Credits: Created, Produced and Hosted by Mike King
Our end-of-year special examines the biggest stories of 2021 and the narratives that have found traction in media far beyond the confines of logistics and shipping.
We pick out the winners and losers of pandemic supply chains. We analyse labour shortages, industry consolidation, the latest acquisitions, who has money to burn, and the biggest challenges facing forwarders and shippers.
And we look at rates and forecasts for 2022, what Covid means for the future of supply chain planning, and whether shippers and carriers can ever find common ground.
EP10 in more detail:
The Ever Given blockage of the Suez Canal (4.17)
Why it wasn’t a black swan event (6.36)
Why airlines are now taking air cargo seriously (7.46)
Air cargo peak season pricing – the last five years in perspective (9.00)
Greedy airlines? (10.00)
The winners from Covid supply chains (11.35)
High rates pull in new air freight entrants (15.40)
War chests for 2022 – who will buy what? (17.26)
Labour shortages cast shadow (19.36)
Loadstar journalists discuss their favourite stories of 2021 (21.14)
Coined here: Pure Play Contract Logistics Operators (23.52)
Regulators eye container shipping (25.57)
The biggest challenges in 2022 for forwarders and shippers (26.46)
John Pearson. DHL Express CEO – supply chain resilience (29.34)
Lars Jensen, CEO of Vespucci Maritime – why near shoring doesn’t work (32.15)
Air and ocean rate forecasts for 2022 (36.36)
Bjorn Vang Jensen, VP of Advisory Services at Sea-Intelligence – what Covid has taught carriers (39.23)
Can lines and shippers make peace? (42.50)
EXCLUSIVE INTERVIEW: The world according to Michael Wax, Co-Founder and CEO of Forto (46.10)
Appearing in this episode:
Alex Lennane, Loadstar Publisher
Gavin Van Marle, Loadstar MD
Mike Wackett, Loadstar sea freight correspondent
Michael Wax, Co-Founder and CEO of Forto
John Pearson. DHL Express CEO
Bjorn Vang Jensen, VP of Advisory Services at Sea-Intelligence
Lars Jensen, CEO of Vespucci Maritime
Credits: Created, Produced and Hosted by Mike King ...
The lesson of this Easter episode is do not put all your freight eggs in one basket. Supply chain disruptions covered include the implications of more Covid lockdowns in China, port congestion and what war in Europe is doing to air charter markets. We have the latest air and ocean freight rates, and we hear how SME forwarders are struggling to buy space from carriers. And, will Bollore and Gefco be the next acquisitions by Europe’s container lines? Guests Glenn Hogben, CEO of the Air Charter Association Peter Sand, Chief Analyst, Xeneta Chris Higgins, Commercial Director at AFS Mike Wackett, Loadstar Sea Freight Correspondent Episode in more detail Gefco and Bollore up for grabs. Will lines snap them up? (1.00) Lockdowns in China – implications (6.30) Ripple effects; port congestion (9.20) Carrier strategy in northern Europe (18.50) War and the state of air charter markets (21.10) How does air cargo get back to ‘normal’? (28.40) SME forwarders: the forgotten liner customers (31.26) The end of customer loyalty? (33.43) Container charter markets (42.00) P&O/DP World: the biggest PR fumble in history? (43.50) Credits: Created, Produced and Hosted by Mike King ...
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 ...