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 ...
CHRW: DEFENSIVEKO: GENERATIVE AI VISIONKO: AI USAGEKO: MORGAN STANLEY CONFERENCEGXO: NO SALE NO MOREGXO: CEO EXITDSV: TINY LITTLE CHANGEXOM: LEADERSHIP CHANGES FDX: DOWNGRADEZIM: BEST PERFORMER WTC: INVESTOR DAY AAPL: LEGAL RISKTSLA: UPGRADEXOM: DIVESTMENT TALKAMZN: HOT PROPERTYGM: ASSET SALEHLAG: PROTECTING PROFITS
CHRW: DEFENSIVEKO: GENERATIVE AI VISIONKO: AI USAGEKO: MORGAN STANLEY CONFERENCEGXO: NO SALE NO MOREGXO: CEO EXITDSV: TINY LITTLE CHANGEXOM: LEADERSHIP CHANGES FDX: DOWNGRADEZIM: BEST PERFORMER WTC: INVESTOR DAY AAPL: LEGAL RISKTSLA: UPGRADEXOM: DIVESTMENT TALKAMZN: HOT PROPERTYGM: ASSET SALEHLAG: PROTECTING PROFITS
In this Loadstar Podcast, host Mike King and guests examine the implications of the big shake-up of port ownership underway in Germany.
Why are owners so interested in selling stakes in key ports, and why are container lines queueing up to buy them?
How will this impact forwarders and shippers?
What do the latest deals say about Germany’s, and Europe’s, approach to foreign ownership of maritime and shipping infrastructure, especially ownership by companies linked to the Chinese state?
And what do changes to port ownership and EC regulations mean for liner networks and the alliance system in 2024?
Guests
Jan Tiedemann, head analyst, Alphaliner
Gavin van Marle, managing editor, The Loadstar
Sebastian Reimann, editor in chief, DVZ (Deutsche Verkehrs-Zeitung)
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Credits: Created, edited and produced by Mike King
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