Updated
Updated · Simple Flying · Jun 7
Alaska Airlines Orders 110 Boeing Jets to 2035, Securing Slots Amid 17,000-Plane Backlog
Updated
Updated · Simple Flying · Jun 7

Alaska Airlines Orders 110 Boeing Jets to 2035, Securing Slots Amid 17,000-Plane Backlog

1 articles · Updated · Simple Flying · Jun 7

Summary

  • Alaska’s record Boeing order covers 105 narrowbody jets and five 787-10s, lifting its 737-family order book to 245 aircraft with deliveries stretching through 2035.
  • The airline said the deal secures critical delivery slots as Boeing and Airbus face a combined backlog of about 17,000 planes—nearly 60% of the active global fleet and roughly 12 years of output.
  • That queue reflects supply-chain strain, especially engine shortages and labor constraints, which IATA says are unlikely to normalize before 2031 to 2034 and had already left at least 5,300 delivery shortfalls by December.
  • Alaska also negotiated options for 35 more 737-10s and flexibility to switch models, letting it hold its place in line while refining fleet needs later.
  • For airlines broadly, ordering early also locks in prices and helps avoid the rising maintenance, fuel and leasing costs of older aircraft—disruptions that IATA and Oliver Wyman estimate topped $11 billion last year.

Insights

As airlines battle for new jets, are passengers facing a lost decade of higher fares and delays?
With delivery slots treated as valuable assets, is a new speculative bubble forming in the aviation industry?
As airlines fly older planes for another decade, are aviation's climate goals now impossible to achieve?