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

June 08, 2021 00:27:59
Episode 2 - Could logistics bottlenecks slow Europe’s post-pandemic recovery?
The Loadstar Podcast
Episode 2 - Could logistics bottlenecks slow Europe’s post-pandemic recovery?
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Show Notes

Credits: Created, Produced and Hosted by Mike King

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Episode

February 02, 2022 00:51:31
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Carriers vs forwarders; Cargo Theft & Cultural Wars; Asia-Europe at full stretch

Credits: Created, Produced and Hosted by Mike King This jam-packed episode examines why container lines are getting increasingly picky about who they deem worthy of their servicesm and why the implications for forwarders are  far-reaching. We turn our gaze on cargo thefts and why they are being dragged into the cultural wars, and we consider if container lines will continue to buy airlines. We also look in more detail at what is happening on the Asia-Europe trade, we examine how liner network reorganisations are impacting less lucrative trades and we hear the latest on air and shipping freight rates.     Guests Emma Rowlands, Strategic Sales Director for Hong-Kong headquartered Kerry Logistics Peyton Burnett, Managing Director of TAC INDEX. Hans-Henrik Nielsen, Global Development Director at CargoGulf Stefan Verberckmoes, Shipping Analyst & Editor North Europe at Alphaliner Mike Yarwood, TT Club’s Managing Director, Loss Prevention Gavin van Marle, Managing Editor of The Loadstar   EP2 2022 in more detail Are Maersk and other carriers snubbing forwarders? And does the market really want all-in services from lines given historical customer service performance? (2.30 – 11.00) The latest shipping rates (11.00) Air cargo rates go awry (13.00) More carrier investments in air cargo as MSC makes its move? (17.10) Asia-Europe forwarding focus – why shipping early makes sense. (19.45) Trucking long-haul: Transit times from China to Europe (23.40) Why stratospheric freight rates on the East-West trades are sucking capacity out of less lucrative lanes (27.15) How the Middle East is coping with liner network recalibrations (34.20) Cargo Thefts & Culture Wars (42.00) Cargo Security and how to improve it (44.25) Nusrat Ghani MP: A former UK Transport Minister who deserved better (49.40) ...

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Episode

October 14, 2021 00:55:15
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“The mother of all peak seasons.”

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 ...

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Episode 11

September 05, 2022 01:22:38
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F1 boss tackles air cargo; peak forwarder profits; port congestion vs slowing demand

In part one, Mike King and his guests from around the world of freight, shipping and logistics explore if the US peak season is already over, why forwarder profits peaked in the second quarter and how port congestion is set to continue and could act as a break on freight rate declines. In part two, Mike speaks in depth to Paul Stoddart, the former Formula 1 team owner and chairman of fast-growing freighter operator European Cargo. They cover the global economy, why the cost-of-living crisis will curtail bellyhold capacity, the challenges of air cargo for a newcomer, and why regulators and politics are threatening to sink UK aviation.   Guests Paul Stoddart, Chairman of European Cargo Stephanie Loomis, Vice President for Procurement, CargoTrans Peter Sand, Chief Analyst at Xeneta Bruce Chan, Director & Senior Analyst, Global Logistics & Future Mobility Equity Research, Stifel Josh Brazil, VP for Supply Chain Insights, Project44   Episode in more detail:   Part one Ocean and air freight rates update (3.39) Trans-Atlantic trade soars (5.00) Forwarder returns peak (7.49) Predictions from Stifel (11.48) M&A outlook (15.49) US bottlenecks (20.47) Has the peak season been and gone? (25.16) Xeneta: Where is the box freight rate floor? (34.42) The impact of port congestion (37.35)   Part two – Interview with Paul Stoddart, Chairman of European Cargo   Formula 1 – a teething ground for air cargo (48.53) European Cargo – story so far (52.48) Belly returns and the air cargo outlook (56.30) Still room for expansion? (1.00.45) Preighters vs freighters (1.02.28) War in Ukraine and air ops (1.05.57) Sweet home Bournemouth (1.11.19) Brexit and the failures of regulators (1.14.39)   Credits: Created, produced and hosted by Mike King Mike can be contacted at: [email protected]   ...

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