The Loadstar Podcast

The Loadstar Podcast adds nuance and depth to The Loadstar's coverage of the global supply chai ... more

Latest Episodes

June 23, 2022 01:12:55
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Is Winter Coming?

In part one, host Mike King and his guests examine why northern Europe’s hub ports are struggling to cope with container volumes, what Joe Biden’s forays into shipping policy mean for shippers and why predictions of a cargo surge from China have not materialised. Contributors also discuss the air cargo supply-demand balance and the sector’s logistics challenges, what next for AirBridgeCargo and where (and when) container lines might spend their huge profits. And in part 2, Xeneta’s Peter Sand makes some bold predictions for container shipping as the global economic picture deteriorates. Box volumes were originally expected to see healthy growth this year, but those forecasts are rapidly being revised. Could we even see a contraction in 2022 and, if so, what would this mean for spot and contract freight rates? In short, is winter coming for some trade lanes?   Guests Erion Hormoviti, Executive Director, Air Freight Product at Ascent Eleanor Hadland, Senior Analyst for Ports & Terminals at Drewry Peter Sand, Chief Analyst at Xeneta Alex Lennane, Loadstar Publisher Mike Wackett, Loadstar Sea Freight Correspondent    Episode in more detail: PART 1 Endless, constant disruptions (3.22) European ports in disarray (5.19) Drewry’s take on port congestion and the peak season (9.37 – 17.26) Barge chaos (17.29) Air cargo staffing shortages and challenges (18.53) What next for ABC? (20.53) Ascent’s take on global air cargo (23.00-32.41).) Container lines eye the skies (30.41-36.00) More M&A this summer? (36.53) OSRA and more liner regulations (38.00)   PART 2 – Is Winter Coming for the container trades? An exclusive interview on all things shipping with Peter Sand, Xeneta Chief Analyst. (41.11)   Credits: created, produced and hosted by Mike King ...

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June 01, 2022 01:01:24
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War + Covid = Deglobalisation? Discuss.

As the freight and shipping industry waits for China to unshackle its people and global trade from Covid-19, creator and editor Mike King looks not only at what might happen on key trades lanes in the next weeks and months, he also explores whether global supply chains as we’ve known them are now finished? Is a fundamental reset on the way? And who will be driving it if so? We also have the build-up to the peak shipping season, air cargo freight rate updates, a look at the preparedness of US surface transport, and the latest regulations covering the vast business that is the global illegal wildlife trade. Credits: created, produced and hosted by Mike King   Guests Peyton Burnett, Managing Director of TAC INDEX. Craig Fuller, Founder & CEO at FreightWaves and CEO at FLYING Philippa Dyson, TRAFFIC's coordinator of transport sector engagement  Dennis Grady, Vice President for Ocean Product at Ascent.   Episode in more detail The end of globalisation? (3.37) Will China remain a reliable partner? (7.26) The air cargo market (12.00) Who is paying for spiking jet fuel prices? (16.56) The re-regionalisation of supply chains (21.00) A pre-peak season surge? (27.31) Freight and WFH  (37.33) The winners from a trading reset (41.00) Complicity and the illegal wildlife trade (45.00) New IMO rules (52.49) Air cargo steps forward on smuggling (57.02) ...

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May 19, 2022 00:26:51
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The Big Interview: Hapag Lloyd - the next 175 years

On its 175th anniversary, Loadstar Podcast editor and producer Mike King asks Hapag Lloyd, the world’s fifth largest container line, how the carrier is managing the chaos of the here and now? What is being done to help shipper customers? Where will the windfalls of the last two years be spent? And what does the future hold for container shipping over the next 175 years? Mike interviews newly appointed Executive Board Member of Hapag Lloyd, Donya Amer, and Dr. Ralf Belusa, Managing Director Digital Business & Transformation. Credits: created, produced and hosted by Mike King   Episode in more detail: 175 years of challenges (2.22) Unkinking container shipping now ( 6.21) A reset for supply chains (9.40) Any slots for an SME? (12.40) Spending a treasure chest (14.45) Scramble for Africa and investing in clean fuels (16.52) Digitalisation and Covid-19 (22.35) The next 175 years (25.10) ...

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May 11, 2022 01:00:03
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The Shipper, the Analysts, the Economist & Big Blue - what next for global trade?

In this episode, Mike King examines what impact Covid lockdowns in China are having on exports from Asia. What do lower outbound volumes mean for the peak season, container shipping and the global economy? And, if lockdowns are eased in the coming weeks, are carriers and ports in Europe and North America ready to handle a Q3 surge better than they managed in 2021? Credits: created, produced and hosted by Mike King   Guests Lars Mikael Jensen, Head of Global Ocean Network at Maersk Peter Sand, Chief Analyst at Xeneta Jake Phipps, CEO of global manufacturer Phipps International Josh Brazil, VP Supply Chain Insights, Project44 Rob Subbaraman, Head of Global Macro Research and Co-head of Global Markets Research, Nomura   Episode in more detail: All eyes on China as lockdowns hit global supply chains (4.20) View from a shipper (5.20) Extended Transpac delivery times (.7.50) Container spot and contract freight rates (10.21) TAC Index update (13.50) USWC versus USEC (16.33) – analysts and their numbers European port delays (23.46) Box shipping demand outlook (25.25) The Economist – demand forecast and export concerns (30.40) Could health policy trump trade in Xi’s China (35.43) The container line. Exclusive extended interview with Lars Mikael Jensen, Head of Global Ocean Network at Maersk (37.26). ...

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April 27, 2022 01:01:31
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China lockdowns, M&A splurge & what next for Asia-Europe rail freight

Episode Description In Part 1 we hear about the latest M&A activity, what’s happening at ports and airports in China as Covid lockdowns bite, and what this means for rates and the peak season. We also shed light on how rail services between Asia and Europe have been devastated by war in Ukraine and discuss why Lidl has set up a new shipping line. In Part 2, we zoom in on air freight as we hear how the air supply chain can be improved, what war in Europe means for the sector and why TIACA is reinventing itself under the leadership of Director General Glyn Hughes.   Guests Glyn Hughes, Director General, The International Air Cargo Association (TIACA) Conor Feighan, Secretary General, European Rail Freight Association (ERFA) Peyton Burnett, Managing Director, TAC INDEX Gavin Van Marle, Managing Editor, The Loadstar   Episode notes in more detail Part 1 An old friend from Drewry and the Felixstowe quiz (1.23) Lidl enters shipping (2.42) China lockdowns and air load factor declines (5.20) TAC Index market analysis (and plenty on China) (7.30) War and air cargo analysis (10.37) Xeneta shipping rates (14.48) What happens in peak season? (16.20) Does Asia-Europe rail freight have a future? (17.14) M&A – the latest deals (25.59)   Part 2 – What next air cargo and TIACA An exclusive interview with Glyn Hughes, Director General, The International Air Cargo Association (TIACA) (33.15)   Credits: created, produced and hosted by Mike King   ...

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April 20, 2022 00:24:23
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The Deep Dive Podcast: “E-commerce is where the gold lies for anyone involved in global logistics.”

In this Deep Dive Loadstar Podcast, Mike King explores how and why the acceleration in e-commerce trade due the Covid-19 pandemic is changing retail and the world of international freight. How are supply chains being transformed? What does this mean for planning and procurement? And, as integrators, trucking companies, forwarders, 3PLs and retailers seek out new supply chain profit centres, who will win this Battle Royale? Guests: Cathy Roberson, President of Logistics Trends & Insights Tom Enright, VP, Retail Supply Chain, Gartner Peter Sand, Chief Analyst at Xeneta Lee Klaskow, Senior Analyst for Transportation and Logistics at Bloomberg Intelligence Neel Jones Shah, Flexport Executive Vice President and Global Head of Airfreight. Jason Miller, Associate Professor of Logistics, Department of Supply Chain Management, Michigan State University — Eli Broad College of Business   Created, Produced and Hosted by Mike King ...

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