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?
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
Credits: Created, Produced and Hosted by Mike King Mike discusses container freight rates and supply-demand with BIMCO’s Peter Sand Stifel’s Bruce Chan explains why he thinks structurally higher air freight rates are here to stay And a leading US SME shipper explains how his company is coping with lengthy shipment delays. In the fourth Episode of The Loadstar Podcast, Mike King is jointed by The Loadstar’s news editor Nick Savvides as they examine the latest efforts of the Biden administration and the Federal Maritime Commission to tackle shipping costs, They’re joined by Stifel’s Bruce Chan to explore why he thinks structurally higher air cargo prices might be here to stay. And a leading SME shipper in the US explains the damaging impact of supply chain delays on his business. Mike is then joined by BIMCO chief shipping analyst Peter Sand for an in-depth examination of freight rates and the demand and supply outlook for container shipping. ...
Ever wondered how the largest shippers manage vast supply chains, draw up contracts with favoured carriers or deploy the latest tech? If so, this episode has you covered. Swedish multination Electrolux’s annual Full Container Load volumes average around 175,000 teu, while its annual air freight tonnage totals some 6,000 metric tonnes. Tia Mohan, Ocean and Air Transportation Planning Director, joins host Mike King for an in-depth interview. This episode also includes reports from TIACA’s Air Cargo Forum in Miami from Loadstar Publisher Alex Lennane and Freightwaves’ Air Cargo Editor Eric Kulisch. And Mike also examines the latest economic and freight rate trends with Peyton Burnett, MD of TAC Index. Mike can be contacted at: [email protected] Guests Tia Mohan, Ocean and Air Transportation Planning Director, Electrolux Peyton Burnett, MD, TAC Index Alex Lennane, Publisher, Loadstar Eric Kulisch, Air Cargo Editor, Freightwaves Episode in more detail: The scope of Electrolux’s supply chain challenge (1.44) The pros and cons of tech (7.37) Pricing platforms (11.12) Navigating chaos amid a seller’s market during Covid (13.30) Geopolitics and sourcing (19.17) Contracting strategy and KPIs (24.41) Enforcement: If you can’t do port-to-port, forget door-to-door (27.01) The emissions journey (30.05) Supply chains in 2023 (33.40) TIACA Air Cargo Forum – Loadstar and Freightwaves report (36.57) Signs of optimism (40.26) China’s zero-Covid policy (42.51) The state of US air freight (45.33) Freight rate update (49.24) Credits: Created, produced and hosted by Mike King www.theloadstar.com ...
In part one, host Mike King and his guests examine why northern Europe’s hub ports are struggling to cope with container volumes, what Joe Biden’s forays into shipping policy mean for shippers and why predictions of a cargo surge from China have not materialised. Contributors also discuss the air cargo supply-demand balance and the sector’s logistics challenges, what next for AirBridgeCargo and where (and when) container lines might spend their huge profits. And in part 2, Xeneta’s Peter Sand makes some bold predictions for container shipping as the global economic picture deteriorates. Box volumes were originally expected to see healthy growth this year, but those forecasts are rapidly being revised. Could we even see a contraction in 2022 and, if so, what would this mean for spot and contract freight rates? In short, is winter coming for some trade lanes? Guests Erion Hormoviti, Executive Director, Air Freight Product at Ascent Eleanor Hadland, Senior Analyst for Ports & Terminals at Drewry Peter Sand, Chief Analyst at Xeneta Alex Lennane, Loadstar Publisher Mike Wackett, Loadstar Sea Freight Correspondent Episode in more detail: PART 1 Endless, constant disruptions (3.22) European ports in disarray (5.19) Drewry’s take on port congestion and the peak season (9.37 – 17.26) Barge chaos (17.29) Air cargo staffing shortages and challenges (18.53) What next for ABC? (20.53) Ascent’s take on global air cargo (23.00-32.41).) Container lines eye the skies (30.41-36.00) More M&A this summer? (36.53) OSRA and more liner regulations (38.00) PART 2 – Is Winter Coming for the container trades? An exclusive interview on all things shipping with Peter Sand, Xeneta Chief Analyst. (41.11) Credits: created, produced and hosted by Mike King ...