In this Deep Dive Loadstar Podcast, Mike King explores how and why the acceleration in e-commerce trade due the Covid-19 pandemic is changing retail and the world of international freight. How are supply chains being transformed? What does this mean for planning and procurement? And, as integrators, trucking companies, forwarders, 3PLs and retailers seek out new supply chain profit centres, who will win this Battle Royale?
Cathy Roberson, President of Logistics Trends & Insights
Tom Enright, VP, Retail Supply Chain, Gartner
Peter Sand, Chief Analyst at Xeneta
Lee Klaskow, Senior Analyst for Transportation and Logistics at Bloomberg Intelligence
Neel Jones Shah, Flexport Executive Vice President and Global Head of Airfreight.
Jason Miller, Associate Professor of Logistics, Department of Supply Chain Management, Michigan State University — Eli Broad College of Business
Created, Produced and Hosted by Mike King
Created, Produced and Hosted by Mike King In this inaugural episode of this Deep Dive Loadstar Podcast, editor Mike King explains why war in Ukraine is not the only global trade disruptor in March 2022. Negotiations over a new labour contract between the International Longshore and Warehouse Union (ILWU) pose a threat to port productivity on the US West Coast where terminals, including those located at Long Beach and Los Angeles, are already bedevilled by port congestion and long vessel delays. Already, shippers are sourcing products in Asia earlier than normal and directing more cargo to US East Coast and Gulf terminals. But do these facilities have the capacity available to receive more ships? And what does all this mean for global inflation, container rates and the US economy? Guests: Brian Whitlock, Gartner Senior Director Research Analyst Jon Gold. Vice President, Supply Chain and Customs Policy at the National Retail Federation Lee Klaskow, Senior Analyst for Transportation and Logistics at Bloomberg Intelligence Peter Tirschwell, Vice President, Maritime & Trade, IHS Markit Peter Sand, Chief Shipping Analyst, Xeneta ...
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. ...
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 ...