The man told me, face to face, that in order for it to be viable for AS they need...

1. More efficient schedules from AZ. Since they're basically just pimping pilots for Bezos, they can't eat a lot of soft time.


2. More planes, like 30-ish.

If we get 30-ish planes, presumably the schedule issues are resolved and the contract will stick for a while. Assuming Bezos realizes that he needs stability in his air ops backbone and doesn't try to whipsaw airlines like app-based gig drivers.

But if 30-ish planes go away suddenly, that's going to be a big deal for pilots.

I understand that. I am also hesitant to want a large fleet for Amazon. Guess we’ll see what happens. Right now it wouldn’t be significant if it went away. It would also help a lot of people’s career progression if there was a larger fleet for 10 years. When it goes away there will be displacements but for 10 years you are sitting in a better seat with better seniority than you would have otherwise. More pilots flying Amazon means less pilots taking 787 spots in Seattle.

There’s no way it’s going to grow to 500+ pilots and then immediately go away. The real credible scare is for the current 140 pilots to be displaced.

Its not every day you see your coworkers celebrating the lack of growth and career progression at their place of employment.

Bravo!

You literally come in here multiple times a day to do exactly that, preach from the rooftops about how bad life is and how doomed this company is. You might not be celebrating it, but it is your fetish, that's for sure.

Lighten up a bit. If you take life too seriously you’ll never get out alive!!

We’re SOC plus a month or so. I was under the impression some guidance would be given by the end of the year. I thought they were renegotiating the contract already.

Thought some might like to read more about the Amazon agreement. Basically 8 year deal for Hawaiian to operate 10 A330-300P2F provided by Amazon with Hawaiian option to extend 2 years. Both parties may terminate early with payment of fee (amount not disclosed) but not prior to March 31, 2027, so just over 1 year from now. Amazon had a change of control early termination right which they chose not to exercise when AAG closed on the Hawaiian acquisition.

I would be highly skeptical that AAG would keep it any longer than they have to. Compared to the core AAG pax business, this is very low margin (if any) and lacks scale. I'm sure AAG would consider continuing the relationship with higher contractual margins and a larger fleet (20-30 A330F), but nothing in the history of AMZN's relationships with its CMI carriers to date would indicate that as a likely outcome.

Cheers - Rob.



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So it’s in their interest to want an SLI effective date on April 1, 2027 or later.

Wonder how the “economy of scale” compares to running 18 321’s? If AZ pays for fuel and MX, revenue for each flight was either negotiated way to low (thanks PI) or the numbers are being downplayed.

if AS wanted to renegotiate and grow it, I don’t think they’d go into those negotiations saying “ we’re making but loads of money on this, thanks Bezos.

Also, pilots think they know, but they don’t know sh$t when it comes to the true internal workings being done by management. Management offers tidbits and innuendos. We run with it and state “our truths”. SEC regulations almost guarantee management isn’t going to truly let a line pilot know anything ahead of time. ( let’s stop asking about the 717 replacement at every town hall)

We’re in negotiations, both with AZ and with the JCBA, nothing is off the table in terms of the FUD we’re fed periodically. The extent managements are willing to go to to gain an upper hands is tremendous. Basically believe nothing. I remember 20 yrs ago my regional bringing the new E-175 on the ramp during negotiations.. the number of pilots creaming themselves to fly it for peanuts was astonishing. We took it in the shorts, the plane never came.

Seattle Times reporting today that 321's are basically gone, as soon as MAX10 can replace them. We've seen this movie before.

AZ 330's are up in the air, as Rob said. No big news there.

Pax 330 will stay for now, so that's good.