This post contains references to products from one or more of our advertisers. We may receive compensation when you click on links to those products. For an explanation of our Advertising Policy, visit this page.

Sir Tim Clark loves the Airbus A380, operates more of them than anybody else, wishes more airlines would try it and has dozens on order. He would also like to buy even more, possibly a lot more, of the biggest passenger jet in the world. But the order for more A380s from the boss of Emirates that many had been expecting at the Dubai Air Show hasn’t materialized yet. We’re now on day three of the trade show, with no sign it will come before the week is out. And, during a breakfast conversation at the air show on Tuesday, Clark said Emirates won’t order any more until Airbus assures the airline that it will keep the troubled jet’s production line open for at least a decade.

Airbus hasn’t logged an order for A380s since the beginning of 2016, when All Nippon Airways bought a measly three. The airplane is a commercial flop, and Emirates is the only airline around right now that may save it. So the conversation between the president of Emirates and a handful of journalists around a small table on the sidelines of the show was mostly about one thing: Will you, or won’t you?

The answer from the president of Emirates was, essentially, that he would like to — but only if Airbus commits to the plane, and if the government of Dubai, which owns the airline, decides that commitment is enough.

“The undertakings Airbus will have to make if we go ahead with a further order is that the line will continue production for a period of 10 to 15 years,” Clark said. Emirates has 100 A380s in the fleet and 42 more coming, and those deliveries are happening no matter what: “We have a contract,” Clark said. With the airline getting three to four planes a year, “the program is sustained into the middle of next decade.” What happens after that is what Airbus and Emirates are negotiating right now, but first “the government of Dubai needs absolute, absolute certainty” that Airbus isn’t going to kill the plane.

Without its enormous seat capacity, he admitted, Emirates can’t keep up the incredibly fast pace of growth, by European and US airline standards, it’s had for years. A380s, with up to 619 seats, keep the Dubai (DXB) hub humming around the clock, with Emirates flights to all inhabited continents.

“We need the A380s big time,” Clark said. “It gives me huge flows across the hub to feed multiple city pairs. As soon as you start compressing that, your hub starts to implode, and that’s a big problem for us (…) That’s where the essence of our profitability remains.”

Under the wing of the 100th A380 in the Emirates fleet, at the Dubai Air Show. Image by Alberto Riva / The Points Guy
Under the wing of the 100th A380 in the Emirates fleet, at the Dubai Air Show. Image by Alberto Riva / The Points Guy

London Heathrow (LHR) is a perfect example of this, Clark said — it’s an airport with lots of demand and no more room to add traffic slots, so the 500-plus seats of the A380 in three-class configuration are the only way to maximize profit: “Today we have six flights a day into Heathrow. It’s extremely profitable for us. If I took it down from 519 seats six times a day, with no other slots, the bottom line would be severely compromised.”

But what if Airbus really stopped making the A380? “If Mercedes stops making the S Class, you buy the 7 Series” from BMW, was Clark’s metaphor. In other words: “We’d have to adapt and adjust to the X program,” the stretched 777s from Boeing that would seat around 400 people.

But what Sir Tim really wants is more of the double-decker planes that only he has this much of an appetite for. In fact, according to him, US airlines should want it as much as he does. And despite the feud pitting Emirates against American Airlines, Delta and United, which accuse the Dubai carrier of unfair competition thanks to government money, he has a piece of advice for them: Buy the thing already. It may be a bit of self-serving advice, but Sir Tim seems sure: “It defied logic that the big three carriers in the US, my friends, don’t go with the A380 transpacific,” and if that happened, “it’s going to be a walk in the park.”

The basis of his view is that global demand for air travel will keep rising while infrastructure won’t be able to keep up, and that Wall Street analysts and investors in US airlines just aren’t seeing it: “If these people stepped up (…) and made the orders that they should do, I know (that) will drive value for the shareholders, which is all they are concerned about these days.”

But just like his American rivals, Sir Tim has to do what the shareholders want, and the A380 order — with the future of the airplane riding on it — depends on the government of Dubai and on the Emirates CEO, Sheikh Ahmed al Maktoum, who’s also the uncle of Dubai’s ruler, Sheikh Mohammed al Maktoum.

“At a stroke,” Clark said, “they can say yes or no.”

Featured image by Alberto Riva / The Points Guy

The Business Platinum® Card from American Express OPEN

LIMITED TIME OFFER. Aside from the 100,000 points welcome bonus (available until 8/8/18), Amex recently made huge improvements to the Business Platinum Card, including the fact that you will now earn 50% more points on purchases of $5,000 or more, earn 5x on flights and eligible hotels at Amextravel.com and cardholders will receive a $200 airline fee credit each year.

Apply Now
More Things to Know
  • Limited Time Offer: Earn up to 100,000 Membership Rewards® Points.
  • Earn 50,000 Membership Rewards® points after you spend $10,000 & an extra 50,000 points after you spend an additional $15,000 all on qualifying purchases within your first 3 months of Card Membership. Offer ends 8/8/18.†
  • Get 5X Membership Rewards® points on flights and prepaid hotels on amextravel.com.
  • Get 50% more Membership Rewards® points. That's 1.5 points per dollar, on each eligible purchase of $5,000 or more. You can get up to 1 million additional points per year.
  • 35% Airline Bonus: Use Membership Rewards® Pay with Points for all or part of a flight with your selected qualifying airline, and you can get 35% of the points back, up to 500,000 bonus points per calendar year.
  • You can also receive 35% points back on all First and Business class flights, with all airlines available through American Express Travel.
  • You can enjoy access to The American Express Global Lounge Collection℠ offering access to the most lounges across the globe, when compared with other U.S. credit card offerings. As of 11/2017
  • Terms Apply
  • See Rates & Fees
Intro APR on Purchases
N/A
Regular APR
N/A
Annual Fee
$450
Balance Transfer Fee
See Terms
Recommended Credit
Excellent Credit
Terms and restrictions apply. See rates & fees.

Editorial Disclaimer: Opinions expressed here are author’s alone, not those of any bank, credit card issuer, airlines or hotel chain, and have not been reviewed, approved or otherwise endorsed by any of these entities.

Disclaimer: The responses below are not provided or commissioned by the bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by the bank advertiser. It is not the bank advertiser’s responsibility to ensure all posts and/or questions are answered.