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 EP8 of The Loadstar Podcast reports direct from Glasgow where world leaders are congregating for COP26, a meeting many believe is the last chance saloon for meaningful progress on climate change and one that could shape supply chain planning and investment for years to come. EP8 also examines: How IKEA is coping with logistics and supplier bottlenecks (33.30 mins). Why US air cargo supply chains are at full stretch (19.30). Why climate change is increasing the likelihood of containers being lost overboard (6.40). Why airlines must do more on sustainability (15.45). Why decarbonised supply chains mean higher costs. Guests in this episode: Susanne Waidzunas, IKEA Supply Chain Operations Manager Brandon Fried, Executive Director of the Airforwarders Association Peregrine Storrs-Fox, TT Clubs Risk Management Director Michael Page, broadcast meteorologist at Flawless Forecast Nick Savvides, Loadstar News Editor Alex Lennane, Loadstar Publisher ...
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: Peter Sand, Chief Shipping Analyst, Xeneta(Co-host). Akhil Nair, VP Global Carrier Management & Ocean Strategy at SEKO Logistics. Jason Haith, Manager at Transpacific forwarding specialist OEC Group. Neel Jones Shah, Flexport Executive Vice President and Global Head of Airfreight. Adam Compain, Senior VP for Product Marketing & Supply Chain Insights, project44. EP1 2022 in more detail: Ocean spot rates ahead of Chinese New Year (3.10) How Covid outbreaks are impacting logistics in China (5.40) – Seko Logistics viewpoint Can carriers use Chinese New Year to improve schedule reliability? (11.00) Q2 Shipping supply and demand imbalance? (13.30) Asia’s airports and airlines are struggling with zero-Covid policies (15.00) – Flexport Air cargo rates in January (19.00) US consumption still driving ocean freight markets and sucking in ships (19.50) Spotlight: The Transpacific (19.50), Xeneta, project44 and OEC Group US hinterland – port delays; trucking rates sky high on scarcity (25.10) Transpacific contract negotiations commence early (32.00) Will PMA/ILWU West Coast port dockworker negotiations prompt rush for East Coast deliveries? (34.40) US airport infrastructure as outdated as its ports (39.40) Global air freight demand in 2022 (42.30) Asia-Europe container ...
Credits: Created, Produced and Hosted by Mike King Our end-of-year special examines the biggest stories of 2021 and the narratives that have found traction in media far beyond the confines of logistics and shipping. We pick out the winners and losers of pandemic supply chains. We analyse labour shortages, industry consolidation, the latest acquisitions, who has money to burn, and the biggest challenges facing forwarders and shippers. And we look at rates and forecasts for 2022, what Covid means for the future of supply chain planning, and whether shippers and carriers can ever find common ground. EP10 in more detail: The Ever Given blockage of the Suez Canal (4.17) Why it wasn’t a black swan event (6.36) Why airlines are now taking air cargo seriously (7.46) Air cargo peak season pricing – the last five years in perspective (9.00) Greedy airlines? (10.00) The winners from Covid supply chains (11.35) High rates pull in new air freight entrants (15.40) War chests for 2022 – who will buy what? (17.26) Labour shortages cast shadow (19.36) Loadstar journalists discuss their favourite stories of 2021 (21.14) Coined here: Pure Play Contract Logistics Operators (23.52) Regulators eye container shipping (25.57) The biggest challenges in 2022 for forwarders and shippers (26.46) John Pearson. DHL Express CEO – supply chain resilience (29.34) Lars Jensen, CEO of Vespucci Maritime – why near shoring doesn’t work (32.15) Air and ocean rate forecasts for 2022 (36.36) Bjorn Vang Jensen, VP of Advisory Services at Sea-Intelligence – what Covid has taught carriers (39.23) Can lines and shippers make peace? (42.50) EXCLUSIVE INTERVIEW: The world according to Michael Wax, Co-Founder and CEO of Forto (46.10) Appearing in this episode: Alex Lennane, Loadstar Publisher Gavin Van Marle, Loadstar MD Mike Wackett, Loadstar sea freight correspondent Michael Wax, Co-Founder and CEO of Forto John Pearson. DHL Express CEO Bjorn Vang Jensen, VP of ...
