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SAS Negotiates Widebody Aircraft Order with Boeing and Airbus

SAS is in talks with Boeing and Airbus for a large widebody order to support long-haul growth and fleet renewal in late 2020s and early 2030s.

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This article summarizes reporting by Reuters and Bloomberg News. The original Bloomberg report is paywalled; this article summarizes publicly available elements and public remarks.

SAS Initiates Talks with Boeing and Airbus for Major Widebody Order

Scandinavian Airlines (SAS) has officially entered negotiations with aerospace giants Boeing and Airbus for a significant order of widebody Commercial-Aircraft, marking a decisive pivot from its recent restructuring efforts toward aggressive long-haul expansion. According to reporting by Bloomberg News and Reuters, SAS CEO Anko van der Werff confirmed on February 4, 2026, that the Airlines is evaluating proposals from both Manufacturers to renew and expand its intercontinental fleet.

The potential Orders, described by leadership as “large,” aims to secure delivery slots for the late 2020s and early 2030s. This move comes as SAS exits Chapter 11 bankruptcy and integrates deeper into the SkyTeam alliance, signaling a renewed focus on establishing Copenhagen as a primary global hub.

The Contenders: Boeing vs. Airbus

While SAS currently operates an all-Airbus widebody fleet, the airline is reportedly considering a mix of established and next-generation airframes from both sides of the Atlantic. According to the research data available, the specific models under consideration include:

  • Boeing: The 787 Dreamliner and the 777X.
  • Airbus: The A350 (likely the -900 or -1000 variants) and the A330neo.

A decision to purchase Boeing aircraft would represent a significant strategic shift for SAS, which retired its last Boeing 737s between late 2023 and 2024. However, engaging both manufacturers is a standard industry practice to leverage competitive pricing and delivery guarantees.

Strategic Context and Timing

The timing of this negotiation is critical. Having emerged from bankruptcy protection in 2024, SAS is now in what analysts describe as a “growth phase.” The airline recently joined the SkyTeam alliance in September 2024, aligning its network with partners such as Delta Air Lines and Air France-KLM.

According to company announcements, SAS is already expanding its long-haul footprint, with a new daily route to Dubai scheduled to launch in October 2026 and increased frequencies to key U.S. and Asian cities. A modernized widebody fleet is essential to sustain this capacity growth.

External Pressures: Ownership and Geopolitics

The fleet negotiations are unfolding against a backdrop of significant corporate and geopolitical changes. Air France-KLM is currently in the process of increasing its stake in SAS to 60.5%, a majority acquisition expected to close in the second half of 2026.

While Air France-KLM is a major operator of Airbus A350 aircraft, having ordered more than 50 of the type in late 2023, SAS leadership maintains that it operates independently regarding fleet decisions. However, industry observers note that fleet harmonization with a parent company often yields maintenance and operational synergies.

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Addressing Geopolitical Tensions

Recent diplomatic friction between the United States and Denmark regarding Greenland has led to speculation that political factors could influence the order. However, SAS leadership has publicly dismissed these concerns.

“Political tensions would not dictate commercial fleet decisions.”

, Paraphrased from CEO Anko van der Werff via Bloomberg News

The CEO emphasized that the choice will be driven by commercial metrics rather than diplomatic pressure, despite the complex political environment.

AirPro News Analysis

The Leverage Play: Publicly announcing talks with both Boeing and Airbus is a classic negotiation tactic. Even if SAS intends to maintain an all-Airbus widebody fleet for crew and maintenance commonality, feigning serious interest in the Boeing 787 or 777X forces Airbus to compete more aggressively on price and delivery slots.

The Mixed Fleet Risk: For a carrier of SAS’s size, reintroducing a mixed fleet (operating both Airbus and Boeing widebodies) carries substantial risk. It duplicates training requirements, spare parts inventories, and maintenance protocols. Unless the order is massive enough to justify these added costs, the operational logic heavily favors continuing with the A350 and A330neo platforms, especially given the impending majority ownership by Air France-KLM, a staunch Airbus customer.

FAQ: SAS Fleet Renewal

When will the new aircraft be delivered?

Deliveries are targeted for the late 2020s to early 2030s, aligning with industry production backlogs and SAS’s long-term growth strategy.

Does SAS currently fly Boeing aircraft?

No. SAS retired its last Boeing 737 aircraft in 2024 and currently operates an all-Airbus fleet for both short-haul and long-haul operations.

How does the Air France-KLM deal affect this?

Air France-KLM is set to acquire a majority 60.5% stake in SAS by the second half of 2026. While SAS operates independently, the parent group’s strong relationship with Airbus could influence the final decision toward fleet commonality.

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Photo Credit: BriYYZ

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Commercial Aviation

Eastern Air Logistics and SF Airlines Expand Partnership in 2026 Agreement

Eastern Air Logistics and SF Airlines deepen cooperation with a 2026 agreement focusing on China-US routes and Southeast Asia logistics hubs.

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This article is based on an official announcement from CAAC News and Eastern Air Logistics.

Eastern Air Logistics and SF Airlines Deepen Ties with 2026 Cooperation Agreement in Penang

On February 1, 2026, Eastern Air Logistics (EAL), the logistics arm of China Eastern Air Holding, and SF Airlines formally signed a “2026 Annual Cooperation Letter of Intent” in Penang, Malaysia. The agreement marks a significant deepening of the strategic Partnerships first established between the state-owned giant and China’s largest private cargo carrier in October 2025.

According to the official announcement released by CAAC News, the signing ceremony brought together executives from China Cargo-Aircraft Airlines (a subsidiary of EAL) and SF Airlines to operationalize their “1+1>2” synergy model. The collaboration aims to integrate EAL’s extensive international route rights and belly-hold capacity with SF Airlines’ massive freighter fleet and ground logistics network.

This latest move underscores a rapid evolution in Chinese logistics, focusing on securing supply chains for high-tech Manufacturing and cross-border e-commerce amidst shifting global trade patterns.

Strategic Capacity Swaps on Trans-Pacific Routes

A core component of the 2026 agreement involves optimizing capacity on critical trade lanes between China and the United States. The two carriers have agreed to exchange capacity on key routes to maximize efficiency and reliability for high-value cargo.

According to the details released regarding the agreement, the cooperation will specifically target the following routes:

  • Shanghai (PVG) – Los Angeles (LAX)
  • Shenzhen (SZX) – Los Angeles (LAX)

By coordinating schedules and space on these high-demand corridors, the airlines aim to better serve the booming cross-border e-commerce sector, which requires consistent lift for platforms shipping to North-American consumers. The partnership leverages China Cargo Airlines’ long-haul heavy-lift capabilities, primarily using its Boeing 777F fleet, alongside SF Airlines’ agility and domestic feeder network.

The “Penang Factor”: Expanding into Southeast Asia

The decision to hold the signing ceremony in Penang, Malaysia, rather than a domestic Chinese hub, signals a strategic pivot toward Southeast Asia. Penang has emerged as a critical node in the global semiconductor supply chain, often referred to as the “Silicon Valley of the East.”

The agreement outlines plans to jointly develop intermodal logistics products that connect Southeast Asia to markets in Europe and the Americas. As manufacturing diversifies under “China Plus One” strategies, logistics providers are under pressure to offer seamless connectivity from new production hubs.

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“The choice of Penang as the signing venue signals a clear intent to capture the booming high-tech export market from Southeast Asia, ensuring they remain the logistics backbone for Chinese manufacturing wherever it moves.”

Data cited in the reports indicate that approximately 70% of Malaysia’s air cargo volume originates from Penang, with semiconductors constituting the majority of this flow. By establishing a stronger foothold here, EAL and SF Airlines are positioning themselves to control the logistics of high-tech components moving between China, Southeast Asia, and Western markets.

AirPro News Analysis

The Hybrid Model: State-Owned Meets Private Agility

We view this partnership as a definitive example of the “mixed-ownership” reform philosophy in action, even if strictly operational. Historically, China’s state-owned carriers (like China Eastern) and private integrators (like SF Express) operated in parallel lanes. This agreement bridges the gap.

SF Airlines brings a fleet of over 90 freighters (as of early 2025) and dominance in last-mile delivery. Eastern Air Logistics brings the belly capacity of over 800 passenger jets and established international traffic rights that private carriers often struggle to acquire quickly. By pooling these assets, they create a competitor capable of challenging global integrators like DHL, UPS, and FedEx on trans-Pacific and intra-Asia routes.

Furthermore, the focus on “Dual Circulation”, supporting both domestic consumption and international export, is evident. The partnership secures the supply chain for Chinese e-commerce giants expanding abroad (external circulation) while ensuring efficient import channels for high-tech components needed domestically (internal circulation).

Frequently Asked Questions

What is the main goal of the EAL and SF Airlines partnership?
The primary goal is to combine the international reach and heavy-lift capacity of Eastern Air Logistics with the domestic network and freighter fleet of SF Airlines to improve efficiency on China-US routes and expand services in Southeast Asia.

Why was the agreement signed in Penang?
Penang is a major global hub for semiconductor manufacturing. Signing the agreement there highlights the airlines’ focus on serving the high-tech electronics supply chain and capturing cargo volume from Southeast Asia.

What specific routes are mentioned in the 2026 agreement?
The agreement explicitly mentions capacity swaps on the Shanghai (PVG) to Los Angeles (LAX) and Shenzhen (SZX) to Los Angeles (LAX) routes.

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Who are the specific entities involved?
The signatories were China Cargo Airlines (a subsidiary of Eastern Air Logistics) and SF Airlines (a subsidiary of SF Express).

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Photo Credit: EAL

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Commercial Aviation

Lufthansa Unveils Retro Parable Design on Airbus A321 for 100th Anniversary

Lufthansa launches a 1950s-inspired parable design livery on Airbus A321 D-AISZ to mark its 100th anniversary, celebrating its aviation heritage.

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This article is based on an official press release from Lufthansa Group.

Lufthansa Unveils “Historic Parable Design” on Airbus A321 for Centennial Celebration

As Lufthansa approaches its 100th anniversary in 2026, the German flag carrier has unveiled a striking retro livery on an Airbus A321, paying homage to the “golden age” of aviation. According to an official announcement from the Lufthansa Group, the aircraft, registered as D-AISZ, features the famous “parable design” (Parabel-Design) that characterized the airline’s fleet in the mid-1950s.

The unveiling marks the beginning of a broader centennial campaign celebrating the airline’s history, which traces its roots to the founding of the original Deutsche Luft Hansa on January 6, 1926. The newly painted aircraft arrived in Frankfurt from the paint shop in Norwich, England, ready to serve as a flying ambassador on European routes.

Reviving the 1950s Aesthetic

The centerpiece of this special livery is the “parabola”, a sweeping blue cheatline that runs along the window line and curves dramatically downward toward the nose of the aircraft. In its press release, Lufthansa describes this design element as a symbol of the airline’s resurgence after World War II.

The Lockheed Super Star Connection

While the design was applied to various aircraft in the 1950s, it is most closely associated with the Lockheed L-1649A Super Star. Introduced in 1957, the Super Star was the flagship of the Lufthansa fleet, capable of flying non-stop from Germany to New York. It was on this aircraft that Lufthansa introduced its “Senator Class,” setting a new standard for luxury transatlantic travel.

The airline noted the historical significance of the design in its announcement:

“The ‘parable design’ is inextricably linked to the mid-1950s… It was the era of the Lockheed Super Star, the epitome of long-haul luxury, which enabled non-stop flights to New York for the first time.”

A Symbol of Modernity

The parabolic curve was not merely a decorative stripe; it was a core component of Lufthansa’s corporate identity during that era. Inspired by the “streamlining” movement of the 1930s, the curve appeared on baggage tags, timetables, and promotional materials, symbolizing speed, dynamism, and technical progress. The modern adaptation on the Airbus A321 was developed by the Lufthansa Design Unit in collaboration with Lufthansa Technik’s Graphics Solutions department to ensure the classic lines translated correctly to a modern airframe.

The Anniversary Fleet and Events

The Airbus A321 (D-AISZ) is just one component of the airline’s 100th-anniversary celebrations. Lufthansa has confirmed that this aircraft will operate on short- and medium-haul routes throughout Europe, bringing the retro aesthetic to various airports across the continent.

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Upcoming Commemorations

In addition to the “parable” livery, the airline is preparing other historical tributes. The press release indicates that a restored Lockheed L-1649A Super Star, the very aircraft that inspired the D-AISZ livery, will be a central exhibit at the new Lufthansa Group visitor center. Dubbed “Hangar One,” this facility is scheduled to open in Frankfurt in April 2026.

Other aircraft are also joining the celebration. Reports indicate that the anniversary fleet will include a Boeing 787-9 and an Airbus A320neo, which will feature a “Super Crane” design, highlighting the evolution of the iconic bird logo originally created by Otto Firle in 1918.

AirPro News Analysis

The decision to utilize the 1950s “parable” design rather than a livery from the 1920s highlights a nuance in Lufthansa’s history. While the airline celebrates 1926 as its founding year (the creation of Deutsche Luft Hansa), the current operating entity was legally formed in the 1950s following the post-war liquidation of the original carrier. By choosing the 1950s livery, Lufthansa is honoring the era of its re-emergence and the beginning of the modern jet age, while still acknowledging the 1926 centenary date. This dual-era approach allows the carrier to celebrate its deep roots while focusing on the “golden age” imagery that resonates most strongly with aviation enthusiasts.

Frequently Asked Questions

Which aircraft features the new retro livery?
The livery is applied to an Airbus A321-200 with the registration D-AISZ.

What is the “parable” design?
It is a livery style from the mid-1950s featuring a blue stripe that curves (forms a parabola) down toward the aircraft’s nose. It was famously worn by the Lockheed Super Star.

Why is Lufthansa celebrating 100 years now?
Lufthansa traces its historical lineage to the founding of Deutsche Luft Hansa on January 6, 1926. The 2026 celebrations mark the centennial of this event.

Where can the aircraft be seen?
D-AISZ is currently in service and will operate on Lufthansa’s short- and medium-haul network across Europe.

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Photo Credit: Lufthansa

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Aircraft Orders & Deliveries

India to Purchase $80B Boeing Aircraft in $500B US Trade Deal

India plans to buy up to $80 billion in Boeing aircraft within a $500 billion trade pact with the US, including tariff reductions and energy diversification.

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This article summarizes reporting by CNBC and Priyanka Salve, alongside official government statements and AirPro News analysis.

In a landmark development for global aviation and trade, India has announced plans to purchase up to $80 billion in Boeing aircraft as part of a broader strategic partnership with the United States. According to reporting by CNBC, India’s Minister of Commerce and Industry, Piyush Goyal, confirmed that New Delhi expects to sign a formal trade deal with the U.S. in March 2026.

The aviation commitment is the centerpiece of a massive $500 billion trade pact intended to span the next five years. While the headline figure for Boeing jets stands between $70 billion and $80 billion, officials indicate that the total value of the aviation sector deal, including engines, MRO services, could exceed $100 billion.

This agreement signals a profound shift in India’s geopolitical and economic strategy, trading market access and energy realignment for relief from punitive U.S. tariffs.

Breakdown of the $100 Billion Aviation Commitment

The scale of the reported aircraft purchase underscores India’s position as the fastest-growing aviation market in the world. According to details shared by Minister Goyal and summarized by CNBC, the deal allocates a specific $70–$80 billion tranche for Boeing airframes.

Commercial Implications

Industry observers note that this figure likely aggregates the value of deliveries from existing record-breaking orders alongside new commitments. Air India, owned by the Tata Group, placed a historic order in 2023 for 470 aircraft (split between Boeing and Airbus) and finalized an additional order for 30 Boeing 737 MAX jets in January 2026. Similarly, Akasa Air holds a substantial order book extending through 2032.

Boeing executives have previously confirmed plans to deliver approximately two aircraft per month to Indian carriers to meet surging travel demand. The inclusion of engines and aftermarket services pushes the total aviation package over the $100 billion mark, cementing the U.S. aerospace giant’s foothold in South Asia.

AirPro News Analysis

Contextualizing the Order Book: While the $80 billion figure is staggering, we believe it is crucial to interpret this as a “delivery value” commitment over the five-year pact rather than solely a new purchase agreement for unannounced jets. At current list prices (after standard discounts), $80 billion represents roughly 600 to 800 narrowbody jets or a significant mix of widebodies. Given Boeing’s current backlog constraints, fulfilling $80 billion in entirely new orders within five years would be logistically improbable. It is more likely that the Indian government is guaranteeing the execution and payment of the massive backlogs already held by Air India, Akasa, and potentially SpiceJet, framing these commercial milestones as diplomatic victories.

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The Broader Strategic Trade Pact

Beyond aviation, the trade deal outlines a reciprocal reduction in trade barriers. The United States has agreed to slash tariffs on Indian imports from 50% to 18%, a move expected to boost Indian exporters. In exchange, India has committed to purchasing $500 billion in American goods and services over five years.

The “Russian Oil” Pivot

A critical component of the negotiations involves India’s energy procurement. Following the invasion of Ukraine, India became a primary consumer of discounted Russian crude. However, the new trade framework reportedly includes provisions for India to shift away from Russian energy.

U.S. President Donald Trump explicitly claimed that Prime Minister Narendra Modi agreed to stop buying Russian oil. However, the Indian Ministry of External Affairs (MEA) has maintained a more nuanced public stance. MEA spokesperson Randhir Jaiswal emphasized that energy security remains the nation’s “supreme priority,” noting that India would diversify based on commercial viability. This includes potential resumption of imports from Venezuela and increased purchases from the United States.

“Energy security is the supreme priority [for India’s 1.4 billion citizens].”

— Randhir Jaiswal, MEA Spokesperson (via press briefing)

Domestic Opposition and Political Fallout

The trade deal has triggered sharp criticism within India. The opposition Congress party has characterized the agreement as a surrender of sovereignty, particularly regarding the pressure to alter energy partners and lower agricultural tariffs.

Opposition leaders Mallikarjun Kharge and Jairam Ramesh have voiced concerns that the influx of U.S. agricultural products could harm local farmers, warning of potential protests similar to those seen in 2021. Minister Goyal has defended the pact, asserting that it protects sensitive sectors like dairy and agriculture while securing essential technology and energy partnerships.

Frequently Asked Questions

When will the deal be signed?
According to Minister Piyush Goyal, the formal trade agreement is scheduled to be signed in March 2026, following a joint statement expected in early February.

Is the $80 billion for new planes only?
The figure likely represents a mix of new commitments and the value of deliveries from existing massive orders (like Air India’s 2023 deal) scheduled for the next five years.

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What does the U.S. offer in return?
The U.S. has agreed to reduce tariffs on Indian goods from 50% to 18%, significantly improving market access for Indian exporters.

Will India stop buying Russian oil?
While the U.S. President claims an agreement is in place, Indian officials state they are diversifying energy sources based on commercial viability and security, without explicitly confirming a total ban.

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Photo Credit: Daily Shipping Times

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