Credits: Created, Produced and Hosted by Mike King
Ahead of TPM22 in Long Beach at the end of February, this episode of The Loadstar Podcast examines the key challenges facing those in the business of supply chain, and those wondering how much logistics costs will sever from their bottom lines.
This episode also examines freight rates across modes post-Chinese New Year and ahead of the Transpacific contracting season. The latter, of course, clouded by US west coast dockworkers negotiations that could hurt port productivity.
And in part 2, a Loadstar Special Report examines labour shortages across the global supply chain. Is this ‘Great Resignation’ a structural fault or simply a symptom of two years of Covid and all the labour and logistics stresses that have resulted?
Alex Lennane, Loadstar Publisher
Peter Tirschwell - Vice President, Maritime & Trade - IHS Markit
Peter Sand, Chief Shipping Analyst, Xeneta
Claire French, Air Sea & Road Freight Recruitment Specialist at Select Appointments UK
Jason Miller, Associate Professor of Logistics, Department of Supply Chain Management, Michigan State University — Eli Broad College of Business
Lee Klaskow, Senior Analyst for Transportation and Logistics at Bloomberg Intelligence
Episode in more detail:
Why lines and forwarders are investing in air capacity (3.20)
Ground handlers struggle with costs (4.50)
Competition authorities eye container lines (5.38)
Ocean freight rates bounce back (9.15)
Known Unknowns: China’s Covid containment policy, Ukraine and cyber risks (11.40)
TPM agenda and global trade challenges (14.25 – 30.30)
U.S. West Coast dockworker union negotiations threat to global trade, US port productivity and what happens next (20.45)
The state of US logistics and what it means for corporate America (30.45)
US road and rail outlook (30.40)
Ukraine crisis – implications (38.35)
Part 2 - Special Report: Labour Shortages & The Great Resignation. (40.45 to 1.05)
Post-Brexit labour blues for forwarders (55.05)
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. ...
Credits: Created, Produced and Hosted by Mike King ...
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) ...