Credits: Created, Produced and Hosted by Mike King
In this inaugural episode of the Loadstar Podcast Big Interview editor Mike King talks to AP Moller Maersk’s Morten Bo Christiansen, shipping’s Renaissance Man.
Over the last Morten decade has been tasked with finding solutions to some of the critical challenges facing both his company and the shipping and freight industry.
In his previous position as Head of Strategy he worked closely with CEO Soren Skou as Maersk ditched its energy business and started its bold ‘transformation’. This was designed to turn Big Blue from being a provider of commoditized port-to-port services into a fully-fledged container logistics integrator. A strategy which has not been without controversy, as this podcast explores.
If that wasn’t challenge enough, Morten has now stepped up once more to take on arguably an even greater undertaking. As Head of Decarbonization at AP Moller Maersk, his task is multi-faceted. While many shipping lines need to understand decarbonization in relation primarily to vessel design, new fuels and operations, Maersk now need to apply its decarbonization strategy to its extended global supply chains as it spends recent windfalls on everything from more warehouses to more freighters.
Maersk’ transformation rationale (1.53)
Parcels industry as inspiration (6.27)
Does Maersk still value smaller forwarders as customers? (8.15)
Why Maersk is taking decarbonisation seriously (10.21)
Regulators must step up (15.17)
Betting on methanol (17.48)
Maersk green pledge (23.53)
Why shipping needs a carbon tax (27.01)
Absolute zero vs net zero carbon emissions (29.15)
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 As the holiday season closes in, Episode 7 of The Loadstar Podcast looks at what one of our guests believes will be the “the mother of all peak seasons”. We also examine: What next for air and ocean freight rates? What options are still available to shippers looking to restock inventories before the holiday season finishes? Why freight rates from South Asia have risen 50% in the last 2-3 weeks? Is there any chance that Chinese New Year 2022 will bring order to ocean shipping, or are we already turning to 2023 for some respite? What are the real economics of retailers chartering their own vessels? With bellyhold capacity in short supply, who is investing in freighter aircraft? And why is it only in the UK that a lack of truck drivers is causing acute shortages of everything, including fuel? Guests in this episode: John Pearson, CEO of DHL Express Paul Page, Editor of The Wall St Journal’s Logistics Report. Loadstar Founders Alex Lennane and Gavin Van Marle Bryn Atherton, Commercial Director of UK-based forwarder Allseas Global Logistics Bjorn Vang Jensen, former Electrolux procurement veteran and current VP Advisory Services, Global Supply Chain, Sea-Intelligence ...
Credits: Created, Produced and Hosted by Mike King 2022 is already shaping to be a year of daunting challenges for freight and shipping. Carriers by sea, air, ocean and rail can expect healthy profits. But for buyers, managing procurement and inventories has never been more important. The lead-in to Chinese New Year factory closures at the start of February is the focus of this episode. Are we seeing the traditional mini-peak or is there a looming multimodal crunch on the horizon? And, what comes afterwards? All is revealed as we hear the latest from China, and examine what’s happening in air freight markets and where container contract and spot rates are on the East-West trade lanes. Guests: Peter Sand, Chief Shipping Analyst, Xeneta(Co-host). Akhil Nair, VP Global Carrier Management & Ocean Strategy at SEKO Logistics. Jason Haith, Manager at Transpacific forwarding specialist OEC Group. Neel Jones Shah, Flexport Executive Vice President and Global Head of Airfreight. Adam Compain, Senior VP for Product Marketing & Supply Chain Insights, project44. EP1 2022 in more detail: Ocean spot rates ahead of Chinese New Year (3.10) How Covid outbreaks are impacting logistics in China (5.40) – Seko Logistics viewpoint Can carriers use Chinese New Year to improve schedule reliability? (11.00) Q2 Shipping supply and demand imbalance? (13.30) Asia’s airports and airlines are struggling with zero-Covid policies (15.00) – Flexport Air cargo rates in January (19.00) US consumption still driving ocean freight markets and sucking in ships (19.50) Spotlight: The Transpacific (19.50), Xeneta, project44 and OEC Group US hinterland – port delays; trucking rates sky high on scarcity (25.10) Transpacific contract negotiations commence early (32.00) Will PMA/ILWU West Coast port dockworker negotiations prompt rush for East Coast deliveries? (34.40) US airport infrastructure as outdated as its ports (39.40) Global air freight demand in 2022 (42.30) Asia-Europe container ...