ARAP is certainly one of the "low-hanging fruit" that I fully expect the company to take an axe to. What seems to contradict this though, is the offer to continue to pay this allowance while people are on the latest Unpaid Leave offer going through to March next year.
The out-going GMA gave us a 10-year deal on ARAP so we could plan with some degree of certainty. Maybe they're going to honour this? Large changes could potentially bankrupt some people (though no-one saw Covid coming and planned accordingly). Maybe they're going to slowly turn the tap off as leases come up for renewal. It's anyone's guess.