In part one of this bumper summer episode, Mike King and guests from around the world explore the current state of play in global logistics, shipping and air cargo. This section analyses the biggest news stories of the summer including industrial unrest at European ports, the latest from China and why US West Coast port congestion has shifted East. It also includes a full briefing on air and ocean freight rates.
In part 2, Mike deep dives on the macroeconomic environment buffeting the freight industry. How are soaring logistics and shipping costs feeding global inflation? And what does inflation, recession and slowing global growth mean for the logistics industry?
Guests:
John McCown, container shipping veteran and Founder of Blue Alpha Capital
Kathy Liu, Director Global Sales & Marketing of Dimerco Express Group
Rob Subbaraman, Nomura Head of Global Macro Research and Co-Head of Global Markets Research
Jason Haith, Manager at Transpacific forwarding specialist OEC Group
Peyton Burnett, Managing Director of TAC INDEX.
Mike Wackett, Loadstar, sea freight correspondent
Credits: Created, produced and hosted by Mike King
Comments or thoughts on this podcast can be sent to Mike King: [email protected].
Episode in more detail
Part 1 – Summer Catch-up
Shipping freight rates take a summer plunge (3.30)
Carriers step up blanks (5.00)
China military exercises hits air freight (9.00)
Alternative sourcing to China (9.39)
Slowing Asian exports, but autumn launch boost expected (12.05)
TAC Index: Air Cargo catch-up (14.20)
Shippers “rubbing hands” as power swings away from airlines (17.25)
Felixstowe/Liverpool dockworker strikes (18.16)
Sizzling temperatures hit European barge logistics (20.14)
German port strike threat (22.30)
EC regulators turn gaze on container lines (23.10)
How the US peak season is playing out (25.10)
US port congestion shifts to the East (26.31)
Retailers juggle inventory (30.40)
Container lines post bumper Q2 profits (37.24)
Part 2 – Special report: Economic Headwinds & Freight
IMF forecasts drastically cut (41.00)
Nomura’s take on recession (43.39)
Mixed picture on inflation? (46.16)
Global trade to slow; Asian exports bellwether (49.20)
Shipping costs drive inflation. (52.08)
Record Q2 for carriers says McCown (55.29)
The inelasticity shipping pricing? (57.10)
How the shipping/freight industry is adapting to rising inflation (59.11)
Why shipping costs might not fall when firms near-shore (1.03.54)
In a more divided and fractured world, the logistics landscape is rapidly changing, and the future of trade and globalisation is getting ever cloudier....
This episode focuses on Europe where war, Covid, inflation and a cost-of-living crisis are taking a heavy toll on economic growth and the outlook...
Credits: Created, Produced and Hosted by Mike King What Pearl River Delta port congestion means for rates Can larger ships solve capacity shortages? AND,...