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?
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 2 – Special report: Economic Headwinds & Freight
IMF forecasts drastically cut (41.00)
Nomura’s take on recession (43.39)
Mixed picture on inflation? (46.16)
Global trade to slow; Asian exports bellwether (49.20)
Shipping costs drive inflation. (52.08)
Record Q2 for carriers says McCown (55.29)
The inelasticity shipping pricing? (57.10)
How the shipping/freight industry is adapting to rising inflation (59.11)
Why shipping costs might not fall when firms near-shore (1.03.54)
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 ...
Credits: Created, Produced and Hosted by Mike King EPISODE 1 - Transpacific chaos: what happens in the peak season? Why air cargo markets are going ‘nuts’ - and who is winning Suez fallout still hurting European logistics ...
Credits: Created, Produced and Hosted by Mike King Episode 6 of The Loadstar Podcast turns its focus on the chaos currently affecting global container trades. Mike King is joined by a ‘who’s who’ of shipping and forwarding CEOs and analysts as they explore: When the container shipping pricing madness might end? What needs to change to unblock global trade? And, with regulators now turning their gaze on box shipping, do carriers truly appreciate the terrible optics of reporting record profits while customers are suffering woeful service levels and breath-taking surcharges? Participants in this episode: John Butler, World Shipping Council (WSC) president and CEO Sarah Banks, Global Lead, Freight and Logistics at Accenture Kelvin Leung, Asia Pacific CEO, DHL Global Forwarding Soren Toft, CEO of Mediterranean Shipping Company (MSC) Nick Saviddes, Loadstar News Editor Jon Gold, Vice President, Supply Chain and Customs Policy at the National Retail Federation Paul Page, Editor of the WSJ Logistics Report Daniel Maffei, Federal Maritime Commission Chairman Lars Jensen, Vespucci Maritime CEO ...