’ latest fleet plan reduces its 2012 deliveries to just two aircraft and defers three 787s previously expected this year to 2014.
The carrier also revised itsdelivery schedule, with two additional 767s added to an established delivery schedule that expected five deliveries in 2012 and two more in 2013.
No explanation for these changes to the 787 or 767 fleet plans is being given by the airline andhas a policy of not commenting on specific airline delivery schedules. The previous delivery schedule remained unchanged in LAN’s second- and third-quarter results presentations.
LAN’s new fleet plan also includes an additionalnarrowbody delivery for both 2012 and 2013, compared with a plan issued for the operator’s third-quarter financial results. Net single-aisle deliveries are now expected to reach eight and 10 aircraft, respectively, in 2012 and 2013.
These two aircraft appear to be taken from 2014 slots, with 15 aircraft from Airbus’family now expected to be added to the fleet in that year.
During the company’s fourth-quarter call yesterday, management also confirmed that three-700s leased by its recently rebranded LAN Colombia operation will be replaced by A320s this year. LAN also plans to reduce its fleet by five aircraft in 2012 and return two leased 767-300s to their lessors.
Twofreighters being added to LAN Cargo’s inventory are expected in the second half of the year, the carrier added.
Apart from the fleet changes, LAN’s management also signaled that the merger with Brazilian operator Grupo TAM, while still planned to be completed by the end of the first quarter, may now slip into the first week of April. Regardless, consolidation is still expected to start in the second quarter, with synergies implemented from May, unless a legal challenge delays the merger, said CFO Alejandro de la Fuente.
The leadership team also affirmed that it will not make an airline alliance decision for at least six months after completing the merger with TAM, and that Tuesday’s announcement bythat the Chilean carrier was relocating to its Terminal 8 at New York John F. was unrelated.