Power cuts in China, the Transpacific rollercoaster and global port congestion bites

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