Maersk and Hapag-Lloyd bosses disagree on structural change

Maersk and Hapag-Lloyd bosses disagree on structural change

In this episode:


Maersk and Hapag Lloyd published bumper second quarter results over the last week.

But the news focused on whether liner trades are facing a structural shift due to non-shipping related constraints and the additional cargo types in boxes.


Read more: Vincent Clerc: This structural shift will shape container shipping

Read more: Seasonality or structural shift? Hapag-Lloyd CEO on latest sharp swing in liner profit

Read more: Maersk adds $2.5bn to profit forecast as disruption drives demand

Read more: A licence to print money’: How much longer can container shipping get away with it?


As shipping hears more and more about artifical intelligence, one digital outfit has launched an overarching agentic Ai tool over its digital modules.

Maersk and Cargill-owned Zero North got a new boss four months ago and Soren Andersen is seeking to expand its business and that means giving customers more reasons to go digital.


Read more: ZeroNorth embraces speedboat strategy for AI roll-out


Brunei Darussalam held a maritime event recently and invited TradeWInds to attend.

It is not your normal shipping hub attracting shipping's attention but claims it has some key offerings for shipping to take note.

TradeWinds Huaqing Ma was there and filed this report.


Read more: Why Brunei does not need to become another Singapore

Read more:Can Brunei become industry’s next ship-to-ship transfer hub?


Host and producer: Craig Eason

Additional reporting: Ian Lewis and Huaqing Ma

A TradeWinds/DN Media podcast

Hosted on Acast. See acast.com/privacy for more information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(125)

Chokepoint tolls - The spread of a bad idea

Chokepoint tolls - The spread of a bad idea

In this week’s episode:Shipowner groups implore the United Nations and the International Maritime Organization to stop Iran from imposing a toll on vessels transiting the Strait of Hormuz and point to...

7 Aug 32min

The Adnoc L&S raid on the secondhand VLCC market

The Adnoc L&S raid on the secondhand VLCC market

In this week’s episode:Adnoc Logistics & Services has been buying VLCCs as it seeks to control its supply chain out of the Middle East Gulf.Read more: Adnoc L&S linked to six-strong VLCC raid as UAE b...

31 Juli 24min

The expanding theatres of war

The expanding theatres of war

In this week's episode:Shipping is beset with growing risks as Houthis intensify maritime risks in the Red Sea as July because one of the most intensive months for attacks. To dissect what's been happ...

24 Juli 34min

Should the mariner be the fall guy when shadow vessels break sanctions?

Should the mariner be the fall guy when shadow vessels break sanctions?

The ceasefire in the Middle East Gulf is over and Iranian forces appear to be attacking merchant vessels even further afield than previously. TradeWinds reporter Matt Coyne tells us how vessel traffic...

17 Juli 21min

Risky business  — are we going back to square one in Hormuz?

Risky business — are we going back to square one in Hormuz?

Not even a month after the Strait of Hormuz "re-opened", President Trump has said he considers the ceasefire with Iran to be "OVER!" in the Middle East Gulf.Vessel traffic in the Gulf has responded to...

10 Juli 23min

Faking a Norwegian

Faking a Norwegian

In this week’s episode: TradeWinds has reported on sanctioned tankers often flying false flags, but perhaps none so brazenly as those pretending to fly under the Norwegian International Register. Trad...

3 Juli 24min

Deal no deal, the on/off situation in the Gulf

Deal no deal, the on/off situation in the Gulf

In this weeks episode:The situation with the Strait of Hormuz remains as confusing as ever, yet despite talks of evacuation corridors and new attacks vessels have been transitingRead more: After the a...

26 Juni 33min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
dynastin
uppgang-och-fall
rss-borsens-finest
avanzapodden
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
fill-or-kill
tabberaset
lastbilspodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-dagen-med-di
borsmorgon
rss-kort-lang-analyspodden-fran-di
rss-hos-psykologen
borslunch-2
rss-veckans-trade
rss-borslunch