The Big Interview : Is shipping's bull run coming to an end?

July 06, 2022 00:40:28
The Big Interview : Is shipping's bull run coming to an end?
The Loadstar
The Big Interview : Is shipping's bull run coming to an end?

Jul 06 2022 | 00:40:28

/

Show Notes

What next for container shipping rates and regulation as the macroeconomic clouds turn thunderous? Are carriers spending their pandemic windfalls wisely? Is deglobalisation on the agenda and, if so, what does this mean for box shipping?  Who better to ask than one of the world’s leading analysts and former shipping executive, Lars Jensen, CEO of Vespucci Maritime.

Credits: created, produced and hosted by Mike King

 

Episode in more detail

Why there is a precedent for today’s macroeconomic situation (3.01)

Where next for global box volumes (4.28)

What happens in peak season (7.51)

Port congestion could unravel (10.31)

Why contracts might not be honoured (17.07)

Should liner performance be better? (22.40)

OSRA and President Biden’s ‘intervention’ (26.59)

Liner investment strategies (31.10)

War, Covid and deglobalisation (35.08)

 

 

Other Episodes

Episode

March 09, 2022 00:17:47
Episode Cover

Deep Dive: Why US West Coast dockworker union negotiations could rock container shipping

Created, Produced and Hosted by Mike King In this inaugural episode of this Deep Dive Loadstar Podcast, editor Mike King explains why war in...

Listen

Episode 5

April 07, 2022 00:45:42
Episode Cover

Easter challenges: Covid lockdowns, port congestion, war in Europe and a lack of slots and flights

The lesson of this Easter episode is do not put all your freight eggs in one basket. Supply chain disruptions covered include the implications...

Listen

Episode 6

May 08, 2024 00:57:59
Episode Cover

Container shipping: A riddle, wrapped in a mystery, inside an enigma

In this episode, host Mike King and guests delve into the intricate puzzles of global supply chains amidst geopolitical turmoil, trade disputes, and unpredictable...

Listen