Analysis: Is the wind in the right direction for Amazon to snap up Atlas Air?

© Piotr Trojanowski

One of the most recurring questions at Loadstar Towers in recent weeks has been whether a takeover of Atlas Air by Amazon could be on the cards.

In the short term, such an outcome is not written in stone but it is not far-fetched, either. Why?

Market whispers, the close relationship between the two, the pilots’ background story, as well as the lessor’s cost structure, all give substance to the idea that by 2020 Atlas could have a new owner.

Agree to disagree

“When you ...