The Loadstar Podcast

The Loadstar Podcast adds nuance and depth to The Loadstar's coverage of the global supply chain. Each episode we interview the world’s leading freight, shipping, air cargo and logistics executives and analysts about the forces ...more

Latest Episodes

15

December 01, 2022 01:10:38
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'Not the mother of all peak seasons'

In part 1 we examine what one express executive calls the ‘modest’ 2022 peak season. We look at companies such as Shopify and TikTok which are now investing heavily in their supply chains. We discuss integrator price hikes, US logistics challenges and the looming threat of labour strikes. And finally, we ask what Covid protests and lockdowns in China mean for global logistics, and whether a post-Covid ‘normalisation’ of supply chains will see a welcome return to more emphasis on human rights and procurement diversification. Part Two is a deep dive with Xeneta’s Peter Sand into ocean shipping markets and how to manage contract renegotiations with carriers.   Guests Greg Hewitt, CEO, DHL Express US Emma Cosgrove, Senior Reporter covering logistics at Insider Brian Bourke, Global Chief Commercial Officer, SEKO Logistics Peter Sand, Chief Analyst, Xeneta     Episode in more detail: Part 1 The supply chain in mainstream media and stock markets (2.25) New market entrants – Shopify to TikTok (6.20) DHL Express exclusive (11.39) 2022: The modest peak season (15.19) Pricing: DHL vs FedEx vs UPS (22.13) DHL invests (24.50) Labour costs and last mile bankruptcies (27.19) Protests in China (31.03) Forwarding in Q4 – SEKO Logistics (35.20) The threat of labour strikes (38.54) Risk and opportunity in 2023 (40.40) Human rights and a more diversified supply chain (46.05)   Part 2 – Ocean shipping rates focus (49.20) Blanks ahead (51.40) Renegotiating long-term (53.45) Forwarder plight (58.10) Declining demand (1.00.50) Surging deliveries (1.04.28) Shipper advice (1.07.50)   Created, editing and produced by Mike King Mike can be contacted at [email protected]   www.theloadstar.com ...

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November 17, 2022 00:56:28
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Electrolux exclusive; TIACA Miami; economic downturn pummels rates

Ever wondered how the largest shippers manage vast supply chains, draw up contracts with favoured carriers or deploy the latest tech? If so, this episode has you covered. Swedish multination Electrolux’s annual Full Container Load volumes average around 175,000 teu, while its annual air freight tonnage totals some 6,000 metric tonnes. Tia Mohan, Ocean and Air Transportation Planning Director, joins host Mike King for an in-depth interview. This episode also includes reports from TIACA’s Air Cargo Forum in Miami from Loadstar Publisher Alex Lennane and Freightwaves’ Air Cargo Editor Eric Kulisch. And Mike also examines the latest economic and freight rate trends with Peyton Burnett, MD of TAC Index. Mike can be contacted at: [email protected]   Guests Tia Mohan, Ocean and Air Transportation Planning Director, Electrolux Peyton Burnett, MD, TAC Index Alex Lennane, Publisher, Loadstar Eric Kulisch, Air Cargo Editor, Freightwaves     Episode in more detail: The scope of Electrolux’s supply chain challenge (1.44) The pros and cons of tech (7.37) Pricing platforms (11.12) Navigating chaos amid a seller’s market during Covid (13.30) Geopolitics and sourcing (19.17) Contracting strategy and KPIs (24.41) Enforcement: If you can’t do port-to-port, forget door-to-door (27.01) The emissions journey (30.05) Supply chains in 2023 (33.40) TIACA Air Cargo Forum – Loadstar and Freightwaves report (36.57) Signs of optimism (40.26) China’s zero-Covid policy (42.51) The state of US air freight (45.33) Freight rate update (49.24)   Credits: Created, produced and hosted by Mike King www.theloadstar.com ...

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November 01, 2022 00:36:48
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DP World’s new London Gateway berth

Over the last year we have heard so much about the need for more UK port capacity. In this Sponsored Podcast The Loadstar explores one project that will deliver just that. Managing editor, Gavin van Marle examines DP World’s decision to construct a fourth berth at its London Gateway complex in the UK.Gavin gets answers about why this is so important for UK plc and European shipping and logistics from his guest Ernst Schulze, UK CEO of DP World and the company’s ambitions to transform itself into an end-to-end supply chain operator. Episode in more detail: The investment rationale (1.45) Investment size and timeline (6.05) Customer benefits (9.09) Rail outlook (10.19) Innovations and decarbonisation (13.30) The logistics of ports (17.03) UK Free Ports (20.29) E-commerce demand driver (22.18) Job creation (24.27) Digitalisation and supply chains (26.39) DP World’s vertical integration (28.58) Post-Covid supply chains (32.38) Website: www.theloadstar.com ...

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13

October 19, 2022 01:03:58
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US Cargo Wars: East Coast vs West Coast

If you think East Coast versus West Coast is all about rappers, think again. In Part 2 of this episode the Loadstar examines cargo shifts in the US this year from a global perspective and from a port operator’s viewpoint. Host Mike King speaks to Peter Sand, chief analyst at Xeneta, and Stephen A. Edwards, CEO and executive director of Virginia Port Authority. Part 1 of this episode also asks if the slowdown in e-commerce is overstated and examines the limited achievements and many failings of IATA’s hosting of its World Cargo Symposium in London. We also preview COP 27 and ask where next for the EC’s liner consortia competition rule exemptions.   Guests Mirja Nissen, Director, eCommerce Solutions, International Bonded Couriers, Inc. Stephen A. Edwards, CEO and Executive Director, Virginia Port Authority Alex Lennane, Publisher, The Loadstar Peter Sand, Chief Analyst, Xeneta Nick Savvides, News Editor, The Loadstar Also featuring: Olivier Casanova, deputy CFO, CMA CGM Group and former CEO, CMA CGM Air Cargo Vassilios Demetriades, Shipping Deputy Minister to the President, Republic of Cyprus   Episode in more detail Part 1 – news update IATA’s London fail (2.25) CMA CGM’s air reveal (6.50) Air freight rates (10.58) E-commerce now and in future (12.13) ‘Parcelisation’ (21.55) EU liner regulation update (22.39) COP27 preview (26.18)   Part 2 US Cargo Wars: East Coast vs West Coast (27.44) Virginia Port Authority CEO on cargo wins and investments (30.15) Xeneta numbers on West coast cargo transition eastwards (33.47) Congestion bites (36.17) Hinterland bottlenecks (45.49) Fixing US infrastructure (49.47) Demand outlook (54.41) Transatlantic trade bonus (56.54) Long-term cargo wins? (58.40)   Credits: created, produced and hosted by Mike King Website: www.theloadstar.com ...

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October 12, 2022 00:39:01
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The Big Interview: The world according to shippers

In this Big Interview, Loadstar Podcast editor and producer Mike King gets the view of the freight and shipping world from the perspective of shippers as he interviews James Hookham, Secretary General of the Global Shippers’ Forum. Mike asks why do shippers still want reform of the liner industry even as rates declines? Also discussed are the impacts Covid disruptions and soaring freight rates have had on SMEs. Why container lines need more regulation. How carriers and shippers can build trust so they can cooperate more fully on critical challenges including how to decarbonise supply chains. And why more action needs to be taken to stop bugs getting into boxes.   Episode in more detail   Logistics now: The shippers’ perspective (1.24) The outlook in Europe (4.14) China as a manufacturing centre (5.33) Brexit and Truss (8.04) Shippers view of container lines and EC regulations (13.34) The dangers of bugs in boxes (26.00) Building more sustainable supply chains (31.00) 2023 challenges (35.10)   Credits: created, produced and hosted by Mike King Website: www.theloadstar.com ...

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12

September 29, 2022 00:47:31
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Freight rate ‘normalisation’; partnering on decarbonisation; M&A activity as demand slows

In Part 1, Mike King and guests explore freight technology take-up and the latest M&A activity. They also ask if we are now seeing the normalisation of freight rates, and if the scaling back of ocean and air ambitions by some integrators and carriers are the sign of things to come. Are you trying to decarbonise your supply chain without partnering with stakeholders. If so, in Part 2 of this podcast you’ll hear why you should think again.   Guests Bryn Atherton, Liner Development Director, Allseas Shipping Company Alex Lennane, Publish, The Loadstar Peyton Burnett, Managing Director, TAC INDEX Dr. Mikael Lind, Adjunct Professor in Maritime Informatics and Senior Strategic Research Advisor Research Institutes of Sweden (RISE) and Chalmers University of Technology Wolfgang Lehmacher, Investor and Board Member, and former Head of Supply Chain and Transport Industries at the World Economic Forum Gavin Van Marle, Managing Editor, The Loadstar Eric Johnson, Technology Editor, Journal of Commerce   Episode in more detail: Part 1 Tech uptake challenge (2.23) FedEx & Amazon pullback (6.13) Air freight rates and challenges (8.00) Ocean rates normalising? (11.40) Blank sailings (finally) (14.48) Allseas interview/UK port strikes (17.35) Chartering market as spot market falls (19.58) M&A activity (25.46)   Part 2 (28.22) – Partnering to decarbonise    Credits: Created, produced and hosted by Mike King Mike can be contacted at [email protected]   ...

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