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Fresh U.S. tariffs on Canada, Mexico, and China are reshaping global trade dynamics, creating unprecedented challenges for businesses worldwide. Filmed live at #TPM25 in Long Beach on March 4, in this episode of The Freight Buyers’ Club, Paul Bingham, Director of Transportation Consulting at S&P Global Market Intelligence, offers an in-depth analysis of these transformative trade policies.
 
Sponsored by Dimerco Express Group [https://dimerco.com/], this episode provides business leaders, economists, and trade professionals with crucial perspectives on the evolving global trade environment. Don’t miss this expert analysis that goes beyond headlines to explore the nuanced reality of international commerce.

As news broke at #TPM25 in Long Beach that MSC/BlackRock had acquired most of Hutchison Port Holdings’ global port network—including key Panama terminals flagged by President Trump for excessive Chinese control—host Mike King breaks down the deal with container shipping expert Lars Jensen, CEO of Vespucci Maritime.
They also dive into tariff wars, the container shipping outlook, Suez, and potential US port fees for container lines.
Key Highlights:
Exclusive insights into the massive MSC/BlackRock deal involving Hutchison Ports
Deep dive into the latest Trump administration trade policies and tariffs
Unpacking the potential impacts on transatlantic and global trade
Expert perspectives on shipping uncertainty, port operations, and future market challenges
Timestamps:
0:00 – MSC/Blackrock Hutchison Ports Deal
3:00 – New Tariffs Landscape
5:00 – Trade Uncertainty and Market Volatility
7:00 – Peak Season and Shipping Dynamics
9:00 – Potential US Port Fees and Shipping Implications
Recorded live at #TPM25 in Long Beach on March 4th, this episode provides critical insights for anyone involved in global logistics, shipping, and international trade. Big thanks to Dimerco Express Group for supporting this episode of  @thefreightbuyersclub2866 
https://dimerco.com/
www.thefreightbuyersclub.com
Featuring Lars Jensen, Maritime Expert and CEO of Vespucci Maritime
Host: Mike King

In this special episode of The Freight Buyers’ Club, recorded at #TPM25 and produced with the support of Dimerco Express Group, host Mike King speaks with Dr. Noel Hacegaba, Chief Operating Officer at the Port of Long Beach. They discuss the port’s record-breaking 2024 and the key trends shaping global trade in 2025. ✅ Will shippers stick with the West Coast, or will traffic shift back east? ✅ How labor strikes and tariff threats shaped shipping patterns ✅ Why Long Beach handled 9.6 million TEUs with no congestion ✅ The impact of Red Sea disruptions and shifting container alliances https://dimerco.com/

At TPM25, host Mike King with Rolf Habben Jansen, CEO of Hapag-Lloyd, about the shifting landscape of global shipping. They discussed the Gemini Cooperation with Maersk and its goal of achieving 90% schedule reliability, how shippers are responding to tariff uncertainties, and whether customers will pay a premium for reliability.
Rolf also shared insights on investment priorities, the hub-and-spoke model, and how geopolitical risks impact ocean freight strategies.
Produced with the support of Dimerco Express Group.

The global trading landscape is experiencing seismic shifts under President Trump’s administration. In this pivotal episode of The Freight Buyers’ Club (https://www.thefreightbuyersclub.com/), we decode the impact of new tariffs, de minimis rule changes, and escalating geopolitical tensions reshaping supply chains worldwide.
Join host Mike King with two industry powerhouses:

Bronson Hsieh, former Chairman of Evergreen and Yang Ming Shipping, reveals how smaller carriers can outperform industry giants and shares his outlook on shipping profitability amid market turbulence
Kathy Liu, VP of Global Sales & Marketing at Dimerco Express Group, unpacks the air freight implications of U.S. policy changes and provides strategic insights for companies eyeing Vietnam as their next manufacturing hub

As the industry prepares for TPM25 in Long Beach in early March, we explore pressing questions about carrier contract negotiations, emerging Asian manufacturing alternatives, and innovative logistics solutions in Southeast Asia.
Discover how leading companies are adapting their e-commerce and container shipping strategies to navigate this new era of global trade.
Presented in partnership with Dimerco Express Group. Learn more at dimerco.com

 
In this standalone interview from EP34 of the The Freight Buyers’ Club (https://www.thefreightbuyersclub.com/), produced with the support of Dimerco Express Group, host Mike King speaks with maritime law expert Lauren Beagen, ‘The Maritime Professor’, about the top five regulatory and policy issues that could impact freight buyers in 2025:

Federal Maritime Commission (FMC) Leadership & Powers – With Louis E. Sola as the new FMC Chair, what changes should shippers expect? Will the Ocean Shipping Reform Act (OSRA) remain intact?
Detention & Demurrage Policy – Ongoing legal battles over pandemic-era charges could reshape D&D regulations.
Panama & U.S. Policy – The FMC’s role in addressing Chinese influence, corruption, and water level issues at the Panama Canal.
Container Shipping Alliances & MQCs – How the FMC is scrutinizing carrier agreements and minimum quantity commitments (MQCs) in contracts.
The SHIPS Act & National Security – U.S. flagged fleet expansion, supply chain security, and scrutiny of Chinese shipping dominance.

Plus, shipbuilding initiatives & eBLs!

In episode 34 of The Freight Buyers’ Club (https://www.thefreightbuyersclub.com/), produced with the support of Dimerco Express Group (https://dimerco.com/), we dive into the critical factors shaping this year’s ocean freight contract negotiations. As the transpacific contracting season approaches at TPM25 to be held at Long Beach at the start of March, we examine how spot rates, minimum quantity commitments, new carrier alliances, and US trade policy are influencing shipper strategies. With spot rates tumbling, uncertainty around tariffs, and the emergence of the Gemini Alliance, what should freight buyers consider when planning their 2025 contracts?
Host Mike King speaks with industry veterans Jon Monroe of Jon Monroe Consulting, Mark Szakonyi from Journal of Commerce, and maritime law expert Lauren Beagen to unpack these market dynamics and explore how regulatory changes at the Federal Maritime Commission could impact shipping contracts and detention and demurrage policies.
 
Guests
Mark Szakonyi, executive editor, Journal of Commerce
Jon Monroe, founder, Jon Monroe Consulting
Lauren Beagen, maritime lawyer and host of ‘By Land and By Sea Podcast’

In this illuminating episode of The Freight Buyers Club Insight series, produced with the support of Ontegos Cloud (https://www.ontegos.cloud/), host Mike King sits down with Mads Drejer, Global CCO and COO of Scan Global Logistics, for a wide-ranging discussion on freight markets and modern logistics leadership.
From navigating tariff wars to embracing what Drejer calls our new state of “permacrisis,” the conversation offers unique insights into how global trade has become more resilient amid constant disruption. Drejer shares SGL’s distinctive approach to growth and technology, explaining why the company puts people before automation and “customer obsession” ahead of “competition obsession”.
The discussion covers everything from the Red Sea crisis and changing carrier alliances to why logistics has finally “moved into the boardroom” post-COVID. Drejer also offers a refreshingly optimistic take on the future, arguing for a balance between technological advancement and human expertise, while explaining why the industry must adapt to attract and retain younger talent.
https://www.thefreightbuyersclub.com/

In this episode of The Freight Buyers’ Club Insight series (https://www.thefreightbuyersclub.com), host Mike King sits down with Neel Jones Shah—former senior executive at Flexport, Delta, and United—to dissect the biggest forces shaping air cargo in 2025. From Trump’s latest tariffs and their impact on e-commerce exports to the slow pace of air freight digitalization, Neel shares candid insights on where the industry is headed. He also reflects on Flexport’s bold ambitions, why combination airlines may have the upper hand in a downturn, and how geopolitical risks—from the Suez Canal to de minimis rules—will shake up supply chains. Could air cargo be facing a major slump?
Brought to you by Ontegos Cloud (https://www.ontegos.cloud).
Guest
Neel Jones Shah, former senior executive at Flexport, Delta Airlines and United Cargo. 
Episode in more detail:
Highlights from a fascinating career (1.26)
The evolution of freight buyers (3.49)
Flexport: achievements and mishaps (5.34)
Why is the air forwarding supply chain digital-resistant? (9.13)
Trump’s tariffs will hit e-commerce hard—here’s how (15.00)
Air freight supply vs demand (21.28)
Does tariff uncertainty discourage diversification? (23.00)
Geopolitical risks in 2025 (25.00)
Is a bearish storm looming for air cargo? (28.15)
Winners and losers (31.16)
Why is air cargo so slow? (33.51)
How to make supply chains better for BCOs (36.17)

Philip Damas, Managing Director at Drewry Shipping Consultants and head of Drewry Supply Chain Advisors, delivers an in-depth analysis of container shipping markets, current market trends, the supply-demand balance and what the possible reopening of the Suez Canal means for freight rates.
He also shares actionable advice for shippers: from negotiating freight contracts amid market volatility, to preparing for potential impacts of new tariffs and alliance realignments. This is part 2 from episode 31 of The Freight Buyers’ Club (https://www.thefreightbuyersclub.com/), produced with the support of Dimerco Express Group (https://dimerco.com/).
Full EP links are here: Website: https://www.thefreightbuyersclub.com/podcast/what-shippers-want-and-how-they-get-it/
Spotify: https://open.spotify.com/episode/4ndF5J1fuLrIG8EhXowW1P?si=98fce131dea3461d Apple: https://podcasts.apple.com/us/podcast/what-shippers-want-and-how-they-get-it-with-ttis/id1668766055?i=1000685061106
YouTube: https://youtu.be/T7sxLMcEWF8?si=dee9jCAr9G8zByq9