A new era for shippers, with blanked sailings now a fact of life
Container shipping has entered a new era of structurally constrained capacity, as carriers routinely withdraw ...
WTC: NO LUCKCHRW: 'NUCLEAR VERDICT'DSV: DEEP CUTKNIN: UPGRADEDKNIN: AI BENEFITSKNIN: NOT WORTH ITPLD: DEAL TIMEKNIN: CONF CALL CLOSING KNIN: PRICING POWER KNIN: MARKET SHARE GAINS IN ROAD KNIN: AI-RELATED COST INFLATION OUTLOOKKNIN: APEX LOGISTICS IPO UPDATEKNIN: QUESTION TIMEKNIN: 'COST REDUCTION PROGRAMME IS ON TRACK'KNIN: CFO REMARKSKNIN: MONETARY IMPACT FROM AI KNIN: AI UPSIDEKNIN: STRONG ROAD UNIT DELIVERY KNIN: AIR LOGISTICS SHINES
WTC: NO LUCKCHRW: 'NUCLEAR VERDICT'DSV: DEEP CUTKNIN: UPGRADEDKNIN: AI BENEFITSKNIN: NOT WORTH ITPLD: DEAL TIMEKNIN: CONF CALL CLOSING KNIN: PRICING POWER KNIN: MARKET SHARE GAINS IN ROAD KNIN: AI-RELATED COST INFLATION OUTLOOKKNIN: APEX LOGISTICS IPO UPDATEKNIN: QUESTION TIMEKNIN: 'COST REDUCTION PROGRAMME IS ON TRACK'KNIN: CFO REMARKSKNIN: MONETARY IMPACT FROM AI KNIN: AI UPSIDEKNIN: STRONG ROAD UNIT DELIVERY KNIN: AIR LOGISTICS SHINES
In this episode, host Charlotte Goldstone is joined by two leading industry voices to unpack the biggest stories shaping global supply chains.
First, Charlotte speaks with James Hookham, director of the Global Shippers’ Forum, about growing shipper frustration over ocean freight pricing, opaque carrier surcharges, and the shifting balance of power between carriers and cargo owners. They discuss increasing market concentration among container lines, what it means for competition and resilience, and the potential impact of new US customs enforcement measures on importers.
Later, Loadstar publisher Alex Lennane joins the podcast to explore why Europe continues to struggle to produce freight-tech giants despite a thriving innovation ecosystem. They also examine how artificial intelligence is transforming freight forwarding operations, the rapid growth of pharmaceutical air cargo services, and why AI-related shipments are becoming one of air freight’s most important growth drivers.
Finally, Ms Lennane shares her early thoughts on the latest escalation of tensions around the Strait of Hormuz and the implications for global supply chains.
Tune in for expert analysis of the trends, challenges, and opportunities shaping logistics, shipping, and air cargo markets worldwide.
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