News Podcast | August 2022 | The big summer catch-up

In part one of this bumper summer episode, Mike King and his guests from around the world explore the current state of play in global logistics, shipping and air cargo.

This section analyses the biggest news stories of the summer, including industrial unrest at European ports, the latest from China and why US west coast port congestion has shifted east. It also includes a full briefing on air and ocean freight rates.

In part 2, Mike deep-dives into the macroeconomic environment buffeting the freight industry. How are soaring logistics and shipping costs feeding global inflation? And what does inflation, recession and slowing global growth mean for the logistics industry?

Guests:

John McCown, container shipping veteran and founder of Blue Alpha Capital

Kathy Liu, director global sales & marketing at Dimerco Express Group

Rob Subbaraman, Nomura’s head of global macro research and co-head of global markets research

Jason Haith, manager at transpacific forwarding specialist OEC Group

Peyton Burnett, managing director of TAC Index

Mike Wackett, The Loadstar, sea freight correspondent

Episode in more detail

Part 1 – Summer catch-up

Shipping freight rates take a summer plunge (3.30)

Carriers step up blankings (5.00)

China military exercises impact air freight (9.00)

Sourcing alternatives to China (9.39)

Slowing Asian exports, but autumn launch boost expected (12.05)

TAC Index: air cargo catch-up (14.20)

Shippers “rubbing hands” as power swings from airlines (17.25)

Felixstowe/Liverpool dockworker strikes (18.16)

Sizzling temperatures hit European barge logistics (20.14)

German port strike threat (22.30)

EC regulators turn gaze on container lines (23.10)

How the US peak season is playing out (25.10)

US port congestion shifts to the east (26.31)

Retailers juggle inventory (30.40)

Container lines post bumper Q2 profits (37.24)

Part 2 – Special report: economic headwinds & freight

IMF forecasts drastically cut (41.00)

Nomura’s take on recession (43.39)

Mixed picture on inflation? (46.16)

Global trade to slow; Asian exports bellwether (49.20)

Shipping costs drive inflation. (52.08)

Record Q2 for carriers, says McCown (55.29)

The inelasticity of shipping pricing? (57.10)

How the shipping/freight industry is adapting to rising inflation (59.11)

Why shipping costs might not fall when firms near-shore (1.03.54)

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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

Comments or thoughts on this podcast can be sent to Mike King: [email protected]