Airbus Eyes Opportunity to Sell A321neo Slots to United Amid 737-10 Uncertainty

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Amidst growing concerns about the Boeing 737-10 Max, United Airlines is reportedly reconsidering its fleet strategy, presenting an opportunity for Airbus. With a significant backlog, Airbus is actively seeking to repurchase delivery slots for its Airbus A321neo over the coming years, aiming to capitalize on a potential order from United Airlines.

According to Bloomberg, sources familiar with the situation report that Airbus is negotiating with airlines and lessors to buy back A321neo slots. This move aligns with United Airlines’ increasing hesitation towards the Boeing 737-10, exacerbated by recent groundings of the 737-9 fleet and delayed delivery schedules.

United’s Relationship with the Boeing 737-10
United Airlines, as the launch customer for the Boeing 737-10, has historically supported the model with an order of 277 aircraft, plus options for 200 more. Despite this strong commitment, the airline faces contractual complexities that may hinder a swift transition to Airbus’ A321neo.

Recent statements by United’s CEO Scott Kirby reflect growing dissatisfaction with Boeing’s delivery timelines. During a conference call, Kirby expressed concerns over the uncertainty of the 737-10’s delivery, stating that Boeing would not meet contractual deadlines for many of these aircraft.

Kirby’s comments come amid Boeing’s struggles with public perception following an incident with an Alaska Airlines Boeing 737-9, which experienced an in-flight emergency due to a door plug malfunction.

The Potential Shift to Airbus A321neo
Airbus is actively engaging with leasing companies and airlines to secure A321neo slots that could be offered to United Airlines. Securing orders from United, traditionally a Boeing customer, would be a notable win for Airbus. However, the challenge lies in finding available delivery slots, given the A321neo’s high demand.

As of the publication date, United Airlines has placed orders for 180 Airbus A321 aircraft, including 130 A321neos and 50 A321XLRs, with 4 A321neos currently in service.

The ongoing developments reflect the dynamic nature of the aviation industry, where airlines must continuously adapt to changing circumstances and manufacturers compete for lucrative orders. The situation remains fluid, with both Airbus and Boeing vying to meet the evolving needs of major carriers like United Airlines.

Sources: AirGuide Business airguide.info, bing.com, airbus.com, simpleflying.com

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