Ozires

Simplesmente ridículo o que o cidadão propõe....

Week... Embraer Commercial Eyes Corporate Realignment, Shelves Turboprop Sean Broderick Michael Bruno May 01, 2020 Embraer’s commercial operation has shifted focus to realigning with the rest of the company and conserving cash, with new-product development—including a notional turboprop—put on hold while the business regains its footing amid the Boeing deal collapse and coronavirus crisis, Embraer Commercial Aviation president and CEO John Slattery said. Speaking with Aviation Week editors on a wide-ranging webinar May 1, Slattery emphasized that his 10,000-person business—carved out for the proposed tie-up with Boeing that the U.S. company walked away from on April 25—will be reshaped to better line up with Embraer’s defense and business aviation units. Our mindset is one Embraer, one team,” he said in his first public comments since the Boeing deal fell through. He acknowledged that the one-team approach will require organizational changes. “There’s replication now ... some of the more obvious synergies at the edge, we will review and possibly revert over the next few months.” The sudden glut of aircraft in global airline fleets and shifting demand trends are triggering landscape-altering questions for all aircraft manufacturers. Chief among them: when will it make sense to invest in new products, and how will the pandemic’s ramifications change what airlines will want? For Embraer, some of the answers are simple, including plans for a large turboprop that will now be set aside, if not scrapped. “I’m not going to say we’re not going to build [a turboprop], but let’s just be pragmatic here. Now is not the moment to be considering those decisions,” he said. “I certainly don’t see it on the immediate horizon, given what we’re looking at right now. But if something can change on our balance sheet, who knows?” Slattery emphasized that Embraer’s post-Boeing-breakup strategy does not include seeking out a new partner. He stopped short of saying that Embraer is not open to being approached, however. “There’s been no outreach by Embraer to anyone” about a possible partnership, he said. But, he added, “I can’t legislate for the inbound calls that could come.” Slattery acknowledged that the company is “burning cash,” but the company raised $600 million in March and has the “the capabilities” to bring in more. “From an Embraer liquidity perspective, it is not something we’re concerned about.” Of far greater concern and higher priority than new products or potential partnerships is staying connected with customers, Slattery said. The Boeing saga created “pain” for both Embraer and its commercial customers, in part because of a 40-day “blackout” ahead of the proposed tie-up’s April 25 deadline, he added. “We’ve come out the other end, and we now have a standalone entity,” he said. “The full organization is effectively autonomous from engineering, operations, IT, procurement, sales, marketing. It’s a stand-alone, end-to-end OEM.” Turning to the market, Slattery said the consensus he’s seeing among senior air transport executives is that the airline business’s recovery will take three-to-five years, but it will be uneven. Smaller aircraft and shorter haul flying is likely to bounce back more quickly as airlines focus on trip costs over capacity. Long-haul flying, particularly between countries, will likely take longer to recover, especially if the patchwork of responses for protecting passengers from COVID-19 does not become more streamlined, which would provide more comfort to would-be travelers. “There will be a lot of anxiety around long-haul travel,” he said, The combination means markets with significant domestic demand, led by China and the U.S., are best positioned to rebound quickly. “It’s the basic law of economics—supply and demand. You want to be selling a fewer number of seats so that you can better manage the yield,” he said. The trend means that aircraft in the 75-100-seat range, including Embraer’s E175 and E190-E2 series, are in advantageous spots and “will come back on the inside of the three-to-five-year program.” Slattery emphasized that while Embraer’s perfect-world commercial lineup includes both the Pratt & Whitney PW1000-series-powered E175-E2 and E-195-E2, the smaller model’s incompatibility with U.S. airline scope clauses means the GE Aviation powered-E175, which is lighter and meets scope restrictions, has staying power. Embraer’s commercial backlog shows 333 aircraft, including 178 E175s, Aviation Week Fleet Data Services shows. It has 151 E190-E2-series aircraft on order but does not have a customer for the E175-E2. “I would like it to be a uniform fleet,” Slattery said. “But we have an architectural infrastructure down in Brazil that we put in place. It’s a permanent hybrid line. It’s there for as long as we’re going to need it to build E1s and E2s on the same line. Whatever it is we’re allowed to build and produce, whatever the market wants, we’ll build the aircraft that they want.” Slattery said the decision to terminate a flagging aircraft program “is not a unilateral decision” an OEM makes, but suggested that market forces, underscored by the empty order book, could doom the E175-E2. “Right now, we’re ruthlessly focused on protecting our cash, and that’s what I’m going to support,” he said. “Sell more E1s, sell more E2s and generate some cash for the company. That’s my focus.”

Quem negocia parceria é a direção da Embraer, com aprovação do conselho, e não o governo. Este não é dono para negociar nada.

Embraer call with investors 27/Abr/2020 09h00 BR. Francisco Gomes Neto, CEO Antonio Carlos Garcia, CFO Eduardo Couto, Diretor RI Jan, 24th 2019 contracts detailing partnership Board of Directors and shareholders approval On April, 8th, 2020 Embraer requested an extension to the contracts Only pending item was European Commission approval. April 25th 2020, Boeing communicated the decision to terminate the agreement Embraer believes in wrongful termination as Embraer is in full compliance. Embraer will seek compensation. Embraer Commercial Aviation is a leader. E1 is very well accepted in US. E2 is an outstanding airplane. Great future ahead, continue to be a proud Brazilian company, competing in the international market, like it has done for the past 50 years. Working 24/7 to preserve cash and address liquidity issues. Cash management team having daily meetings to assess impact of Covid-19. Focus on People Health, Inflow, Outflow and Liquidity. Maximize cash collection and confirm deliveries. Inventory management, workforce adjustment (30% in furlough) US$ 1 Bi potential cash savings in 2020. Cash position was US$ 2.8 Bi end of 2019. In March, additional loan of US$ 600 M. Very little debt obligation until 2022. Morgan Stanley: Regarding pursue remedies from Boeing, is there a legal proceeding and arbitration process in place? Answer: There is an arbitrage process in place. Morgan Stanley: Total separation cost? Answer: We don't have this number yet but costs were substantial. Morgan Stanley: What the deal conditions are that allowed Boeing to leave? Answer: Embraer believes that is in full compliance. UBS: The original rationale for the deal was to add more scale to compete with others. Would you now consider for other partners? Answer: Yes, our JV would be a win-win for both companies and we believe in the rebound of the aviation industry in our key markets. Rescue packages in US help on that regard. We're ready to move on. We have not yet received any cancellation in our commercial aviation, which shows our strength. We don't comment on speculation of potential partners. UBS: Separation was a lot of hard work. Will you reintegrate? Answer: We're going to analyse all the situation and inform the market when we have made a decision on that. UBS: Cash savings of US$ 1 Bi. Can you give cash burn for 2020 and size of damage? Answer: The guidance has been suspended and we're working on a new guidance. Embraer is not only the Commercial Aviation but we have interests in Business Aviation, Defense and Services. Credit Suisse: Do you see Embraer offering a value proposition that would be attractive in a partnership? Answer: Absolutely. But we need time to decide the next strategic step. Credit Suisse: Downgrading airplanes might be expected now. You came into 2020 with a fair amount of airplanes in store, more than 300. Would you have to deal these airplanes first? Answer: 2020 will be a tough year but the rebound of the markets will help. We're evaluating. Credit Suisse: How do you expect the other markets to be impacted by this situation? Answer: We expect Business Aviation to have very little impact as we continue to deliver airplanes and facilities are open. We remain optimistic in that market and also in Defense. Credit Suisse: On the Business Aviation side, have you seen deferrals or cancellations? Answer: We face just one single cancellation this year and some others for next year. Credit Suisse: Some believe Covid-19 will increase demand to Business Jets due to privacy. Do you agree? Answer: We are very positive about it over the next 2 years. We believe in that market and it will be a great help to Embraer. BofA: Are you really all that surprised that Boeing pulled out? Answer: We were surprised and disappointed with Boeing's decision. We believe in wrongful termination. BofA: What is the path forward? Answer: We are considering strategies for Commercial Aviation. We believe we have a great product and the rebound of the market will drive regional jet sales. BofA: How much redundancy is there now after the separation has been accomplished? To become one company again, is it simply moving people from one campus to the other? Answer: It's a work we have to do. Our focus is to preserve our cash. BofA: When you think about the action with Boeing, is it in Brazilian jurisdiction or international court? How long will this take? Answer: At this point of time I can tell you there's an arbitrage process in place. Cohen: Where are you with the C-390? Is that JV dead? Answer: The JV for the C-390 was part of the transaction, we understand it includes the C-390 JV. Cohen: Is there any change that the Boeing transaction could be resurrected under different terms? Answer: We don't believe in that. Cohen: How much cash do you need on hand to run the business? Answer: We foresee around US$ 2 bi. Our working capital for the whole business ranges from US$ 500-700 M per year.

Embraer colabora com tecnologias e soluções para combate ao COVID-19 Por Fernando Valduga - 25/03/2020 A Embraer está se unindo a empresas e centros de pesquisas no país para colaborar com tecnologias que possam aumentar a disponibilidade de equipamentos e soluções para o combate ao COVID-19 no Brasil. As ações, desenvolvidas em conjunto com a cadeia de fornecedores da Embraer, englobam a fabricação de peças para a indústria de ventiladores e respiradores, a substituição de componentes importados para ventiladores, o desenvolvimento de sistemas de filtros de alta eficiência para transformação de leitos regulares em tratamento intensivo, e estudos para o desenvolvimento de respiradores simples, robustos e portáteis visando a rápida implementação e disponibilidade. Um grupo de trabalho já tem conduzido iniciativas em apoio a uma fábrica nacional de respiradores, com previsão de início de produção de peças a partir da próxima semana, em atendimento ao aumento emergencial da demanda por esses equipamentos. A empresa, em cooperação com os parceiros, já concluiu as análises técnicas e de capacidade produtiva para o atendimento das necessidades identificadas. Em parceria com o hospital Albert Einstein, a Embraer está propondo também o fornecimento de apoio técnico para o desenvolvimento de sistemas de exaustão para controle biológico, que pode converter leitos regulares em áreas de tratamento intensivo. Por meio da tecnologia de filtros de alta eficiência de absorção de partículas de ar, já existentes nos sistemas de ar condicionados das aeronaves, o objetivo é levar esta solução para os hospitais que precisam deste tipo de solução de forma imediata. Outra frente de trabalho está dedicada à análise de fabricação de válvulas de controle e sensores de fluxo que permitam ampliar a capacidade de produção de outra indústria nacional de respiradores, além da adaptação de um modelo de respirador para uso no combate ao COVID-19. As análises de soluções inovadoras e o potencial de outras ações que estão sendo apresentadas pelo mercado podem contribuir para a identificação de novas frentes de atuação onde a Embraer possa aplicar sua expertise nesse momento de colaboração global e de necessidade de resultado efetivo e de curto prazo, diante de um cenário sem precedente para o sistema de saúde brasileiro. A Embraer vai continuar monitorando a situação para colocar a sua expertise de integração de sistemas complexos em prol da população brasileira nessa ampla cooperação de combate ao COVID-19.

Muito fragilizada...

Usados. A linha ERJ foi descontinuada. Além disso tem aviões disponíveis estocados, que costumam abastecer pequenos e novos operadores.

Sim, em breve o A220 poderá ser 100% Airbus.

Talvez o que falta é uma opção intermediária, que tava um custo operacional próximo do ATR, com um desempenho melhor... E corrigindo os principais problemas e pontos fracos do ATR.

https://www.defesaaereanaval.com.br/aviacao/congo-airways-assina-pedido-firme-para-dois-jatos-e175

E podem ter certeza que nesta nova aeronave a engenharia Embraer (ou BBC), terá papel de destaque!

Porque precisam do E190 e não do E2. Provavelmente já tem algum cliente interessado nos E190 E1, e por isso a empresa de leasing os encomendou.

A Embraer e a CIAF Leasing, companhia sediada no Cairo, assinaram um pedido firme para três aeronaves E190. A encomenda está avaliada em US$ 161,4 milhões, com base nos atuais preços de lista, e será adicionada à carteira de pedidos (backlog) da Embraer do quarto trimestre de 2019. Os três aviões integrarão a atual frota da CIAF composta por três jatos E170, dois dos quais estão arrendados pela Jasmin Airways e o outro pela Air Cairo. A CIAF também deve receber dois jatos E195 em meados de novembro. “Os três novos E190 serão uma excelente adição à nossa crescente frota de E-Jets. Com uma frota de aviões E170, E190 e E195, a CIAF terá a flexibilidade de oferecer a ambos os nossos clientes de leasing, com ou sem tripulação, um serviço que atende exatamente às suas necessidades”, disse o chairman e CEO da CIAF Leasing, Hassan Mohamed. Embraer

Dubai, UAE, November 17th, 2019 – Embraer announced today, at the Dubai Air Show, that Air Peace, Nigeria and West Africa’s largest airline, has signed a contract for three additional E195-E2s, confirming purchase rights from the original contract, signed in April this year. These new E195-E2s will be included in Embraer’s 2019 fourth-quarter backlog and have a value of USD 212.6 million, based on Embraer’s current list prices. Set to be the first E-Jets E2 operator in Africa, Air Peace’s firm order, announced in April this year, is now for 13 E195-E2s with 17 purchase rights for the same model. The first delivery is scheduled for the second quarter of 2020. “The E195-E2 is the perfect aircraft to expand our operations in Africa and this new order is a further confirmation of our ‘no-city-left-behind initiative which we shall continue to execute”, said Air Peace Chairman/CEO, Mr. Allen Onyema. He added, “We are receiving impressive data about the aircraft’s economics now that is in revenue service, and this was a driver to place this new firm order with Embraer. We look forward to receiving our first aircraft, which will enhance connectivity in Nigeria and the African region, while feeding long-haul flights from our Lagos hub.” “Air Peace will love the aircraft’s efficiency and the passenger will experience an unparalleled level of comfort, especially in first class – Air Peace is the launch customer for Embraer’s new premium staggered seating option”, said Raul Villaron, Vice President Sales, Africa and Middle East, Embraer Commercial Aviation. “We look forward to supporting Air Peace’s growing E2s fleet and to deepening our fruitful partnership.” Air Peace subsidiary, Air Peace Hopper, started operating six ERJ145 jets last year on short thin routes. That experience with Embraer’s products and services, including the pool programme, and the undeniable economic benefits of right-sizing aircraft for the mission, was a key factor in selecting the E2. Air Peace’s E195-E2s will be configured in a comfortable dual class arrangement with 124 seats. Air Peace operates more than 20 local, regional, and international routes and has strategic plans to expand those routes. Embraer is the world’s leading manufacturer of commercial jets up to 150 seats. The Company has 100 customers from all over the world operating the ERJ and E-Jet families of aircraft. For the E-Jets program alone, Embraer has logged more than 1,800 orders and 1,500 deliveries, redefining the traditional concept of regional aircraft. Fonte Embraer

Faz todo o sentido... Com uma economia na casa de 15 a 20% no fuel burn... Já considerando o aumento de MTOW... Faz TODO sentido.