Winners and losers in a year of unpredictability – but there was 'magic'
A clear trend of carriers, both air and ocean, being the ‘financial winners’ of 2024 ...
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
In a more divided and fractured world, the logistics landscape is rapidly changing, and the future of trade and globalisation is getting ever cloudier. In this episode, host and editor Mike King speaks to global thought leaders about where geopolitics – and conflicts about ideas, ideology and forms of government – are directing the very concept of globalisation.
If China is a less trusted location to do business, where does that business go? And if manufacturing moves closer to home, what does that mean for the long-term investment decisions being made by forwarders and carriers as they seek to serve their shipper customers?
And finally, if supply chains are regionalising and global institutions that foster collaboration are losing their power, what does this mean for the ability of those in the business of trade to decarbonise supply chains?
Guests
Michael Every, global strategist, Rabobank
Marc Levinson, author, historian and journalist
Luisa Rodriguez, economic affairs officer, United Nations Conference on Trade and Development (UNCTAD)
Lars Jensen, CEO, Vespucci Maritime
Alex Lennane, publisher, The Loadstar
Neil Johnson, co-founder, TNETS
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Credits: Created, edited and produced by Mike King
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