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Boeing New Aircraft Orders Implode From 183 To Just 2 In January
After the now several week old exploding battery fiasco, Boeing is nowhere closer to resolving the recurring problem for its appropriately renamed Nightmareliner. But the worst for the company may be yet ahead: as the following chart from Stone McCarthy shows, January new aircraft orders collapsed from 183 in December to a meaningless 2 in January: a seasonally strong month, with some 150 orders a year ago, and more weakness to come as Boeing just warned its first Norwegian delivery due in April may be delayed. But while it was expected that the company's quality control failure would eventually catch up to it, the broader implication is that this month's Durable Goods number, released February 27 and of which transportation is always a key variable at least at the headline level, will be a disaster.
From Stone McCarthy:
New orders for aircraft at Boeing plunged to a mere 2 in January, down 181 from the hefty 183 in December. This is a rapid drop after four months of strong orders, and will have a big impact on the transportation component for January durable goods orders when it is published at 8:30 ET on Wednesday, February 27.
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D'ough!
But isn't Boeing ISO certified? How can deliveries possibly be late? You'd think if they implemented a rigorous ISO quality standard there would be no issue with batteries or deliveries. Makes you wonder....
Hmm..
Does it depend upon whether they get their ISO from S&P or Moody's?
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Crap....does this mean I have to fly on an Airbus?
just ask for a seat that was not built in socialist France but in capitalist Britain and you should be fine
remember to use the toilets built in Spain instead of those built in Germany (those are more austere)
I'd take an Airbus 319 or 320 over a POS 737 any day.
i love the smell of bailout in the morning..
Bernanke don't surf.
There isn't going to be any bailout. In unrelated news, the White House Air Force One fleet is going to be expanded by 150 planes.
No it just means that you have to crash on Airbus
Screamliner
This is due to past, present, and future bad weather, no?
Obamaebonomics !
Globalization at its finest. Get a bunch of companies together to make components that when put together do not function properly.
They can always cut more labor costs to make up for lack of sales
No worries. Abdul in Delhi said he'd get back to us later today. Basil Throckmorton III in Bath said he would ring us back after tea time. Wang Fu said the Guangzhou plant is closed b/c of the the New Year celebration (Year of the Snake) and O'Mally wants to finish a pint of Guinness first.
Seattle simply need to be more patient.
Simplistically, how do you put something together, from 3 different zones using 3 different standards of measurement, where 2 of those standards make no sense whatsoever?
Laws of physics meet transport industry...
This is great news! -- 2 is very sustainable (oh how I have come to hate that word!!!)
Got silver?
For them batteries...
You can't make large amouts of DC electricity from thin air without something blowing up.
Why not put silver solar panels on the backs of these whales .... they fly above the clouds .... well there is the night problem ?
Why not windmills? Lots of wind up there
You may think that's funny but that's the way many emergency APUs work... vents are opened to a free air turbine, which spins to power a generator. That way you can have emergency power without need for hauling hydrazine or other nastiness around.
For the small price of some kinetic energy, of which there's usually a surplus anyway when you hit the ground. And in the meantime, you can dim the windows.
Who can fly on a plane if you cant even get through the airport?
YA BUT WHAT WERE THE "SEASONALLY ADJUSTED" ORDERS? PROLLY A COUPLE HUNDRED HIGHER I'D GUESS...BUT I'M NOT A GOV EXPERT I ADMIT
One for Obama and One for BigBen to flee to Antartica.
Is there a central bank there yet? Can they bail everyone out?
If they would just drop the "GREEN" battery thingy....and go old school...they will get back in the game....but they are going to lose a lot of military orders I think....this should affect durable goods...but then again...it might be seasonably adjusted
There is absolutely nothing green about a lithium battery. Why don't they use lead/acid batteries as an interim measure. Perhaps it would bugger the centre of gravity.
Boeing should have bought Bombardier three years ago at 12-13 share.
When it finally realizes it HAS TO buy it - next year? the year after? - it's going to have to pay twice as much.
Very occasionally, Market Bullying backfires.
+1 but is Bombardier really compatible with Boing? from a technical side? or would this merger be just another way to buy market shares on credit?
In addition to the C-series and all it means, Boeing would be able to dominate the private jet market, just as it is again beginning to take off, after several very bad years.
And it would overnight become the leader in passenger rail, which many of us believe is at the tippy tip cusp of a true worldwide Renaissance.
A Boeing-Bombardier hook-up would also advance the US-Canadian business relationship by light years!
And as someone here said the other day, if things deteriorate further, Canada may well divorce the US and marry China.
LOL. You think the US would let Canada leave and hook up with China? Get real. There'd be boots on the ground searching for your newly discovered Al Quaida Canada (AQC) terrorist leaders in about 7 seconds flat. We'd surely "liberate" your poor country with our payloads of "freedom" and "justice". Just stay away from major infrastructure and you should be okay.
why boots on the ground when they could just launch a drone from Detroit?
(GA predator there's your durable good orders)
Was MD compatabile w/ Boeing? If you believe the nancy-pants at the New Yorker, it was MD (American Tupelov) culture that took over Boeing...Makers of the DC-10 telling the most innovative & reliable aircraft engineers how to make a plane on the cheap.
You must be an industry insider; there is very much truth in your comment.
If Boeing fixes this problem, 787 / Boeing huge success: if not, a major fail and a serious set of domino toppling that could easily end in "re-organization".
I nominate Chris Dorner as Honorary Piers Morgan Sky Marshall !
"...this month's Durable Goods number, released February 27 and of which transportation is always a key variable at least at the headline level, will be a disaster."
That is not the proper way to look at this situation under the new paradigm. This is an OPPORTUNITY for the Durable Goods number for March to show an increase over a disastrous number in February as proof that things are getting better... and that everyone should buy more stawkes...
FUBAR for breakfast.
And it taste so good.
The nightmareliner.
Maybe those PhD's at the Fed can destroy what's left of the dollar and impoverish 80% of the population and bankrupt the rest.
If they had done as thorough an investigation of the battery issue as the TSA does on my privates every time I fly, there wouldn't have been a problem...maybe have TSA open a 'probe' into the tissue, er, issue?
Come on you know you like it..admit it.
The trick is to leave the suit in the garment bag and wear jeans while flyiing. Because if you're going to get your balls grabbed by a monkey with a badge and a room temperature IQ, it's a lot more comfortable when everything's high and tight.
And always opt-out of the scanner and take the pat down. Because why take the RF exposure....and then get flagged for the pat down in addition.
Yeah, like it takes a long time to search your private parts ? Self promotion going on here ! LOL ! "I'm walkin' here !" ... D. Hoffman
They brought NASA in to fix it. Too bad Skeeter already forced the
brains of NASA to other jobs or early retirement.
Shoot down few bombers...
Prepare for rotation into Boeing shares to fuel lift off of stocks !
its like playing cards,USA pinched Japan with Toyota,but Japan immedutely gave the bowl back,in my view very nice catch under the american boll,good japaneese carate stuff,appreciate,everyone should know its place:"Be fucking nice" by another words:
http://trendybull777.blog.com/
General Motors all over again!
More like Tesla I think!
Well how many of these fucking things do you need? That's the problem with a system based on everlasting growth. God forbid if we could devise a way to just 'survive' instead of make a mint and fuck everyone afterwards.
Anything that hastens the collapse is welcome !
in a world wide economic boom like we are having today, they are ordering clipper ships over dream liners, buy sail and rope makers..oh this is not 1830.
On a long enough timeline, your sentiment will come to pass.
"buy sail and rope makers.."
Only if they can use hemp:
http://www.activistpost.com/2010/07/marijuana-conspiracy-reason-hemp-is....
Does anyone know why the CNBC number is 145 Jet sales in January?
Because CNBC has their top analysts covering the boeing situation.
http://www.youtube.com/watch?v=hoS1MCF8AeI
ALL news is good news in a money-printed world! Who needs an economy? We have PRINTED prosperity now!
There goes durable goods for the month!
Come on now.....a $20 dollar bill lasts for four years. And think how many we printed last month. What more do you want?
They have approved test flights to test the Batteries. But I was under the impression that they don't need to leave the ground to burst into flames???
http://www.cnn.com/2013/02/07/travel/dreamliner-battery-investigation/in...
Where is the Energizer bunny when you need him?
So there are barely any new orders? Or did 181 people remove their orders? If the former, no big deal; if the latter, big uh oh!
Hey if anyone is a tech geek here is a great pdf on lithium batteries and monitoring lithium batteries. Far from simple. The Boeing batteries are used to start the main engines so have a large electric motor attached to them fyi.
http://www.ti.com/lit/ml/slyp087/slyp087.pdf
Interesting story about Airbus considering dropping planned Lithium batteries for their conventional Ni-Cads, apparently the weight difference is one male passenger:
http://www.reuters.com/article/2013/02/08/us-airbus-batteries-idUSBRE917...
Arm some rebels ,send them in ...Take over the industry.
From CNBC this morning....
Boeing Starts 2013 Ahead of Airbus Despite 787 Freeze"Boeing said on Thursday it had delivered 39 aircraft in January, beating Airbus despite a halt in deliveries of its 787 Dreamliner which has been grounded by battery safety concerns.
The U.S. company sold 145 aircraft between Jan. 1 and Feb. 5, the nearest comparable period for which data is available, and took no cancellations.
orders are lumpy, since 2011 there have been 7 months with less than 10 orders and there have been several months with over 200 orders. the trailing 3 month average orders has hovered around 100 since Feb 2012, up massively from the 50 avergage of the preceeding 2 years.
will tyler breathlessy report that orders "exploded!" higher when they get a much higher order in feb or march or apr? Of course not, that doesn't get eyeballs to your blog.
why is everything such hyperbole here? it's red meat for the sycophants.
That's more like it....Thanks!! If I wanted Hyerbole, I'd watch TV....
OOPSIE!
why the hell didn't they have the TSA groping those batteries?
I'd place a wager the NightMareLiner won't fly in February!!
Any Takers?
One Day i´ll fly away http://www.youtube.com/watch?v=1X7_uuLq--Q
But not today ;)
Maybe a little different flavor...;)
http://www.youtube.com/watch?v=p-gx9LwX5ZY
Why don't they just replace the Lithium batteries with some other type of battery that does not catch fire?
I'm sure Sears will make them a good deal on some Diehards.
Airbus is considering this for their new Airbus A350. Currently they use NiCads. Boeing are allegedly considering this move too.
http://www.reuters.com/article/2013/02/08/us-airbus-batteries-idUSBRE917...
The NTSB may show the common sense that the FAA and Boeing both lack.
I thought the kiss of death was when Sulley (Moses) said he would not fly one.
The pilots union should not allow their pilots to fly with a bomb under the cockpit.
However, not to be outdone, AIRBUS plans to eject the flaming battery from the plane like a flare.
NO SHIT!
http://www.reuters.com/article/2013/02/01/us-airbus-a350-batteries-idUSB...
Today they decided that may not be a good idea:
http://www.reuters.com/article/2013/02/08/airbus-batteries-idUSL5N0B8BRZ...
Dronez Bitchez! Forget the 787.
Time to go long on boat builders.