Q4 air cargo surge expected, but e-commerce will dominate capacity
A busy Q3 for airfreight has heightened expectations that a Q4 surge will be stronger ...
RXO: DOWN TO NEW EQUITY PRICING VALUEAMZN: UK DATA CENTRES INVESTMENTUPS: GERMAN BOLT-ON DEALAAPL: PAY YOUR DUESWTC: LOST FOR WORDS DSV: STEADY DOES ITRXO: COYOTE EQUITY FUNDING 'UPSIZED'RXO: RIGHTS ISSUEGXO: DEFENSIVEMAERSK: MSC RIVALRY INTENSIFIESWTC: REMARKABLY STRONG BA: LABOUR DEALFDX: NEW PARTNERATSG: RIVAL IPODSV: 'AHEAD IN BIDDING FOR SCHENKER'
RXO: DOWN TO NEW EQUITY PRICING VALUEAMZN: UK DATA CENTRES INVESTMENTUPS: GERMAN BOLT-ON DEALAAPL: PAY YOUR DUESWTC: LOST FOR WORDS DSV: STEADY DOES ITRXO: COYOTE EQUITY FUNDING 'UPSIZED'RXO: RIGHTS ISSUEGXO: DEFENSIVEMAERSK: MSC RIVALRY INTENSIFIESWTC: REMARKABLY STRONG BA: LABOUR DEALFDX: NEW PARTNERATSG: RIVAL IPODSV: 'AHEAD IN BIDDING FOR SCHENKER'
In Part 1, the focus is on Munich, the host city of Transport Logistic 2023. This gargantuan event attracted the great and the good of global shipping, air cargo and logistics. Host Mike King explores the biggest stories and key discussions points that emerged during the show with his co-host Nick Savvides.
In part 2, Mike and his guests explore container line strategy, upcoming blank sailings, and rate movements on the major East-West trades.
Guests
Tim Scharwath, CEO, DHL Global Forwarding
Dan March CEO, World Cargo Alliance
Peter Sand, Chief Analyst, Xeneta
Sean Crook, Director, Neolink
Episode in more detail:
Part 1 – Transport Logistic 2023
News and themes from Munich (3.26)
China +1 with DHL (5.05)
Sustainability – who pays? (8.04)
Cutting cold chain waste (10.58)
Air cargo sentiment (13.03)
Shippers vs lines (16.35)
Part 2 – Container markets (18.30)
Transpacific GRIs (19.02)
West coast escape routes (22.58)
Slow steaming rationale (22.28)
Asia-Europe (26.57)
The trans-Atlantic (29.14)
The carrier box of tricks (30.58)
Importing Down Under (33.24)
China-Australia trade imbalance (35.19)
High inventories (37.13)
Surcharges on the horizon (38.34)
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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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