China lockdowns, M&A splurge & what next for Asia-Europe rail freight

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

Show Notes

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.



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


View Full Transcript

Episode Transcript

No transcript available...

Other Episodes


July 01, 2021 00:46:26
Episode Cover

Episode 3 - Exclusive interview with Tim Scharwath, CEO, DHL Global Forwarding

Credits: Created, Produced and Hosted by Mike King What Pearl River Delta port congestion means for rates Can larger ships solve capacity shortages? AND, why everyone in freight and shipping should be paying more notice to the seafarer humanitarian crisis. ...



March 09, 2022 00:17:47
Episode Cover

Deep Dive: Why US West Coast dockworker union negotiations could rock container shipping

Created, Produced and Hosted by Mike King In this inaugural episode of this Deep Dive Loadstar Podcast, editor Mike King explains why war in Ukraine is not the only global trade disruptor in March 2022. Negotiations over a new labour contract between the International Longshore and Warehouse Union (ILWU) pose a threat to port productivity on the US West Coast where terminals, including those located at Long Beach and Los Angeles, are already bedevilled by port congestion and long vessel delays. Already, shippers are sourcing products in Asia earlier than normal and directing more cargo to US East Coast and Gulf terminals. But do these facilities have the capacity available to receive more ships? And what does all this mean for global inflation, container rates and the US economy?   Guests: Brian Whitlock, Gartner Senior Director Research Analyst Jon Gold. Vice President, Supply Chain and Customs Policy at the National Retail Federation Lee Klaskow, Senior Analyst for Transportation and Logistics at Bloomberg Intelligence Peter Tirschwell, Vice President, Maritime & Trade, IHS Markit Peter Sand, Chief Shipping Analyst, Xeneta ...



March 16, 2022 00:53:16
Episode Cover

The end of globalisation? How the invasion of Ukraine and Russian sanctions are impacting freight markets and the future of free trade.

Russia’s invasion of Ukraine is causing significant supply chain issues as carriers, ports and forwarders cancel services due to the fear of carrying or handling sanctioned cargo or incurring reputational damage.  The Black Sea, meanwhile, has been classified as a high-risk war zone by the Joint War Committee, a move that has hit imports and exports. Europe’s open skies have also been dramatically closed with all sorts of implications for airlines. In Part 1 of this episode, we explore what War in Europe and sanctions regimes means on a practical level if you’re in the business of logistics and freight. We ask what next for air cargo and shipping operations and freight rates? And what does this invasion mean for rail services from Asia to Europe? We also hear how logistics companies are helping the humanitarian effort and what we can all do to help. And we hear the traumatic story of one seafarer who was on the wrong end of Russian missiles in the Black Sea. In Part 2, we look longer-term. Is this the end of the post-world War 2 rules-based order on which global trade and globalisation itself were built? And, if so, what does this mean for the supply chain landscape on which you all plan and compete?   Guests Michael Every, Global Strategist at Rabobank Ami Daniel, CEO of Windward Adrian Batayen, seafarer on the Namura Queen, a vessel attacked by the Russian Navy off Ukraine in the Black Sea Chris Weeks, VP, Humanitarian Affairs, Deutsche Post DHL Alex Lennane, Publisher, The Loadstar Nick Savvides, News Editor, The Loadstar   Episode in more detail Part 1 Missiles and escape from the Black Sea (2.43) Air space closures – impact on air cargo capacity and rates (8.32) Rail to ocean? (13.20) Sanctions ...