USWC dockworker negotiations cloud contract talks; new legislative threat to alliances; high inventories hit rates

Episode 5 March 31, 2023 00:38:41
USWC dockworker negotiations cloud contract talks; new legislative threat to alliances; high inventories hit rates
The Loadstar Podcast
USWC dockworker negotiations cloud contract talks; new legislative threat to alliances; high inventories hit rates

Mar 31 2023 | 00:38:41

/

Show Notes

In part 1 Mike King and guests discuss slowing demand for container shipping, the challenging macroeconomic environment, heightened inventories, how union dockworker negotiations on the US West Coast are impacting the contracting season, and whether there will be a peak season this year.

In part 2 the focus turns to air cargo markets - how additional bellyhold capacity is affecting freighter operators, whether insurers are profiteering from humanitarian aid efforts in earthquake-stricken Syria, and where next for freight rates?

 

Guests

John McCown, Founder, Blue Alpha Capital

Emily Stausbøll, Market Analyst, Xeneta

Alex Lennane, Publisher, The Loadstar

Peyton Burnett, MD, TAC Index

 

Episode in more detail:

Bearish container shipping demand (3.00)

Rates update (6.55)

Capacity cuts vary by trade (9.50)

The trans-Pacific contracting season (11.13)

PMA vs ILWU (17.01)

Ocean Shipping Antitrust Enforcement Act (23.31)

Insurers profiteering in Syria? (29.37)

Hong Kong air cargo boost (33.15)

Air freight rates (34.10)

New entrants (36.18)

 

Credits: Created, produced and hosted by Mike King

www.theloadstar.com

Other Episodes

Episode

June 08, 2021 00:27:59
Episode Cover

Episode 2 - Could logistics bottlenecks slow Europe’s post-pandemic recovery?

Credits: Created, Produced and Hosted by Mike King

Listen

Episode

March 06, 2024 00:31:33
Episode Cover

TPM24 ‘live’, US West Coast gateway options, and all the latest on trans-Pacific contract negotiations

The Loadstar Podcast is live from TPM24 in Long Beach, California. In this episode host Mike King hears what the mood is like at...

Listen

Episode 1

January 11, 2023 00:34:11
Episode Cover

Reading the 2023 freight market as China abandons zero-Covid policy

Chinese New Year traditionally sees a spike in air and ocean demand - and freight rates - ahead of factory closures for the Chinese...

Listen