Credits: Created, Produced and Hosted by Mike King
In Episode 5 of The Loadstar Podcast, Mike King is joined by Loadstar shipping reporter Mike Wackett, Eric Reuter, Forto’s Vice President for Asia, and Happy Chau, a fashion logistics expert and Director of Sales with Transpacific specialist OEC Group.
They examine how shipping and logistics have become mainstream news, what impact Covid outbreaks are having on ports, airports and freight rates, and why carriers are increasingly favouring longer contracts and larger shippers.
Jefferies analyst Randy Giveans {from 22.30) explains how the markets are reacting to record carrier profits, and where all the extra cash will likely be spent.
And James Hookham (from 34.15), the outspoken director of the Global Shippers Forum, gives a freight buyers’ perspective on current markets in an exclusive Q&A.
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). ...
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 ...
On its 175th anniversary, Loadstar Podcast editor and producer Mike King asks Hapag Lloyd, the world’s fifth largest container line, how the carrier is managing the chaos of the here and now? What is being done to help shipper customers? Where will the windfalls of the last two years be spent? And what does the future hold for container shipping over the next 175 years? Mike interviews newly appointed Executive Board Member of Hapag Lloyd, Donya Amer, and Dr. Ralf Belusa, Managing Director Digital Business & Transformation. Credits: created, produced and hosted by Mike King Episode in more detail: 175 years of challenges (2.22) Unkinking container shipping now ( 6.21) A reset for supply chains (9.40) Any slots for an SME? (12.40) Spending a treasure chest (14.45) Scramble for Africa and investing in clean fuels (16.52) Digitalisation and Covid-19 (22.35) The next 175 years (25.10) ...
