In this Deep Dive Loadstar Podcast, Mike King explores how and why the acceleration in e-commerce trade due the Covid-19 pandemic is changing retail and the world of international freight. How are supply chains being transformed? What does this mean for planning and procurement? And, as integrators, trucking companies, forwarders, 3PLs and retailers seek out new supply chain profit centres, who will win this Battle Royale?
Guests:
Cathy Roberson, President of Logistics Trends & Insights
Tom Enright, VP, Retail Supply Chain, Gartner
Peter Sand, Chief Analyst at Xeneta
Lee Klaskow, Senior Analyst for Transportation and Logistics at Bloomberg Intelligence
Neel Jones Shah, Flexport Executive Vice President and Global Head of Airfreight.
Jason Miller, Associate Professor of Logistics, Department of Supply Chain Management, Michigan State University — Eli Broad College of Business
Created, Produced and Hosted by Mike King
Credits: Created, Produced and Hosted by Mike King What Pearl River Delta port congestion means for rates Can larger ships solve capacity shortages? AND, why everyone in freight and shipping should be paying more notice to the seafarer humanitarian crisis. ...
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 ...
In this episode, Mike King examines what impact Covid lockdowns in China are having on exports from Asia. What do lower outbound volumes mean for the peak season, container shipping and the global economy? And, if lockdowns are eased in the coming weeks, are carriers and ports in Europe and North America ready to handle a Q3 surge better than they managed in 2021? Credits: created, produced and hosted by Mike King Guests Lars Mikael Jensen, Head of Global Ocean Network at Maersk Peter Sand, Chief Analyst at Xeneta Jake Phipps, CEO of global manufacturer Phipps International Josh Brazil, VP Supply Chain Insights, Project44 Rob Subbaraman, Head of Global Macro Research and Co-head of Global Markets Research, Nomura Episode in more detail: All eyes on China as lockdowns hit global supply chains (4.20) View from a shipper (5.20) Extended Transpac delivery times (.7.50) Container spot and contract freight rates (10.21) TAC Index update (13.50) USWC versus USEC (16.33) – analysts and their numbers European port delays (23.46) Box shipping demand outlook (25.25) The Economist – demand forecast and export concerns (30.40) Could health policy trump trade in Xi’s China (35.43) The container line. Exclusive extended interview with Lars Mikael Jensen, Head of Global Ocean Network at Maersk (37.26). ...
