The lesson of this Easter episode is do not put all your freight eggs in one basket.
Supply chain disruptions covered include the implications of more Covid lockdowns in China, port congestion and what war in Europe is doing to air charter markets.
We have the latest air and ocean freight rates, and we hear how SME forwarders are struggling to buy space from carriers. And, will Bollore and Gefco be the next acquisitions by Europe’s container lines?
Glenn Hogben, CEO of the Air Charter Association
Peter Sand, Chief Analyst, Xeneta
Chris Higgins, Commercial Director at AFS
Mike Wackett, Loadstar Sea Freight Correspondent
Episode in more detail
Gefco and Bollore up for grabs. Will lines snap them up? (1.00)
Lockdowns in China – implications (6.30)
Ripple effects; port congestion (9.20)
Carrier strategy in northern Europe (18.50)
War and the state of air charter markets (21.10)
How does air cargo get back to ‘normal’? (28.40)
SME forwarders: the forgotten liner customers (31.26)
The end of customer loyalty? (33.43)
Container charter markets (42.00)
P&O/DP World: the biggest PR fumble in history? (43.50)
Credits: Created, Produced and Hosted by Mike King
Credits: Created, Produced and Hosted by Mike King EP9 sweeps the length of global supply chains. From power cuts and factory shutdowns in China we swing across the Transpacific to the US where logistics networks are straining with final holiday season deliveries and pressure is mounting on the last mile. Then we jump to Europe where we’ll hear how terminal operators are coping with liner scheduling disarray. Or not as the case may be. EP9 in more detail: What did OEM Q3 financials tell us about supply chains? (2.40) The latest on air and ocean freight rates (5.50) Cathay Pacific and FedEx react to Hong Kong lockdowns (8.15) Maersk’s China logistics strategy as electricity shortages and Covid lockdowns bite (from 10.00 mins) Disruption ahead as Chinese New Year and the Winter Olympics loom in February? (15.20 – 19.00 and 23.35-25.00) Spotlight on the Transpacific trade (19.50) US supply chain crunch explained (25.00) What rising sales to inventory levels mean for US demand (28.00) SEKO Logistics’ acquisition plans and Godfather III (30.20) The US last-mile crunch, post-holiday reverse logistics and union troubles at UPS (36.21) The port of Rotterdam’s plans to tackle terminal congestion (41.00) Could port congestion kill the love-in with 20,000 TEU container ships (50.00) Shipping’s underbelly: As the Omicron variant spreads worldwide and travel restrictions are reimposed, Frank Coles calls on governments to do more to protect the human rights of seafarers (52.45) Guests: Cathy Roberson, president, Logistics Trends & Insights Caroline Wu, Area Managing Director for Maersk Greater China Hans Nagtegaal, Director of Containers at the Port of Rotterdam Brian Bourke, Chief Growth Officer at Seko Logistics Sam Whelan, Loadstar Asia Correspondent AND Frank Coles, EX-CEO of the Wallem Group and Strategic Advisor, Kariwa Maritime ...
Credits: Created, Produced and Hosted by Mike King Mike discusses container freight rates and supply-demand with BIMCO’s Peter Sand Stifel’s Bruce Chan explains why he thinks structurally higher air freight rates are here to stay And a leading US SME shipper explains how his company is coping with lengthy shipment delays. In the fourth Episode of The Loadstar Podcast, Mike King is jointed by The Loadstar’s news editor Nick Savvides as they examine the latest efforts of the Biden administration and the Federal Maritime Commission to tackle shipping costs, They’re joined by Stifel’s Bruce Chan to explore why he thinks structurally higher air cargo prices might be here to stay. And a leading SME shipper in the US explains the damaging impact of supply chain delays on his business. Mike is then joined by BIMCO chief shipping analyst Peter Sand for an in-depth examination of freight rates and the demand and supply outlook for container shipping. ...
Credits: Created, Produced and Hosted by Mike King This jam-packed episode examines why container lines are getting increasingly picky about who they deem worthy of their servicesm and why the implications for forwarders are far-reaching. We turn our gaze on cargo thefts and why they are being dragged into the cultural wars, and we consider if container lines will continue to buy airlines. We also look in more detail at what is happening on the Asia-Europe trade, we examine how liner network reorganisations are impacting less lucrative trades and we hear the latest on air and shipping freight rates. Guests Emma Rowlands, Strategic Sales Director for Hong-Kong headquartered Kerry Logistics Peyton Burnett, Managing Director of TAC INDEX. Hans-Henrik Nielsen, Global Development Director at CargoGulf Stefan Verberckmoes, Shipping Analyst & Editor North Europe at Alphaliner Mike Yarwood, TT Club’s Managing Director, Loss Prevention Gavin van Marle, Managing Editor of The Loadstar EP2 2022 in more detail Are Maersk and other carriers snubbing forwarders? And does the market really want all-in services from lines given historical customer service performance? (2.30 – 11.00) The latest shipping rates (11.00) Air cargo rates go awry (13.00) More carrier investments in air cargo as MSC makes its move? (17.10) Asia-Europe forwarding focus – why shipping early makes sense. (19.45) Trucking long-haul: Transit times from China to Europe (23.40) Why stratospheric freight rates on the East-West trades are sucking capacity out of less lucrative lanes (27.15) How the Middle East is coping with liner network recalibrations (34.20) Cargo Thefts & Culture Wars (42.00) Cargo Security and how to improve it (44.25) Nusrat Ghani MP: A former UK Transport Minister who deserved better (49.40) ...