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The Freight Buyers' Club

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The Freight Buyers' Club
Lars Jensen, CEO of Vespucci Maritime, gives his straight forecast on container shipping rates one month into the Middle East conflict. The forty per cent rise on the Asia-Europe trend over four weeks sounds dramatic. His take on what it actually means might surprise you. Produced with the support of Dimerco Express Group [https://dimerco.com/] #ContainerShipping #FreightRates #MiddleEastConflict #ShippingForecast #LarsJensen #SupplyChain #FreightBuyersClub #Hormuz #AsiaNorthEurope #TransPacific

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YouTube Video VVVOVE1CZnFjbzV1U1J3VXY5WDdZUHV3LnJYd0treXd6S1NZ

Freight Rates 2026: Will They Keep Rising? Lars Jensen's Forecast

Is the world going to run short of jet fuel and bunkers? In this clip from the latest episode of The Freight Buyers' Club podcast, Greg Knowler, Europe Editor at the Journal of Commerce, and Lars Jensen, CEO of Vespucci Maritime, discuss the bunker fuel crisis developing in Asia right now. The price spike is alarming. But both Greg and Lars say the real concern is something far more serious than cost. This situation is, in Lars's words, completely without precedent. Produced with the support of Dimerco Express Group [https://dimerco.com/] Watch the full episode: YouTube: https://www.youtube.com/watch?v=nn-uz4E3UmM&t=5s Spotify: https://open.spotify.com/episode/5OW32v9r8ZVejCWJ5oiB8r Apple Podcasts: https://podcasts.apple.com/us/podcast/middle-east-conflict-2026-global-shipping-and-trade/id1668766055?i=1000758814248 Full episode on our website: https://www.thefreightbuyersclub.com/podcast/middle-east-conflict-2026-global-shipping-and-trade-crisis-ft-lars-jensen-and-greg-knowler/ #BunkerFuel #ShippingCrisis #MiddleEastConflict #Hormuz #ContainerShipping #SupplyChain #FreightBuyersClub #LarsJensen #GregKnowler #FuelShortage #supplychain #supplychainmanagement

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Bunker Fuel Crisis 2026: Is the Shipping Industry About to Run Out of Fuel?

Lars Jensen, CEO of Vespucci Maritime, gives the bluntest possible answer to the biggest question in shipping right now. If the Strait of Hormuz reopens, what changes permanently? Watch the full episode: https://youtu.be/nn-uz4E3UmM Produced with the support of Dimerco Express Group: https://dimerco.com #ContainerShipping #Hormuz #MiddleEastConflict #SupplyChain #GlobalTrade #FreightBuyersClub #LarsJensen #ShippingForecast #SupplyChainResilience

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Hormuz Will Reopen. And Then Nothing Will Change. Lars Jensen Explains Why.

Lars Jensen, CEO of Vespucci Maritime, gives a surprising answer. One month into the Middle East conflict and the Strait of Hormuz closure, the headlines say global shipping crisis. Lars says not so fast. Watch the full episode: [LINK] Produced with the support of Dimerco Express Group [https://dimerco.com/] YouTube: https://www.youtube.com/watch?v=nn-uz4E3UmM&t=5s Spotify: https://open.spotify.com/episode/5OW32v9r8ZVejCWJ5oiB8r Apple Podcasts: https://podcasts.apple.com/us/podcast/middle-east-conflict-2026-global-shipping-and-trade/id1668766055?i=1000758814248 Full episode on our website: https://www.thefreightbuyersclub.com/podcast/middle-east-conflict-2026-global-shipping-and-trade-crisis-ft-lars-jensen-and-greg-knowler/ #ContainerShipping #MiddleEastConflict #ShippingCrisis #GlobalTrade #SupplyChain #FreightBuyersClub #LarsJensen #Hormuz #FreightRates #Logistics

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Is This Really a Global Container Shipping Crisis?

The Strait of Hormuz has been closed to commercial shipping since the end of February. One month on, the world is still counting the cost. Freight rates are rising, bunkers and jet fuel are running short, and the risk of escalation into the Red Sea and beyond is growing. In this episode of The Freight Buyers' Club, Mike King is joined by two of the most respected voices in the industry: Lars Jensen, CEO, Vespucci Maritime Greg Knowler, Europe Editor, Journal of Commerce Together they cover: ✅ Is the Middle East conflict actually a global shipping crisis — or a regional one? ✅ Container shipping rates: are we heading for a Red Sea-style spike or not? ✅ Bunker fuel shortages in Asia — why availability is becoming a bigger problem than price ✅ Jet fuel shortages and the collapse of air cargo capacity through Gulf hubs ✅ The intermodal alternatives: Saudi Red Sea ports, Khorfakkan, Sohar, Salalah — and their limits ✅ The danger of escalation: Houthis, Red Sea, Bab-el-Mandeb and the eastern Mediterranean ✅ What US importers are facing on top of the existing tariff chaos ✅ Why supply chain resilience always loses out to efficiency — and what shippers can do about it ✅ Lars Jensen's forecast for container shipping rates in the weeks ahead Produced with the support of Dimerco Express Group, leading Asia-Pacific freight forwarder and logistics provider. https://dimerco.com #MiddleEastConflict #ContainerShipping #GlobalTrade #SupplyChain #Freight #ShippingCrisis #Hormuz #AirCargo #BunkerFuel #FreightRates #SupplyChainResilience #FreightBuyersClub #LarsJensen #GregKnowler #Dimerco #OceanFreight #Logistics #Intermodal #RedSea #TradeDisruption

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Middle East Conflict 2026: Global Shipping and Trade Crisis ft. Lars Jensen and Greg Knowler

Recorded live at the IATA World Cargo Symposium in Lima, Peru, Mike King sits down with Andres Bianchi, CEO of LATAM Cargo, the cargo arm of the largest airline group in South America. Andres breaks down LATAM Cargo's network across North America, Europe and intra-South America, their fleet of 19 Boeing 767 freighters, and why 65% of their cargo is special cargo, dominated by perishables like Chilean salmon, Ecuadorian flowers and Peruvian fruit. We cover the structural changes hitting e-commerce and de minimis exemptions across Latin America, how LATAM Cargo planned for multiple tariff scenarios without having to implement most of them, and how the Middle East conflict is sending shockwaves through supply chains. Andres also explains how LATAM Cargo handles fuel surcharge transparency with customers in a volatile pricing environment, and outlines plans for 5 to 7% belly capacity growth in 2026, with a focus on cargo-heavy European routes including Amsterdam and Brussels. Topics covered: • IATA World Cargo Symposium 2025 takeaways • LATAM Cargo fleet and network overview • Perishables, pharma and lithium battery cargo • US tariffs, trade war and de minimis changes • Middle East conflict and supply chain disruption • Fuel surcharges and price volatility • LATAM Cargo 2026 growth outlook This content is brought to you by Dimerco Express Group. Learn more at dimerco.com. #AirCargo #AirFreight #LATAMCargo #IATAWorldCargoSymposium #FreightBuyersClub #SouthAmericaFreight #Perishables #ColdChain #LogisticsPodcast #FreightPodcast #SupplyChain #Ecommerce #DeMinimis #Tariffs #TradeWar #FuelSurcharge #CargoFleet #FreightMarket #AirCargoIndustry #Dimerco

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LATAM Cargo CEO: Perishables, Trade Wars and Growing a 19-Freighter Fleet

Logistics technology promises a lot. But how do you know if a vendor is selling you reality or a roadmap? In this Freight Buyers' Club interview from TPM26 in Long Beach, Mike King sits down with independent logistics technology consultant Mike DeAngelis, who has worked across Maersk, INTTRA, WiseTech Global, project44 and FourKites, to get the questions every freight buyer and shipper should be asking before they commit. From clean versus dirty data to the risks of automating AI workflows on unreliable sources, Mike DeAngelis cuts through the sales pitch to give shippers a practical framework for evaluating any logistics tech platform. LogTech Industry veteran, ex - Maersk, INTTRA, WiseTech Global, p44, FourKites In this interview: • Why the sales pitch and the software are often two different things • What clean data actually means and why it matters for AI • How to structure a vendor conversation around your use cases, not their features • Why you should always ask for a live demo, not a PowerPoint • The importance of getting your actual users in the room • Why reference customers are one of the most valuable and underused evaluation tools Whether you are assessing a visibility platform, a TMS, or an AI-driven workflow tool, the framework here applies across the board. This content was brought to you by Ontegos Cloud, freight forwarder profitability specialists. #FreightBuyers #LogisticsTech #SupplyChain #FreightProcurement #AI #ShippingTech #FreightBuyersClub

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Logistics Tech Procurement: The Questions Every Freight Buyer Should Ask Vendors

Everyone's talking about AI. Peter Creeden thinks we're building on sand. Peter Creeden, MD of MPC International and advisor to the IMO's Port Call Optimization task force, joined Mike King at TPM26 in Long Beach to make the case that shipping's data foundations need to come before any AI investment. From the IMO's new PCO Guide to e-bills of lading, smart contracts, and scope three emissions reporting in Australia, Peter maps out the digital layer cake that has to exist before AI can actually deliver. If you're a freight buyer evaluating visibility platforms, digital tools, or AI-powered freight systems, this one is required viewing. 🎙 Guest: Peter Creeden, MD, MPC International This content is brought to you by Dimerco Express Group [https://dimerco.com/] #FreightBuyersClub #TPM26 #SupplyChain #ArtificialIntelligence #DigitalTransformation #Shipping #FreightTech #PortCallOptimization #IMO #LogisticsTech #EBillOfLading #Decarbonization #OceanFreight #FreightBuyers #SmartContracts

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Your AI Freight Strategy Is Built on Sand - Here's Why

Bertrand Chen, CEO of GSBN (Global Shipping Business Network), explains how the shift from paper to electronic bills of lading is about to unlock a new era of trade finance — and why freight buyers should care. From bank interoperability to stablecoins, the digitisation of trade finance is moving fast. And there's one simple thing you can do right now that your CFO will thank you for. The Freight Buyers' Club covers ocean, air, and overland markets for freight buying decision-makers. #FreightBuyersClub #BillOfLading #TradeFinance #eBL #DigitalTrade #Logistics #SupplyChain #FreightNews

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How Electronic Bills of Lading Will Transform Trade Finance | Bertrand Chen, GSBN

In this video from the IATA World Cargo Symposium in Lima, Brendan Sullivan, Global Head of Cargo at IATA, shares his five key insights from the event: Alignment on industry priorities Motivation to solve challenges even in times of crisis Digitalization and data sharing as the backbone of progress Harmonized actions with governments and standardized practices The continued importance of people in the air cargo industry These insights highlight what’s driving the future of global air cargo and supply chains. Sponsored by Dimerco Express Group Learn more about Dimerco’s logistics solutions here: https://www.dimerco.com 📌 Don’t forget to like, comment, and subscribe for more freight and supply chain insights from industry leaders. #AirCargo #SupplyChain #Logistics #Freight #IATA #GlobalTrade #Digitalization #DataSharing #Dimerco #AirFreight #CargoIndustry #ShippingTips

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Air Cargo Insights from IATA’s Global Head | 5 Key Takeaways from WCS 2026

In this short video from the IATA World Cargo Symposium in Lima, Peru, Galo Sanchez, Executive Vice President of The Elite Group, the world’s largest flower exporter, shares the three key areas that could transform the air cargo supply chain: 1. Digitalisation of the supply chain: sharing data across airlines, cargo agents, and distributors to improve efficiency and KPI visibility 2. ESG and sustainability: innovating processes to reduce CO2 emissions while maintaining high-quality logistics 3. Innovation and AI: standardising processes, leveraging data analysis, and improving the end-to-end service for customers These insights come straight from a global exporter handling millions of flowers shipped worldwide every day, highlighting the changes shippers want to see in air cargo operations Sponsored by Dimerco Express Group Learn more about Dimerco’s logistics solutions here: https://www.dimerco.com Don’t forget to like, comment, and subscribe for more freight and supply chain insights from industry leaders #AirCargo #SupplyChain #Logistics #FlowerExport #DigitalSupplyChain #ESG #Innovation #FreightForwarding #GlobalTrade #Dimerco

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3 Things Air Cargo Must Fix From the World’s Largest Flower Exporter

Air cargo doesn't stop for war. It reroutes. Jan Krems, President of United Cargo, joins Mike King at the IATA World Cargo Symposium in Lima, Peru, for one of the most candid conversations in recent air freight memory. With Middle East airspace closed, fuel prices up sixty to seventy percent, and tariff policy shifting overnight, Jan explains how United keeps cargo moving when the world keeps throwing curveballs. His model is built on belly capacity, smart partnerships, and access to freighter space rather than ownership of it - a position he defends with characteristic Dutch directness. On the growth side, Jan talks through United's pharmaceutical business in India, new Southeast Asia services into Vietnam and Thailand, and where he sees opportunity in a market disrupted by both conflict and trade policy chaos. He also breaks down how United thinks about automation, AI, and the one thing technology still cannot replace: people with a cargo heart. Thirty-nine years in the industry. Twelve with United. And cargo, he says, is still sexy. Recorded live at WCS Lima, March 2026. This episode of the Freight Buyers Club is supported by Dimerco Express Group. https://dimerco.com/ #AirCargo #FreightBuyers #UnitedCargo #SupplyChain #Logistics #AirFreight #GlobalTrade #FreightMarket #Shipping #CargoIsSexy CHAPTERS 00:00 Welcome from WCS Lima 01:00 Five years of disruption: COVID, Ukraine and the Middle East 03:00 Middle East airspace closure: impact, fuel costs and workarounds 05:00 Tariffs: coping when policy changes overnight 07:00 India, pharma and new Southeast Asia routes 09:00 South America: how United serves the region 10:00 The freighter question: why Jan will never own one 11:30 Fleet investment, specialty products and the cool chain 13:00 AI, automation and the 50/25/25 booking model 14:30 Thirty-nine years in the industry and why cargo is still sexy

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United Cargo's Jan Krems: No Freighters, No Problem - War, Disruption and Why Cargo Is Still Sexy

With US tariffs in flux, freight buyers need every tool available. Curtis Spencer, CEO of IMS Worldwide Inc., breaks down three ways a Foreign Trade Zone can reduce your duty exposure: deferred payment, duty-free exports, and zero duty on scrap, waste, and returns. Curtis has 40 years in FTZ consulting. If you're importing at scale, the numbers add up fast. The Freight Buyers' Club covers ocean, air, and overland markets for freight buying decision-makers. #FreightBuyersClub #ForeignTradeZone #FTZ #Tariffs #TradePolicy #Logistics #SupplyChain #FreightNews

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How Foreign Trade Zones Can Cut Your Tariff Bill | Curtis Spencer, IMS Worldwide

As conflict escalates in the Middle East, air cargo rates are spiking hard and fast. Peyton Burnett, Founder of TAC Index and calculating agent for the Baltic Air Freight Indices, breaks down what the BAI Spot data is showing across India, Hong Kong, and South Korea routes, why charter prices have already tripled, and whether shippers should have been hedging all along. This is a clip from Air Cargo Unpacked, produced with the support of Ontegos Cloud. #AirCargo #FreightRates #MiddleEast #AirFreight #SupplyChain #TACIndex #BalticAirFreight #Dimerco #FreightBuyersClub #AirCargoUnpacked

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War Is Sending Air Cargo Rates Surging | Peyton Burnett, TAC Index

The Middle East war sent shockwaves through global air cargo markets almost overnight. 18% of global capacity disappeared within 48 hours. Mike King sits down with Ray Zedov, Commercial Director at Rotate, at IATA World Cargo Symposium in Lima to break down what the data actually shows - from grounded Gulf carriers and rerouted integrators to Vietnam's supply chain surge and what shippers should be watching for in the months ahead. This content is proudly supported by Dimerco Express Group, your ideal freight forwarding partner for Transpacific Asia and beyond. Learn more at https://dimerco.com/ #AirCargo #MiddleEastWar #FreightBuyersClub #Rotate #Dimerco #AirCargoNews #SupplyChain #Freight #IATAWCS #Lima2026

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Middle East War Is Reshaping Air Cargo. Here's What the Data Shows | Ray Zedov, Rotate

Recorded live at the IATA World Cargo Symposium in Lima, Peru, this episode of Air Cargo Unpacked covers everything freight buyers and supply chain professionals need to know about the Middle East war and its impact on global air cargo markets. Mike King is joined by co-host Neel Jones Shah, Jan Krems, President of United Cargo, and Peyton Burnett, founder of TAC Index — the calculating agent for the Baltic Air Freight indices — for what is the most comprehensive air cargo briefing on the crisis available anywhere. Topics covered: the collapse of capacity on the Asia-Europe corridor, jet fuel price spikes and how they feed through to freight rates, the container shipping chaos and what it means for air, how forwarders and carriers are responding, and the worst case scenario if this drags on for months. Sponsored by Ontegos Cloud — freight forwarder profitability specialists. Rate data via TAC Index — the Baltic Air Freight indices. #AirCargo #AirFreight #Logistics #SupplyChain #FreightMarket #MiddleEast #GlobalTrade #FreightRates #AirCargoUnpacked

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Air Cargo Unpacked | Middle East War, Capacity Collapse and Surging Rates Explained

Sea lions vs a container terminal. I know my audience. We're in Lima, Peru ahead of the IATA World Cargo Symposium, recording a full week of Freight Buyers' Club and Air Cargo Unpacked content. This is what the day before WCS looks like — a visit to the DP World terminal at Callao, one of South America's major port operations. I did swim with the sea lions after this was filmed. Highly recommend. #IATAWCS #AirCargo #FreightBuyersClub #AirCargoUnpacked #Freight #Lima #Peru

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Me Swimming With Sea Lions vs a Container Port | Day Before IATA WCS Lima | Freight Buyers' Club

Recorded live at TPM26 in Long Beach, Kathy Liu, VP of Global Sales & Marketing at Dimerco Express Group, warns that the Iran conflict is already creating a serious ocean freight crunch, with over 100 vessels held at the Strait of Hormuz and container equipment shortages on the way. While the immediate focus is on Asia-Europe trades, Kathy predicts the disruption will spread to key transshipment hubs including Singapore, Colombo and Nhava Sheva in the coming weeks. Dimerco Express Group is a proud sponsor of The Freight Buyers' Club. For Asia-Pacific freight expertise, visit dimerco.com #OceanFreight #SupplyChain #TPM26 #FreightBuyersClub #Dimerco #IranWar #ContainerShipping #StraitOfHormuz #LogisticsNews #FreightMarket #Singapore #Colombo #NhavaSheva #Shipping #GlobalTradeimerco

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Iran War Impact on Ocean Freight: Port Disruption & Container Shortage Warning | Kathy Liu, Dimerco

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