News Podcast | June 2024 | Place your bets: Early peak season or ticking timebomb?
This episode, hosted by Mike King, dives deep into the challenges currently rocking the container ...
BA: SPIRIT DISPOSALSBA: SPIRIT AEROSYSTEMS DEALGM: GAUGING RISKGXO: NEW BOT PARTNERWMT: CAPEX IN CHECKWMT: CFO ON AUTOMATION WMT: SPOTLIGHT ON AUTOMATIONHD: PRESSURE BUILDSFWRD: REVISED EBITDA MAERSK: TESTING ONE-MONTH HIGHFDX: UP UP AND AWAYRXO: COYOTE DEAL TAILWINDDSV: NEW REFI DEALR: WEAKENING
BA: SPIRIT DISPOSALSBA: SPIRIT AEROSYSTEMS DEALGM: GAUGING RISKGXO: NEW BOT PARTNERWMT: CAPEX IN CHECKWMT: CFO ON AUTOMATION WMT: SPOTLIGHT ON AUTOMATIONHD: PRESSURE BUILDSFWRD: REVISED EBITDA MAERSK: TESTING ONE-MONTH HIGHFDX: UP UP AND AWAYRXO: COYOTE DEAL TAILWINDDSV: NEW REFI DEALR: WEAKENING
In Episode 5 of The Loadstar Podcast, Mike King is joined by The Loadstar’s shipping reporter Mike Wackett, as well as Eric Reuter, Forto’s vice president for Asia, and Happy Chau, a fashion logistics expert and director of sales with transpacific specialist OEC Group.
They examine how shipping and logistics have become mainstream news; what impact Covid outbreaks are having on ports, airports and freight rates; and why carriers are increasingly favouring longer contracts and larger shippers.
Jefferies analyst Randy Giveans explains how the markets are reacting to record carrier profits, and where all the extra cash will likely be spent.
And James Hookham, the outspoken director of the Global Shippers Forum, gives a freight buyers’ perspective on current markets in an exclusive Q&A.
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This episode’s guests:
James Hookham, director, Global Shippers’ Forum
Randy Giveans, senior VP equity research, Jefferies
Mike Wackett, shipping reporter, The Loadstar
Eric Reuter, vice president – Asia, Forto
Happy Chau, a fashion logistics expert and director of sales with Transpacific specialist – OEC Group
Sponsored by FORTO – shipping products as easy as sending emails
Air freight and container rates data provided by The Baltic Exchange’s BAI and FBX indices – trusted data for transport markets
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