How Airlines Decide Which Plane to Use

00:21:38
https://www.youtube.com/watch?v=XSLB1dxI0Qs

Ringkasan

TLDREl video explora cómo las aerolíneas, específicamente United, eligen sus aviones en función de la demanda y otros factores. Se destaca la ineficiencia de tener múltiples variantes de aviones, lo que incrementa los costos operativos. La cláusula de alcance en los acuerdos de negociación colectiva limita la subcontratación a aerolíneas regionales, afectando los salarios de los pilotos. Se discuten las diferencias entre aviones de fuselaje estrecho y ancho, y cómo las aerolíneas adaptan sus flotas para maximizar la rentabilidad en diferentes mercados. La elección de aviones también se ve influenciada por la demanda de viajeros de negocios y la necesidad de ofrecer frecuencias adecuadas en rutas específicas.

Takeaways

  • ✈️ Las aerolíneas eligen aviones según la demanda y otros factores.
  • 📉 Tener múltiples variantes de aviones incrementa los costos operativos.
  • 🤝 La cláusula de alcance limita la subcontratación a aerolíneas regionales.
  • 💼 Los viajeros de negocios generan más ingresos por pasajero.
  • 🔄 Una flota mixta permite mejor negociación y adaptación al mercado.
  • 🌱 Los aviones nuevos son más eficientes en combustible.
  • 📊 La demanda determina el tipo de avión en rutas específicas.
  • 🚀 El CRJ 550 fue desarrollado para cumplir con regulaciones sindicales.
  • 🌍 Los aviones 767 se utilizan en rutas de alta demanda y transatlánticas.
  • 📦 El cargo aéreo influye en la selección de aviones, especialmente en rutas hacia Asia.

Garis waktu

  • 00:00:00 - 00:05:00

    Las aerolíneas eligen qué aviones volar según la demanda, pero también hay muchos factores que influyen en esta decisión. Por ejemplo, United Airlines tiene 28 variantes de aviones, lo que genera ineficiencia en comparación con aerolíneas de bajo costo que utilizan un solo tipo de avión. Cada variante adicional aumenta los costos operativos y la complejidad, lo que hace que cada uno de los aviones de United deba ser justificado.

  • 00:05:00 - 00:10:00

    Las aerolíneas regionales operan aviones más pequeños en nombre de las grandes aerolíneas, lo que permite a estas últimas evitar pagar salarios más altos a los pilotos. Esto se debe a cláusulas en los acuerdos de negociación colectiva que limitan la cantidad de vuelos que pueden subcontratarse a aerolíneas regionales. Esto resulta en una estructura de costos más baja para las aerolíneas principales, pero también crea una complejidad en la flota.

  • 00:10:00 - 00:15:00

    La elección de aviones también se basa en la demanda de viajes de negocios frente a viajes de ocio. Los viajeros de negocios priorizan la frecuencia y la puntualidad, lo que lleva a las aerolíneas a ofrecer más vuelos en rutas con alta demanda empresarial. Por ejemplo, United opera diferentes tipos de aviones en rutas con diferentes perfiles de demanda, utilizando aviones más grandes para destinos de ocio y aviones más pequeños para destinos de negocios.

  • 00:15:00 - 00:21:38

    La selección de la flota es fundamental para el modelo de negocio de una aerolínea. United combina conectividad nacional e internacional, sirviendo tanto a pequeñas ciudades como a grandes capitales. Esto contrasta con aerolíneas como Emirates, que se centran en conectar destinos de alta demanda, o Ryanair, que se enfoca en reducir costos operativos. La estrategia de una aerolínea está intrínsecamente ligada a su flota.

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Peta Pikiran

Video Tanya Jawab

  • ¿Por qué las aerolíneas eligen aviones grandes para destinos grandes?

    Las aerolíneas utilizan aviones grandes en lugares con alta demanda para maximizar la eficiencia y los ingresos.

  • ¿Qué es la cláusula de alcance en los acuerdos de negociación colectiva?

    Es una cláusula que limita la cantidad de vuelos que las aerolíneas pueden subcontratar a aerolíneas regionales.

  • ¿Cómo afecta la elección de aviones a los costos operativos?

    Cada variante de avión añade complejidad operativa, lo que incrementa los costos de mantenimiento y operación.

  • ¿Qué papel juegan los viajeros de negocios en la elección de aviones?

    Los viajeros de negocios generan más ingresos por pasajero, lo que lleva a las aerolíneas a ofrecer más frecuencias en rutas que ellos utilizan.

  • ¿Por qué United tiene una flota mixta de aviones?

    Una flota mixta permite a United negociar mejor y adaptarse a las condiciones del mercado.

  • ¿Qué ventajas tiene el uso de aviones más nuevos como el A321 Neo?

    Los aviones más nuevos son más eficientes en combustible, lo que reduce costos operativos en rutas largas.

  • ¿Cómo afecta la demanda a la elección de aviones en rutas específicas?

    La demanda determina si se utilizan jets regionales o aviones de fuselaje ancho en una ruta.

  • ¿Qué es el CRJ 550 y por qué fue desarrollado?

    Es un avión diseñado para cumplir con las regulaciones de la unión y ofrecer una mejor experiencia a los pasajeros.

  • ¿Cómo se utilizan los aviones 767 de United?

    Se utilizan principalmente en rutas de alta demanda y para vuelos transatlánticos.

  • ¿Qué impacto tiene el cargo aéreo en la selección de aviones?

    El cargo aéreo puede influir en la elección de aviones, especialmente en rutas hacia Asia.

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Gulir Otomatis:
  • 00:00:00
    Why airlines fly which plane where is
  • 00:00:03
    mostly demand. Big planes fly to big
  • 00:00:05
    places, small planes fly to small
  • 00:00:08
    places. But it's not all demand. An
  • 00:00:11
    incredible nearly endless array of
  • 00:00:13
    factors dictate the rest of it. While
  • 00:00:16
    each airline is unique and how it
  • 00:00:17
    decides which aircraft to fly. As an
  • 00:00:19
    example, United Airlines has 28
  • 00:00:22
    different aircraft variants. This is
  • 00:00:24
    quite inefficient. You can tell it's
  • 00:00:26
    inefficient because lowcost airlines
  • 00:00:28
    like Southwest and Ryionaire streamline
  • 00:00:30
    their fleet down to one aircraft type.
  • 00:00:32
    Each additional aircraft variant in a
  • 00:00:34
    fleet adds very real cost through
  • 00:00:36
    increased operational complexity.
  • 00:00:38
    Maintenance costs more. Crewing is more
  • 00:00:41
    complicated. Even airport operations get
  • 00:00:43
    less efficient. So each of United's 28
  • 00:00:46
    aircraft variants must somehow be
  • 00:00:48
    justified. And perhaps the most
  • 00:00:50
    convoluted justifications occur within
  • 00:00:53
    the regionals. the very smallest
  • 00:00:55
    aircraft in the airlines fleet. The
  • 00:00:58
    composition of this subset is almost
  • 00:00:59
    entirely dictated by section 1 C1 of
  • 00:01:02
    United's fiercely negotiated collective
  • 00:01:04
    bargaining agreement with the Airline
  • 00:01:06
    Pilots Association, the union
  • 00:01:08
    representing its pilots. This is what's
  • 00:01:10
    referred to as the scope clause, and it
  • 00:01:13
    essentially limits how much flying
  • 00:01:14
    United can outsource to regional
  • 00:01:16
    airlines. In the US, smaller aircraft
  • 00:01:18
    are not technically operated by the
  • 00:01:20
    major airlines whose name are on the
  • 00:01:22
    aircraft, United, Delta, and American.
  • 00:01:25
    Rather, they're operated on their behalf
  • 00:01:27
    by regional airlines like Sky West,
  • 00:01:29
    Envoy, and PSA. The unions don't love
  • 00:01:31
    this because it's pretty overtly a way
  • 00:01:34
    to circumvent the higher pay rates
  • 00:01:35
    they've negotiated. The pilots and cabin
  • 00:01:37
    crew at the regionals are typically
  • 00:01:38
    either non-union or represented by
  • 00:01:41
    weaker unions. While United, Delta, and
  • 00:01:43
    American consistently have more
  • 00:01:45
    bargaining power than with their own
  • 00:01:46
    staff since they can respond to cost
  • 00:01:48
    increases at one regional by shifting
  • 00:01:50
    flying to another. So this manifests in
  • 00:01:53
    dramatically lower pay scales. A
  • 00:01:55
    firstear captain at Sky West, which
  • 00:01:56
    flies United CRJ200s, 550s, 700s, and
  • 00:02:00
    E175s, earns $141.40
  • 00:02:03
    per flight hour. whereas a firstear
  • 00:02:05
    captain at United mainline makes a
  • 00:02:07
    minimum of $342.75
  • 00:02:10
    for that same flight hour. So to protect
  • 00:02:13
    their pay, United's collective
  • 00:02:14
    bargaining agreement, which is quite
  • 00:02:16
    similar to Delta and Americans, sets
  • 00:02:18
    strict limits on how much flying the
  • 00:02:20
    regionals can do. They're allowed
  • 00:02:22
    unlimited flying on 37 seat turborops,
  • 00:02:25
    although in practice, United hasn't
  • 00:02:26
    flown turbo props since 2018. They're
  • 00:02:29
    also allowed to operate as many 50 seat
  • 00:02:31
    jets as they want so long as the total
  • 00:02:33
    does not exceed 90% of that of the
  • 00:02:35
    mainline single aisle fleet. In
  • 00:02:37
    practice, this is effectively unlimited
  • 00:02:39
    as the 50 seat jet total has never come
  • 00:02:41
    even close to that of the single aisle
  • 00:02:43
    fleet total. The most meaningful part of
  • 00:02:45
    the scope clause is the next one. They
  • 00:02:47
    can only fly up to 255 70 and 76 seat
  • 00:02:51
    aircraft, of which no more than 153 can
  • 00:02:54
    be 76 seats. Looking at United's fleet
  • 00:02:57
    inventory, they fly exactly 255 70 and
  • 00:03:01
    76 seat aircraft. This creates some
  • 00:03:04
    rather bizarre fleet complexity. For
  • 00:03:07
    example, United flies two different
  • 00:03:09
    versions of its E175.
  • 00:03:12
    One is outfitted with 76 seats, but of
  • 00:03:14
    course, the airline is limited in how
  • 00:03:16
    many 76 seat aircraft it can operate, so
  • 00:03:19
    they also fly a 70 seat variant. It
  • 00:03:21
    removes a row and a half of economy
  • 00:03:23
    seats and uses the space to give
  • 00:03:25
    everyone in economy an extra inch of
  • 00:03:26
    legroom and add this luggage locker in
  • 00:03:28
    the back. But this is only the start of
  • 00:03:31
    artificial disfficiency for the sake of
  • 00:03:33
    fulfilling union requirements. You see,
  • 00:03:36
    Embraer, the manufacturer of the E175,
  • 00:03:38
    has developed a second generation of the
  • 00:03:40
    aircraft called the E175E2.
  • 00:03:44
    This aircraft is quieter, more advanced,
  • 00:03:46
    and dramatically more efficient thanks
  • 00:03:48
    to its geared turboan engines. Fuel burn
  • 00:03:51
    is an estimated 16 to 25% lower, but no
  • 00:03:55
    US airline operates it. The problem is
  • 00:03:57
    that the E2 variant has a max takeoff
  • 00:03:59
    weight of 98,000 lb, and that's 13,000
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    over the limit the collective bargaining
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    agreement scope clause imposes upon its
  • 00:04:06
    76 seat aircraft. But this goes yet
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    further. One challenge of United's 50
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    seat jets historically is that they did
  • 00:04:15
    not have first class seats. They
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    operated with an all economy
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    configuration. Premium cabins are the
  • 00:04:21
    most profitable part of the plane. So
  • 00:04:23
    this left a lot of money on the table.
  • 00:04:25
    But the scope clause prevented the
  • 00:04:26
    airline from adding more of the higher
  • 00:04:28
    capacity premium cabin laden regional
  • 00:04:30
    jets to their fleet. So rather United
  • 00:04:32
    worked with Bombardier to develop a
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    brand new airplane. Technically, it's
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    called the CRJ 550. And physically, it's
  • 00:04:41
    pretty much just a CRJ700, but
  • 00:04:44
    technically, according to the FAA, it is
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    its own distinct aircraft model. What
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    United and Bombardier essentially did
  • 00:04:51
    was convert a 70 seat aircraft into one
  • 00:04:54
    compliant with the Union's 50 seat
  • 00:04:56
    regulations. Of course, they had to
  • 00:04:58
    reduce the seat count by 20. So, they
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    added four more first class seats, four
  • 00:05:03
    more economy plus seats, then reduced
  • 00:05:05
    the economy count from 48 to just 20.
  • 00:05:08
    With the leftover space, they added
  • 00:05:09
    luggage lockers, preventing the
  • 00:05:11
    typically frequent gate checking of bags
  • 00:05:13
    due to the CRJ's limited overhead bin
  • 00:05:15
    space. They also added a walk-up snack
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    bar, as the plane now legally could and
  • 00:05:19
    would be staffed by a single flight
  • 00:05:21
    attendant rather than the typical two on
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    the CRJ700. But they'd be tasked with
  • 00:05:26
    much more work than on a typical 50 seat
  • 00:05:28
    jet due to the inclusion of a firstass
  • 00:05:30
    cabin requiring more personalized
  • 00:05:32
    service. But there's still the maximum
  • 00:05:34
    takeoff weight component of the scope
  • 00:05:35
    clause. For a 50 seat jet, that was set
  • 00:05:37
    to 65,000 lbs. But the CRJ700 airframe
  • 00:05:41
    is rated for 75,000. So for the CRJ 550,
  • 00:05:45
    software artificially limits how much
  • 00:05:46
    fuel it can take on to keep it under
  • 00:05:48
    65,000 lb. So strangely, despite lighter
  • 00:05:52
    passenger loads, the CRJ 550's range is
  • 00:05:55
    lower than that of the heavier loaded
  • 00:05:57
    CRJ700 despite being physically
  • 00:05:59
    outfitted with the exact same fuel
  • 00:06:01
    tanks. Now, whereas on the one hand,
  • 00:06:03
    this increases United's per seat
  • 00:06:05
    operating costs, on the other hand, it
  • 00:06:07
    ups their competitiveness in smaller
  • 00:06:09
    markets, their other 50 seat jets are
  • 00:06:11
    not popular among passengers. The CRJ
  • 00:06:14
    200 has even earned the nickname Satan's
  • 00:06:16
    Chariot given its cramped conditions.
  • 00:06:18
    So, while costs might be higher, so too
  • 00:06:21
    might profitability given the addition
  • 00:06:23
    of first class and a generally improved
  • 00:06:25
    passenger experience. So, what's seen in
  • 00:06:28
    practice is that the CRJ 2000 and E145s
  • 00:06:31
    fly to small uncompetitive markets. In
  • 00:06:34
    fact, they're the aircraft of choice for
  • 00:06:36
    destinations where United has a monopoly
  • 00:06:38
    like Cheyenne, Wyoming, Lincoln,
  • 00:06:39
    Nebraska, and Fort Dodge, Iowa.
  • 00:06:42
    Meanwhile, the CRJ 550 is suited for the
  • 00:06:45
    most competitive markets with low enough
  • 00:06:47
    demand to only justify regional jet
  • 00:06:49
    service. In particular, it's what United
  • 00:06:51
    uses for many midsize markets in the
  • 00:06:53
    eastern half of the US where Delta and
  • 00:06:55
    American also have a strong presence.
  • 00:06:57
    So, while United might not necessarily
  • 00:06:59
    be the largest carrier in St. Louis, for
  • 00:07:01
    example, it has a decent shot at
  • 00:07:03
    competing for the higher fair premium
  • 00:07:05
    and business traveler market thanks to
  • 00:07:07
    the CRJ 550. Meanwhile, the other
  • 00:07:10
    regional jets, the CRJ700 and E175, fill
  • 00:07:13
    in the middle, serving as the aircraft
  • 00:07:15
    of choice for small to midsize markets
  • 00:07:17
    with average passenger dynamics and
  • 00:07:19
    demographics.
  • 00:07:21
    But it's once one gets into these
  • 00:07:22
    midsize markets that aircraft choice
  • 00:07:25
    gets more complicated. That's largely
  • 00:07:27
    down to the allimp important distinction
  • 00:07:29
    of leisure verse business travel. You
  • 00:07:32
    see, vacationers care first and foremost
  • 00:07:35
    about price. Generalizing, they'll just
  • 00:07:37
    pick the cheapest reasonable itinerary
  • 00:07:39
    between their origin and destination on
  • 00:07:41
    the day they want to depart. Business
  • 00:07:43
    travelers, meanwhile, care far more
  • 00:07:45
    about timing. They might have a meeting
  • 00:07:47
    that ends at 2 p.m. Then they want the
  • 00:07:50
    fastest itinerary leaving soon after
  • 00:07:52
    that. They would not even consider
  • 00:07:54
    staying an extra night. They want to get
  • 00:07:56
    home. And since their company is paying
  • 00:07:58
    for it, they don't care how much it'll
  • 00:08:00
    cost. That's why airlines like United go
  • 00:08:02
    way out of their way to appeal to the
  • 00:08:04
    business traveler crowd. Even if they're
  • 00:08:06
    not the majority of passengers, they
  • 00:08:08
    generate far more profit per passenger
  • 00:08:10
    than the vacationers since they book
  • 00:08:11
    close to departure, pay for premium
  • 00:08:13
    cabins, and fly more frequently. To
  • 00:08:15
    appeal to them, the key is to offer a
  • 00:08:17
    lot of frequencies to the destinations
  • 00:08:19
    they're likely to fly to most, which
  • 00:08:21
    goes on to dictate aircraft choice. The
  • 00:08:23
    United routes of Chicago to Burlington,
  • 00:08:25
    Vermont, and Newark to Pittsburgh have
  • 00:08:27
    somewhat similar capacity. United
  • 00:08:29
    operates 415 daily seats on the former
  • 00:08:32
    and 556 on the latter, but there's not
  • 00:08:35
    much business demand to and from
  • 00:08:36
    Burlington. Not none, but the planes
  • 00:08:39
    there are filled much more by people
  • 00:08:41
    going on vacation, visiting family,
  • 00:08:42
    attending a wedding, etc. Pittsburgh,
  • 00:08:45
    meanwhile, has major hospitals,
  • 00:08:47
    universities, corporate headquarters,
  • 00:08:49
    and a burgeoning tech scene. It's a
  • 00:08:51
    major business travel origin and
  • 00:08:53
    destination. So, United takes a very
  • 00:08:56
    different approach to serving these two
  • 00:08:58
    destinations. Chicago to Burlington is
  • 00:09:00
    served by a morning 737800, a midday
  • 00:09:03
    E175, and an evening 737 Max 9 each day.
  • 00:09:07
    Pittsburgh to Newark, however, is served
  • 00:09:09
    by eight daily United flights on a mix
  • 00:09:11
    of E175s and CRJ550s, allowing for
  • 00:09:14
    flights about every 2 hours throughout
  • 00:09:16
    the day. It's a bigger destination, but
  • 00:09:18
    it's served by smaller planes. Of
  • 00:09:21
    course, the biggest determinant of
  • 00:09:22
    whether a destination should be served
  • 00:09:24
    by regional or mainline jets is just
  • 00:09:27
    demand. And it's when one gets into that
  • 00:09:29
    next category that the distinction
  • 00:09:31
    between aircraft gets increasingly
  • 00:09:33
    muddled. United's conventional A320
  • 00:09:36
    family aircraft serve pretty much the
  • 00:09:38
    exact same role as its conventional 737
  • 00:09:40
    family aircraft. They're both core
  • 00:09:43
    narrowbody aircraft with very similar
  • 00:09:45
    capacity and performance stats. There
  • 00:09:47
    are few meaningful differences between
  • 00:09:49
    the Boeing and Airbus aircraft
  • 00:09:50
    themselves that justify having both. The
  • 00:09:53
    fact United has both has more to do with
  • 00:09:55
    the practicalities of running an
  • 00:09:57
    airline. Incorporating a new aircraft
  • 00:09:59
    type into a fleet has some very real
  • 00:10:01
    costs. An airline has to build a new
  • 00:10:03
    pilot roster certified for the aircraft.
  • 00:10:05
    They have to hire mechanics trained on
  • 00:10:06
    the aircraft. They have to get their
  • 00:10:08
    ground crews accustomed to its
  • 00:10:09
    particularities. Therefore, if an
  • 00:10:11
    airline only operates, say, A320
  • 00:10:13
    aircraft, Airbus will note that they
  • 00:10:15
    really would prefer not to buy Boeing
  • 00:10:17
    aircraft when it's time for a new order.
  • 00:10:20
    Therefore, Airbus might think that it
  • 00:10:21
    doesn't have to give them quite as much
  • 00:10:23
    of a bargain to win the order. So, a
  • 00:10:25
    mixed fleet strengthens the airlines
  • 00:10:27
    negotiating position. It also allows for
  • 00:10:29
    the greatest level of flexibility,
  • 00:10:30
    especially because aircraft make their
  • 00:10:32
    way into fleets plenty of different
  • 00:10:33
    ways. Beyond just new purchases, some
  • 00:10:36
    aircraft are leased. Some aircraft are
  • 00:10:38
    bought secondhand. And with a mixed
  • 00:10:39
    fleet, airlines can grow or shrink more
  • 00:10:41
    on their own terms based on the market
  • 00:10:43
    of the moment. If a major A320-based
  • 00:10:46
    airline just went bankrupt and flooded
  • 00:10:47
    the leasing market with supply, then
  • 00:10:49
    having an A320 fleet allows an airline
  • 00:10:51
    to grow at a lower cost. Although while
  • 00:10:54
    there's little distinction between how
  • 00:10:55
    United uses its A320 family aircraft
  • 00:10:58
    versus its 737 family ones, there is a
  • 00:11:01
    distinction in operations between its
  • 00:11:03
    conventional A320s and 737s versus the
  • 00:11:06
    newer Max and Neo generations. The 737
  • 00:11:09
    Maxes, for example, are about 15 to 20%
  • 00:11:12
    more fuel efficient than the previous
  • 00:11:14
    generation. So, the airline deploys them
  • 00:11:16
    predominantly on longer distance routes.
  • 00:11:18
    After all, the longer the flight, the
  • 00:11:20
    higher the proportion of costs
  • 00:11:22
    attributable to fuel costs, and
  • 00:11:23
    therefore the more savings to be made
  • 00:11:25
    from flying a more efficient aircraft.
  • 00:11:27
    So, a huge chunk of the Max's flying is
  • 00:11:30
    transcontinental flights, and it even
  • 00:11:31
    serves a burgeoning niche role of flying
  • 00:11:33
    even longer low demand routes like the
  • 00:11:36
    7-hour flights from Anchorage to New
  • 00:11:37
    York or New York to Funch, Portugal.
  • 00:11:40
    Now, the logic would follow that just as
  • 00:11:42
    the conventional 737s and A320s are more
  • 00:11:45
    or less interchangeable, so too would
  • 00:11:47
    the 737 Maxes with the A320 Neo family
  • 00:11:49
    aircraft, Airbus's newer generation of
  • 00:11:52
    narrow bodies. But so far, that's not
  • 00:11:54
    quite the case. The A321 Neo is now
  • 00:11:57
    United's second highest capacity
  • 00:11:59
    narrowbody aircraft with 200 seats, and
  • 00:12:02
    it's essentially replacing its only
  • 00:12:04
    larger single aisle, the 757300.
  • 00:12:06
    In recent years, the 757300 has served
  • 00:12:09
    just a few very particular high demand
  • 00:12:12
    purposes. Hub-tohub flights, Hawaii
  • 00:12:14
    routes, Florida routes, and the one
  • 00:12:16
    daily flight from Denver to Washington
  • 00:12:18
    National. That's DC's downtown airport,
  • 00:12:20
    which has a perimeter rule typically
  • 00:12:21
    restricting flights of this length, with
  • 00:12:23
    limited exceptions, including this one
  • 00:12:25
    daily flight. With each of these
  • 00:12:27
    purposes, United wanted to deploy more
  • 00:12:29
    capacity on the route, but not quite
  • 00:12:31
    that of a widebody aircraft. So, the
  • 00:12:33
    757300 was well suited. But the 757300
  • 00:12:37
    is getting old. The airlines youngest
  • 00:12:39
    was built in 2003. The aircraft is no
  • 00:12:42
    longer in production and it's quite
  • 00:12:44
    inefficient compared to newer generation
  • 00:12:46
    aircraft. So the A321 Neo is essentially
  • 00:12:49
    United's replacement for it. But in the
  • 00:12:51
    long term, this new aircraft's role is
  • 00:12:53
    expected to go well beyond that. You
  • 00:12:56
    see, United's executives are of the
  • 00:12:57
    belief that the US air traffic system
  • 00:12:59
    will not grow in capacity anytime soon,
  • 00:13:02
    particularly in and around its key hubs.
  • 00:13:05
    Airports like Houston, New York, and
  • 00:13:07
    Chicago are stretched to their limits in
  • 00:13:09
    terms of gates, runway, and air traffic
  • 00:13:11
    control capacity. And there's not a
  • 00:13:12
    whole lot of rest bit in sight. But of
  • 00:13:14
    course, an aircraft only ever takes one
  • 00:13:16
    gate, one landing slot, and one air
  • 00:13:19
    traffic controller, no matter if it's a
  • 00:13:20
    tiny CRJ 200 or a massive trip 7. So,
  • 00:13:24
    United's strategy for growing along with
  • 00:13:26
    US air traffic demand is to simply make
  • 00:13:28
    its aircraft larger, and the A321 Neo is
  • 00:13:31
    a core part of that. The airline has
  • 00:13:33
    almost 200 on order from Airbus. And as
  • 00:13:36
    these enter the fleet, they're
  • 00:13:37
    dramatically pushing up the average
  • 00:13:39
    capacity of the airlines narrowbody
  • 00:13:40
    fleet. They also plan to incorporate
  • 00:13:42
    A321 XLRs, a longer range variant, and
  • 00:13:46
    outfit them with liflat premium cabin
  • 00:13:48
    seats to replace the 757200s, which
  • 00:13:50
    serve premium transcontinental and lower
  • 00:13:52
    demand long haul routes. The final
  • 00:13:55
    category of predominantly domestic
  • 00:13:57
    aircraft is a rather unique one. In
  • 00:13:59
    fact, United is the only US airline with
  • 00:14:02
    it. Essentially, the airline created a
  • 00:14:04
    subfleet of trip 77200 widebody aircraft
  • 00:14:08
    exclusively for domestic and
  • 00:14:09
    international short hall use. These two
  • 00:14:12
    dozen aircraft are ancient. The fleet
  • 00:14:14
    even includes the oldest 77 still flying
  • 00:14:16
    for any airline, N774UA,
  • 00:14:19
    built in 1994. They're outfitted with an
  • 00:14:22
    incredibly dense configuration of 336
  • 00:14:25
    economy seats devoid of seatback
  • 00:14:27
    screens, plus 28 premium cabin seats.
  • 00:14:29
    Not even from the last generation of
  • 00:14:31
    United Liflat seats, but the one before
  • 00:14:34
    that. In fact, these aircraft are so
  • 00:14:36
    dense that they're actually the airlines
  • 00:14:38
    highest capacity planes. That's to say,
  • 00:14:41
    United simply does not care about the
  • 00:14:43
    onboard experience on these wide bodies.
  • 00:14:45
    While it might be deeply uncompetitive
  • 00:14:47
    for long haul flights, it's similar to
  • 00:14:49
    the onboard experience of the narrowbody
  • 00:14:51
    planes that typically do the same type
  • 00:14:52
    of flying. After all, this trip 7
  • 00:14:55
    subfleet exclusively flies two types of
  • 00:14:57
    routes. The first is super high demand
  • 00:15:00
    hubto hub routes like Denver to Chicago,
  • 00:15:02
    Chicago to Los Angeles or Los Angeles to
  • 00:15:05
    DC. And the second is a small number of
  • 00:15:07
    super high demand leisure focused
  • 00:15:09
    destinations Cancun, Las Vegas and most
  • 00:15:12
    notably Hawaii. Now, much like this
  • 00:15:15
    domestic trip 77 subfleet, United's
  • 00:15:17
    International 767s are very, very old.
  • 00:15:21
    Most were built around 25 years ago.
  • 00:15:24
    This means they're some of the least
  • 00:15:26
    fuelefficient aircraft out there, and
  • 00:15:28
    operating costs are therefore quite
  • 00:15:29
    high. But there are some advantages to
  • 00:15:32
    this. The value of a 25-year-old 767 is
  • 00:15:35
    almost nothing in aircraft terms. These
  • 00:15:38
    aircraft sell on the used market for
  • 00:15:40
    single millions compared to hundreds of
  • 00:15:43
    millions for new Y bodies. So the
  • 00:15:45
    opportunity or lease cost of their
  • 00:15:47
    aircraft is super low, which means the
  • 00:15:49
    airline doesn't have to worry as much
  • 00:15:51
    about getting their money's worth. 767s
  • 00:15:54
    are perfect for surge capacity. They fly
  • 00:15:56
    a lot in the busy summer and a lot less
  • 00:15:59
    in the lower demand winter. The fact
  • 00:16:01
    that they sit idle doesn't matter much
  • 00:16:03
    since they cost so little. When they do
  • 00:16:05
    fly, United predominantly deploys them
  • 00:16:07
    on US East Coast to Europe flights since
  • 00:16:09
    these are some of the shortest long haul
  • 00:16:11
    flights in their network and often have
  • 00:16:13
    poor aircraft utilization compared to
  • 00:16:15
    other long haul routes as aircraft fly
  • 00:16:17
    overnight to Europe, sit around for a
  • 00:16:19
    few hours, fly back to the US, then sit
  • 00:16:21
    around even more until repeating. But
  • 00:16:24
    the airline has also split its 767 fleet
  • 00:16:27
    in two to capture even more revenue.
  • 00:16:30
    This is their high J configuration.
  • 00:16:32
    Essentially, it's a layout of the plane
  • 00:16:34
    with a super high ratio of premium to
  • 00:16:37
    nonpremium seats. 46 business class, 22
  • 00:16:40
    premium economy, 43 economy plus, and 56
  • 00:16:44
    economy. That makes for a total capacity
  • 00:16:46
    of just 167, less than the airlines
  • 00:16:50
    narrow body 737900s.
  • 00:16:53
    United therefore flies this
  • 00:16:54
    configuration to destinations with the
  • 00:16:56
    strongest premium demand, London, Nice,
  • 00:16:59
    Zurich, Geneva, etc. Meanwhile, the
  • 00:17:02
    traditional 767 configuration with 18
  • 00:17:04
    fewer business class seats but 36 more
  • 00:17:07
    overall flies to destinations with more
  • 00:17:09
    typical demand like Amsterdam, Dar,
  • 00:17:11
    Lima, and Rio. United appears to have
  • 00:17:14
    had fantastic foresight when rolling out
  • 00:17:15
    this configuration in 2019. As today,
  • 00:17:18
    while overall international demand has
  • 00:17:20
    more or less stagnated, premium demand
  • 00:17:22
    is surging and other airlines are
  • 00:17:24
    leaving revenue on the table by just not
  • 00:17:26
    having enough business class seats. Now,
  • 00:17:29
    the next category of aircraft, the 787,
  • 00:17:32
    flies the other side of the spectrum of
  • 00:17:34
    long haul routes. The Dreamliner is
  • 00:17:36
    extremely expensive to purchase or
  • 00:17:38
    lease, but is tremendously more fuel
  • 00:17:40
    efficient, about 30% on a per seat basis
  • 00:17:43
    in a similar configuration. So, while
  • 00:17:45
    the airline had to pay a lot to either
  • 00:17:47
    purchase or lease the planes, it can
  • 00:17:49
    make that back in fuel savings by just
  • 00:17:51
    flying them a ton. That's why aircraft
  • 00:17:54
    utilization is key. It's always tightly
  • 00:17:57
    scheduled with just 2 or 3 hours between
  • 00:18:00
    flights and also flies the airlines very
  • 00:18:02
    longest routes DC to Cape Town, San
  • 00:18:04
    Francisco to Singapore, Houston to
  • 00:18:06
    Sydney. It also works as a solution to
  • 00:18:08
    lower demand long haul routes that are
  • 00:18:10
    beyond the relatively short ideal
  • 00:18:12
    operating range of the 767, San
  • 00:18:14
    Francisco to Christurch or DC to Logos,
  • 00:18:17
    for example. But what both the 767 and
  • 00:18:20
    787 are not great for is cargo. Cargo is
  • 00:18:24
    responsible for a relatively modest
  • 00:18:26
    portion of United's overall revenue,
  • 00:18:28
    about 3%, but it can absolutely make or
  • 00:18:30
    break the economics of individual long
  • 00:18:32
    haul routes. The trip 7, particularly
  • 00:18:35
    its -300 ER variant, is by far the
  • 00:18:38
    highest capacity cargo hauler with room
  • 00:18:40
    for 44 loading containers. For this
  • 00:18:42
    reason, the aircraft is
  • 00:18:44
    disproportionately deployed on the
  • 00:18:45
    airlines Asian routes, where air cargo
  • 00:18:47
    demand is highest. The airline currently
  • 00:18:49
    serves Hong Kong four times a day with
  • 00:18:52
    two 787 flights from Los Angeles and two
  • 00:18:54
    trip 77s from San Francisco, which
  • 00:18:56
    likely is far more than they would if
  • 00:18:58
    not for air cargo. The destination's
  • 00:19:01
    demand has slowed since co and to fill
  • 00:19:03
    planes, United has to offer relatively
  • 00:19:05
    low fairs given the steep competition
  • 00:19:07
    from Asian airlines. But Hong Kong is a
  • 00:19:09
    major air cargo hub sitting right next
  • 00:19:12
    to China's manufacturing capital of
  • 00:19:13
    Shenzhen. And that likely justifies its
  • 00:19:15
    status as the airlines second highest
  • 00:19:17
    capacity Asian destination after Tokyo.
  • 00:19:21
    Fleet selection is so core to an
  • 00:19:23
    airlines business model that it almost
  • 00:19:25
    single-handedly explains it. United's
  • 00:19:27
    strategy is centered around the hybrid
  • 00:19:28
    of domestic and global connectivity with
  • 00:19:31
    service to both small towns and
  • 00:19:32
    far-flung capitals. That's different
  • 00:19:34
    from say Emirates which with its
  • 00:19:36
    widebody only fleets is about connecting
  • 00:19:38
    far-flung high demand destinations with
  • 00:19:41
    little consideration for small markets.
  • 00:19:43
    Then there's an airline like Ryionaire
  • 00:19:45
    with a massive 737on fleet focused on
  • 00:19:48
    reducing operating costs and only
  • 00:19:50
    serving destinations that can support
  • 00:19:51
    the cost-saving strategy it deploys. An
  • 00:19:54
    airline strategy is its fleet. And its
  • 00:19:56
    fleet is its strategy.
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Tags
  • aerolíneas
  • flota
  • demanda
  • aviones
  • costos operativos
  • negociación colectiva
  • viajeros de negocios
  • eficiencia
  • CRJ 550
  • carga aérea