Is Winter Coming?

In part one, host Mike King and his guests examine why northern Europe’s hub ports are struggling to cope with container volumes, what Joe Biden’s forays into shipping policy mean for shippers and why predictions of a cargo surge from China have not materialised.

Contributors also discuss the air cargo supply-demand balance and the sector’s logistics challenges, what next for AirBridgeCargo and where (and when) container lines might spend their huge profits.

And in part 2, Xeneta’s Peter Sand makes some bold predictions for container shipping as the global economic picture deteriorates. Box volumes were originally expected to see healthy growth this year, but those forecasts are rapidly being revised. Could we even see a contraction in 2022 and, if so, what would this mean for spot and contract freight rates? In short, is winter coming for some trade lanes?

Guests

Erion Hormoviti, Executive Director, Air Freight Product at Ascent

Eleanor Hadland, Senior Analyst for Ports & Terminals at Drewry

Peter Sand, Chief Analyst at Xeneta

Alex Lennane, Loadstar Publisher

Mike Wackett, Loadstar Sea Freight Correspondent

 Episode in more detail:

PART 1

Endless, constant disruptions (3.22)

European ports in disarray (5.19)

Drewry’s take on port congestion and the peak season (9.37 – 17.26)

Barge chaos (17.29)

Air cargo staffing shortages and challenges (18.53)

What next for ABC? (20.53)

Ascent’s take on global air cargo (23.00-32.41).)

Container lines eye the skies (30.41-36.00)

More M&A this summer? (36.53)

OSRA and more liner regulations (38.00)

PART 2 – Is Winter Coming for the container trades? An exclusive interview on all things shipping with Peter Sand, Xeneta Chief Analyst. (41.11)

Credits: created, produced and hosted by Mike King