Originally Posted by
Reactivity
Huh? Amazon bought them. It seems highly unlikely that Amazon would want to give them to DHL.
True that. Cujo probably meant to say "Amazon". And, as modified, he's basically right.
Not even clear that the Delta 7 are coming to the US.
I do believe, however, that at least one of the Westjet ones will be operated by ATI, which means that at least one Amazon-owned aircraft probably will be operating in the US. That gives no clue about what's going to happen to the other 10 (4 Westjet plus 7 DL minus 1 to ATI).
Nor does it say anything about who is going to operate the 6 767s that CAM is going to lease to Amazon in the last 9 months of 2021 (the 5 in the first 3 months of 2021, it was announced officially some time ago, will be operated by ATI). But it is an interesting data point.
Also, it will be interesting to see how quickly IAI can process these 7 aircraft on top of the 4 Westjet/Amazon ones plus the 6 that CAM currently has in TLV plus the (at least) 2 more that CAM will be sending to TLV for completion this year plus whatever DHL sends them this year. They have the benefit of a growing MEX line in addition to TLV, and 2 of the 4 Westjets are currently in MEX, but 15 aircraft plus at least 2 more DHL is a lot. Can they do it all by year-end? I don't doubt that they will try.