Amazon valuta il lancio di un proprio vettore cargo


Ripesco il thread perche' e' arrivata l'ufficialita'. Amazon prendera' in leasing 20 B767 da ATSG (Air Transport Services Group) per operare il proprio network, inizialmente solo negli USA poi chissa'.

Amazon to Lease 20 Boeing 767s to Build Its Own Delivery Network

  • Amazon had quietly tested plan last year with five freighters
  • ATSG shares rise most in six years; Amazon stock slips
http://www.bloomberg.com/news/artic...eing-767s-from-air-transport-atsg-shares-soar
 
Giusto per dare un po' il senso delle proporzioni, Amazon capitalizza 25 volte piu' di FR e 50 volte piu' di Lufthansa.
 
Pare che la situazione si faccia ancora piu' interessante. Oltre al proprio vettore anche il proprio aeroporto (HHN).


Amazon sta per comprare un aeroporto in Germania?


Nel quartiere di Charlottenburg, a Berlino, aprirà a maggio il primo centro di smistamento urbano di Amazon mentre a Ovest procedono le trattative per l’acquisizione dello scalo aereo di Francoforte-Hahn

Operazione DragonBoat, Barca Drago. È il nome in codice del piano globale, formalmente ancora segreto, su cui Amazon sarebbe al lavoro già dal 2013. Una rivoluzione nella logistica che porti le merci direttamente dalla Cina (da cui il riferimento alle tipiche barche cerimoniali) fino alla porta di casa del consumatore.

I piani alti di Amazon hanno minimizzato le più recenti indiscrezioni rivelate a febbraio da Bloomberg , sostenendo che l’obiettivo è un semplice rinforzo della distribuzione esistente (gestita da partner come UPS e FedEX) nei periodi di punta, come le festività natalizie. Un po’ poco per giustificare il leasing di 20 arei cargo negli Stati Uniti e l’accreditamento di Amazon China come spedizioniere marittimo alla fine del 2015.

In Europa gli aerei di Amazon potrebbero atterrare a Francoforte. Secondo le indiscrezioni raccolte dalla Süddeutsche Zeitung il gigante dell’e-commerce sta conducendo trattative riservate per l’acquisizione dell’aeroporto di Hahn, scalo secondario della città dell’Ovest che versa in cattive condizioni economiche. Documenti ministeriali indicherebbero già tre offerenti per l’acquisto dell’aeroporto, ma la loro identità rimane riservata. Una portavoce dell’attuale proprietà ha confermato però che sono avvenute discussioni preliminari con Amazon, mentre l’azienda, prevedibilmente, non ha voluto commentare. Per Amazon l’acquisizione avrebbe senso dal punto di vista strategico sia per la posizione di Francoforte rispetto al resto d’Europa sia per la vicinanza con il grande centro di smistamento di Coblenza.

L’offensiva di Amazon in Germania passa anche per Berlino. Il gigante dell’e-commerce aprirà ai primi di maggio un punto di smistamento cittadino all’interno di un centro commerciale, il Ku’Damm Karree, nel cuore del quartiere di Charlottenburg. Lo scopo è gestire i circa 10.000 articoli che a partire dell’estate i berlinesi potranno ordinare con l’opzione Prime Now e ricevere a casa nel giro di due ore. Le consegne avverranno con corrieri cittadini e scooter elettrici per evitare il traffico delle ore di punta.

https://www.lastampa.it/2016/04/20/...n-germania-AY4crlU78RAnBcY9wr5mlK/pagina.html
 
Le parti del puzzle iniziano ad incastrarsi, ci sono indiscrezioni che Ryanair voglia abbandonare HHN per spostare i voli nel vicino LUX. E adesso Amazon vuole comprarsi lo scalo. Il futuro di Hahn potrebbe quindi essere di uno scalo dedicato esclusivamente al cargo.
 
Amazon has reached an agreement with Purchase, New York-based Atlas Air Worldwide Holdings to wet lease 20 Boeing 767-300 converted freighters, the second freighter lease deal the Seattle-based online retail giant has signed this year.
Under the agreement, Atlas Air Worldwide subsidiary Atlas Air will operate 20 767-300Fs on a crew, maintenance and insurance contract with Amazon for an initial term of seven years. Operations are slated to start in the second half of this year and get up to full service in 2018.
In addition, Atlas Air Worldwide has granted Amazon warrants to acquire up to 20% of the air cargo operator’s common shares at a price of $37.50 per share over a period of five years, plus an option to acquire an additional 10% over a period of seven years, meaning Amazon could ultimately own as much as 30% of Atlas Air Worldwide.
Amazon SVP-worldwide operations Dave Clark said the Atlas Air-operated 767Fs will support package delivery to Amazon customers “who love ultra-fast delivery, great prices and vast selection.”
Amazon’s deal with Atlas Air Worldwide comes less than two months after Amazon struck a similar wet lease agreement with Wilmington, Ohio-based Air Transport Services Group, which will also operate 20 767Fs on behalf of Amazon.
FedEx Corp. EVP-market development and corporate communications Mike Glenn recently rejected speculation that Amazon is attempting to build its own air cargo network to compete with FedEx and United Parcel Service (UPS). “The reality is it will be a daunting task requiring tens of billions of dollars in capital and years to build sufficient scale and density to replicate existing networks like FedEx,” Glenn said.
 
Come sempre Amazon parte con un piccolo progetto pilota, solo 40 cargo.

:)
 
Chissà se faranno anche una livrea speciale Amazon per questi aerei, o almeno qualche stickers
 
Amazon fa sul serio: primo aereo in verniciatura.

http://www.recode.net/2016/8/5/12382052/amazon-prime-air-plane

This is Amazon’s first ‘Prime Air’ plane
Amazon vertically integrates into the sky.
BY DAN FROMMER @FROMEDOME AUG 5, 2016, 12:01A


“Amazon One” inside a Boeing hangar in Seattle.

Amazon is shipping enough packages across the U.S. that it is starting to need its own planes. Now we know what they look like.

At a media event Thursday, Aug. 4, in Seattle, Amazon took the wraps off its first “Prime Air” branded plane, a Boeing 767 owned by Atlas Air that has been converted into a freighter. Amazon announced deals with two aircraft leasing companies — Atlas, and another called Air Transport Services Group, or ATSG — earlier this year to fly as many as 40 dedicated cargo planes over the next two years. Eleven are already in operation; this is the first one that’s been painted.

The idea is to provide Amazon enough shipping capacity for peak periods and flexibility for normal operations as its Prime business grows, Amazon’s Senior Vice President of Operations Dave Clark told Recode in an interview.

(In the second quarter, Amazon’s North America sales grew 28 percent year over year to almost $18 billion. Amazon’s tens of millions of Prime members are its best customers and receive free two-day shipping on many items as part of their $99 annual membership.)

“You can almost think about the difference between commercial flight and private flight,” Clark said. “We have the ability, with our own planes, to create connections between one point and another point that are exactly tailored to our needs, and exactly tailored to the timing of when we want to put packages on those routes — versus other peoples’ networks which are optimized to run their entire network. We add capacity, we add flexibility, and it gives us cost-control capability as well.”

As one example, Clark said the flights will be helpful for east coast-west coast runs for certain specialized inventory and imports. Amazon can use the planes for both shipments to customers and to move goods between its facilities.


The move comes as Amazon further vertically integrates its business.

In addition to leasing dedicated cargo planes, it has grown its number of fulfillment and sorting centers to more than 145 worldwide, is building out its own local delivery service in some markets, has invested in numerous logistics technologies and is buying or leasing truck trailers and cargo ships.

It has also built out its own cloud-computing and web-hosting platform that is now a $10 billion-a-year business, designed its own electronic devices, runs a delightful voice-based assistant that could be the future of shopping, built a surprisingly successful TV-streaming service and is selling its own private-label goods that range from HDMI cables to “Happy Belly” coffee beans.

So, why not control some airplanes?

The aircraft’s paint job, previewed to a handful of journalists and partners at a Boeing hangar in Seattle, is mostly white, with “Prime Air” on both sides, a blue bottom that leads up the fuselage into a stripe, and a dark gray tail with Amazon’s “smile” logo on it. (And, fun fact: Its tail number, N1997A, features a prime number — get it? — and is the year Amazon went public.)

There is also an Amazon logo stenciled onto the bottom — to remind people watching from below which company they order paper towels and Kindles from.
 
Re: Amazon fa sul serio: primo aereo in verniciatura.

Parzialmemente OT, ma l'iscrizione al programma prime negli usa costa 99 $?
 
Re: Amazon fa sul serio: primo aereo in verniciatura.

In Italia mi sembra 19€