Loadstar Podcast | July 2024 | Midsummer Special: What next for freight markets?
In this episode, The Loadstar Podcast examines the pivotal freight stories and trends shaping 2024. Host Mike King ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
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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