News Podcast | January 2023 | Europe: Freight demand tumbles as recession bites
This episode focuses on Europe where war, Covid, inflation and a cost-of-living crisis are taking ...
In Part One, we examine what one express executive calls the ‘modest’ 2022 peak season. We look at companies such as Shopify and TikTok, which are investing heavily in their supply chains. We discuss integrator price hikes, US logistics challenges and the looming threat of labour strikes. And finally, we ask what Covid protests and lockdowns in China mean for global logistics, and whether a post-Covid ‘normalisation’ of supply chains will see a welcome return to more emphasis on human rights and procurement diversification.
Part Two is a deep dive, with Xeneta’s Peter Sand, into ocean shipping markets and how to manage contract renegotiations with carriers.
Greg Hewitt, CEO, DHL Express US
Emma Cosgrove, senior reporter covering logistics at Insider
Brian Bourke, global chief commercial officer, Seko Logistics
Peter Sand, chief analyst, Xeneta
Episode in more detail:
The supply chain in mainstream media and stock markets (2.25)
New market entrants – Shopify to TikTok (6.20)
DHL Express exclusive (11.39)
2022: the modest peak season (15.19)
Pricing: DHL vs FedEx vs UPS (22.13)
DHL invests (24.50)
Labour costs and last-mile bankruptcies (27.19)
Protests in China (31.03)
Forwarding in Q4 – Seko Logistics (35.20)
The threat of labour strikes (38.54)
Risk and opportunity in 2023 (40.40)
Human rights and a more diversified supply chain (46.05)
Ocean shipping rates focus (49.20)
Blanks ahead (51.40)
Renegotiating long-term (53.45)
Forwarder plight (58.10)
Declining demand (1.00.50)
Surging deliveries (1.04.28)
Shipper advice (1.07.50)
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
Mike can be contacted at: [email protected].
Credits: Created, produced and hosted by Mike King