The Loadstar unboxed 2024
As 2024 draws to a close, it’s time to reflect on the highlights that defined ...
FDX: ABOUT USPS PRIVATISATIONFDX: CCO VIEWFDX: LOWER GUIDANCE FDX: DISRUPTING AIR FREIGHTFDX: FOCUS ON KEY VERTICALFDX: LTL OUTLOOKGXO: NEW LOW LINE: NEW LOW FDX: INDUSTRIAL WOESFDX: HEALTH CHECKFDX: TRADING UPDATEWMT: GREEN WOESFDX: FREIGHT BREAK-UPFDX: WAITING FOR THE SPINHON: BREAK-UP ALLUREDSV: BREACHING SUPPORTVW: BOLT-ON DEALAMZN: TOP PICK
FDX: ABOUT USPS PRIVATISATIONFDX: CCO VIEWFDX: LOWER GUIDANCE FDX: DISRUPTING AIR FREIGHTFDX: FOCUS ON KEY VERTICALFDX: LTL OUTLOOKGXO: NEW LOW LINE: NEW LOW FDX: INDUSTRIAL WOESFDX: HEALTH CHECKFDX: TRADING UPDATEWMT: GREEN WOESFDX: FREIGHT BREAK-UPFDX: WAITING FOR THE SPINHON: BREAK-UP ALLUREDSV: BREACHING SUPPORTVW: BOLT-ON DEALAMZN: TOP PICK
If you think east coast versus west coast is all about rappers, think again. In Part 2 of this episode The Loadstar examines cargo shifts in the US this year from a global perspective, and from a port operator’s viewpoint. Host Mike King speaks to Peter Sand, chief analyst at Xeneta, and Stephen Edwards, CEO and executive director of Virginia Port Authority.
Part 1 of this episode also asks if the slowdown in e-commerce is overstated and examines the limited achievements and many failings of IATA’s hosting of its World Cargo Symposium in London. We also preview COP 27 and ask where next for the EC’s liner consortia competition rule exemptions.
Guests
Mirja Nissen, director, eCommerce Solutions, International Bonded Couriers
Stephen A Edwards, CEO and executive director, Virginia Port Authority
Alex Lennane, publisher, The Loadstar
Peter Sand, chief analyst, Xeneta
Nick Savvides, news editor, The Loadstar
Olivier Casanova, deputy CFO, CMA CGM Group and former CEO of CMA CGM Air Cargo
Vassilios Demetriades, shipping deputy minister to the president, Republic of Cyprus
Episode in more detail
Part 1 – news update
IATA’s London fail (2.25)
CMA CGM’s air reveal (6.50)
Air freight rates (10.58)
E-commerce now and in future (12.13)
‘Parcelisation’ (21.55)
EU liner regulation update (22.39)
COP27 preview (26.18)
Part 2 – US cargo wars: east coast vs west coast (27.44)
Virginia Port Authority CEO on cargo wins and investments (30.15)
Xeneta numbers on west coast cargo transition eastwards (33.47)
Congestion bites (36.17)
Hinterland bottlenecks (45.49)
Fixing US infrastructure (49.47)
Demand outlook (54.41)
Transatlantic trade bonus (56.54)
Long-term cargo wins? (58.40)
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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
Mike can be contacted at [email protected]
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