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The Loadstar Podcast

Business & Economics Podcasts

The Loadstar Podcast adds nuance and depth to The Loadstar's coverage of the global supply chain. Each episode we interview the world’s leading freight, shipping, air cargo and logistics executives and analysts about the forces making markets tick and the challenges that lie ahead. Host and Creator Mike King also discusses the stories that matter with The Loadstar’s global team of journalists. To receive this podcast straight into your inbox sign-up at: https://theloadstar.com/registration/

Location:

United States

Description:

The Loadstar Podcast adds nuance and depth to The Loadstar's coverage of the global supply chain. Each episode we interview the world’s leading freight, shipping, air cargo and logistics executives and analysts about the forces making markets tick and the challenges that lie ahead. Host and Creator Mike King also discusses the stories that matter with The Loadstar’s global team of journalists. To receive this podcast straight into your inbox sign-up at: https://theloadstar.com/registration/

Language:

English


Episodes
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US Cargo Wars: East Coast vs West Coast

10/19/2022
If you think East Coast versus West Coast is all about rappers, think again. In Part 2 of this episode the Loadstar examines cargo shifts in the US this year from a global perspective and from a port operator’s viewpoint. Host Mike King speaks to Peter Sand, chief analyst at Xeneta, and Stephen A. Edwards, CEO and executive director of Virginia Port Authority. Part 1 of this episode also asks if the slowdown in e-commerce is overstated and examines the limited achievements and many failings...

Duration:01:03:58

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The Big Interview: The world according to shippers

10/12/2022
In this Big Interview, Loadstar Podcast editor and producer Mike King gets the view of the freight and shipping world from the perspective of shippers as he interviews James Hookham, Secretary General of the Global Shippers’ Forum. Mike asks why do shippers still want reform of the liner industry even as rates declines? Also discussed are the impacts Covid disruptions and soaring freight rates have had on SMEs. Why container lines need more regulation. How carriers and shippers can build...

Duration:00:39:01

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Freight rate ‘normalisation’; partnering on decarbonisation; M&A activity as demand slows

9/29/2022
In Part 1, Mike King and guests explore freight technology take-up and the latest M&A activity. They also ask if we are now seeing the normalisation of freight rates, and if the scaling back of ocean and air ambitions by some integrators and carriers are the sign of things to come. Are you trying to decarbonise your supply chain without partnering with stakeholders. If so, in Part 2 of this podcast you’ll hear why you should think again. Guests Bryn Atherton, Liner Development Director,...

Duration:00:02:55

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The Deep Dive: We Need To Talk About Peak Season

9/15/2022
In this Deep Dive Loadstar Podcast, Mike King and guests explain the traditional container shipping peak season and its role in the ebb and flow of global trade. They also examine how the last two years of Covid-driven supply chain disruption have impacted box trade seasonality. And they consider whether parts of that transformation will be permanent, or whether a return to normality is now underway in the shape of a 2022 peak season that has faltered in the face of economic...

Duration:00:21:08

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F1 boss tackles air cargo; peak forwarder profits; port congestion vs slowing demand

9/5/2022
In part one, Mike King and his guests from around the world of freight, shipping and logistics explore if the US peak season is already over, why forwarder profits peaked in the second quarter and how port congestion is set to continue and could act as a break on freight rate declines. In part two, Mike speaks in depth to Paul Stoddart, the former Formula 1 team owner and chairman of fast-growing freighter operator European Cargo. They cover the global economy, why the cost-of-living crisis...

Duration:01:22:37

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The Big Summer Catch-up

8/25/2022
In part one of this bumper summer episode, Mike King and guests from around the world explore the current state of play in global logistics, shipping and air cargo. This section analyses the biggest news stories of the summer including industrial unrest at European ports, the latest from China and why US West Coast port congestion has shifted East. It also includes a full briefing on air and ocean freight rates. In part 2, Mike deep dives on the macroeconomic environment buffeting the...

Duration:01:07:02

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The Big Interview : Is shipping's bull run coming to an end?

7/6/2022
What next for container shipping rates and regulation as the macroeconomic clouds turn thunderous? Are carriers spending their pandemic windfalls wisely? Is deglobalisation on the agenda and, if so, what does this mean for box shipping? Who better to ask than one of the world’s leading analysts and former shipping executive, Lars Jensen, CEO of Vespucci Maritime. Credits: created, produced and hosted by Mike King Episode in more detail Why there is a precedent for today’s macroeconomic...

Duration:00:40:28

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Is Winter Coming?

6/23/2022
In part one, host Mike King and his guests examine why northern Europe’s hub ports are struggling to cope with container volumes, what Joe Biden’s forays into shipping policy mean for shippers and why predictions of a cargo surge from China have not materialised. Contributors also discuss the air cargo supply-demand balance and the sector’s logistics challenges, what next for AirBridgeCargo and where (and when) container lines might spend their huge profits. And in part 2, Xeneta’s Peter...

Duration:01:12:55

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War + Covid = Deglobalisation? Discuss.

6/1/2022
As the freight and shipping industry waits for China to unshackle its people and global trade from Covid-19, creator and editor Mike King looks not only at what might happen on key trades lanes in the next weeks and months, he also explores whether global supply chains as we’ve known them are now finished? Is a fundamental reset on the way? And who will be driving it if so? We also have the build-up to the peak shipping season, air cargo freight rate updates, a look at the preparedness of...

Duration:01:01:24

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The Big Interview: Hapag Lloyd - the next 175 years

5/19/2022
On its 175 anniversary, Loadstar Podcast editor and producer Mike King asks Hapag Lloyd, the world’s fifth largest container line, how the carrier is managing the chaos of the here and now? What is being done to help shipper customers? Where will the windfalls of the last two years be spent? And what does the future hold for container shipping over the next 175 years? Mike interviews newly appointed Executive Board Member of Hapag Lloyd, Donya Amer, and Dr. Ralf Belusa, Managing Director...

Duration:00:26:51

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The Shipper, the Analysts, the Economist & Big Blue - what next for global trade?

5/11/2022
In this episode, Mike King examines what impact Covid lockdowns in China are having on exports from Asia. What do lower outbound volumes mean for the peak season, container shipping and the global economy? And, if lockdowns are eased in the coming weeks, are carriers and ports in Europe and North America ready to handle a Q3 surge better than they managed in 2021? Credits: created, produced and hosted by Mike King Guests Lars Mikael Jensen, Head of Global Ocean Network at Maersk Peter...

Duration:01:00:00

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China lockdowns, M&A splurge & what next for Asia-Europe rail freight

4/27/2022
Episode Description In Part 1 we hear about the latest M&A activity, what’s happening at ports and airports in China as Covid lockdowns bite, and what this means for rates and the peak season. We also shed light on how rail services between Asia and Europe have been devastated by war in Ukraine and discuss why Lidl has set up a new shipping line. In Part 2, we zoom in on air freight as we hear how the air supply chain can be improved, what war in Europe means for the sector and why TIACA...

Duration:01:01:31

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The Deep Dive Podcast: “E-commerce is where the gold lies for anyone involved in global logistics.”

4/20/2022
In this Deep Dive Loadstar Podcast, Mike King explores how and why the acceleration in e-commerce trade due the Covid-19 pandemic is changing retail and the world of international freight. How are supply chains being transformed? What does this mean for planning and procurement? And, as integrators, trucking companies, forwarders, 3PLs and retailers seek out new supply chain profit centres, who will win this Battle Royale? Guests: Cathy Roberson, President of Logistics Trends &...

Duration:00:24:23

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Easter challenges: Covid lockdowns, port congestion, war in Europe and a lack of slots and flights

4/7/2022
The lesson of this Easter episode is do not put all your freight eggs in one basket. Supply chain disruptions covered include the implications of more Covid lockdowns in China, port congestion and what war in Europe is doing to air charter markets. We have the latest air and ocean freight rates, and we hear how SME forwarders are struggling to buy space from carriers. And, will Bollore and Gefco be the next acquisitions by Europe’s container lines? Guests Glenn Hogben, CEO of the Air...

Duration:00:45:42

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The end of globalisation? How the invasion of Ukraine and Russian sanctions are impacting freight markets and the future of free trade.

3/16/2022
Russia’s invasion of Ukraine is causing significant supply chain issues as carriers, ports and forwarders cancel services due to the fear of carrying or handling sanctioned cargo or incurring reputational damage. The Black Sea, meanwhile, has been classified as a high-risk war zone by the Joint War Committee, a move that has hit imports and exports. Europe’s open skies have also been dramatically closed with all sorts of implications for airlines. In Part 1 of this episode, we explore what...

Duration:00:53:15

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Deep Dive: Why US West Coast dockworker union negotiations could rock container shipping

3/9/2022
Created, Produced and Hosted by Mike King In this inaugural episode of this Deep Dive Loadstar Podcast, editor Mike King explains why war in Ukraine is not the only global trade disruptor in March 2022. Negotiations over a new labour contract between the International Longshore and Warehouse Union (ILWU) pose a threat to port productivity on the US West Coast where terminals, including those located at Long Beach and Los Angeles, are already bedevilled by port congestion and long vessel...

Duration:00:17:46

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TPM 22 preview. What next for rates and competition policy? And a Loadstar Special Report: Labour Shortages & The Great Resignation.

2/24/2022
Credits: Created, Produced and Hosted by Mike King Ahead of TPM22 in Long Beach at the end of February, this episode of The Loadstar Podcast examines the key challenges facing those in the business of supply chain, and those wondering how much logistics costs will sever from their bottom lines. This episode also examines freight rates across modes post-Chinese New Year and ahead of the Transpacific contracting season. The latter, of course, clouded by US west coast dockworkers negotiations...

Duration:01:05:22

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The Big Interview: Shipping’s Renaissance Man – Mike King meets AP Moller Maersk’s Morten Bo Christiansen

2/16/2022
Credits: Created, Produced and Hosted by Mike King In this inaugural episode of the Loadstar Podcast Big Interview editor Mike King talks to AP Moller Maersk’s Morten Bo Christiansen, shipping’s Renaissance Man. Over the last Morten decade has been tasked with finding solutions to some of the critical challenges facing both his company and the shipping and freight industry. In his previous position as Head of Strategy he worked closely with CEO Soren Skou as Maersk ditched its energy...

Duration:00:31:03

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

2/2/2022
Credits: Created, Produced and Hosted by Mike King 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...

Duration:00:51:31

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Chinese New Year mini-spike or multimodal crunch?

1/20/2022
Credits: Created, Produced and Hosted by Mike King 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,...

Duration:00:52:52