News Podcast | January 2023 | Europe: Freight demand tumbles as recession bites
This episode focuses on Europe where war, Covid, inflation and a cost-of-living crisis are taking ...
If 2022 taught us anything, it was to expect the unexpected. It was the year that shocked us with war in Ukraine, endless Chinese Covid lockdowns, soaring inflation and the devastation of tighter fiscal and monetary policies. Extreme weather affected supply chains from India to the Mississippi, Australia to the Rhine. Freight rates collapsed and the peak season was a non-event.
But, on the other side of the ledger, in most parts of the world, 2022 also saw the emergence of the spring shoots of a post-Covid world, with all the freedoms that entails.
This episode examines the biggest stories of the last year and what a post-Covid world means for M&A activity as well as for shippers, forwarders and carriers. And a gaggle of Loadstar hacks pick out their biggest winners and losers of 2022.
And we look forward to what happens next. Who will be spending their Covid treasure troves and who will be tightening their belts? And where are the biggest market risks and opportunities in this new economic and geopolitical landscape? All is revealed.
Alex Lennane, The Loadstar, publisher
Gavin van Marle, The Loadstar, managing editor
Mike Wackett, The Loadstar, editorial consultant
Episode in more detail
War in Ukraine and the impact on air cargo (3.44)
Exactly what happened to ocean freight in 2022? (7.59)
M&A deals in 2022 (12.19)
Maersk’s Skou retires – his legacy (15.44)
Winners & losers 2022 (18.26)
The biggest takeaways and lessons from the Covid era (26.00)
What to expect in box shipping in 2023 (30.22)
Air freight forecasts for 2023 (34.52)
The new business environment/M&A (37.54)
Risk and opportunities in 2023 (48.10)
Air freight rates data provided by TAC Index – helping clients make the best air freight decisions
Sea freight rates data provided by Xeneta – the shipping industry’s most accurate source of container rates