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 Maritime
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) ...
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 ...
EPISODE 1 - Transpacific chaos: what happens in the peak season? Why air cargo markets are going ‘nuts’ - and who is winning Suez fallout still hurting European logistics ...