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YEARS of PAIN

机译:痛苦的岁月

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摘要

After AerCap CEO Aengus Kelly heard about the latest expected Boeing 737 MAX return-to-service delay, his schedule changed instantly. "I have met with all the big MAX operators in the last 72 hr.," he says. They were meetings of very, very unhappy customers, united by anger and uncertainty. That the MAX grounding is now likely to extend another six months has huge consequences across the industry. Airlines must rearrange schedules again and endure another round of mass cancellations months after expecting the MAX to return, even in their worst-case scenarios. Lessors are struggling to deal with the fallout, unsure when they can get and place aircraft with customers. Boeing's suppliers also have almost no visibility on the schedule. There will be no Boeing narrowbody deliveries until the summer, and it is increasingly clear that it will take Boeing years to return to the production rates it had reached—and even longer to achieve the increased output it had targeted.
机译:在AerCap首席执行官Aengus Kelly听到最新的波音737 MAX预计重新投入服务延迟之后,他的时间表立即改变了。他说:“过去72个小时,我与所有大型MAX运营商进行了会面。”他们是非常非常不满意的客户的聚会,愤怒和不确定性使他们团结一致。 MAX接地现在可能会再延长六个月,这对整个行业都将产生巨大影响。即使在最坏的情况下,航空公司也必须重新安排时间表,并在期望MAX返航数月后忍受另一轮大规模取消。出租人正在努力应对后果,不确定何时可以与客户一起放飞机。波音的供应商也几乎看不到时间表。波音公司直到夏季都不会交付窄体飞机,而且越来越明显的是,波音公司将需要数年的时间才能恢复到其已达到的生产率,甚至需要更长的时间才能实现其预定的增产目标。

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