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)
Russia’s invasion of Ukraine is causing significant supply chain issues as carriers, ports and forwarders cancel services due to the fear of carrying or handling sanctioned cargo or incurring reputational damage. The Black Sea, meanwhile, has been classified as a high-risk war zone by the Joint War Committee, a move that has hit imports and exports. Europe’s open skies have also been dramatically closed with all sorts of implications for airlines. In Part 1 of this episode, we explore what War in Europe and sanctions regimes means on a practical level if you’re in the business of logistics and freight. We ask what next for air cargo and shipping operations and freight rates? And what does this invasion mean for rail services from Asia to Europe? We also hear how logistics companies are helping the humanitarian effort and what we can all do to help. And we hear the traumatic story of one seafarer who was on the wrong end of Russian missiles in the Black Sea. In Part 2, we look longer-term. Is this the end of the post-world War 2 rules-based order on which global trade and globalisation itself were built? And, if so, what does this mean for the supply chain landscape on which you all plan and compete? Guests Michael Every, Global Strategist at Rabobank Ami Daniel, CEO of Windward Adrian Batayen, seafarer on the Namura Queen, a vessel attacked by the Russian Navy off Ukraine in the Black Sea Chris Weeks, VP, Humanitarian Affairs, Deutsche Post DHL Alex Lennane, Publisher, The Loadstar Nick Savvides, News Editor, The Loadstar Episode in more detail Part 1 Missiles and escape from the Black Sea (2.43) Air space closures – impact on air cargo capacity and rates (8.32) Rail to ocean? (13.20) Sanctions ...
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 ...
As the freight and shipping industry waits for China to unshackle its people and global trade from Covid-19, creator and editor Mike King looks not only at what might happen on key trades lanes in the next weeks and months, he also explores whether global supply chains as we’ve known them are now finished? Is a fundamental reset on the way? And who will be driving it if so? We also have the build-up to the peak shipping season, air cargo freight rate updates, a look at the preparedness of US surface transport, and the latest regulations covering the vast business that is the global illegal wildlife trade. Credits: created, produced and hosted by Mike King Guests Peyton Burnett, Managing Director of TAC INDEX. Craig Fuller, Founder & CEO at FreightWaves and CEO at FLYING Philippa Dyson, TRAFFIC's coordinator of transport sector engagement Dennis Grady, Vice President for Ocean Product at Ascent. Episode in more detail The end of globalisation? (3.37) Will China remain a reliable partner? (7.26) The air cargo market (12.00) Who is paying for spiking jet fuel prices? (16.56) The re-regionalisation of supply chains (21.00) A pre-peak season surge? (27.31) Freight and WFH (37.33) The winners from a trading reset (41.00) Complicity and the illegal wildlife trade (45.00) New IMO rules (52.49) Air cargo steps forward on smuggling (57.02) ...