China lockdowns, M&A splurge & what next for Asia-Europe rail freight

April 27, 2022 01:01:31
China lockdowns, M&A splurge & what next for Asia-Europe rail freight
The Loadstar Podcast
China lockdowns, M&A splurge & what next for Asia-Europe rail freight

Show Notes

Episode Description

In Part 1 we hear about the latest M&A activity, what’s happening at ports and airports in China as Covid lockdowns bite, and what this means for rates and the peak season.

We also shed light on how rail services between Asia and Europe have been devastated by war in Ukraine and discuss why Lidl has set up a new shipping line.

In Part 2, we zoom in on air freight as we hear how the air supply chain can be improved, what war in Europe means for the sector and why TIACA is reinventing itself under the leadership of Director General Glyn Hughes.



Glyn Hughes, Director General, The International Air Cargo Association (TIACA)

Conor Feighan, Secretary General, European Rail Freight Association (ERFA)

Peyton Burnett, Managing Director, TAC INDEX

Gavin Van Marle, Managing Editor, The Loadstar


Episode notes in more detail

Part 1

An old friend from Drewry and the Felixstowe quiz (1.23)

Lidl enters shipping (2.42)

China lockdowns and air load factor declines (5.20)

TAC Index market analysis (and plenty on China) (7.30)

War and air cargo analysis (10.37)

Xeneta shipping rates (14.48)

What happens in peak season? (16.20)

Does Asia-Europe rail freight have a future? (17.14)

M&A – the latest deals (25.59)


Part 2 – What next air cargo and TIACA

An exclusive interview with Glyn Hughes, Director General, The International Air Cargo Association (TIACA) (33.15)


Credits: created, produced and hosted by Mike King


Other Episodes


February 16, 2022 00:31:03
Episode Cover

The Big Interview: Shipping’s Renaissance Man – Mike King meets AP Moller Maersk’s Morten Bo Christiansen

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)   ...



May 19, 2022 00:26:51
Episode Cover

The Big Interview: Hapag Lloyd - the next 175 years

On its 175th anniversary, Loadstar Podcast editor and producer Mike King asks Hapag Lloyd, the world’s fifth largest container line, how the carrier is managing the chaos of the here and now? What is being done to help shipper customers? Where will the windfalls of the last two years be spent? And what does the future hold for container shipping over the next 175 years? Mike interviews newly appointed Executive Board Member of Hapag Lloyd, Donya Amer, and Dr. Ralf Belusa, Managing Director Digital Business & Transformation. Credits: created, produced and hosted by Mike King   Episode in more detail: 175 years of challenges (2.22) Unkinking container shipping now ( 6.21) A reset for supply chains (9.40) Any slots for an SME? (12.40) Spending a treasure chest (14.45) Scramble for Africa and investing in clean fuels (16.52) Digitalisation and Covid-19 (22.35) The next 175 years (25.10) ...



December 16, 2021 01:05:06
Episode Cover

2021 Winners and Losers and the challenges ahead

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 ...