the middle of 2013, making him the only person on earth to believe this, since the -9 is a derivative that is not even going to be defined until a year after there is clear data on how the base model, the -8 actually performs, and that Air New Zealand as the launch customer for the -9 really does come first.

Now imagine for a moment how thrilled Qantas was to note in Boeing marketing chief Randy Tinseth’s most recent briefing this slide (as shown above) that first delivery to anyone is inserted so close to the end of 2013 you’d swear it was really in 2014.

How much longer do we have to wait for Qantas to correctly inform shareholders and the market as to the true situation with its 787 orders?

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  • 1
    Mark
    Posted May 19, 2010 at 6:16 pm | Permalink

    Hi Ben,
    The aviation industry is dynamic and things change, as for the development of an innovative new aircraft like the 787 things can slide and slide and slide. It is probable that Jetstar will not get the 787-900 by mid 2013, but given the numerous delays with this magnificent and revolutionary aircraft, what date would you suggest that Qantas announce?The industry word is that Qantas may bring forward its 787-800 deliveries if airlines like Delta (which inherited its orders from Northwest) choose to cancel, but again that may or may not happen. The fact of the matter is that very few people know what is spoken in the boardrooms of Boeing and Qantas let alone you and me. The inaccuracies, that time has revealed, in your earlier articles on the 787 and Qantas are testimonial to this.
    Regards
    Mark

  • 2
    Ben Sandilands
    Posted May 19, 2010 at 6:44 pm | Permalink

    Hi Mark,

    It isn’t probable they won’t get the 787-9 by mid 2013. Boeing’s guidance for the past nine months at least has been that the launch customer NZ won’t get the first of them until December 2013. This is why the Qantas statement, which it persists in leaving uncorrected, is wrong.

    Bringing forward some of its -8 orders may however make excellent sense. It all depends on what is being delivered. Is it a non-stop trans Pacific jet as promised, will it burn 20% less fuel per unit of airframe mass, or per passenger per kilometre, and so forth compared to other airliners, including the 777-300ER, that are in use or being deployed on routes of interest to Qantas…or any airline for that matter. The answers to such questions will in my view be ‘Yes’ or near enough to ‘Yes’ for any well executed new airliner program in relation to its key comparative claims as the program matures. But if the 787 delivers on those claims early then let’s hope Qantas or Virgin Blue is quick to capitalise on the situation.

    For the time being I think Qantas needs to correct or update guidance that was clearly wrong when it was issued.

One Trackback

  1. ...] order for 25 787-9s for Jetstar, which the airline still insists are on track for mid 2013 delivery despite being corrected by none other than Boeing, which says it can’t get them until later, and for up to 25 787-8s [...

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