Loadstar Podcast | November 2024 | Trump tariffs, TIACA insights, and looming 2025 capacity crunches
Host Mike King explores the latest developments in airfreight and global trade policy on this ...
MAERSK: BULLISH CALLXPO: HEDGE FUNDS ENGINEF: CHOPPING BOARDWTC: NEW RECORDZIM: BALANCE SHEET IN CHECKZIM: SURGING TGT: INVENTORY WATCHTGT: BIG EARNINGS MISSWMT: GENERAL MERCHANDISEWMT: AUTOMATIONWMT: MARGINS AND INVENTORYWMT: ECOMM LOSSESWMT: ECOMM BOOMWMT: RESILIENCEWMT: INVENTORY WATCHDSV: GREEN LIGHT AMZN: TOP PICK
MAERSK: BULLISH CALLXPO: HEDGE FUNDS ENGINEF: CHOPPING BOARDWTC: NEW RECORDZIM: BALANCE SHEET IN CHECKZIM: SURGING TGT: INVENTORY WATCHTGT: BIG EARNINGS MISSWMT: GENERAL MERCHANDISEWMT: AUTOMATIONWMT: MARGINS AND INVENTORYWMT: ECOMM LOSSESWMT: ECOMM BOOMWMT: RESILIENCEWMT: INVENTORY WATCHDSV: GREEN LIGHT AMZN: TOP PICK
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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