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- Within the US, thousands of jobs depend on the C Series program. Not as many as on the 737 MAX program, but if you were going to lose your job you’d be worried and rightly so. Of course, if you live in Alabama you are thrilled that Bombardier will invest $300m in adding a new final assembly line next to the Airbus factory.
But if you live in Alabama, you can fuck right off.
- Elsewhere in the supply chain, the Commerce Department ruling will continue to cause waves and nobody knows quite how the impact (read economic damage) will play out. Boeing’s anti-dumping claim has set off a series of outcomes that it has no control over. One of these outcomes has to be Delta Air Lines, which is in the midst of a single aisle fleet refresh decision. Bets are that Boeing will lose this deal and, may be, frozen out at the airline for a long time. Delta is one of the world’s largest airlines and is financially the strongest in the US. This is not the customer you want to annoy and lose over the relatively small C Series deal. But that’s the reality for Boeing today.
Delta mostly buys used unless they get a screamin' deal. Boeing decided Delta doesn't get that screaming deal. The fact is, they cancelled an outstanding Northwest order for Boeing aircraft 4 months after ordering Bombardier. They've also got an outstanding order for 170 Airbus craft through 2022 so that ship has pretty much sailed.
Also, fuck Delta.