One thing for Amazon is, you can't consistently jump around in this market. Very few companies are going to be able and step in and replace what Atlas, Southern and ATSG have done..
Well, I think it's so interesting that Local 1224 talks about how "ATSG" pilots aren't happy. That's a bit of an overstatement. The guys at ATSG who fly six 767-200s for Amazon (ABX Air) are not happy. They are also taking a lot of pain on themselves to benefit the Atlas pilots. The guys at ATSG who now fly 15 (soon to be 24) aircraft for Amazon (ATI) seem to have a pretty-happy work environment. To be sure, I see some discussion of things they would like in the next contract, but the work environment does not sound completely-toxic, as it seems to be at ABX. That said, the ABX guys, despite their contract tactics and unhappiness, get the job done day to day with decent reliability and a lot of pride and professionalism. But they put a big X on themselves to DHL and Amazon by striking during Peak. So DHL keeps pulling planes (although it should now be stable for a couple of years), and Amazon apparently isn't going to contract with them for more, at least until something changes. The big issue is that because of work rules, ABX is actually more-expensive even though the pilots get paid less (because the work rules require more pilots than their competitors on a preponderance of routes).
The big public move from the protest today is that Amazon came out and said definitively that they are distressed about the labor strife, which they have nothing directly to do with, but that they will consider reallocating aircraft if the incumbent carriers are not getting it done. That's primarily a shot at Atlas. Importantly, it is the first time Amazon publicly has said something like this. They also said that they routinely investigate claims made by the pilot union and find them to be unsupported by the facts. Again, first time I am aware of any commentary like this. We will see what if any effect it has on the Executive Suite at Atlas. The reality is that if Atlas wants to drag this out, it's a good three years before anything serious will happen, in my opinion. (Have to get a decision from the Second Circuit on the absolutely-initial question of whether the System Boards of Arbitration at Atlas and Southern will decide whether the merger provisions of the respective contracts apply to the integration of those contracts, or whether a different method will apply. That's at least another month or two or more, then there has to be the arbitration (because I think there will be arbitration), and a decision, then the process of integration however that is decided. So like 18 months before even the question of how the contracts will be integrated is settled, if Atlas is in no hurry.) This does not mean that Altas can't negotiate material terms of a new agreement with the Union, but it sounds like that is moving glacially, and the time since the amendability of the contract has occurred is hardly on the far side of the curve at the moment, so the NMB can be presumed not to be in any hurry, either.
(BTW, when I talk about skill and professionalism at ABX, they do some things differently than other cockpits that I won't bore you with but which could be seen to account for some very positive things. And I also remember, which most of you probably don't, the ABX/Israir incident at JFK, where I truly believe that if the departing cargo aircraft was being flown by a different carrier, a lot of people would have died. The safety decisionmaking by the ABX Captain and FO (i.e. to take a full-length, high-thrust departure when a shorter departure was available) and the FO's piloting skill (to take his aircraft up early and over the runway-intruding Israir while still maintaining control) are the reason a good number of folks are still breathing. It's just one example, but it was a memorable one for me.)