'You can build in robustness, but that's just a nice word for overcapacity'
Reframing supply chains to ensure enough capacity during high levels of demand could cost more ...
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