槍が降ろうとも737MAXとボーイングの成り行きを見守るまとめ 12

Jon Ostrower @jonostrower

A 777X freighter? Calhoun said there’s no launch but, "I am confident this one will move down that path."

Jon Ostrower @jonostrower

“It’s a good airplane, I like everything about it,” says Boeing CEO Calhoun of the A321XLR. “If we believe it’s a niche market, we’ll tackle something bigger than that."

The Analyst - #JohnsonOut @manonapanel

It is indeed a good airplane. Attempting to address it with a twin aisle would be a mistake. Not addressing it at all would make Toulouse very happy. Addressing it properly will obsolete the 737. Tough, tough, decision to be made here. twitter.com/jonostrower/st…

Jamie Freed @Jamie_Freed

Ryanair says first 737 MAX delivery delayed by FAA certification reuters.com/business/aeros…

Valerie Insinna @ValerieInsinna

SCOOP: The Air Force in April inked a $88M contract with @BoeingDefense for KC-46 spare parts for Japan. The problem? The service was unable to validate whether $10M worth of items were being sold at a fair price. defensenews.com/air/2021/06/07…

Valerie Insinna @ValerieInsinna

The US Air Force and Boeing were locked in negotiations for more than a year over a list of 28 spare parts that USAF says Boeing would not provide detailed pricing information for. One part, made by Honeywell, was marked up 1500% more than the previous two contracts.

Valerie Insinna @ValerieInsinna

Boeing attributes the cost increase to a mistake in previous contracts where they undercharged the US Air Force and sold the part at a loss.

サキノハカ @sakino_haka

defensenews.com/air/2021/06/07… 米軍「日本用のKC-46の予備部品発注するけどさ、この価格ほんとに正しい？ 思うに1,000万ドル近く高くない？」 B社「テキセイカカクデス」 米軍「開発で赤字出したからって、予備とか消耗部品とかの価格吊り上げて帳尻合わせようとしてるよね？」 B社「ソンナコトナイヨー」

Aviation Wire @Aviation_Wire

ボーイング、空自向けKC-46予備部品を過大請求か aviationwire.jp/archives/227986 #KC46

Valerie Insinna @ValerieInsinna

UPDATE: Rep. @RobWittman says the Air Force should either change the contract incentive structure (currently a firm, fixed-price vehicle) or recompete the KC-46 program so that the service can exert more control. If you missed my story yesterday, go give it a read: twitter.com/ValerieInsinna…

Dominic Gates @dominicgates

The renewed 787 setback has now again frustrated Boeing’s efforts to move beyond the pandemic downturn and take advantage of new demand as air travel slowly recovers. seattletimes.com/business/boein… via @seattletimes

Dominic Gates @dominicgates

Through the end of May, Airbus has delivered 220 jets this year. That's almost double Boeing's total of 111 jets.

Dominic Gates @dominicgates

Apparently referring to the increased difficulty Boeing has in winning FAA regulatory approval, CEO Calhoun said at a Bernstein conference last week that this is “going to create some instability." "Probably, I hope that’s measured in months and not longer than a calendar year.”

Valerie Insinna @ValerieInsinna

NOW: @HASCDemocrats and @HASCRepublicans meet to discuss U.S. Air Force mobility and bomber forces. Watch that here: youtube.com/watch?v=WZn1O6…

拡大

Valerie Insinna @ValerieInsinna

Rep. @RobWittman says USAF is dealing with a "bad contract" in the KC-46 that doesn't properly incentivize Boeing to fix existing problems. Boeing may be seeking additional compensation on the sustainment end of the program, he says. Background here: defensenews.com/air/2021/06/07…

Valerie Insinna @ValerieInsinna

Asked whether the KC-46 program is being managed by the right contracting structure, USAF acquisition lead Darlene Costello says that in hindsight, the service should not have chosen fixed price vehicle. However, to reopen that would add even more cost to program.

Valerie Insinna @ValerieInsinna

Wittman asks about the rise in KC-46 spare parts cost. Costello says USAF kept Japan apprised of the matter and struggled over whether to approve contract. But in the end, Japan wanted to move forward with the deal.

Marcus Weisgerber @MarcusReports

JUST IN: @BoeingDefense has proposed a one-year delay to new Air Force One project, @usairforce officials tell Congress. The company was supposed to deliver the first plane before the end of 2024

Marcus Weisgerber @MarcusReports

The Air Force says it won’t decide whether to accept that delay until September

Valerie Insinna @ValerieInsinna

NEWS: Boeing has turned in a revised schedule for the VC-25B program (aka the Air Force One replacement) that is about 12 months later than the original schedule, says USAF acquisition lead Darlene Costello. USAF intends to finalize the schedule this September, she says.

Valerie Insinna @ValerieInsinna

Background on that issue: defensenews.com/air/2021/05/14…

Valerie Insinna @ValerieInsinna

Another key piece of this story that was only apparent to me on a second listen: Boeing has indicated its interest in reopening negotiations to raise the ceiling on the $3.9 billion fixed price contract, due to cost increases borne by the company due to the COVID-19 pandemic. twitter.com/defense_news/s…

Defense News @defense_news

Delivery of new Air Force One planes could be delayed until 2025 trib.al/0F5ImQc pic.twitter.com/WT2qFXGsBn

2021-06-09 02:47:27

Valerie Insinna @ValerieInsinna

Costello, USAF's deputy undersecretary for acquisition, said Boeing submitted a letter of intent to "request for equitable adjustment," which would pave the way for negotiations. Other companies have cited COVID as a need for an REA, but they are much smaller programs, she said.

Robert Wall @R_Wall

Boeing has estimated the new Air Force One jets it is building may arrive a year late and cost taxpayers more than planned, a top Pentagon official said. wsj.com/articles/boein… via @AndrewTangel

Robert Wall @R_Wall

Boeing has proposed handing over the two new presidential jets by the end of 2025, a year later than planned, acting Assistant Air Force Secretary Darlene Costello said on Tuesday during House testimony wsj.com/articles/boein… via @AndrewTangel twitter.com/R_Wall/status/…