Winners and losers in a year of unpredictability – but there was 'magic'
A clear trend of carriers, both air and ocean, being the ‘financial winners’ of 2024 ...
By Alex Lennane
Ahead of TPM22 in Long Beach at the end of February, this episode of The Loadstar Podcast examines the key challenges facing those in the business of supply chains, and those wondering how much logistics costs will sever from their bottom lines.
This episode also examines freight rates across modes post-Chinese New Year and ahead of the transpacific contracting season. The latter, of course, clouded by US west coast dockworker negotiations that could hurt port productivity.
And, in part 2, The Loadstar Special Report examines labour shortages across the global supply chain. Is this ‘Great Resignation’ a structural fault or simply a symptom of two years of Covid and all the labour and logistics stresses that resulted?
Guests
Alex Lennane, publisher, The Loadstar
Peter Tirschwell, VP maritime & trade, IHS Markit
Peter Sand, chief shipping analyst, Xeneta
Claire French, air, sea & road freight recruitment specialist at Select Appointments UK
Jason Miller, associate professor of logistics, Department of Supply Chain Management, Michigan State University – Eli Broad College of Business
Lee Klaskow, senior analyst for transportation and logistics at Bloomberg Intelligence
The episode in more detail:
Why lines and forwarders are investing in air capacity (3.20)
Ground handlers struggle with costs (4.50)
Competition authorities eye container lines (5.38)
Ocean freight rates bounce back (9.15)
Known unknowns: China’s Covid containment policy, Ukraine and cyber risks (11.40)
TPM agenda and global trade challenges (14.25-30.30)
US west coast dockworker union negotiations threat to global trade, US port productivity and what happens next (20.45)
The state of US logistics and what it means for corporate America (30.45)
US road and rail outlook (30.40)
Ukraine crisis – implications (38.35)
Part 2 – Special Report: Labour shortages & ‘the Great Resignation’ (40.45 to…)
Post-Brexit labour blues for forwarders (55.05)
Clips
Clip 1, What happens to China’s severe zero Covid-19 policy post Olympics and CNY and what does this mean for freight? Peter Sand, chief shipping analyst, Xeneta
Clip 2, Why PMA/ILWU West Coast union negotiations could be the next big trade disruptor. Peter Tirschwell – vice president, maritime & trade – IHS Markit
Clip 3, Driver shortage claims overblown – Jason Miller, associate professor of logistics, Department of Supply Chain Management, Michigan State University — Eli Broad College of Business
Clip 4, Forwarders need to put more effort into training to address shortages – Claire French, air sea & road freight recruitment specialist at Select Appointments UK.
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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
Credit: created, produced and hosted by Mike King
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