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The news from Singapore Wednesday, February 20, 2008 ·

By: Bryan Corliss

Jet Set

So Lion Air went ahead and ordered 56 more 737s. That's a nice win, but we knew that was going to happen - they've been talking about it for a couple months.

No, that's not the real news from Singapore. The really interesting tidbits are:

ILFC wants more 787s. That's a really good gauge of how the market is reacting to the delays on the 787 program. Steve Udvar-Hazy wants compensation for his late deliveries, but he wants more jets.

Boeing won't rule out further 787 delays. Marketing chief Randy Tinseth says Boeing will have more to say about that after March. My guess - and it's just a guess; I haven't been hanging out at my favorite Everett watering hole lately - is that there will be one more delay.

Boeing still hasn't given up on selling the 747-8 passenger jet, and China Eastern may be - maybe - a potential buyer. (Or maybe it just wants narrowbodies.) Asia-Pacific carriers would seem to be the most-likely buyers.

Iraqi officials say they're planning to buy 40 planes from Boeing and six more from Bombardier. No details on what planes they'll purchase, but I'm guess it will include at least some 737-900ERs, maybe in part because . . .

Turkmenistan's national airline - Turkmenhowayollary - plans to order a pair of 737-900ERs. How good is the -900ER looking right now? Lion Air's president calls it "the perfect aircraft in the emerging market," and with the growth of the middle class worldwide, there's a lot of emerging markets out there.

And Airbus sales guru John Leahy gives a hint about the future of the current cycle, saying that while sales peaked in 2007, "we would see 2010, 2011 and 2012 as peak years in terms of production." So . . . seems we should plan on increased Boeing production - and workforce - levels for the next four or five years.

One more interesting bit - Boeing finally delivered the first KC-767 tanker to the Japanese air force yesterday. Yes, it was a couple years late, but with a decision looming by month's end on the U.S. tanker contract, the timing could not have been better.

 

 

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