airlines don't start routes just because they have airplanes around that could do those routes. If that was the case, DL could fly virtually any route it wanted since it is the only US airline that has the world's longest range airliner, the 777LR. Routes like MSP-AKL and LAX-TBS should have happened years ago when the 777LRs first entered service. Most of the LRs are flying routes that could be covered by other aircraft.
The reason for starting routes is based on the underlying economics... and it is entirely possible that DL has not seen the economic justification for starting nonstop service to TPE. GIven that TPE is a key leg of the NRT hub, DL can't just pull a leg off of the NRT hub without rebalancing the hub elsewhere.
As to the notion that DL's fleet is stretched to the limits, we heard the same thing this year and yet DL managed to increase its int'l ASMs by 2.6% in July including over 5% on the TATL system, nearly all of which is flown with widebody aircraft.
http://finance.yahoo.com/news/delta-reports-financial-operating-performance-130200528.html
given that DL removed 744s from the fleet from July 2014 to July 2015, DL's increase in ASMs was done with a disproportionately larger number of frequencies since the average aircraft size went down. A 2% increase in ASMs on a fleet of 100 aircraft is rougly the equivalent of getting two more aircraft worth of flying out of the fleet. LAX-PVG didn't start until 1/3 of the way into the month so the ASM growth doesn't fully reflect the addition of that flight which is very ASM intense.
DL is using its existing fleet more efficiently AROUND THE WORLD and in so doing is managing to add capacity even while retiring older aircraft.
so, yes, DL will continue to restructure its Pacific operations just as it has been doing and it will add new routes as the market dictates.
topDawg said:
exactly. And even if you cut that route all that happens is the PDX-NRT 767 just does a turn back to Portland.
Cutting one NRT-Asia flight isn't going to give Delta the slack to add a TPAC flight.
no, it doesn't work that way. Look at NRT schedules and you'll see why.
DL didn't earn the position of having the highest RASM - ability to generate revenue per unit of production, or efficiency as it is called in this article
http://www.forbes.com/sites/liyanchen/2015/08/05/the-most-efficient-airlines-delta-beats-american-airlines-united/?utm_campaign=yahootix&partner=yahootix by throwing capacity just because a new route seems sexy.
IN fact, DL's ability to generate superior revenue to the industry is a key part of why DL has the highest market cap of any US airline or in the western world for that matter.
DL has mastered the science of maximizing revenue and manages to push it higher each year, including by using its industry leading performance as a tool for gaining more and more corporate revenue.
DL will add flights on the Pacific when the market is ready for it.