gold chat, page-115

http://online.wsj.com/article/SB10001424052702303567704577518574211195242.html

this seems to sum upthe aviation industries better outlook
sadly its not indicative of a world economic problem being overblown.
the order boks are full and teh delivery dates are indeed blowing out but as "the manufacturers are offering form 25 to 605 off catalogue'
and the fact that airlines to remain competitive are having to replace the ageing fleets of inefficient fuel guzzling older planes.

i would also like yout o show me where you got you information on total orders held by boing and airbus
as i have looked its seems far less than what you quote..

http://www.businessweek.com/news/2012-08-03/airbus-secures-301-jet-orders-in-year-so-far-lagging-boeing

Airlines and leasing companies booked 48 orders in July... Airbus lost orders for eight planes through cancellations, bringing the year-to-date tally to 31. Boeing, which lagged last year, has 736 gross orders, and 36 cancellations so far.

Airbus, which is targeting 600 to 650 orders in 2012, is coming off a record year after introducing the A320neo, a re- engined version of its best-selling airliner. The Toulouse-based aircraft maker had 922 gross orders at the same point last year as it went on to book an industry record. Since then, Boeing has responded with the 737 Max to close the order gap with its European competitor.

Higher production rates on A320 narrowbodies helped drive Airbus deliveries through July to 326 aircraft from 298. Boeing has delivered 332 aircraft in the first seven months.


Anyway, i will look forwards for you giving some evidence on those numbers skolly..

The worry is, and i can only hope, that the airlines who are ordering these planes with flexible delivery dates are still around to take delivery..
higher oil prices will destory already weak profitability and as european airlines have found, no matter how cheap teh prices, they still cant get bums on seats unless their customers have money to spend, and as the recessions bite harder, that is beoming less and less likely