The Airbus A330 can be a good freighter, but the aircraft’s peculiarities offer a challenge to owners and operators.
A large turboprop freighter opens a new front in its strategy as Amazon expands its reach to smaller communities.
UPS and FedEx are built around delivering overnight to anywhere. That's not Amazon's game, but the company is building an empire in the sky.
What Amazon needs to do in the air is driven by the ultimate reach and purpose of the courier on the ground. Amazon has two options for the path ahead. Either way, it needs more aircraft. Competing with FedEx and UPS means diversifying into smaller aircraft, while perfecting its own rapid retail delivery means bigger freighters.
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Denial of aviation is a weapon that predates the 21st century battlefield. Yet, with the return of war to Europe, it is also aviation’s Achilles’ heel. With it comes a cascading series of immediate and longer term consequences in the skies as commercial and industrial links are quickly broken after decades of cultivation following the fall of the Soviet Union.
Decisions made by Airbus in the late 1980s are guiding the future second act for the A330 as a converted package-hauler.
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Amazon is a retail company at its core, its logistics operations are in service to that end. For Amazon to directly fight FedEx and UPS, it risks doing so at the detriment of its own operations. As Amazon Air grows, its rise is not strictly zero-sum and FedEx and UPS benefit from the expanding marketplace.