The Loadstar Podcast

The Loadstar Podcast adds nuance and depth to The Loadstar's coverage of the global supply chai ... more

Latest Episodes

February 02, 2022 00:51:31
Episode Cover

Carriers vs forwarders; Cargo Theft & Cultural Wars; Asia-Europe at full stretch

This jam-packed episode examines why container lines are getting increasingly picky about who they deem worthy of their servicesm and why the implications for forwarders are  far-reaching. We turn our gaze on cargo thefts and why they are being dragged into the cultural wars, and we consider if container lines will continue to buy airlines. We also look in more detail at what is happening on the Asia-Europe trade, we examine how liner network reorganisations are impacting less lucrative trades and we hear the latest on air and shipping freight rates. Credits: Created, Produced and Hosted by Mike King   Guests Emma Rowlands, Strategic Sales Director for Hong-Kong headquartered Kerry Logistics Peyton Burnett, Managing Director of TAC INDEX. Hans-Henrik Nielsen, Global Development Director at CargoGulf Stefan Verberckmoes, Shipping Analyst & Editor North Europe at Alphaliner Mike Yarwood, TT Club’s Managing Director, Loss Prevention Gavin van Marle, Managing Editor of The Loadstar   EP2 2022 in more detail Are Maersk and other carriers snubbing forwarders? And does the market really want all-in services from lines given historical customer service performance? (2.30 – 11.00) The latest shipping rates (11.00) Air cargo rates go awry (13.00) More carrier investments in air cargo as MSC makes its move? (17.10) Asia-Europe forwarding focus – why shipping early makes sense. (19.45) Trucking long-haul: Transit times from China to Europe (23.40) Why stratospheric freight rates on the East-West trades are sucking capacity out of less lucrative lanes (27.15) How the Middle East is coping with liner network recalibrations (34.20) Cargo Thefts & Culture Wars (42.00) Cargo Security and how to improve it (44.25) Nusrat Ghani MP: A former UK Transport Minister who deserved better (49.40) ...

Listen

January 20, 2022 00:52:52
Episode Cover

Chinese New Year mini-spike or multimodal crunch?

2022 is already shaping to be a year of daunting challenges for freight and shipping. Carriers by sea, air, ocean and rail can expect healthy profits. But for buyers, managing procurement and inventories has never been more important. The lead-in to Chinese New Year factory closures at the start of February is the focus of this episode. Are we seeing the traditional mini-peak or is there a looming multimodal crunch on the horizon? And, what comes afterwards? All is revealed as we hear the latest from China, and examine what’s happening in air freight markets and where container contract and spot rates are on the East-West trade lanes. Guests: Peter Sand, Chief Shipping Analyst, Xeneta(Co-host). Akhil Nair, VP Global Carrier Management & Ocean Strategy at SEKO Logistics. Jason Haith, Manager at Transpacific forwarding specialist OEC Group. Neel Jones Shah, Flexport Executive Vice President and Global Head of Airfreight. Adam Compain, Senior VP for Product Marketing & Supply Chain Insights, project44.  EP1 2022 in more detail: Ocean spot rates ahead of Chinese New Year (3.10) How Covid outbreaks are impacting logistics in China (5.40) – Seko Logistics viewpoint Can carriers use Chinese New Year to improve schedule reliability? (11.00) Q2 Shipping supply and demand imbalance? (13.30) Asia’s airports and airlines are struggling with zero-Covid policies (15.00) – Flexport Air cargo rates in January (19.00) US consumption still driving ocean freight markets and sucking in ships (19.50) Spotlight: The Transpacific (19.50), Xeneta, project44 and OEC Group US hinterland – port delays; trucking rates sky high on scarcity (25.10) Transpacific contract negotiations commence early (32.00) Will PMA/ILWU West Coast port dockworker negotiations prompt rush for East Coast deliveries? (34.40) US airport infrastructure as outdated as its ports (39.40) Global air freight demand in 2022 (42.30) Asia-Europe container trade analysis (45.15) ...

Listen

December 16, 2021 01:05:06
Episode Cover

2021 Winners and Losers and the challenges ahead

Our end-of-year special examines the biggest stories of 2021 and the narratives that have found traction in media far beyond the confines of logistics and shipping. We pick out the winners and losers of pandemic supply chains. We analyse labour shortages, industry consolidation, the latest acquisitions, who has money to burn, and the biggest challenges facing forwarders and shippers. And we look at rates and forecasts for 2022, what Covid means for the future of supply chain planning, and whether shippers and carriers can ever find common ground. EP10 in more detail: The Ever Given blockage of the Suez Canal (4.17) Why it wasn’t a black swan event (6.36) Why airlines are now taking air cargo seriously (7.46) Air cargo peak season pricing – the last five years in perspective (9.00) Greedy airlines? (10.00) The winners from Covid supply chains (11.35) High rates pull in new air freight entrants (15.40) War chests for 2022 – who will buy what? (17.26) Labour shortages cast shadow (19.36) Loadstar journalists discuss their favourite stories of 2021 (21.14) Coined here: Pure Play Contract Logistics Operators (23.52) Regulators eye container shipping (25.57) The biggest challenges in 2022 for forwarders and shippers (26.46) John Pearson. DHL Express CEO – supply chain resilience (29.34) Lars Jensen, CEO of Vespucci Maritime – why near shoring doesn’t work (32.15) Air and ocean rate forecasts for 2022 (36.36) Bjorn Vang Jensen, VP of Advisory Services at Sea-Intelligence – what Covid has taught carriers (39.23) Can lines and shippers make peace? (42.50) EXCLUSIVE INTERVIEW: The world according to Michael Wax, Co-Founder and CEO of Forto (46.10)   Appearing in this episode: Alex Lennane, Loadstar Publisher Gavin Van Marle, Loadstar MD Mike Wackett, Loadstar sea freight correspondent Michael Wax, Co-Founder and CEO of Forto John Pearson. DHL Express CEO Bjorn Vang Jensen, VP of Advisory Services at Sea-Intelligence Lars Jensen, CEO of Vespucci ...

Listen

9

December 02, 2021 00:58:41
Episode Cover

Power cuts in China, the Transpacific rollercoaster and global port congestion bites

EP9, hosted by Mike King, 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. EP9 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 and 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) SEKO Logistics’ 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 container ships (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: Cathy Roberson, president, Logistics Trends & Insights Caroline Wu, Area Managing Director for Maersk Greater China Hans Nagtegaal, Director of Containers at the Port of Rotterdam Brian Bourke, Chief Growth Officer at Seko Logistics Sam Whelan, Loadstar Asia Correspondent AND Frank Coles, EX-CEO of the Wallem Group and Strategic Advisor, Kariwa Maritime ...

Listen

8

November 04, 2021 00:49:44
Episode Cover

A never-ending peak season, IKEA exclusive and much ado about COP26

EP8 of The Loadstar Podcast reports direct from Glasgow where world leaders are congregating for COP26, a meeting many believe is the last chance saloon for meaningful progress on climate change and one that could shape supply chain planning and investment for years to come. EP8 also examines: How IKEA is coping with logistics and supplier bottlenecks (33.30 mins). Why US air cargo supply chains are at full stretch (19.30). Why climate change is increasing the likelihood of containers being lost overboard (6.40). Why airlines must do more on sustainability (15.45). Why decarbonised supply chains mean higher costs.    Guests in this episode: Susanne Waidzunas, IKEA Supply Chain Operations Manager Brandon Fried, Executive Director of the Airforwarders Association Peregrine Storrs-Fox, TT Clubs Risk Management Director Michael Page, broadcast meteorologist at Flawless Forecast Nick Savvides, Loadstar News Editor Alex Lennane, Loadstar Publisher   ...

Listen

October 14, 2021 00:55:15
Episode Cover

“The mother of all peak seasons.”

As the holiday season closes in, Episode 7 of The Loadstar Podcast looks at what one of our guests believes will be the “the mother of all peak seasons”. We also examine: What next for air and ocean freight rates? What options are still available to shippers looking to restock inventories before the holiday season finishes? Why freight rates from South Asia have risen 50% in the last 2-3 weeks? Is there any chance that Chinese New Year 2022 will bring order to ocean shipping, or are we already turning to 2023 for some respite? What are the real economics of retailers chartering their own vessels? With bellyhold capacity in short supply, who is investing in freighter aircraft? And why is it only in the UK that a lack of truck drivers is causing acute shortages of everything, including fuel?   Guests in this episode: John Pearson, CEO of DHL Express Paul Page, Editor of The Wall St Journal’s Logistics Report. Loadstar Founders Alex Lennane and Gavin Van Marle  Bryn Atherton, Commercial Director of UK-based forwarder Allseas Global Logistics Bjorn Vang Jensen, former Electrolux procurement veteran and current VP Advisory Services, Global Supply Chain, Sea-Intelligence ...

Listen
Next