Deep Dive: The battle for control of Germany’s container ports
In this Loadstar podcast, host Mike King and guests examine the implications of the big shake-up of port ownership underway in Germany. Why are owners so interested in selling stakes in key ports, and why are container lines queueing up to buy them? How will this impact forwarders and shippers? What do the latest deals say about Germany's and Europe's approach to foreign ownership of maritime and shipping infrastructure, especially ownership by companies linked to the Chinese state? And what do changes to port ownership and EC regulations mean for liner networks and the alliance system in 2024? Credits: Created, edited and produced by Mike King for The Loadstar www.theloadstar.com Guests Jan Tiedemann, Head Analyst, Alphaliner Gavin van Marle, Managing Editor, The Loadstar Sebastian Reimann, Editor in Chief, DVZ (Deutsche Verkehrs-Zeitung)
30 Nov 202356min
TIACA controversy, peak season and what next for air cargo
This episode is all about air cargo as host Mike King and his guests dissect the peak season, freight rate trends and what happens in 2024. They also explore how snowstorms in Alaska have been impacting trans-Pacific traffic, what global-to-global trade is exactly, and whether forwarders have finally cracked the code to the e-commerce business. How capacity is sold is in the crosshairs, as The Loadstar unpacks how Ceva Logistics and its owner CMA CGM Group manage their relationship, and why Flexport and WestJet are now working together. And last but not least, Mike and Loadstar Publisher Alex Lennane examine how PR companies and the media interact, and why TIACA Chairman Steve Polmans came under severe pressure at his organisation’s latest executive summit for controversially getting stuck in the middle of the two. Guests Steffen Treiber, SVP Airfreight, DHL Global Forwarding Alex Lennane, Publisher, The Loadstar Yossi Shoukroun, CEO, The Challenge Group Charlotte Goldstone, News Reporter, The Loadstar Neil Wilson, Editor, TAC Index Episode in more detail: TIACA media controversy (3.52) Polmans, Pollock and Burt Reynolds (6.46) Air cargo peak season (10.43) TAC Index rates update (11.56) It’s snowing in Alaska (16.54) DHL: demand outlook (21.23) Defining global-to-global (24.29) Shorter routes, smaller freighters? (28.37) Forwarders vs e-commerce (29.43) WestJet shares Flexport load (31.01) CMA whistle-blower (32.11) What next for Polar Air Cargo? 34.00) Shipping and carbon credits (33.23) Credits: Created, edited and produced by Mike King for The Loadstar www.theloadstar.com
23 Nov 202337min
Deep Dive: The end of globalisation and a new (trade) Cold War?
In a more divided and fractured world, the logistics landscape is rapidly changing, and the future of trade and globalisation is getting ever cloudier. In this episode, host and editor Mike King speaks to global thought leaders about where geopolitics - and conflicts about ideas, ideology and forms of government - are directing the very concept of globalisation. If China is a less trusted location to do business, where does that business go? And if manufacturing moves closer to home, what does that mean for the long-term investment decisions being made by forwarders and carriers as they seek to serve their shipper customers? And finally, if supply chains are regionalising and global institutions that foster collaboration are losing their power, what does this mean for the ability of those in the business of trade to decarbonise supply chains? Guests Michael Every, Global Strategist, Rabobank Marc Levinson, author, historian and journalist Luisa Rodriguez, Economic Affairs Officer, United Nations Conference on Trade and Development (UNCTAD) Lars Jensen, CEO, Vespucci Maritime Alex Lennane, Publisher, The Loadstar Neil Johnson, Co-Founder, TNETS
24 Okt 202326min
Alliances’ competition conundrum; unboxing liner strategy with Lars Jensen; the spectre of ETS
Description In this episode host Mike King and his guests dissect the end of container line consortia exemptions in the EU and the impact of the awful events taking place in the Middle East. They also cover the latest redundancies at Flexport, implications for digital forwarding, the latest rates news, the container ship orderbook, why some container lines will post losses in Q4, and what impact the EU’s Emissions Trading System (ETS) will have on carriers and shippers. Guests Lars Jensen, CEO, Vespucci Maritime Gavin van Marle, Managing Editor, The Loadstar Peter Sand, Chief Analyst, Xeneta Neil Wilson, Editor, TAC Index Episode in more detail: EU to end liner shipping consortia exemption (2.20) The end of alliances? (3.16) Shipper reaction (5.04) War in the Middle East (6.07) TAC Index air freight rates update (10.16) Flexport redundancies (11.27) The demise of digital forwarders? (14.52) Xeneta on ocean rates (16.16) Blanks to hit Euro port volumes? (18.26) How the EC’s Emissions Trading System will impact shipping (20.07) Lars Jensen, CEO of Vespucci Maritime (25.15) Lars on the EC’s liner exemption ruling (25.50) Will other regulators follow suit? (33.09) How will ETS impact shippers? (35.12) ETS vs port competition (40.04) The current container market (44.00) Liner profitability outlook (45.37) Is vertical consolidation saving carriers? (50.52) Lars, geopolitics and China +1 (54.29) Why carriers may not have over-ordered (57.39) ETS and ferry competition (1.00.41) Credits: Created, edited and produced by Mike King for The Loadstar www.theloadstar.com
12 Okt 20231h 2min
