WA707atMSP From United States of America, joined Oct 2006, 2037 posts, RR: 13 Posted (5 years 5 months 2 weeks 2 days 12 hours ago) and read 3238 times:
The Minneapolis Star Tribune is reporting today that:
A: NW Cargo may downsize its fleet of 747Fs, because they will be losing DHL as a customer late next year. DHL is NW Cargo's biggest customer
B: NW is considering spinning off its World Perks program
TVNWZ From United States of America, joined Feb 2006, 2197 posts, RR: 1 Reply 1, posted (5 years 5 months 2 weeks 2 days 12 hours ago) and read 3219 times:
Airlines have to say they are looking into spinning their FF programs. that is what the Hedge Funds want to hear to drive up the stock. Let's see which airline will be the first to do so in the USA. I don't think it will happen.
KarlB737 From United States of America, joined Mar 2004, 2925 posts, RR: 9 Reply 2, posted (5 years 5 months 2 weeks 2 days 12 hours ago) and read 3176 times:
A: NW Cargo may downsize its fleet of 747Fs, because they will be losing DHL as a customer late next year. DHL is NW Cargo's biggest customer
B: NW is considering spinning off its World Perks program
C: Speculation about airline mergers has been strong. Davis said Northwest is "very actively looking at" who the right partner would be if mergers were to happen.
AmtrakGuy From United States of America, joined Sep 1999, 500 posts, RR: 0 Reply 3, posted (5 years 5 months 2 weeks 2 days 11 hours ago) and read 3126 times:
Quoting KarlB737 (Reply 2): C: Speculation about airline mergers has been strong. Davis said Northwest is "very actively looking at" who the right partner would be if mergers were to happen.
Spirit Airlines. But don't know if government will like it because both NWA and Spirit have hub at DTW.
Because this would help NWA get their foot in Caribbean and South America. And Bahamas too.
Lobster From Germany, joined Oct 2008, 49 posts, RR: 0 Reply 4, posted (5 years 5 months 2 weeks 2 days 10 hours ago) and read 3013 times:
I find it hard to believe that NW isn't turning customers away in the cargo business especially with all the Asian traffic they have. Something stinks of poor marketing/pricing on their part.
COSPN From Northern Mariana Islands, joined Oct 2001, 1473 posts, RR: 0 Reply 5, posted (5 years 5 months 2 weeks 2 days 10 hours ago) and read 2987 times:
747-200F's must cost a fortune with todays fuel prices and cargo is 99% EX ASIA not much value cargo going US- Asia
PSU.DTW.SCE From United States of America, joined Jan 2002, 6867 posts, RR: 29 Reply 6, posted (5 years 5 months 2 weeks 2 days 10 hours ago) and read 2980 times:
Quoting AmtrakGuy (Reply 3): Spirit Airlines. But don't know if government will like it because both NWA and Spirit have hub at DTW.
Because this would help NWA get their foot in Caribbean and South America. And Bahamas too.
Not going to happen, period. Spirit is a privately held company and is under no pressure from the financial community to merge with anyone. Calling NK's operation at DTW a hub these days is kind of an overstatement - more like a focus city.
Quoting Lobster (Reply 4): I find it hard to believe that NW isn't turning customers away in the cargo business especially with all the Asian traffic they have. Something stinks of poor marketing/pricing on their part.
Its not just NW who is seeing a softness in the Asian cargo market, they just have more exposure with their all-cargo ops.
Quoting TVNWZ (Reply 1): Airlines have to say they are looking into spinning their FF programs. that is what the Hedge Funds want to hear to drive up the stock. Let's see which airline will be the first to do so in the USA. I don't think it will happen.
Agreed. Everything is saying it because its what the financial markets want to hear.
Again, be careful about how things are said and worded at analyst presentations. Companies have to be over-conservative regarding their remarks to the financial markets regarding forward-looking statements. They also have to say they are considering all of their options as well as being slightly non-commital until the time is appropriate to take action.
777STL From United States of America, joined Dec 2004, 3031 posts, RR: 3 Reply 7, posted (5 years 5 months 2 weeks 2 days 10 hours ago) and read 2977 times:
Quoting AmtrakGuy (Reply 3): Spirit Airlines. But don't know if government will like it because both NWA and Spirit have hub at DTW.
Because this would help NWA get their foot in Caribbean and South America. And Bahamas too.
I have a feeling NWA is going to be on the losing end of a merger.
Azjubilee From United States of America, joined Apr 2000, 3554 posts, RR: 30 Reply 8, posted (5 years 5 months 2 weeks 2 days 10 hours ago) and read 2938 times:
The bigger and more important question is WHY is NWA losing the DHL business?
JFK787NYC From United States of America, joined Apr 2007, 808 posts, RR: 2 Reply 9, posted (5 years 5 months 2 weeks 2 days 10 hours ago) and read 2916 times:
Quoting COSPN (Reply 5): 747-200F's must cost a fortune with todays fuel prices and cargo is 99% EX ASIA not much value cargo going US- Asia
You are 100% incorrect. There is a ton of traffic traveling from both ends. The difference is from the side of the United States you have heavy things like machinery, metals, high quality very heavy goods.
From Asia's end you have very light garbage and electronics stuff coming from China. Cargo is totally going both ways, You seem to forgot that the little stuff the United States does produce is very very high quality goods. Plus, I would not be surprised NWA is bringing a ton of cargo from that region to Amsterdam and than further down with KLM.
NWAESC From United States of America, joined Aug 2007, 3324 posts, RR: 9 Reply 10, posted (5 years 5 months 2 weeks 2 days 10 hours ago) and read 2887 times:
Looks like we're pulling one freighter to start...(this may have been mentioned in the article, but the link wasn't working for me).
From the NWA employee website:
"NWA Cargo has announced, due to fuel costs at $95+/barrel and the low season for cargo shipments approaching, it will temporarily trim its freighter network by reducing one scheduled aircraft, effective January 1, 2008.
This network change will result in the cancellation of freighter service from Narita to and from Singapore and Bangkok, and Anchorage to Osaka will now route Anchorage to Narita. NWA Cargo will continue to offer service to Singapore and Bangkok via Northwest passenger flights. Additionally, freighter operations will still serve the eastbound Osaka market.
These schedule changes will allow NWA Cargo to focus on its core Asia-U.S. freighter network while analyzing future alternatives for new freighter markets/routes once business conditions improve."
"Nothing ever happens here, " I said. "I just wait."
Laxintl From United States of America, joined May 2000, 22021 posts, RR: 51 Reply 11, posted (5 years 5 months 2 weeks 2 days 9 hours ago) and read 2859 times:
Quoting Azjubilee (Reply 8): The bigger and more important question is WHY is NWA losing the DHL business?
DHL now owns 49% of Polar.
From the desert to the sea, to all of Southern California
Nwafflyer From United States of America, joined Jul 2004, 1050 posts, RR: 2 Reply 12, posted (5 years 5 months 2 weeks 2 days 9 hours ago) and read 2850 times:
Is it the end of the world if NWA sells off world perks? I would think, those of use with a substantial number of miles would lose nothing. Now, if I had it to do again, I would have chosen Delta instead of NW. They have a much better program for those with over 1 million miles
DeltaL1011man From United States of America, joined Sep 2005, 8569 posts, RR: 8 Reply 14, posted (5 years 5 months 2 weeks 2 days 9 hours ago) and read 2802 times:
Quoting 777STL (Reply 7): I have a feeling NWA is going to be on the losing end of a merger.
yea it will soon be called Delta Cargo
"Oh look at the sUGAr falling out of the sky! Look at the sUGAr falling out of the sky!" LM 1922-2011 Go Dawgs! G.A.T.A.
TVNWZ From United States of America, joined Feb 2006, 2197 posts, RR: 1 Reply 15, posted (5 years 5 months 2 weeks 2 days 9 hours ago) and read 2774 times:
Quoting Nwafflyer (Reply 12): Is it the end of the world if NWA sells off world perks? I would think, those of use with a substantial number of miles would lose nothing. Now, if I had it to do again, I would have chosen Delta instead of NW. They have a much better program for those with over 1 million miles
And Delta would tell you they are "considering" spinning off their FF program as well.
Burnsie28 From United States of America, joined Aug 2004, 7411 posts, RR: 9 Reply 16, posted (5 years 5 months 2 weeks 2 days 7 hours ago) and read 2651 times:
1. They are downsizing the Cargo ops for now due to the contract with DHL ending at the end of next year.
2. Selling worldperks, doubtful, like AA, it would hurt the airline more, because Air Canada's plan is a disaster for customers, who you have to pay for the right to earn mileage, on fares that are outrageous.
"Some People Just Know How To Fly"- Best slogan ever, RIP NW 1926-2009
JohnClipper From Hong Kong, joined Aug 2005, 765 posts, RR: 0 Reply 17, posted (5 years 5 months 2 weeks 2 days 7 hours ago) and read 2632 times:
My understanding is that almost since inception of the NW/DHL contract, the NW service has sucked. Unreliable aircraft ops into the DHL hub in CVG, then into ILN. Air freight x/US to Asia is always cheap, it's x/Asia to the U.S. where the airlines make money, regardless of the fuel cost (hence fuel surcharges).
Azjubilee From United States of America, joined Apr 2000, 3554 posts, RR: 30 Reply 18, posted (5 years 5 months 2 weeks 2 days 6 hours ago) and read 2548 times:
How do you know about the reliability of the freighter operation? Is it published somehwere or are you involved with NWA Cargo and the DHL operation?
Lexy From United States of America, joined Jun 2006, 2362 posts, RR: 9 Reply 19, posted (5 years 5 months 2 weeks 2 days 6 hours ago) and read 2515 times:
Quoting JohnClipper (Reply 17): Unreliable aircraft ops into the DHL hub in CVG,
They don't use the CVG hub anymore. All the equipment inside is gone.
Tb727 From United States of America, joined Jun 2005, 1372 posts, RR: 4 Reply 20, posted (5 years 5 months 2 weeks 2 days 5 hours ago) and read 2410 times:
Quoting Azjubilee (Reply 18): How do you know about the reliability of the freighter operation?
Anyone happen to know what kind of time and cycles the NW 742F fleet happens to have on it? I know they have some early ones from about 1974ish without looking it up. Just wondering if I will be seeing any fly into OSC anytime soon. I would imagine they will want too much money for them anyways. The 742 is a great airplane, as long as you cover the fuel cost of course, you are good to go.
NwAflyer07 From , joined Dec 1969, posts, RR: Reply 21, posted (5 years 5 months 2 weeks 2 days 4 hours ago) and read 2364 times:
Quoting AmtrakGuy (Reply 3): Spirit Airlines. But don't know if government will like it because both NWA and Spirit have hub at DTW.
Because this would help NWA get their foot in Caribbean and South America. And Bahamas too.
Better chance of NW buying out Emirates and merging with Lufthansa than that happening. Two completely different work environments, cost structures, and cultures. Read the latest ATW magazine article about Spirit and how they nickel and dime every single penny and you'll start to understand the huge problems with a buyout. (ex. Spirit's main headquarters has a sign that says "This self-service reception area allows the company to save 2 cents per customer by not staffing the front desk.")
Sean-SAN- From United States of America, joined Aug 2002, 752 posts, RR: 1 Reply 22, posted (5 years 5 months 2 weeks 2 days 3 hours ago) and read 2274 times:
DHL also utilizes Air Hong Kong for many of these cities, and they are conceivably cheaper and more reliable considering they operate from Asia and have relatively new planes. If they can get lift (Polar or CX perhaps?) to HKG, they might not need NW so much.
COSPN From Northern Mariana Islands, joined Oct 2001, 1473 posts, RR: 0 Reply 23, posted (5 years 5 months 2 weeks 2 days 2 hours ago) and read 2205 times:
JFK 787NYC,
Of course they are not flying empty but the rate EX USA is very very low ..I am sure cant even cover the cost of fuel ...I doubt many huge tractors and earth moving equipment is send via air...RO RO car ships are loading up with hay just to fill up... One reason the USD is going down...Imbalance of trade..
JohnClipper From Hong Kong, joined Aug 2005, 765 posts, RR: 0 Reply 24, posted (5 years 5 months 2 weeks 2 days 2 hours ago) and read 2191 times:
I used to work at the CVG airport before NW switched the DHL plane from CVG to ILN. Many a time, the plane was at the gate when it should have not been. That kind of reliability is not good in an express/courier operation. Freight doesn't matter, but express/courier service needs reliability.
25 Scouseflyer: I'd imagine that they'd sell the customer list and rights to run the programme to a third party in a similar to the way that Nectar (http://www.necta
26 Alias1024: My guess would be to spin it off and have an IPO. I'm not a fan of airlines selling their FF programs, which are extremely valuable assets. The best
27 JFK787NYC: You are correct, How much gross weight can be loaded on a 747 Cargo? How many times a week does NWA have an all cargo flight leaving from the United
28 Max999: I think NW's general reluctance to upgrade to newer planes in a timely manner is coming back to haunt them. Many of their cargo competitors (NH, CX,
29 Burnsie28: Well if your talking daily, your looking at if you include ANC about 8 daily. 13 Would take about 3 days. Wrong. NW is actively looking into the foll
30 JFK787NYC: I was talking about picking the car up from seller, bringing the car to a Shipping Forwarder, Processing all proper paperwork AirWayBill, Invoice's,
31 JSquared: They are? I know there were a few threads that mentioned the possibility, but nothing definite. NW 747 Freighter Status (by N501US Oct 17 2007 in Civ
32 Max999: Burnsie, if NW is definitely looking at replacing the fleet then that's insider information I wouldn't know about. For now, there doesn't appear to b
33 Burnsie28: It was mentioned in an Employee newsletter sometime ago.
34 COSPN: Sorry JFK787NYC, I Did not know Bentleys and other such "top end" Cars were made in the USA??? As for Maybach and Bentleys, Wikipedia.org says they ar
35 Asiaflyer: So if Asia produces garbage and US produces high quality goods, the consumers appears to have opposite preferences. US consumers buying garbage and a
36 StasisLAX: DHL express and same-day courier services involve strict service level agreements (SLA) that parcel delivery will be completed by a specific time and
37 BlueFlyer: FF is an ancillary activity, maintenance not so much, after all the planes do need to be maintained in order to operate, whereas a FF is technically
Sponsor Message: 
From United States of America, joined Oct 2006, 2037 posts, 
From Germany, joined Oct 2008, 49 posts, 
From Northern Mariana Islands, joined Oct 2001, 1473 posts, 
From United Kingdom, joined Aug 2004, 6352 posts, 
From Hong Kong, joined Aug 2005, 765 posts, 
Printer friendly format 
