News Podcast | June 2022 | Is winter coming?

Mike King and his guests examine why Northern Europe’s hub ports are struggling to cope with container volumes; what Joe Biden’s forays into shipping policy mean for shippers; and why predictions of a cargo surge from China have not materialised.

Contributors also discuss the air cargo supply-demand balance and the sector’s logistics challenges, what next for AirBridgeCargo and where (and when) container lines might spend their huge profits.

And in part two, Xeneta’s Peter Sand makes some bold predictions for container shipping as the global economic picture deteriorates. Box volumes were originally expected to see healthy growth this year, but those forecasts are rapidly being revised. Could we even see a contraction in 2022 and, if so, what would this mean for spot and contract freight rates? In short, is winter coming for some tradelanes?

Guests

Erion Hormoviti, executive director, air freight product at Ascent

Eleanor Hadland, senior analyst for ports & terminals at Drewry

Peter Sand, chief analyst at Xeneta

Alex Lennane, publisher of The Loadstar

Mike Wackett, sea freight correspondent of The Loadstar

Episode in more detail:

PART 1

Endless, constant disruptions (3.22)

European ports in disarray (5.19)

Drewry’s take on port congestion and the peak season (9.37 – 17.26)

Barge chaos (17.29)

Air cargo staffing shortages and challenges (18.53)

What next for ABC? (20.53)

Ascent’s take on global air cargo (23.00-32.41).)

Container lines eye the skies (30.41-36.00)

More M&A this summer? (36.53)

OSRA and more liner regulations (38.00)

PART 2 – Is winter coming for the container trades? An exclusive interview on all things shipping with Peter Sand, Xeneta chief analyst. (41.11)

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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