The Big Summer Catch-up

August 25, 2022 01:07:02
The Big Summer Catch-up
The Loadstar Podcast
The Big Summer Catch-up
/

Show Notes

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?

Guests:

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)

Other Episodes

Episode

June 08, 2021 00:27:59
Episode Cover

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

Credits: Created, Produced and Hosted by Mike King ...

Listen

Episode

September 09, 2021 00:53:32
Episode Cover

Episode 5 - Shipping goes mainstream as the peak season rolls in

Credits: Created, Produced and Hosted by Mike King   In Episode 5 of The Loadstar Podcast, Mike King is joined by Loadstar shipping reporter Mike Wackett, Eric Reuter, Forto’s Vice President for Asia, and Happy Chau, a fashion logistics expert and Director of Sales with Transpacific specialist OEC Group. They examine how shipping and logistics have become mainstream news, what impact Covid outbreaks are having on ports, airports and freight rates, and why carriers are increasingly favouring longer contracts and larger shippers. Jefferies analyst Randy Giveans {from 22.30) explains how the markets are reacting to record carrier profits, and where all the extra cash will likely be spent. And James Hookham (from 34.15), the outspoken director of the Global Shippers Forum, gives a freight buyers’ perspective on current markets in an exclusive Q&A. ...

Listen

Episode

October 14, 2021 00:55:15
Episode Cover

“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 ...

Listen