News Podcast | June 2024 | Place your bets: Early peak season or ticking timebomb?
This episode, hosted by Mike King, dives deep into the challenges currently rocking the container ...
GM: GAUGING RISKGXO: NEW BOT PARTNERWMT: CAPEX IN CHECKWMT: CFO ON AUTOMATION WMT: SPOTLIGHT ON AUTOMATIONHD: PRESSURE BUILDSFWRD: REVISED EBITDA MAERSK: TESTING ONE-MONTH HIGHFDX: UP UP AND AWAYRXO: COYOTE DEAL TAILWINDDSV: NEW REFI DEALR: WEAKENING AMZN: LIFESTYLE BATTLEKNIN: EXPANDED NETWORK OF CROSS-DECK FACILITIES
GM: GAUGING RISKGXO: NEW BOT PARTNERWMT: CAPEX IN CHECKWMT: CFO ON AUTOMATION WMT: SPOTLIGHT ON AUTOMATIONHD: PRESSURE BUILDSFWRD: REVISED EBITDA MAERSK: TESTING ONE-MONTH HIGHFDX: UP UP AND AWAYRXO: COYOTE DEAL TAILWINDDSV: NEW REFI DEALR: WEAKENING AMZN: LIFESTYLE BATTLEKNIN: EXPANDED NETWORK OF CROSS-DECK FACILITIES
In part 1, Mike King and guests discuss the slowing demand for container shipping, the challenging macroeconomic environment, heightened inventories, how union dockworker negotiations on the US west coast are impacting the contracting season, and whether there will be a peak season this year.
In part 2, the focus turns to air cargo markets: how additional bellyhold capacity is affecting freighter operators; whether insurers are profiteering from humanitarian aid efforts in earthquake-stricken Syria; and where next for freight rates?
Guests:
John McCown, founder, Blue Alpha Capital
Emily Stausbøll, market analyst, Xeneta
Alex Lennane, publisher, The Loadstar
Peyton Burnett, MD, TAC Index
Episode in more detail:
Bearish container shipping demand (3.00)
Rates update (6.55)
Capacity cuts vary by trade (9.50)
The trans-Pacific contracting season (11.13)
PMA vs ILWU (17.01)
Ocean Shipping Antitrust Enforcement Act (23.31)
Insurers profiteering in Syria? (29.37)
Hong Kong air cargo boost (33.15)
Air freight rates (34.10)
New entrants (36.18)
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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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