737MAX is getting real

Boeing has revealed more details on its definition for the 737MAX now and one significant revelation is the decision to add 8 inches to the nose gear.  This was the tough choice engineering wise.

A new pylon and strut for engines will be used in the style of the 787 and the rear tail cone will be extended and the area above the elevator thickened to improve aerodynamics.  Electronic bleed air will be added to improve cabin pressurization (which is much like how the A350 will use bleed air)and better means more efficient fuel burn.

Airbus boxed Boeing into this aircraft by introducing the A320NEO.  I firmly believe that Boeing was leaning towards a new aircraft but also needed time and space to get where it needed to be with that aircraft.  Airbus’ introduction of the NEO made it much more imperative to deliver more efficiency now rather than a decade later.

But with the decision made, I also have to credit Boeing for appearing to have decided to go all in.  They are working very, very hard to bring as much advantage as possible to the single aisle wars with Airbus.

Some perceive that Boeing has been slow to release details and I understand that perception but the truth is that American Airlines’ order last summer forced their hand into a premature announcement.  Had they not had to make that announcement, these new details would seem very much on time.

Most believe that the status quo between the two manufacturers will be maintained.  It is thought that Boeing will have a slight advantage that, according to many, will remain about 2% better than Airbus.

I have a feeling that Boeing might be aiming higher.  I don’t think the decisions they are now announcing about this aircraft reflect a company that is struggling to maintain the status quo in the marketplace.  They appear to be working very hard to make every gain possible against their competitors to bring even more to the table.

Why do I think so?  Because these changes add more risk to their ability to deliver this aircraft in 2017.   If there is one thing Boeing knows, it’s that they cannot afford to damage their credibility with airlines further with a late arrival of the 737MAX.  This is not an all new aircraft with all new materials and airlines will expect it on time or early.

This won’t be revealed a la One Big Announcement John Leahy Style.  Boeing will simply add more and more substantiation to their claims as they continue discussions with airlines.  At the end of the day, most airlines prefer to see results over having a grand announcement.

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