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Old 08-05-2024 | 07:07 AM
  #91  
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Originally Posted by tnkrdrvr
As has been noted we already have created 310 vacancies. That will take us pretty close, but not exceed, where we were only a few years ago. Subtract out expected retirements and our crew force has basically stagnated for the past several years. That said, I spent my weekend flying USPS volume in a MD. We weren’t supposed to be doing that. Rumor (not from a van driver) has it that the September schedule could be very interesting due to insufficient crews to cover the flying. This could drive more growth. Which would be GREAT!

However, just like FedEx ultimately found that USPS contract to be a poisoned chalice. I have concerns about the volume driving some of these extra flights. Let’s just say, I hope we were compensated for all the air being transported from point A to point B. I don’t know how this contract is structured (that’s management’s job), but unless we are able to move our own volume on these flights they may be money losers. Long story short, I don’t see enough data to make a solid case for substantial growth. Yes, I’m definitely arguing the pessimistic view.
If you’re referring to a few years ago being the Covid high, that was an artificial/temporary growth spurt. If you really want to compare then look at pre COVID data. Seem to recall we were headed into a shrinkage at that point.

ImHO, any growth in terms of pilot jobs will come from overseas. 🤷‍♂️

Re: transporting air. I think that’s where our trucking network comes into play. FX flew for the sake of flying. 5X only flies something as a last resort.

Last edited by FTv3; 08-05-2024 at 07:10 AM. Reason: Add section
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Old 08-05-2024 | 08:44 AM
  #92  
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No inside baseball, but I expect 310ish over a year will be pretty close to what's ultimately required to move Postal by air given our highly integrated network - assuming the rest of the air network (especially international) remains status quo. We might be short staffed for a few bids but I don't think we're back in late 2021 thru late 2022 territory in that regard.

321P2F holds 14 main deck containers, while 738BCF holds 11.

A333P2F carries MD(ish) cube, for a lot less fuel, but does not currently fit on Worldport wings. 339NEO wingspan is same as 744.

A350F carries 744(ish) cube, for a lot less fuel, has basically same footprint.

767-400 freighter is the sweet spot for footprint/efficiency/commonality, but is vaporware.

Not gonna get too wrapped up in New Shiny, it'll come whenever it comes...
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Old 08-05-2024 | 01:50 PM
  #93  
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Originally Posted by FTv3
If you’re referring to a few years ago being the Covid high, that was an artificial/temporary growth spurt. If you really want to compare then look at pre COVID data. Seem to recall we were headed into a shrinkage at that point.

ImHO, any growth in terms of pilot jobs will come from overseas. 🤷‍♂️

Re: transporting air. I think that’s where our trucking network comes into play. FX flew for the sake of flying. 5X only flies something as a last resort.
That is true. Look at NRT, KIX, SIN, etc. Triple to Quad purple tails to brown. 18 vs. 5. Crazy.
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Old 08-05-2024 | 03:12 PM
  #94  
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Originally Posted by tnkrdrvr
As has been noted we already have created 310 vacancies. That will take us pretty close, but not exceed, where we were only a few years ago. Subtract out expected retirements and our crew force has basically stagnated for the past several years. That said, I spent my weekend flying USPS volume in a MD. We weren’t supposed to be doing that. Rumor (not from a van driver) has it that the September schedule could be very interesting due to insufficient crews to cover the flying. This could drive more growth. Which would be GREAT!

However, just like FedEx ultimately found that USPS contract to be a poisoned chalice. I have concerns about the volume driving some of these extra flights. Let’s just say, I hope we were compensated for all the air being transported from point A to point B. I don’t know how this contract is structured (that’s management’s job), but unless we are able to move our own volume on these flights they may be money losers. Long story short, I don’t see enough data to make a solid case for substantial growth. Yes, I’m definitely arguing the pessimistic view.

soooo are you saying i should go to a legacy pax carrier?
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Old 08-05-2024 | 05:24 PM
  #95  
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Originally Posted by tnkrdrvr
As has been noted we already have created 310 vacancies. That will take us pretty close, but not exceed, where we were only a few years ago. Subtract out expected retirements and our crew force has basically stagnated for the past several years. That said, I spent my weekend flying USPS volume in a MD. We weren’t supposed to be doing that. Rumor (not from a van driver) has it that the September schedule could be very interesting due to insufficient crews to cover the flying. This could drive more growth. Which would be GREAT!

However, just like FedEx ultimately found that USPS contract to be a poisoned chalice. I have concerns about the volume driving some of these extra flights. Let’s just say, I hope we were compensated for all the air being transported from point A to point B. I don’t know how this contract is structured (that’s management’s job), but unless we are able to move our own volume on these flights they may be money losers. Long story short, I don’t see enough data to make a solid case for substantial growth. Yes, I’m definitely arguing the pessimistic view.
I do think they bid on the contract knowing full well they will use existing assets to leverage additional revenue without incurring too much additional costs (think Fedex adding 60+ airplanes and crews to run the contract). I have asked virtually all load sups about the contents of the my particular loads, and all have stated 5000 flights have lots of non postal volume mixed in. Not worried about that at all. And with revenue/volume sagging (although latest quarter showed modest volume growth), this seems like a good decision going forward. I don’t think UPS intended the postal contract to be a huge money maker, rather a fill in the volume with a bump in revenue without incurring significant new costs. And contract is for 5 years, nothing earth shattering length wise. Gets us a volume/revenue bump the next few years, evaluate in 5 years, determine if relationship is still win/win.
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Old 08-05-2024 | 05:28 PM
  #96  
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Originally Posted by Cocoloco
That is true. Look at NRT, KIX, SIN, etc. Triple to Quad purple tails to brown. 18 vs. 5. Crazy.
we keep all of our planes in Cgn. 30 Ups planes to FedEx 1 777 and 3 737's
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Old 08-05-2024 | 09:57 PM
  #97  
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Originally Posted by Cocoloco
That is true. Look at NRT, KIX, SIN, etc. Triple to Quad purple tails to brown. 18 vs. 5. Crazy.
My buddy flies Purple tailed 777s in Asia. He said for years they were only flying at 30-50% capacity on those triples over there. He was scared of all the waste for years and then Raj came in and chopped a bunch of their international flying immediately. Fred built it hoping the volume would come, but it never did. To compare six purple tails in KIX vs one Brown tail is a horrible example because they are flying turns all over Asia with no volume. Same applies to NRT (which has seen huge airframe reductions), SIN and ICN Over the last 12 months.
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Old 08-05-2024 | 10:07 PM
  #98  
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Originally Posted by Riverside
we keep all of our planes in Cgn. 30 Ups planes to FedEx 1 777 and 3 737's
Paris is their big Europe hub, no? CGN a crew base for tax purposes, lots of DH and CMLs into / out of position. Something like that…
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Old 08-06-2024 | 11:50 AM
  #99  
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Originally Posted by FTv3
Paris is their big Europe hub, no? CGN a crew base for tax purposes, lots of DH and CMLs into / out of position. Something like that…
Is it still a cew base? I dont see those guys much anymore
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