Several news sites have ran this story over the past two days. Spencer Soaper from Bloomberg has leaked documents showing Amazon Is Making a Big Play to Bypass UPS and FedEx. The story was also on Bloomberg TV here is a link to the video.
Anyway this news is in dramatic contrast to statements made by Amazon at the end of January saying basically the opposite that Amazon not looking to replace the likes of UPS and FedEx…
Okay that was a dramatic contrast to the rumors going around in November and December of 2015 saying things like…
A Secretive Air Cargo Operation is Running in Ohio and Amazon Seeks Cargo Planes for Air Freight Operation and Is Amazon Plotting an Air War on FedEx? It just wouldn’t be a rumor without Amazon talking directly to Boeing which is what the Seattle Times reported here Amazon in talks to lease Boeing jets to launch its own air-cargo business.
We have all seen this before. I have been suspicious for a while that what we are witnessing here is a winner take all game in play here. I have not had any evidence to support my theory and Amazon straight out denied it in their January 29th statement but now here we have some hard evidence. I suspect the actual airlines involved are taking this very seriously.
The Public has a short to medium term amount of time to enjoy dramatically lower air freight costs. (free shipping!!) This might not turn out how anyone thinks. Air wars have a way into turning into scorched earths. Anyway I am watching this intently as I have a direct interest. I hope everyone stays safe and calm as our entire industry may be getting tossed into the fray here soon. For now,