Auto trade resilience explained
Not all verticals are created equal
Remember when I wrote that for Amazon, aircraft and aircraft leasing could be highly strategic, and more money will be spent there to grow and challenge the air freight incumbents rather than looking to grow its share in the ocean market freight?
Read the latest for some clues: Amazon spreads its wings in the air cargo sector as it buys into Atlas and ATSG.
In the air
The eventual consolidation on Amazon’s books of Atlas Air (AAWW) and ATSG doesn’t seem far-fetched at all.
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