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