War + Covid = Deglobalisation? Discuss.

June 01, 2022 01:01:24
War + Covid = Deglobalisation? Discuss.
The Loadstar Podcast
War + Covid = Deglobalisation? Discuss.

Show Notes

As the freight and shipping industry waits for China to unshackle its people and global trade from Covid-19, creator and editor Mike King looks not only at what might happen on key trades lanes in the next weeks and months, he also explores whether global supply chains as we’ve known them are now finished? Is a fundamental reset on the way? And who will be driving it if so?

We also have the build-up to the peak shipping season, air cargo freight rate updates, a look at the preparedness of US surface transport, and the latest regulations covering the vast business that is the global illegal wildlife trade.

Credits: created, produced and hosted by Mike King



Peyton Burnett, Managing Director of TAC INDEX.

Craig Fuller, Founder & CEO at FreightWaves and CEO at FLYING

Philippa Dyson, TRAFFIC's coordinator of transport sector engagement 

Dennis Grady, Vice President for Ocean Product at Ascent.


Episode in more detail

The end of globalisation? (3.37)

Will China remain a reliable partner? (7.26)

The air cargo market (12.00)

Who is paying for spiking jet fuel prices? (16.56)

The re-regionalisation of supply chains (21.00)

A pre-peak season surge? (27.31)

Freight and WFH  (37.33)

The winners from a trading reset (41.00)

Complicity and the illegal wildlife trade (45.00)

New IMO rules (52.49)

Air cargo steps forward on smuggling (57.02)

Other Episodes


December 16, 2021 01:05:06
Episode Cover

2021 Winners and Losers and the challenges ahead

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 ...



September 30, 2021 00:44:47
Episode Cover

When will the container shipping supply chain chaos end?

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   ...



July 06, 2022 00:40:28
Episode Cover

Big Interview v3 Lars Jensen

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)     ...