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

Jul 06 2022 | 00:40:28

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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)

 

 

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