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Why strike action by ILA dockworkers at US East and Gulf Coast ports will have global ramifications
In this extended clip from #EP23 of The Freight Buyers’ Club, hosted by industry veteran Mike King and produced with the support of Dimerco Express Group, Lars Jensen, one of the world’s foremost container shipping and supply chain analysts, explains why any union action at US East Coast and Gulf Coast ports will have global ramifications.
Read MoreLars Jensen: Geopolitics, Looming Port Strikes and the Future of Container Shipping
In this episode of The Freight Buyers’ Club, hosted by industry veteran Mike King and produced with the support of Dimerco Express Group, Mike interviews Lars Jensen, one of the world’s foremost container shipping and supply chain analysts. As CEO of Vespucci Maritime, Lars brings his unparalleled expertise to the table to discuss the pressing issues facing shippers.
Topics covered include:
What next for container spot and contract freight rates?
The ongoing Red Sea Crisis and its long-term impact on global shipping routes
Comparisons with past disruptions such as the Ever Given blockage of the Suez Canal
The looming threat of strikes by ILA longshoremen at US East and Gulf Coast ports
The influence of upcoming US elections and threat of tariffs on international trade relations
Strategies of major carriers like Hapag-Lloyd, MSC and Maersk, and the formation of new alliances
Predictions for market demand amidst economic volatility and upcoming political elections
The rapid growth in container shipping capacity and the risks of overcapacity
The potential for long-term diversions around the Cape of Good Hope and their implications for shippers
The Federal Maritime Commission’s (FMC) enhanced enforcement powers and what they mean for shippers and carriers
Join us as we explore these critical issues and more, providing you with the knowledge you need to navigate the complexities of the shipping industry. Subscribe to The Freight Buyers’ Club on your preferred platform, including YouTube for additional video content, or visit www.thefreightbuyersclub.com.
Read MoreAre US legislators targeting the Shanghai Shipping Exchange? FMC Chairman Daniel Maffei
In this clip from EP21 of The Freight Buyers Club, produced with the support of Dimerco Express Group, host Mike King is talking with Federal Maritime Commission Chairman Daniel Maffei.
Read MoreNew FMC Detention & Demurrage Rules Explained: Are Dispute Mechanisms Open to SMEs?
In this extended clip from Episode 21 of The Freight Buyers’ Club, Federal Maritime Commission Chairman Daniel Maffei explains the latest D&D rule changes, how shippers can protect themselves from unfair fees, and how the FMC is SMEs. FBC is produced with the support of Dimerco Express Group and is available on all podcast platforms and YouTube.
Read MoreWhat would an escalation of the US-China trade war mean for the US economy. Is decoupling feasible?
In this extended clip from EP 22, Mike King is talking to Jason Miller, Eli Broad Professor in Supply Chain Management at Michigan State University, and Jessica Dankert, Vice President Supply Chain, Retail Industry Leaders Association (RILA) about the economic and trade implications of a ramping up of US tariffs. Who pays for this and what does it mean for the US economy?
Mike and guests also discuss whether decoupling the US economy from China’s is feasible.Big thanks to Dimerco Express Group for supporting independent journalism.
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Tariffs, Trade Wars and Freight Market Volatility
In this episode of The Freight Buyers’ Club, produced with the support of Dimerco Express Group, host Mike King and his guests Jessica Dankert, Vice President Supply Chain at the Retail Industry Leaders Association (RILA), and Jason Miller, Eli Broad Professor in Supply Chain Management at Michigan State University, examine the complexities and challenges of today’s supply chain landscape.
The conversation starts with the latest on US tariffs and the ongoing trade tensions with China, exploring potential impacts on the US economy and global trade and the feasibility of a total economic decoupling of the US and Chinese economies.
Mike and guests also explore the numerous disruptions that have taken supply chains by surprise in 2024, from freight rate surges to logistical chaos caused by geopolitical events. They also provide insights from the retail sector and offer a broader analysis of how these disruptions are reshaping logistics networks.
They also examine conflicting economic indicators and the debate around restocking strategies, discussing whether the current trends reflect a shift towards ‘Just In Case’ supply chain management. Are retailers building up safety stocks, or is consumer demand driving the surge in imports?
Finally, they address US domestic freight market dynamics, potential port delays, and the looming threat of union strikes and natural disasters on logistics. They also share thoughts on building resilience in supply chains amid rising costs and ongoing disruptions.
Guests:
Jessica Dankert, Vice President Supply Chain, Retail Industry Leaders Association (RILA)
Jason Miller, Eli Broad Professor in Supply Chain Management at Michigan State University.
Supply Chain Shake-Ups and Exclusive Insights from FMC Chairman Daniel Maffei
In this episode of The Freight Buyers Club, produced with the support of Dimerco Express Group, host Mike King addresses the most critical issues impacting the global supply chain. An exclusive interview with Federal Maritime Commission Chairman Daniel Maffei reveals the potential effects of the forthcoming U.S. presidential elections on the FMC’s powers. The conversation also explores why U.S. legislators are targeting the Shanghai Shipping Exchange and what U.S. shippers can do to safeguard their operations amid unexpected challenges such as unseasonally strong Q2 demand and Red Sea diversions.
Mike is also joined by Edwin Lopez, Managing Editor of Supply Chain Dive & Trucking Dive, to discuss the supply chain implications of Mexico’s recent presidential election, ongoing strikes in Canada, and the relentless nature of global logistics blockages. Additionally, the U.S. crackdown on Chinese e-retailers and its impact on international trade are covered.
Guests
Daniel Maffei, Chairman of the Federal Maritime Commission
Edwin Lopez, Managing Editor, Supply Chain Dive & Trucking Dive
Maersk/Hapag-Lloyd’s Gemini Cooperation; implications for alliance system and service reliability
In this clip from EP19 of The Freight Buyers’ Club podcast, produced with the support of Dimerco Express Group, host Mike King is chatting to Hua Joo Tan, Founder of Linerlytica, about the 2025 restructuring of the container shipping alliance system.
In this clip they also discuss the pros and cons of the Gemini Cooperation partnership between Maersk and Hapag-Lloyd.
Trans-Pacific Trends and Challenges: Insights from Freight Industry Experts
This episode of The Freight Buyers’ Club, hosted by Mike King and supported by Dimerco Express Group, delves into current trans-Pacific shipping trends and challenges, particularly in relation air cargo and supply chain dynamics.
It features insights from Eric Kulisch, Air Cargo and Supply Chain Editor at FreightWaves and American Shipper, and Kathy Liu, Vice President of Global Sales and Marketing, Dimerco Express Group.
They discuss unseasonal demand and rate increases in air cargo, the impact of geopolitical issues like the Red Sea conflict on shipping, the burgeoning role of e-commerce, particularly companies like Shein and Temu, and strategies for navigating the complex logistics and supply chain disruptions facing freight buyers today.
Additionally, the conversation touches on the global economic outlook, strategic shifts in manufacturing to avoid tariffs, and the potential impacts of political and economic changes on the freight industry.
Guests
Kathy Liu, Vice President of Global Sales and Marketing, Dimerco Express Group
Eric Kulisch, Air Cargo and Supply Chain Editor, FreightWaves and American Shipper