Analysis: Boeing's latest production problem compounds operational headache for US carriers

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A manufacturing problem with Boeing Co's 737 MAX jets that led to a pause in some deliveries threatens to disrupt plans by U.S. carriers to boost capacity to capitalize on a busy summer travel season.

Data from ch-Aviation & AirInsight Group shows the MAX-8 planes account for 7.6% of fleets at U.S. carriers. At Southwest, that rises to more than 21%.

Nekouei and some analysts expect Southwest to delay retirement of 27 older-generation Boeing 737-700 planes. Not only do those planes burn more fuel, they also have 18% fewer seats than MAX 8 jets at Southwest. Boeing's production problem could also have implications for United, which is planning to increase capacity and has yet to receive nearly three-fourths of its MAX jet order this year.

 

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