The Deep Dive: We Need To Talk About Peak Season

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 Our end-of-year special examines the biggest stories of 2021 and the narratives that have found traction in media far beyond the confines of logistics and shipping. We pick out the winners and losers of pandemic supply chains. We analyse labour shortages, industry consolidation, the latest acquisitions, who has money to burn, and the biggest challenges facing forwarders and shippers. And we look at rates and forecasts for 2022, what Covid means for the future of supply chain planning, and whether shippers and carriers can ever find common ground. EP10 in more detail: The Ever Given blockage of the Suez Canal (4.17) Why it wasn’t a black swan event (6.36) Why airlines are now taking air cargo seriously (7.46) Air cargo peak season pricing – the last five years in perspective (9.00) Greedy airlines? (10.00) The winners from Covid supply chains (11.35) High rates pull in new air freight entrants (15.40) War chests for 2022 – who will buy what? (17.26) Labour shortages cast shadow (19.36) Loadstar journalists discuss their favourite stories of 2021 (21.14) Coined here: Pure Play Contract Logistics Operators (23.52) Regulators eye container shipping (25.57) The biggest challenges in 2022 for forwarders and shippers (26.46) John Pearson. DHL Express CEO – supply chain resilience (29.34) Lars Jensen, CEO of Vespucci Maritime – why near shoring doesn’t work (32.15) Air and ocean rate forecasts for 2022 (36.36) Bjorn Vang Jensen, VP of Advisory Services at Sea-Intelligence – what Covid has taught carriers (39.23) Can lines and shippers make peace? (42.50) EXCLUSIVE INTERVIEW: The world according to Michael Wax, Co-Founder and CEO of Forto (46.10)   Appearing in this episode: Alex Lennane, Loadstar Publisher Gavin Van Marle, Loadstar MD Mike Wackett, Loadstar sea freight correspondent Michael Wax, Co-Founder and CEO of Forto John Pearson. DHL Express CEO Bjorn Vang Jensen, VP of ...

On its 175th anniversary, Loadstar Podcast editor and producer Mike King asks Hapag Lloyd, the world’s fifth largest container line, how the carrier is managing the chaos of the here and now? What is being done to help shipper customers? Where will the windfalls of the last two years be spent? And what does the future hold for container shipping over the next 175 years? Mike interviews newly appointed Executive Board Member of Hapag Lloyd, Donya Amer, and Dr. Ralf Belusa, Managing Director Digital Business & Transformation. Credits: created, produced and hosted by Mike King   Episode in more detail: 175 years of challenges (2.22) Unkinking container shipping now ( 6.21) A reset for supply chains (9.40) Any slots for an SME? (12.40) Spending a treasure chest (14.45) Scramble for Africa and investing in clean fuels (16.52) Digitalisation and Covid-19 (22.35) The next 175 years (25.10) ...