In this episode, Mike King examines what impact Covid lockdowns in China are having on exports from Asia. What do lower outbound volumes mean for the peak season, container shipping and the global economy? And, if lockdowns are eased in the coming weeks, are carriers and ports in Europe and North America ready to handle a Q3 surge better than they managed in 2021?
Credits: created, produced and hosted by Mike King
Guests
Lars Mikael Jensen, Head of Global Ocean Network at Maersk
Peter Sand, Chief Analyst at Xeneta
Jake Phipps, CEO of global manufacturer Phipps International
Josh Brazil, VP Supply Chain Insights, Project44
Rob Subbaraman, Head of Global Macro Research and Co-head of Global Markets Research, Nomura
Episode in more detail:
All eyes on China as lockdowns hit global supply chains (4.20)
View from a shipper (5.20)
Extended Transpac delivery times (.7.50)
Container spot and contract freight rates (10.21)
TAC Index update (13.50)
USWC versus USEC (16.33) – analysts and their numbers
European port delays (23.46)
Box shipping demand outlook (25.25)
The Economist – demand forecast and export concerns (30.40)
Could health policy trump trade in Xi’s China (35.43)
The container line. Exclusive extended interview with Lars Mikael Jensen, Head of Global Ocean Network at Maersk (37.26).
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. ...
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) ...
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 ...
