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
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. ...
Credits: Created, Produced and Hosted by Mike King Ahead of TPM22 in Long Beach at the end of February, this episode of The Loadstar Podcast examines the key challenges facing those in the business of supply chain, and those wondering how much logistics costs will sever from their bottom lines. This episode also examines freight rates across modes post-Chinese New Year and ahead of the Transpacific contracting season. The latter, of course, clouded by US west coast dockworkers negotiations that could hurt port productivity. And in part 2, a Loadstar Special Report examines labour shortages across the global supply chain. Is this ‘Great Resignation’ a structural fault or simply a symptom of two years of Covid and all the labour and logistics stresses that have resulted? Guests Alex Lennane, Loadstar Publisher Peter Tirschwell - Vice President, Maritime & Trade - IHS Markit Peter Sand, Chief Shipping Analyst, Xeneta Claire French, Air Sea & Road Freight Recruitment Specialist at Select Appointments UK Jason Miller, Associate Professor of Logistics, Department of Supply Chain Management, Michigan State University — Eli Broad College of Business Lee Klaskow, Senior Analyst for Transportation and Logistics at Bloomberg Intelligence Episode in more detail: Why lines and forwarders are investing in air capacity (3.20) Ground handlers struggle with costs (4.50) Competition authorities eye container lines (5.38) Ocean freight rates bounce back (9.15) Known Unknowns: China’s Covid containment policy, Ukraine and cyber risks (11.40) TPM agenda and global trade challenges (14.25 – 30.30) U.S. West Coast dockworker union negotiations threat to global trade, US port productivity and what happens next (20.45) The state of US logistics and what it means for corporate America (30.45) US road and rail outlook (30.40) Ukraine crisis – implications (38.35) Part 2 - Special Report: Labour Shortages & The Great Resignation. (40.45 to 1.05) Post-Brexit ...
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 ...
