JAL to stay with American, end Delta talks: report

HND is a new opportunity for US carriers but it will hardly turn the Tokyo market on its head.... there are only 4 new routes for Japanese carriers so even if NH and JL split the slots and use them all for mainland US services, there will be only 8 new routes from HND to the US.... further, the times that are available are not at all conducive to flights to the US... they are either right around mid-night or first thing in the morning.... some business people will certainly bite at the chance to fly out of a newly opened airport but there will be plenty of people for whom the time are just not conducive. Part of the reason the Japanese gov't is not making the slot times too attractive is because they don't want to cannibalize NRT too much.

Even though I believe the DOT will consider the alliance relationships and ATI/JV that will affect AA, UA, and CO's applications, I doubt if DL will get two flights/day.

Still, DL has a massive presence in the world's richest city including the ability to fly beyond NRT - which they are exercising 18 times/day this summer. No other airline anywhere n the world has such an advantage in a foreign country; HND can't begin to handle the demand that is going throughfrom NRT right now... and whatever effect HND has on NRT will disproportionately affect JL and NH more than DL.

DL has lots of options on the table for the Pacific and NRT and you will see combinations of them exercised over the next couple years including new flights from the US to other points in Asia outside of Japan, new longerhaul markets in Asia being opened from NRT while replacing shorter markets such as to S. Korea, and smaller widebodies and 757s on many of the beyond NRT flights.
 
I suspect you'll see DOT give one pair to each of the major carriers in the market from the mainland (AA, CO, DL and UA for those who forget there are airlines other than DL flying to Asia).

CO to EWR, AA to LAX, UA to SFO, and DL to their choice of anywhere...
 

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