In this Deep Dive Loadstar Podcast, Mike King and guests explain the traditional container shipping peak season and its role in the ebb and flow of global trade.
They also examine how the last two years of Covid-driven supply chain disruption have impacted box trade seasonality.
And they consider whether parts of that transformation will be permanent, or whether a return to normality is now underway in the shape of a 2022 peak season that has faltered in the face of economic headwinds.
Guests:
Lars Jensen, CEO, Vespucci Maritime
John McCown, Founder, Blue Alpha Capital
Kathy Liu, Director, Global Sales & Marketing, Dimerco Express Group
Jason Haith, Manager, OEC Group
Stephanie Loomis, Vice President for Procurement, CargoTrans
Peter Sand, Chief Analyst, Xeneta
Bruce Chan, Director & Senior Analyst, Global Logistics & Future Mobility Equity Research, Stifel
Josh Brazil, VP for Supply Chain Insights, Project44
Credits: Created, produced and hosted by Mike King
Mike can be contacted at: [email protected]
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 ...
What next for container shipping rates and regulation as the macroeconomic clouds turn thunderous? Are carriers spending their pandemic windfalls wisely? Is deglobalisation on the agenda and, if so, what does this mean for box shipping? Who better to ask than one of the world’s leading analysts and former shipping executive, Lars Jensen, CEO of Vespucci Maritime. Credits: created, produced and hosted by Mike King Episode in more detail Why there is a precedent for today’s macroeconomic situation (3.01) Where next for global box volumes (4.28) What happens in peak season (7.51) Port congestion could unravel (10.31) Why contracts might not be honoured (17.07) Should liner performance be better? (22.40) OSRA and President Biden’s ‘intervention’ (26.59) Liner investment strategies (31.10) War, Covid and deglobalisation (35.08) ...
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 ...
