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TSLA: CFO ON TARIFFSTSLA: INVENTORY FOCUSUPS: TRADING UPDATE OUT SOONCHRW: NO SIGNS OF INFLECTION CHRW: EARNINGS BEATZIM: DEFENSIVE OR NOTGM: HAMMERED CHRW: TRADING UPDATE OUT SOONMAERSK: ANOTHER DOWNBEAT VIEWDSV: DOWNGRADEDSV: SCHENKER CEO FUTURE UPDATEDSV: STAFF NUMBERS ON THE RADARDHL: BUILDING BATTERY BANKSDHL: GREEN PUSHAMZN: TARGETED MFT: TRYING TO BOUNCE BACK
TSLA: CFO ON TARIFFSTSLA: INVENTORY FOCUSUPS: TRADING UPDATE OUT SOONCHRW: NO SIGNS OF INFLECTION CHRW: EARNINGS BEATZIM: DEFENSIVE OR NOTGM: HAMMERED CHRW: TRADING UPDATE OUT SOONMAERSK: ANOTHER DOWNBEAT VIEWDSV: DOWNGRADEDSV: SCHENKER CEO FUTURE UPDATEDSV: STAFF NUMBERS ON THE RADARDHL: BUILDING BATTERY BANKSDHL: GREEN PUSHAMZN: TARGETED MFT: TRYING TO BOUNCE BACK
This episode is all about air cargo, as host Mike King and his guests dissect the peak season, freight rate trends and what happens in 2024.
They also explore how snowstorms in Alaska have been impacting transpacific traffic, what global-to-global (G2G) trade is exactly, and whether forwarders have finally cracked the code to the e-commerce business.
How capacity is sold is in the crosshairs, as The Loadstar unpacks how Ceva Logistics and its owner, CMA CGM Group, manage their relationship, and why Flexport and WestJet are now working together.
And last, but not least, Mike and The Loadstar publisher Alex Lennane examine how PR companies and the media interact, and why TIACA chairman Steve Polmans came under severe pressure at his organisation’s latest executive summit for controversially getting stuck in the middle of the two.
Guests
Steffen Treiber, SVP airfreight, DHL Global Forwarding
Alex Lennane, publisher, The Loadstar
Yossi Shoukroun, CEO, The Challenge Group
Charlotte Goldstone, news reporter, The Loadstar
Neil Wilson, editor, TAC Index
Episode in more detail:
TIACA media controversy (3.52)
Polmans, Pollock and Burt Reynolds (6.46)
Air cargo peak season (10.43)
TAC Index rates update (11.56)
It’s snowing in Alaska (16.54)
DHL: demand outlook (21.23)
Defining global-to-global (24.29)
Shorter routes, smaller freighters? (28.37)
Forwarders vs e-commerce (29.43)
WestJet shares Flexport load (31.01)
CMA whistle-blower (32.11)
What next for Polar Air Cargo? 34.00)
Shipping and carbon credits (33.23)
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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, edited and produced by Mike King
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