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 ...
UPS: 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 BOARDWTC: NEW RECORDZIM: BALANCE SHEET IN CHECKZIM: SURGING
UPS: 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 BOARDWTC: NEW RECORDZIM: BALANCE SHEET IN CHECKZIM: SURGING
The lesson of this Easter episode is: ‘do not put all your freight eggs in one basket’.
Supply chain disruptions covered include the implications of more Covid lockdowns in China, port congestion and what war in Europe is doing to air charter markets.
We have the latest air and ocean freight rates, and we hear how SME forwarders are struggling to buy space from carriers. And, will Gefco be the next acquisition by a European container line, following MSC’s deal to take over Bolloré Africa Logistics?
Guests
Glenn Hogben, CEO of the Air Charter Association
Peter Sand, chief analyst, Xeneta
Chris Higgins, commercial director at forwarder AFS Global
Mike Wackett, The Loadstar‘s sea freight correspondent
Episode in more detail
Bolloré Africa – and now Gefco up for grabs. Who will bid? (1.00)
Lockdowns in China – implications (6.30)
Ripple effects; port congestion (9.20)
Carrier strategy in northern Europe (18.50)
War and the state of air charter markets (21.10)
How does air cargo get back to ‘normal’? (28.40)
SME forwarders: the forgotten liner customers (31.26)
The end of customer loyalty? (33.43)
Container charter markets (42.00)
P&O/DP World: the biggest PR fumble in history? (43.50)
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Air freight rates data provided by TAC Index – helping clients make the best air freight decisions
Sea freight rates data provided by Xeneta – the shipping industry’s most accurate source of container rates
Credits: created, produced and hosted by Mike King
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