Alliances’ competition conundrum; unboxing liner strategy with Lars Jensen; the spectre of ETS

Episode 12 October 12, 2023 01:02:23
Alliances’ competition conundrum; unboxing liner strategy with Lars Jensen; the spectre of ETS
The Loadstar
Alliances’ competition conundrum; unboxing liner strategy with Lars Jensen; the spectre of ETS

Oct 12 2023 | 01:02:23

/

Show Notes

Description

In this episode host Mike King and his guests dissect the end of container line consortia exemptions in the EU and the impact of the awful events taking place in the Middle East.

They also cover the latest redundancies at Flexport, implications for digital forwarding, the latest rates news, the container ship orderbook, why some container lines will post losses in Q4, and what impact the EU’s Emissions Trading System (ETS) will have on carriers and shippers.

 

Guests

Lars Jensen, CEO, Vespucci Maritime

Gavin van Marle, Managing Editor, The Loadstar

Peter Sand, Chief Analyst, Xeneta

Neil Wilson, Editor, TAC Index

 

 

Episode in more detail:

EU to end liner shipping consortia exemption (2.20)

The end of alliances? (3.16)

Shipper reaction (5.04)

War in the Middle East (6.07)

TAC Index air freight rates update (10.16)

Flexport redundancies (11.27)

The demise of digital forwarders? (14.52)

Xeneta on ocean rates (16.16)

Blanks to hit Euro port volumes? (18.26)

How the EC’s Emissions Trading System will impact shipping (20.07)

Lars Jensen, CEO of Vespucci Maritime (25.15)

Lars on the EC’s liner exemption ruling (25.50)

Will other regulators follow suit? (33.09)

How will ETS impact shippers? (35.12)

ETS vs port competition (40.04)

The current container market (44.00)

Liner profitability outlook (45.37)

Is vertical consolidation saving carriers? (50.52)

Lars, geopolitics and China +1 (54.29)

Why carriers may not have over-ordered (57.39)

ETS and ferry competition (1.00.41)

 

 

Credits: Created, edited and produced by Mike King for The Loadstar www.theloadstar.com

Other Episodes

Episode

September 15, 2022 00:21:08
Episode Cover

The Deep Dive: We Need To Talk About Peak Season

In this Deep Dive Loadstar Podcast, Mike King and guests explain the traditional container shipping peak season and its role in the ebb and...

Listen

Episode 1

May 03, 2024 00:09:26
Episode Cover

News in Brief Podcast | May 2024 | Rates, ecommerce, and what's on this week

In this inaugural episode of The Loadstar’s ‘News in Brief Podcast’, host and news reporter Charlotte Goldstone recaps last week’s supply chain and logistics...

Listen

Episode 10

September 06, 2023 01:00:09
Episode Cover

Back to work: Ocean freight forwarder outlook, liner consolidation and what happened to peak season?

In this bumper post-summer episode of The Loadstar podcast, creator and host Mike King is joined by the Loadstar’s Mike Wackett and TAC Index’s...

Listen