Ask someone else the details, but I understand a new product offers guaranteed station to station movements to forwarders and it appears to be going over well. Perhaps these shippers are migrating from Menlo or perhaps it is a preemptive strike against UPS heavy air?
This reads more like a basic internal asset utilization strategy with them attempting to get more revenue onto these fixed assets. Not sure you can conclude that this is a response to external market threats.
Leading, You are correct. First , BAX's trying to attracted the forwarders is old news. They have been pushing that program for a few years. It's all about asset utilization when you have a fleet. I would speculate that UPS did not make the purchase for the domestic operation. The only market threat here is the poor market itself. For the past 20 years, the only winners in the heavy weight Air market have been the forwarders. Why do you think they Started Conway Air !