OX: Hormuz good and bad; freight rates' eternal tango; rebuilding the UK
Waiting for the green light again…
VW: D-DAYPLD: KEEP PUSHINGDHL: NEW AIR SERVICEDHL: GUIDANCE UPGRADE REACTIONDHL: NEW HIGH TARGET ON THE STREET DSV: EXPECTATIONS RUN HIGH KNIN: DHL GUIDANCE UPGRADE READ-ACROSSKNIN: NEW OPENINGGM: TECH UPSIDEAMZN: BIG DEBT FUNDING ON ITS WAYDHL: 'STELLAR EXPRESS'DHL: UPDATEDHL: STRONG PRELIMINARY UPDATE CHRW: STILL VERY BEARISH
VW: D-DAYPLD: KEEP PUSHINGDHL: NEW AIR SERVICEDHL: GUIDANCE UPGRADE REACTIONDHL: NEW HIGH TARGET ON THE STREET DSV: EXPECTATIONS RUN HIGH KNIN: DHL GUIDANCE UPGRADE READ-ACROSSKNIN: NEW OPENINGGM: TECH UPSIDEAMZN: BIG DEBT FUNDING ON ITS WAYDHL: 'STELLAR EXPRESS'DHL: UPDATEDHL: STRONG PRELIMINARY UPDATE CHRW: STILL VERY BEARISH
In this episode of The Loadstar Podcast, we explore the complex interplay between politics and global supply chains against the backdrop of the UK’s upcoming elections on 4 July.
The conversation spans several critical areas, starting with a freight rate update and moving on to an analysis of how elections in major economies, including the United States, Mexico, Indonesia, India and South Africa, will impact global trade.
The episode also examines what the UK elections could mean for the logistics sector, focusing on ports, planning and investment. Insights into potential changes in trade policies and their implications for UK industry and consumers are shared.
Additionally, the podcast reflects on the effects of Brexit on UK trade and logistics, exploring the challenges that have arisen and identifying opportunities for improvement in the post-Brexit landscape.
Guests:
Richard Ballantyne, chief executive, British Ports Association
Nichola Mallon, head of trade & devolved policy, Logistics UK
Dionne Redpath, group COO, Europa Worldwide Group
Gavin van Marle, managing editor, The Loadstar
Episode in more detail:
Where next for freight rates (3.21)
Modi’s shipping dilemma (10.05)
Opportunity in Indonesia (16.32)
State capture in South Africa (19.09)
Mexico’s border challenge (22.48)
Tariffs as US election looms (25.59)
ILA threat (28.51)
UK elections: what’s at stake (30.56)
Low hanging logistics fruit (36.56)
What UK ports need (39.31)
Reforming planning regulations (44.13)
Brexit and EU trade (50.45)
An operator’s view (58.40)
The UK’s lost distribution status (1.04.28)
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Credits: Created, hosted and produced by Mike King
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