Loadstar Podcast | July 2024 | Midsummer Special: What next for freight markets?
In this episode, The Loadstar Podcast examines the pivotal freight stories and trends shaping 2024. Host Mike King ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
In this Deep Dive Loadstar Podcast, Mike King and guests explain the traditional container shipping peak season and its role in the ebb and flow of global trade.
They also examine how the last two years of Covid-driven supply chain disruption have impacted box trade seasonality.
And they consider whether parts of that transformation will be permanent, or whether a return to normality is now underway in the shape of a 2022 peak season that has faltered in the face of economic headwinds.
Guests:
Lars Jensen, CEO, Vespucci Maritime
John McCown, founder, Blue Alpha Capital
Kathy Liu, director, global sales & marketing, Dimerco Express Group
Jason Haith, manager, OEC Group
Stephanie Loomis, vice president for procurement, CargoTrans
Peter Sand, chief analyst, Xeneta
Bruce Chan, director & senior analyst, global logistics & future mobility equity research, Stifel
Josh Brazil, VP for supply chain insights, Project44
This podcast is sponsored by: project44 – the world’s most trusted end-to-end visibility platform
Credits: Created, produced and hosted by Mike King
Mike can be contacted at: [email protected]
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