Branch2 Intelligence
Gulf Carriers Eye Boeing, Airbus Jets As Air India Weighs Delays
Key takeaway
Etihad is close to acquiring ~6 near-term Boeing 787 Dreamliner slots originally held by Air India, signaling delivery delays for Air India.
- Step 11st-order: Air India's 787 slots reallocated to Etihad, signaling delivery delays for Air India.
- Step 22nd-order: Boeing secures a new sale to Etihad, reducing inventory risk and improving cash flow.
- Step 33rd-order: Gulf carriers (Etihad) gain capacity advantage over Indian carriers, intensifying competition on Europe-Asia routes.
Source: IN:NDTV Profit
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