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 this bumper episode, The Loadstar journalists report on the key sessions and share exclusive interviews from the biggest container shipping and logistics event of the year: TPM23 held in Long Beach, US, 26 February to 1 March.
This is followed by an in-depth discussion of 3PL financials, global rankings and M&A activity when host Mike King is joined by Evan Armstrong, CEO of Armstrong & Associates.
Guests:
Carl Bentzel, commissioner, US Federal Maritime Commission
Evan Armstrong, CEO, Armstrong & Associates
Gordon Downes, co-founder and CEO, NYSHEX
Adrian Gutierrez, global client manager for agricultural commodities, Maersk
Mike Wackett, sea freight correspondent, The Loadstar
Nick Savvides, news editor, The Loadstar
Episode in more detail:
Back to normal at TPM (2.22)
MSC CEO Soren Toft – out of the shadows, briefly (5.54)
NYSHEX and liner-shipper contracts (8.33)
Maersk, seeking backhauls (13.45)
Exporter dissatisfaction (20.00)
New maritime data system from the FMC (22.30)
Snippets and west coast port talks (26.40)
3PL financials, global rankings and M&A forecasts (31.40 onwards)
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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
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