Someone was nice enough to send me an ATSG press release tonight. Looks like 2 of the 3 in-conversion 767-300 aircraft that CAM is set to lease to DHL in 2022 will be staying in the US and will be operated by ABX. So that's good news.
Also, the DHL CMI agreement with ABX is extended for 6 years to 2028, as are leases on several existing aircraft that CAM already leases to DHL for operation by ABX. I'm not clear on the math in the press release beyond that, but there's at least the possibility that this whole package is a net gain of 2 aircraft to be operated for DHL by ABX.