US port operators brace for tariff blitz if Trump gets second term
US port operators will be focused on the results of tomorrow’s elections, concerned that potential ...
LINE: EXPENSES AND OPERATING LEVERAGELINE: PIPELINE OF DEALS LINE: DEMAND PATTERNS LINE: LANDSCAPELINE: CONF CALL STARTSDSV: UNTOUCHABLEEXPD: NOT AS BULLISH AS PREVIOUSLYFWRD: SPECULATIVE RALLY MAERSK: INTEGRATED LOGISTICS WIN MAERSK: TRUMP TRADEKNIN: THE SLIDELINE: DEBUT AAPL: ASIA CAPEXDHL: THE HANGOVERXPO: ELECTION DAY RALLY BA: STRIKE OVER GXO: SHEIN AND TEMU IMPACT GXO: PAYING DOWN DEBT AND ORGANIC GROWTH
LINE: EXPENSES AND OPERATING LEVERAGELINE: PIPELINE OF DEALS LINE: DEMAND PATTERNS LINE: LANDSCAPELINE: CONF CALL STARTSDSV: UNTOUCHABLEEXPD: NOT AS BULLISH AS PREVIOUSLYFWRD: SPECULATIVE RALLY MAERSK: INTEGRATED LOGISTICS WIN MAERSK: TRUMP TRADEKNIN: THE SLIDELINE: DEBUT AAPL: ASIA CAPEXDHL: THE HANGOVERXPO: ELECTION DAY RALLY BA: STRIKE OVER GXO: SHEIN AND TEMU IMPACT GXO: PAYING DOWN DEBT AND ORGANIC GROWTH
In the inaugural episode of The Loadstar Podcast, Mike King is joined by The Loadstar‘s founders Alex Lennane and Gavin van Marle to discuss the latest happenings and trends in the global freight and logistics industry including the ongoing fallout from the Suez Canal closure and just why air cargo markets are going nuts.
Mike also speaks to leading industry commentators about the over-heated Asia to US supply chain and what this means for the peak season.
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(Alternatively, subscribe on your podcast platform of choice by searching for “The Loadstar Podcast”)
This episode’s guests:
Cathy Roberson, president, Logistics Trends & Insights
Jon Gold, VP, supply chain & customs policy, National Retail Federation
Raymon Krishnan, president, The Logistics & Supply Chain Management Society
Dean Croke, principal analyst, DAT Solutions
Gene Seroka, executive director, Port of Los Angeles
Lars Jensen, Vespucci Maritime
John McCown, founder, Blue Alpha Capital
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Air freight and container rates data provided by The Baltic Exchange’s BAI and FBX indices – trusted data for transport markets
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