Credits: Created, Produced and Hosted by Mike King
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 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 ...
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). ...
