Loadstar Podcast | October 2024 | The Good, the Bad and the Ugly: US port strike scenarios and global trade ramifications
With the US on the brink of a large-scale dockworkers’ strike, much is at stake ...
DSV: STAR OF THE WEEKDSV: FLAWLESS EXECUTIONKNIN: ANOTHER LOWWTC: TAKING PROFITMAERSK: HAMMEREDZIM: PAINFUL END OF STRIKE STLA: PAYOUT RISKAMZN: GOING NOWHEREAMZN: SEASONAL PEAK PREPARATIONSJBHT: LVL PARTNERSHIPHD: MACRO READING AND DISCONNECTSTLA: 'FALLING LEAVES'STLA: THE STEEP DROP
DSV: STAR OF THE WEEKDSV: FLAWLESS EXECUTIONKNIN: ANOTHER LOWWTC: TAKING PROFITMAERSK: HAMMEREDZIM: PAINFUL END OF STRIKE STLA: PAYOUT RISKAMZN: GOING NOWHEREAMZN: SEASONAL PEAK PREPARATIONSJBHT: LVL PARTNERSHIPHD: MACRO READING AND DISCONNECTSTLA: 'FALLING LEAVES'STLA: THE STEEP DROP
In Part 1, Mike King and guests explore freight technology take-up and the latest M&A activity. They also ask if we are now seeing the normalisation of freight rates, and if the scaling back of ocean and air ambitions by some integrators and carriers are a sign of things to come.
Are you trying to decarbonise your supply chain without partnering with stakeholders? If so, in Part 2 of this podcast you’ll hear why you should think again.
Guests:
Bryn Atherton, liner development director, Allseas Shipping Company
Alex Lennane, publisher, The Loadstar
Peyton Burnett, MD, TAC Index
Dr. Mikael Lind, adjunct professor in maritime informatics and senior strategic research advisor, Research Institutes of Sweden and Chalmers University of Technology
Wolfgang Lehmacher, investor and board member and former head of supply chain and transport industries at the World Economic Forum
Gavin van Marle, managing editor, The Loadstar
Eric Johnson, technology editor, Journal of Commerce
Episode in more detail:
Part 1
Tech uptake challenge (2.23)
FedEx & Amazon pullback (6.13)
Air freight rates and challenges (8.00)
Ocean rates normalising? (11.40)
Blank sailings (finally) (14.48)
Allseas interview/UK port strikes (17.35)
Chartering market as spot market falls (19.58)
M&A activity (25.46)
Part 2 (28.22) – Partnering to decarbonise
Credits: Created, produced and hosted by Mike King
Mike can be contacted at [email protected]
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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
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