This podcast is a new home for anyone with a professional interest in international trade, shipping, procurement, logistics and air cargo. Each episode your host, award-winning journalist Mike King, will be speaking to leading decision-makers, analysts, journalists, operators and shippers to get their take on current freight and logistics markets and the challenges and opportunities ahead.

Latest Episodes

Container Shipping’s Nash Endgame: The Equilibrium That Won’t Last

June 8, 2026 richard 00:07:49 Comments Off

The first episode of FBC Opinion, a new series from The Freight Buyers' Club. One expert, one argument, straight to camera, no host. In 2019, Akhil Nair wrote that container shipping would consolidate from 22 carriers to 12 within four years. Not through mergers. Through game theory. Seven years...

Where Container Shipping Is Heading Next, With Nigel Pusey, CTS

June 2, 2026 richard 00:45:41 Comments Off

Forget Trump's tariffs. The biggest story in container shipping isn't what's happening at America's ports. It's what's happening everywhere else. In the first quarter of 2026, the global container market grew 4.4% despite the Strait of Hormuz being shut, fresh war in the Middle East, and Cape of Good Hope...

Platforms, Ecosystems or Agents: Who Wins in Freight Tech?

May 25, 2026 richard 00:04:07 Comments Off

In this clip from The Freight Buyers' Club, three of the sharpest minds in logistics technology give three very different answers to the same question: in three years, which type of company wins? Zubin Appoo, CEO of WiseTech Global, says integrated platforms with AI at the core displace everything else....

What People are Saying About Our Podcast

Since being on the Freight Buyers’ Club I have been receiving great responses!

Susan Williams

Founder, Kalalou

…insightful initial contribution to the industry’s public discourse

Wolfgang Lehmacher

Board Member, Executive Advisor & Ex-World Economic Forum Director of Supply Chain

Important conversations at a critical moment for global trade.

Jeffrey Shih

CEO, Dimerco Express Group

Such insightful speakers and great content, Mike. You are one of my essential listens!

Brandon Fried

Executive Director, The Airforwarders Association

I loved, loved loved this last podcast. So good to just learn more about how your area operates but also to hear perspectives.

Seham Lewis

Supply Chain Expert, USAF Veteran

Topical, timely and an awesome cast of experts.

Drew Fobbester

Chief Prejector, The Internet of Transit

Latest Videos

The Freight Buyers' Club

6.1K subscribers

Nigel Pusey, CEO of Container Trades Statistics, on why the Cape of Good Hope route is becoming the new normal. Two and a half years in, supply chains have adapted and everybody's broadly happy with it. Full episode of The Freight Buyers' Club on the channel.
#Shorts #Shipping #SupplyChain #SuezCanal #Logistics

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Suez Won't Reopen This Year. Here's Why Nobody's Panicking.

Europe now imports 3.5 containers from the Far East for every one it sends back. In 2023 that ratio was 2.4 to one. That is a 45.8% widening of the imbalance in just three years. In this clip from the latest episode of The Freight Buyers' Club, Nigel Pusey, CEO of Container Trades Statistics, explains what's behind it: collapsing European exports, the decline of German manufacturing, and the end of the old cycle where Europe shipped the machinery that built Asia's factories. Germany alone has lost around half a million container exports in the last two to three years.
Watch or listen to the full episode for the complete picture, including where China is sending its cargo instead, the Strait of Hormuz, and Nigel's predictions for the rest of the year. Links on the channel.
Produced with the support of Dimerco Express Group. https://dimerco.com/
#ContainerShipping #GlobalTrade #SupplyChain #Europe #Logistics

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How the Asia-Europe Trade Gap Nearly Doubled in 3 Years

Description:
Nigel Pusey, CEO of Container Trades Statistics, on why he doesn't expect much of a peak season this year. Full episode of The Freight Buyers' Club on the channel now.
#Shorts #ContainerShipping #SupplyChain #Freight #Logistics #PeakSeason

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"No Peak Season This Year" Says Container Data Chief

In this short from The Freight Buyers' Club, Zubin Appoo, CEO of WiseTech Global, cuts through the AI hype with a simple argument. AI is not a revolution. It is another layer of automation, and the only question that matters is whether it makes you more efficient and more productive.
#AI #Logistics #FreightTech #WiseTechGlobal #FreightBuyersClub

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WiseTech CEO: Nobody Should Care How AI Works

Airlines never press release bad news. They just quietly pull frequencies, cut thin routes and reduce days of operation. Neel Jones Shah (ex-Delta, United, Flexport) explains what is actually happening to air freight capacity right now, why yields on Asia to North America and Europe to North America lanes are not keeping up with fuel costs, and how long carriers can keep burning cash before something has to give. A clip from the May episode of Air Cargo Unpacked, a Freight Buyers' Club production.
Watch the full episode: https://youtu.be/pStRhnX3BGc
Produced with the support of Ontegos Cloud. https://www.ontegos.cloud/
#airfreight #aviation #supplychain #logistics #freightrates #aircargounpacked

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Airlines Never Announce Bad News. Here Is What They Do Instead | Air Cargo Unpacked

Forget Trump's tariffs. The biggest story in container shipping isn't what's happening at America's ports. It's what's happening everywhere else.
In the first quarter of 2026, the global container market grew 4.4% despite the Strait of Hormuz being shut, fresh war in the Middle East, and Cape of Good Hope sailings now stretching east-west trade to breaking point. But underneath the headlines, the trade map is being redrawn.
Greater China's container exports to the United States fell 1.8 million TEU in 2025, and Container Trades Statistics is forecasting a similar net loss this year. Southeast Asia has picked up around a million TEU of that lost volume, but a net 800,000 boxes a year are now simply not going to America. China hasn't slowed down. It has redirected. In Q1 2026, Sub-Saharan Africa imports were up 33% on the same quarter a year earlier. South and Central America up 17%. India up 17%. These are the trades that will define container shipping for the rest of the decade.
To make sense of where the container market is actually heading, Mike King is joined by Nigel Pusey, CEO of Container Trades Statistics (CTS) and a 30-year veteran of Maersk Line and P&O Nedlloyd. CTS produces the most comprehensive dataset in container shipping, drawing about 75% of its data direct from the lines' own manifests and invoices.
In this episode, produced with the support of Dimerco Express Group, Mike and Nigel cover:
• Why the Greater China-to-US trade is in decline and what's filled part of the gap
• How Vietnam absorbed half of the Southeast Asia growth into the US, with Thailand taking about a third and Cambodia 10-15%
• Why Far East to Europe imports surged 15% in Q1 2026, and whether it's genuine demand or defensive stockpiling
• The widening Asia-Europe imbalance, now 3.5 boxes inbound for every box out, and what it means for European manufacturing
• How the Strait of Hormuz crisis is reshaping container flows, with Saudi Red Sea ports and trans-desert land bridges emerging as the new winners
• Why the Cape of Good Hope routing looks increasingly permanent and why Suez may not reopen this year
• The container trades primed to keep growing through 2027 and beyond
• Why peak season may not happen this year, and what oil prices could do to global demand
• Why intra-Asia trade, the world's biggest container market at over 50 million TEU, keeps motoring

If you buy, sell, plan or move freight, this is one of the clearest reads on where the container market is actually heading.
Special thanks to Dimerco Express Group for supporting this episode of The Freight Buyers' Club. Find out more about their transpacific, Asia logistics and tariff compliance services at https://dimerco.com/
Notes:
The Good, The Bad, and the ANC: South Africa’s Logistics on the Brink
Watch here: https://youtu.be/POyM0kHGMeg

#FreightBuyersClub #ContainerShipping #SupplyChain #GlobalTrade #Logistics #ChinaTrade #TrumpTariffs #VietnamManufacturing #ChinaPlusOne #Dimerco #CTS #ContainerTradesStatistics #MaritimeLogistics #FreightMarket #OceanFreight #StraitOfHormuz #CapeOfGoodHope

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Forget Trump's Tariffs: The Trades That Will Define Container Shipping Next

Neel Jones Shah (ex-Delta, United, Flexport) on why the air freight market is more resilient than people expected -- e-commerce double digit growth, AI data centre buildout driving demand, Mother's Day flowers off the charts. But there is a dark cloud forming. A clip from the May episode of Air Cargo Unpacked, a Freight Buyers' Club production.
Watch the full episode: [LINK]
Produced with the support of Ontegos Cloud. https://www.ontegos.cloud/
#airfreight #ecommerce #supplychain #inflation #logistics #aircargounpacked

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Air Freight Is Booming. But Inflation Is the Dark Cloud | Air Cargo Unpacked

Neel Jones Shah (ex-Delta, United, Flexport) has been saying for years that Amazon was building the fourth integrator. Now in North America they are arguably the third largest. But assets are one thing. Execution as a vendor to third parties is something else entirely. A clip from the May episode of Air Cargo Unpacked, a Freight Buyers' Club production.
Watch the full episode: https://youtu.be/pStRhnX3BGc
Produced with the support of Ontegos Cloud. https://www.ontegos.cloud/
#airfreight #amazon #3PL #logistics #supplychain #aircargounpacked

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The Amazon Threat to Air Cargo: What the Industry Is Not Saying | Air Cargo Unpacked

Airlines and air cargo operators are not waiting to see how the Strait of Hormuz situation resolves. They are already planning for alternate routes and identifying where growing demand in Southeast Asia, East Asia and India can absorb capacity. Shantanu Gangakhedkar, Principal Consultant and Aviation Lead at Frost & Sullivan Asia Pacific, with his read on how the industry is navigating the crisis. A clip from the May episode of Air Cargo Unpacked, a Freight Buyers' Club production.
Watch the full episode:https://youtu.be/pStRhnX3BGc [LINK]
Produced with the support of Ontegos Cloud. https://www.ontegos.cloud/
#airfreight #straitofhormuz #supplychain #aviation #AsiaPacific #aircargounpacked

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If the Strait of Hormuz Stays Closed, Air Cargo Goes Here Instead | Air Cargo Unpacked

Asia Pacific air cargo was growing double digits before the conflict. It is still growing now, just more slowly. But the fuel shock is real, the Strait of Hormuz is still the central variable, and the scenarios for what happens next are very different depending on how the geopolitics play out.
In this Air Cargo Unpacked clip, a Freight Buyers' Club production, Mike King is joined by Shantanu Gangakhedkar, Principal Consultant and Aviation Lead at Frost & Sullivan Asia Pacific, for his analysis of the Asia Pacific air freight market in May 2026.
Shantanu covers what has actually happened to air cargo demand in the region since the conflict began. Why demand from e-commerce, semiconductors and high-value manufacturing is keeping volumes up despite the global disruption. Why fuel price and availability is now the single most important variable for airlines and what it means for what shippers pay per kilo. And the scenarios that frame what comes next, from the Strait of Hormuz reopening to operators pivoting capacity towards growing Southeast Asian and South Asian demand.
If you source or ship from Asia Pacific, or you are trying to understand where the air freight market goes from here, this is worth your time.
A Freight Buyers' Club production. Produced with the support of Ontegos Cloud, the freight forwarder profitability specialists. https://www.ontegos.cloud/
Shantanu Gangakhedkar, Principal Consultant and Aviation Lead, Frost & Sullivan Asia Pacific
Watch the full May episode: ▶️ YouTube: https://www.youtube.com/watch?v=pStRhnX3BGc
🎧 Spotify: https://open.spotify.com/episode/3ESZQlJrUInhG5LOJIHoqk
🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/air-cargo-unpacked-amazons-freight-play-the-jet-fuel/id1668766055?i=1000768719380
🌐 Website: https://www.thefreightbuyersclub.com/podcast/air-cargo-unpacked-amazons-freight-play-the-jet-fuel-shock-and-why-the-md-11-returned/
#airfreight #3PL #supplychain #logistics #aviation #FedEx #MD11 #straitofhormuz #supplychainmanagement #aircargounpacked

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Air Freight in Asia: Demand Holds, Fuel Bites and What Happens Next | Air Cargo Unpacked

In this clip from The Freight Buyers' Club, Zubin Appoo, CEO of WiseTech Global, explains how AI is moving logistics platforms beyond data management into what he calls intelligent global trade.
Drawing on the closure of the Strait of Hormuz and the wider geopolitical disruption of the past five years, he sets out how AI now allows freight operators to predict the impact of disruptions and act proactively rather than reactively, changing trade lanes, route optimisations and rates far earlier than was previously possible.
He also walks through how sanctions checks, embargo screening and customs classification reviews are now built directly into the CargoWise workflow, triggered automatically at each stage rather than left to the operator to manage manually.
Watch the full episode here: https://youtu.be/NX9C1d4HwNA
#AI #Logistics #SupplyChain #FreightForwarding #FreightTech #SupplyChainManagement #LogisticsAutomation #CargoWise #WiseTechGlobal #FreightBuyersClub

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WiseTech CEO: How AI Manages Sanctions, Tariffs and Trade Disruption in Real Time

A quick look at what is coming up in the May episode of Air Cargo Unpacked, a Freight Buyers' Club production. Amazon Supply Chain Services and what it means for freight forwarders and 3PLs. The Middle East capacity recovery. Air freight rates from Neil Wilson at TAC Index. Shantanu Gangakhedkar of Frost & Sullivan Asia Pacific on air cargo demand in the region. Jet fuel up almost 100%. And the FedEx MD-11 back in the skies.
Watch the full episode here: [LINK]
Produced with the support of Ontegos Cloud, the freight forwarder profitability specialists. https://www.ontegos.cloud/
#airfreight #3PL #supplychain #aircargounpacked #logistics

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Is Amazon Replacing the 3PL? Air Cargo Unpacked May 2026 Highlights

Nancy O'Liddy, Executive Director of the National Industrial Transportation League, explains why she has been lobbying FMCSA, the Federal Motor Carrier Safety Administration, for 12 years to fix the carrier licensing database, and pharmaceutical cargo theft, currently one of the highest-risk categories in US freight.
Nancy on FMCSA: "We need some flags that go off to say, this guy's familiar. [But] this is like his third licence under a different name."
Clip from the full episode: "Death by a Thousand Paper Cuts: US tariffs, freight fraud and the cost of war"
▶️ Full episode on YouTube: https://www.youtube.com/watch?v=Nx4fxT6OYrE 🎧 Spotify: https://open.spotify.com/episode/4q7TspMkMlct65aieT2x0a 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/death-by-a-thousand-paper-cuts-us-tariffs-freight/id1668766055?i=1000767730949 🌐 Website: https://www.thefreightbuyersclub.com/podcast/death-by-a-thousand-paper-cuts-us-tariffs-freight-fraud-and-the-cost-of-war/
Produced with the support of Dimerco Express Group. https://dimerco.com/
#FreightFraud #DoubleBrokering #CargoTheft #SupplyChain #FMCSA

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Cargo Theft, Double-Brokering and Chameleon Carriers: Nancy O'Liddy on the Fraud Hitting US Freight

Karen Kenney, Dimerco Express Group Trade Compliance Strategist, breaks down how tariff stacking works in practice. One real-world example: a client importing low-value metal tins is already paying a 50% Section 232 rate, plus 25% Section 301, plus 2.5% Most Favoured Nation rate. That’s almost 80% on packaging material.

And it’s probably going to get worse when the new Section 301s arrive in July.

Clip from the full episode: "Death by a Thousand Paper Cuts: US Tariffs, Freight Fraud and the Cost of War"

▶️ Full episode on YouTube: https://www.youtube.com/watch?v=Nx4fxT6OYrE
🎧 Spotify: https://open.spotify.com/episode/4q7TspMkMlct65aieT2x0a
🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/death-by-a-thousand-paper-cuts-us-tariffs-freight/id1668766055?i=1000767730949
🌐 Website: https://www.thefreightbuyersclub.com/podcast/death-by-a-thousand-paper-cuts-us-tariffs-freight-fraud-and-the-cost-of-war/

Produced with the support of Dimerco Express Group. https://dimerco.com/

#TrumpTariffs #TariffStacking #TradeCompliance #SupplyChain #USImports

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80% Tariff on a Tin Can. Karen Kenney Explains How US Tariff Stacking Actually Works

Where there's a complex tariff regime with large sums of money at stake, there are people trying to game it. This clip covers the full picture.
Karen Kenney, Dimerco Express Group Trade Compliance Strategist, and Nancy O'Liddy, Executive Director of the National Industrial Transportation League, break down every form of fraud hitting US importers and shippers right now: transshipment fraud and the $107 billion evasion problem, what changing USMCA rules of origin could mean for companies that moved production to Mexico or Vietnam, CAPE refund interception and why a single compromised customs broker is a force multiplier, double-brokering and how criminals build trust before striking, carrier identity fraud and why Nancy O'Liddy has been lobbying FMCSA for 12 years to fix the licensing database, and pharmaceutical cargo theft, currently one of the highest-risk categories in US freight.
Nancy puts it plainly: for shippers who moved out of China because they thought that's what the administration wanted, it is "a moving target for every shipper in the United States."
Clip from the full episode: "Death by a Thousand Paper Cuts: US tariffs, freight fraud and the cost of war"
▶️ Full episode on YouTube: https://www.youtube.com/watch?v=Nx4fxT6OYrE 🎧 Spotify: https://open.spotify.com/episode/4q7TspMkMlct65aieT2x0a 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/death-by-a-thousand-paper-cuts-us-tariffs-freight/id1668766055?i=1000767730949 🌐 Website: https://www.thefreightbuyersclub.com/podcast/death-by-a-thousand-paper-cuts-us-tariffs-freight-fraud-and-the-cost-of-war/
Produced with the support of Dimerco Express Group. https://dimerco.com/
#TariffFraud #FreightFraud #SupplyChain #TrumpTariffs #TradeCompliance

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The Fraud Crisis Inside the US Tariff System | Karen Kenney & Nancy O'Liddy

In this clip from The Freight Buyers' Club, three of the sharpest minds in logistics technology give three very different answers to the same question: in three years, which type of company wins?
Zubin Appoo, CEO of WiseTech Global, says integrated platforms with AI at the core displace everything else. Wolfgang Lehmacher, former Head of Supply Chain at the World Economic Forum, backs the ecosystem orchestrators. Eric Johnson, Senior Technology Editor at the Journal of Commerce, thinks the industry stays fragmented, just in a new way.
No consensus. No easy answers. Worth checking out.
Watch the full episode here:
YouTube: https://www.youtube.com/watch?v=NX9C1d4HwNA
Spotify: https://open.spotify.com/episode/7xPnfH2JgjCmIjhGiV1w7F
Apple Podcasts: https://podcasts.apple.com/us/podcast/who-wins-the-ai-race-in-logistics-and-who-gets-left-behind/id1668766055?i=1000766413060
Website: https://www.thefreightbuyersclub.com/podcast/who-wins-the-ai-race-in-logistics-and-who-gets-left-behind/

#AI #Logistics #FreightTech #SupplyChain #FreightForwarding #CargoWise #WiseTechGlobal #LogisticsTech #FreightBuyersClub #SupplyChainTech

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Freight tech experts debate the next three years

The CAPE portal is open and importers are filing for $166 billion in IEEPA refund claims. But is the money actually flowing, are brokers equipped, and do shippers even know what they're entitled to?
Karen Kenney, Dimerco Express Group Trade Compliance Strategist, has helped just shy of 50 companies file claims. The range: $1,000 to $91 million. She has not yet reviewed a single company's entries without finding significant over or underpayments. One client had overpaid by several million dollars.
Nancy O'Liddy, Executive Director of the National Industrial Transportation League, describes what her members are experiencing: complicated paperwork, brokers who weren't used consistently, customers demanding their share before the refund has even arrived, and a CBP system that lost a lot of high-talent staff at exactly the wrong moment.
And a Gaia Dynamics analysis of over 300,000 line items found a 30% discrepancy rate. Overpayments and underpayments sitting side by side in the same importer's data. This is not a straightforward refund exercise.
Clip from the full episode: "Death by a Thousand Paper Cuts: US tariffs, freight fraud and the cost of war"
▶️ Full episode on YouTube: https://www.youtube.com/watch?v=Nx4fxT6OYrE 🎧 Spotify: https://open.spotify.com/episode/4q7TspMkMlct65aieT2x0a 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/death-by-a-thousand-paper-cuts-us-tariffs-freight/id1668766055?i=1000767730949 🌐 Website: https://www.thefreightbuyersclub.com/podcast/death-by-a-thousand-paper-cuts-us-tariffs-freight-fraud-and-the-cost-of-war/
Produced with the support of Dimerco Express Group. https://dimerco.com/
#IEEPARefunds #TrumpTariffs #TradeCompliance #SupplyChain #FreightBuying

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$1,000 to $91 Million Back in Refunds. But a Third of Claims Have Errors

Steel, aluminium, semiconductors, pharmaceuticals, automobiles. All on different tariff trajectories. And according to Karen Kenney, Dimerco Express Group Trade Compliance Strategist, none of this is the end.

The administration thinks it is on strong legal footing with Section 232 and the Section 301s likely coming in July. Karen’s message to importers: get involved, lobby through your trade associations, and don’t wait.

Clip from the full episode: "Death by a Thousand Paper Cuts: US Tariffs, Freight Fraud and the Cost of War"

▶️ Full episode on YouTube: https://www.youtube.com/watch?v=Nx4fxT6OYrE
🎧 Spotify: https://open.spotify.com/episode/4q7TspMkMlct65aieT2x0a
🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/death-by-a-thousand-paper-cuts-us-tariffs-freight/id1668766055?i=1000767730949
🌐 Website: https://www.thefreightbuyersclub.com/podcast/death-by-a-thousand-paper-cuts-us-tariffs-freight-fraud-and-the-cost-of-war/

Produced with the support of Dimerco Express Group.

#TrumpTariffs #TradePolicy #SupplyChain #USImports #FreightBuying

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More Is Coming. Karen Kenney on Why US Tariffs Are About To Get Even More Complicated

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Dimerco connects Asia with the world like no other global 3PL

We integrate air and ocean freight, trade compliance and contract logistics services to make global supply chains more effective and efficient. The majority of our global shipping projects connect Asia’s logistics and manufacturing hubs with each other and with North America and Europe.

Started from a single location in Taiwan in 1971, we now serve customers from 150+ Dimerco offices, 80+ contract logistics operations, and 200+ strategic partner agents throughout China, India, Asia Pacific, North America, and Europe