Rates still slipping as peak season recedes and port strike threat subsides
Freight rates are continuing their downward correction following the premature peak season and front-loading of ...
XPO: BUILDING BLOCKSHLAG: BIG ORDERLINE: REACTIONLINE: 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
XPO: BUILDING BLOCKSHLAG: BIG ORDERLINE: REACTIONLINE: 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
In this episode, host Mike King and guests examine what the latest escalation of conflict in the Middle East means for freight markets, who might be paying for the Dali tragedy at the port of Baltimore and why e-commerce is driving air cargo demand.
Drewry’s Eirik Hooper explains how the de facto closure of the Suez Canal is impacting Mediterranean ports and shipping services. And Flexport’s Neel Jones Shah explains what’s next for him and his company.
Reporting ‘live’ from IATA’s CNS Partnership conference in Dallas Fort Worth, The Loadstar’s Alex Lennane asks the Airforwarders Association’s Brandon Fried about fentanyl, US infrastructure failings and why some airline executives still do not understand the importance of forwarding.
Guests:
Neel Jones Shah, board advisor, Flexport
Brandon Fried, executive director, Airforwarders Association
Eirik Hooper, senior analyst for ports and terminals, Drewry
Alex Lennane, publisher, The Loadstar
Episode in more detail:
Dali: general average declared (2.33)
Middle East erupts – no-fly zones, ship seizures and pirates (4.48)
IATA CNS (8.37)
Neel Jones Shah to leave Flexport (10.25)
More restricting at Flexport? (11.29)
Deliverr and the loss of Dave Clark
E-commerce and air cargo demand (15.35)
Fentanyl and resisting legislators (19.50)
US infrastructure failings (24.04)
Carriers vs air forwarders (26.07)
The future of the CNS Partnership (27.52)
Drewry’s Mediterranean update (29.25)
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Freight rates are exclusively provided by Xeneta – the leading ocean and air freight rate benchmarking and market analytics platform transforming the shipping and logistics industry.
Credits: Created, edited and produced by Mike King & Associates for The Loadstar
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