Because this blog has been dreadfully boring lately, I'm going to speculate about Lufthansa. If you don't remember, they ordered 20 747-8Is, launching the Intercontinental program into reality. They eventually cancelled one of them, line 1435, which was used as a test frame and considered too out of spec to take. Out of their remaining 19 frames, 15 have been delivered. One is ready to deliver any day now, two more are on the flight line going through testing, and the last frame is finishing up on the Final Assembly Line.
There have been rumors that Lufthansa is going to take back line 1435. If this is true, then they'll eventually announce it, and if they announce it, I think it's likely they'll announce a small top up order for the 748 as well. A small order is a huge order for the 747 right now. Anyways, based on cues and clues, I'm starting to feel it's likely Lufthansa will announce an order for about five or six 747-8Is early this year, including putting line 1435 into service. It would be great to see 1435 enter passenger service, as she's been through a lot of testing (both for the original 747-8I test program and then as the sole dedicated test frame for the PIP package last year), and needs some stability in her life. I also think 1435 will get the retro livery Lufthansa has talked about applying to one of their new 748s.
Again, this is just me speculating based off what is observable. If it comes true, I can brag about my amazing prescience. If it doesn't, you won't notice me silently deleting this post from the archive. You can ridicule me or praise me in the comment section.