It's not fearmongering, it's a mathematical fact.

What the company will do about it remains to be seen.

But it's pretty clear we aren't hiring this summer, unless they find new planes to fly.

02-11-2025 | 10:22 PM

#20555

Elevation

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Joined: Jul 2017

Posts: 1,528

Likes: 23

A lot rests on potential changes to deminimis rules. Personally I favor removing deminimis loopholes, but that will have a drastic impact on air freight. In the long term things will even out, however.

02-11-2025 | 11:19 PM

#20556

flaperon

On Reserve

Joined: May 2022

Posts: 26

Likes: 8

Quote:

Originally Posted by Elevation

"In the long run we are all dead." -Keynes

Personal political leanings aside, this company makes money from international trade. Anything bad for international trade is bad for Atlas, and it doesn't take much.

Maybe the de minimus exemption is wrong and maybe getting rid of it is good for America. But I find it hard to see an upside to this (or tariffs) when it comes to our airline.

02-12-2025 | 05:31 AM

#20557

zerozero

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Joined: Sep 2014

Posts: 832

Likes: 4

Quote:

Originally Posted by flaperon

Maybe the de minimus exemption is wrong and maybe getting rid of it is good for America. But I find it hard to see an upside to this (or tariffs) when it comes to our airline.

This is exactly correct.

The entire ACMI business model depends on FREE TRADE. Any encumberace to trade is a drag on the company.

02-15-2025 | 06:33 PM

#20558

Elevation

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Joined: Jul 2017

Posts: 1,528

Likes: 23

Quote:

Originally Posted by flaperon

I agree with your points. Gutting American retail like we did to American manufacturing means less purchasing power on the street. So seeing Temu or Shein fall off creates niches for other retailers (hopefully with more Americans making more money to spend on more expensive stuff).

But, yes, less trade means less crap moving means less work for ACMI carriers. In the long term stronger positions for American workers may offset the some or most of the damage. That's the hope, anyway.

02-21-2025 | 12:57 PM

#20559

jetlaggy

maxing the min/Moderator

Joined: Aug 2005

Posts: 1,605

Likes: 15

From: 757

Atlas and DHL closing Polar Air Cargo

Is this new news?

Atlas and DHL closing Polar Air Cargo

https://cargofacts.com/allposts/carr...eid=a3b1ff592f

02-21-2025 | 01:55 PM

#20560

Birdsmash

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Joined: Jun 2017

Posts: 745

Likes: 31

From: 777 Left window seat

Quote:

Originally Posted by jetlaggy

Is this new news?

Atlas and DHL closing Polar Air Cargo

There were internal comms a couple of weeks ago. The number of Atlas tails flying for DHL has been steadily decreasing for awhile. Those aircraft have been redeployed for other customers.