Credits: Created, Produced and Hosted by Mike King
2022 is already shaping to be a year of daunting challenges for freight and shipping. Carriers by sea, air, ocean and rail can expect healthy profits. But for buyers, managing procurement and inventories has never been more important.
The lead-in to Chinese New Year factory closures at the start of February is the focus of this episode. Are we seeing the traditional mini-peak or is there a looming multimodal crunch on the horizon? And, what comes afterwards?
All is revealed as we hear the latest from China, and examine what’s happening in air freight markets and where container contract and spot rates are on the East-West trade lanes.
Guests:
EP1 2022 in more detail:
Ocean spot rates ahead of Chinese New Year (3.10)
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 ...
Credits: Created, Produced and Hosted by Mike King EPISODE 1 - Transpacific chaos: what happens in the peak season? Why air cargo markets are going ‘nuts’ - and who is winning Suez fallout still hurting European logistics ...
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). ...
