Anchorage keeps growing while air cargo from Asia to Europe falls away. Same freight, opposite directions. Mike King and Neel Jones Shah unpack a freight market pulling apart, with Sean Dolan of NorthLink Aviation on why Ted Stevens Anchorage is booming, and Neil Wilson of TAC Index, calculating agent for the Baltic Air Freight Indices, on rates and jet fuel.
Also this month: war and tariffs reshaping the map, the end of EU de minimis, the AI and semiconductor boom filling Asian carriers, Farnborough’s order book, Dimerco’s survey of 57 Asia-Pacific shippers, and Glyn Hughes handing over the top job at TIACA to Mammen Tharakan.
Produced with the support of Dimerco Express Group, your partner for Asia sourcing, manufacturing and China-plus-one supply chains. https://dimerco.com/
00:00 Welcome and coming up this month
01:00 Two disruptions: war and tariffs
02:00 Houthis blockade Saudi Arabia, Red Sea at risk
04:00 Neel on the Middle East and the tariff scramble
08:00 Asia-Europe volumes collapse after de minimis
11:00 Anchorage: the world’s third-busiest cargo hub
12:00 Sean Dolan: what’s driving Anchorage’s growth
13:00 Sean Dolan: the route picture and peak season
14:00 Neel: e-commerce, AI, and the transpacific boom
16:00 Neel: the debt behind the AI cargo boom
18:00 Rates: Neil Wilson, TAC Index
22:00 Seoul and Taiwan: the semiconductor lanes
24:00 Jet fuel: why it’s not feeding through yet
29:00 Farnborough: MSC’s order and DHL’s converted freighter
32:00 Dimerco’s shipper survey and ocean volatility
36:00 TIACA: Glyn Hughes hands over to Mammen Tharakan
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