There are some key events to follow today through Thursday:
December 10: The Requests for Proposals for the site selection of the 777X are due into Boeing today. Media will be trying to find details, but Boeing certainly won’t be talking. Nor do we expect states to be doing much talking, either.
Boeing says there will be a decision early next year; we are hearing the end of January, but this information is very soft.
December 11: EADS, parent of Airbus, begins two days of its Global Investors Day briefings.
Air Canada’s Board of Directors is to meet to decide on replacing its large, aging fleet of Airbus A320/321s. Airbus and Boeing are bidding. Flight Global earlier reported staff had selected the Airbus, but Air Canada denied a decision had been made. But, as with all denials, this could be carefully crafted: the Board hadn’t approved a deal, so no “decision” had been made.
We understand, but are not 100% certain, that the fleet renewal for the 100-149 seat sector remains open. This means Bombardier and its CSeries could still win a deal–or Air Canada may decide to retain its Embraer E-190 fleet.
December 12: EADS’ investors day continues, with guidance and information about the next 12 months and beyond for Airbus.
Doug Harned of Bernstein Research issued a note Monday listing a series of questions for EADS’ officials; we couldn’t sum it up better:
- What is the A350 development and production outlook?
- How large are A350 losses likely to be in 2015? [NB: EADS/Airbus writes off development costs in the year incurred, unlike Boeing which uses program accounting to spread costs. Editor.]
- Will Airbus hit its goal of 10% margins, ex-A350, in 2015?
- Can Airbus grow and sustain the A380 production?
- When will Airbus take up rates on the A320neo?
- What is the outlook for A330 deliveries?