Loadstar Podcast | November 2024 | Trump tariffs, TIACA insights, and looming 2025 capacity crunches
Host Mike King explores the latest developments in airfreight and global trade policy on this ...
WMT: ON A ROLLDSV: SLOW START AAPL: LEGALUPS: MULTI-MILLION PENALTY FOR UNFAIR EARNINGS DISCLOSUREWTC: PUNISHEDVW: UNDER PRESSUREKNIN: APAC LEADERSHIP WATCHZIM: TAKING PROFITPEP: MINOR HOLDINGS CONSOLIDATIONDHL: GREEN DEALBA: WIND OF CHANGEMAERSK: BULLISH CALLXPO: HEDGE FUNDS ENGINEF: CHOPPING BOARD
WMT: ON A ROLLDSV: SLOW START AAPL: LEGALUPS: MULTI-MILLION PENALTY FOR UNFAIR EARNINGS DISCLOSUREWTC: PUNISHEDVW: UNDER PRESSUREKNIN: APAC LEADERSHIP WATCHZIM: TAKING PROFITPEP: MINOR HOLDINGS CONSOLIDATIONDHL: GREEN DEALBA: WIND OF CHANGEMAERSK: BULLISH CALLXPO: HEDGE FUNDS ENGINEF: CHOPPING BOARD
Host Mike King hears that freight rates are soaring, the Dutch air cargo community is in uproar and shippers really are not happy with the transparency of liner surcharges – and not just those relating to the de facto closure of the Suez Canal to container shipping.
This episode also unpacks the details and implications of the new Maersk/Hapag Lloyd Gemini Cooperation. One guest believes the partnership’s promise to offer world-class service reliability is a ‘game-changer’ and will force the hands of rivals.
Meanwhile, one of those rivals, CMA CGM, is close to getting yet another major logistics purchase over the line. Is its strategy that much different to Maersk’s integrator ambitions?
Guests:
James Hookham, director, Global Shippers Forum
Peter Sundara Swamickannu, head of global ocean freight product, Visy Global Logistics
Alex Lennane, publisher, The Loadstar
Episode in more detail:
CMA CGM’s integrator ambitions? (1.49)
Juggling air cargo expertise (3.55)
Air cargo CNY boost (6.27)
Red Sea crisis and ocean spot rates (8.22)
Shippers call for surcharge transparency (9.59)
ETS + Suez = confusion (14.05)
Pricing resilience (18.25)
Red Sea alternative routings (21.08)
How to manage supply chain uncertainty (23.58)
Equipment shortages build-up (26.03)
Suez domino effects (29.57)
Gemini could be a ‘game-changer’ (35.27)
Dutch air cargo uproar (40.41)
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Freight rates are exclusively provided by Xeneta – the leading ocean and air freight rate benchmarking and market analytics platform transforming the shipping and logistics industry.
Credits: Created, edited and produced by Mike King & Associates for The Loadstar.
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