The Loadstar Podcast episode 9 sweeps the length of global supply chains. From power cuts and factory shutdowns in China we swing across the transpacific to the US, where logistics networks are straining with final holiday season deliveries and pressure is mounting on the last mile. Then we jump to Europe, where we’ll hear how terminal operators are coping with liner scheduling disarray. Or not – as the case may be.
Episode 9 in more detail:
· What did OEM Q3 financials tell us about supply chains? (2.40)
· The latest on air and ocean freight rates (5.50)
· Cathay Pacific and FedEx react to Hong Kong lockdowns (8.15)
· Maersk’s China logistics strategy as electricity shortages and Covid lockdowns bite (from 10.00 mins)
· Disruption ahead as Chinese New Year and the Winter Olympics loom in February? (15.20 – 19.00 +23.35-25.00)
· Spotlight on the transpacific trade (19.50)
· US supply chain crunch explained (25.00)
· What rising sales to inventory levels mean for US demand (28.00)
· SekoLogistics’ acquisition plans and Godfather III (30.20)
· The US last-mile crunch, post-holiday reverse logistics and union troubles at UPS (36.21)
· The port of Rotterdam’s plans to tackle terminal congestion (41.00)
· Could port congestion kill the love-in with 20,000 teu containerships (50.00)
· Shipping’s underbelly: As the Omicron variant spreads worldwide and travel restrictions are reimposed, Frank Coles calls on governments to do more to protect the human rights of seafarers (52.45)
Guests in this episode:
Cathy Roberson, president, Logistics Trends & Insights
Caroline Wu, area MD for Maersk Greater China
Hans Nagtegaal, director of containers at the port of Rotterdam
Brian Bourke, chief growth officer at Seko Logistics
Sam Whelan, The Loadstar Asia correspondent
AND Frank Coles, ex-CEO of Wallem Group and strategic advisor to Kariwa Maritime
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