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).
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