Episodit
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In this episode of The Freight Buyers' Club, we tackle a turbulent few weeks for global logistics. With parcels network security being tightened following the DHL plane crash in Vilnius, we explore the implications for freight safety and geopolitical tensions.
Guests dissect how a new wave of tariffs under Trump 2.0 could impact global trade, US importers and exporters, and shippers pivoting supply chains to Southeast Asia and Latin America. And we hear how new tariffs threats are being received – and acted upon - in Asia.
This episode, produced with the support of Dimerco Express Group, also examines air and ocean freight markets heading into 2025, including the pressures of Chinese New Year, a possible US East Coast port shutdown, and potential reforms to the de minimis rules.
Guests
Paul Bingham, Director, Transportation Consulting, S&P Global Market Intelligence
Cathy Roberson, Founder, Logistics, Trends & Insights
Kathy Liu, VP, Global Sales and Marketing, Dimerco Express Group
Episode in more detail:
DHL freight tragedy – security implications (2.29)
How did the US peak season go? (5.30)
Trump 2.0 – State of the Union (6.30)
New tariffs (8.16)
Economics – Republican v Orthodox (11.26)
January freight market crunch looms (14.19)
Tariffs and Trump: The view from Asia (18.51)
Accelerating China + 1 (19.55)
Frontloading? (21.27)
Reforming de minimis (23.59)
S&P’s view on the China economy (28.33)
Geopolitical trade risk in 2025 (30.52)
Diversification of sourcing (33.26)
US domestic freight recession over? (37.05)
Crony capitalism risk (40.33)
Container shipping outlook (43.07)
Air freight outlook (45.34)
Note:
As cited in the podcast: The Political Economy of Tariff Exemption Grants - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3963039
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In this clip from EP 27 of the Freight Buyers' Club podcast, Stephen Olson, Visiting Fellow, Institute of Southeast Asian Studies, compares and contrasts the approach to tariffs of the two U.S. presidential contenders. Big thanks to Dimerco Express for supporting this channel.
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Puuttuva jakso?
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Welcome to The Freight Buyers Club, the essential podcast for global trade professionals and supply chain leaders. Hosted by Mike King and produced with the support of Dimerco Express Group, each episode unpacks critical issues in international trade, geopolitics, and the logistics industry.
As the upcoming U.S. presidential election draws near, we explore what each candidate’s trade policy could mean for global commerce and the technology sector. In this episode, we’re joined by Stephen Olson, a Visiting Fellow at the Institute of Southeast Asian Studies and a member of the World Economic Forum’s Global Futures Council on Trade. With insights from his extensive career as a U.S. trade negotiator and international trade expert, Stephen examines how a Trump or Harris administration might shape tariffs, protectionism, and trade relations with key players like China and Mexico.
Later, Ed Brzytwa, VP of International Trade at the Consumer Technology Association, weighs in on how potential shifts in U.S. policy could impact the tech industry.
Follow, like, and subscribe to The Freight Buyers Club on your preferred platform, and get more insights and updates at www.thefreightbuyersclub.com.
Guests
Ed Brzytwa, VP of International Trade, Consumer Technology Association
Stephen Olson, Visiting Fellow, Institute of Southeast Asian Studies, Yusof Ishak Institute
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In this entended clip from EP25 we are discussing why air cargo is frequently so slow. And what can be done to speed it up.
Host Mike King is talking to (in order of appearance):
Glyn Hughes, Director General, TIACA
Kathy Liu, Vice President, Global Sales & Marketing, Dimerco Express Group
Peyton Burnett, MD, TAC Index
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In this episode, host Mike King and guests discuss the imminent threat of a major dockworker strike on the U.S. East and Gulf Coasts and its potential to disrupt more than half of the nation's container shipping capacity. With the clock ticking on labour negotiations, businesses are facing the possibility of severe disruption to logistics, supply chains and pricing.
The conversation covers key issues, including how this strike could impact U.S. industries reliant on imported goods, the ripple effects on global trade, and what shippers can expect in terms of price hikes, surcharges, and operational delays. We also look at the political complexities of the situation, as the government balances union relations with the potential economic fallout of a prolonged shutdown.
From container lines shifting their strategies to shippers racing to move goods ahead of the strike, this episode dissects the likely short- and long-term impacts on U.S. supply chains and global trade flows.
With crucial holiday shipments on the line and industries ranging from retail to agriculture at risk, this episode, produced with the support of Dimerco Express Group, unpacks the broader impact of this potential strike on global trade and supply chain resilience.
Guests
Michael Angell, Senior Editor, Journal of Commerce
John McCown, Senior Fellow, Center for Maritime Strategy
Paul Page, Bureau Chief, The Wall Street Journal’s Logistics Report
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This episode, produced with the support of Dimerco Express Group, focuses on what buyers need to know about the looming air cargo peak season as freight rates soar.
Host Mike King and guests examine the latest trade lane dynamics, with a particular focus on outbound rates from Asia to Europe and the U.S.
The discussion covers the unexpected demand surge this summer, security concerns affecting global supply chains, and the key drivers reshaping the market, including Suez Canal container shipping diversions and e-commerce growth.
Looking ahead to the air freight peak season, the conversation addresses capacity shortages, potential port strikes, and the impact on air freight rates. Broader issues such as U.S.-China tariffs, U.S. Presidential elections, long-term demand growth, and the increasing role of sustainable aviation fuel (SAF) are also explored.
This episode provides essential analysis and expert perspectives on the challenges and changes facing the air cargo industry in 2025 and beyond, not least the potential capacity crunch.
Mike and his guests conclude by debating whether the current supply-demand balance reflects what we can expect in terms of capacity availability and pricing in 2025, or if the current market is a house of cards, vulnerable to geopolitical and policy changes that could lead to a rates collapse.
Guests
Glyn Hughes, Director General, TIACA
Kathy Liu, Vice President, Global Sales & Marketing, Dimerco Express Group
Peyton Burnett, MD, TAC Index
Episode in more detail:
Air cargo’s Indian summer (2.31)
Market drivers (3.40)
SE Asia wins (4.48)
Heightened security risk (6.02)
Suez diversions + e-tailers (10.14)
Capacity crunch and charters (13.46)
US dockworker strikes (15.32)
What price peak season rates (17.54)
U.S. tariff threat (22.20)
China+1 challenges and opportunities (30.53)
How to speed up air cargo (35.16)
Air freight’s wish list (41.47)
Supply, demand and rates in 2025 (43.07)
Solid foundations or house of cards? (47.42)
The state of SAF (54.24)
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In this clip from EP 24 of the Freight Buyers' Club, produced with the support of Dimerco Express Group, Torsten Hartmann, Senior Director Trade Management for the Transpacific at Hapag-Lloyd explains what US shippers can expect next year from the Gemini Cooperation.
#SupplyChain #GlobalTrade #Logistics #SportsIndustry #FreightBuyersClub
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In this clip from EP 24 of the Freight Buyers' Club, produced with the support of Dimerco Express Group, Chris Rogers, Head of Supply Chain Research at S&P Global Market Intelligence, explains why there has been a downturn in the global trade in sport equipment.
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In this extended clip from EP24 of The Freight Buyers' Club, produced with the support of Dimerco Express Group, host Mike King is talking to Chris Rogers, Head of Supply Chain Research at S&P Global Market Intelligence, about upcoming US President elections and the disruptive element policy uncertain on tariffs brings to supply chain planning.
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In this special two-part episode of The Freight Buyers’ Club, produced with the support of Dimerco Express Group, we tackle some of the most pressing issues in global trade and supply chains. First, we dive deep into the container shipping markets with Torsten Hartmann, Senior Director of Trade Management for the Transpacific at Hapag-Lloyd.
Torsten provides critical insights on the disruptions in North American freight due to recent rail worker lockouts in Canada and looming dockworker strikes on the U.S. East and Gulf Coasts.
We also explore how Hapag-Lloyd is navigating the complex challenges of balancing capacity, demand, and service reliability amidst global market upheavals, not least the Red Sea crisis.
And Torsten outlines the carrier’s high Transpacific service reliability ambitions when its new partnership with Maersk – Gemini Cooperation – begins operations next year.
In the second part (from 30 mins onwards), we shift our focus to the sports industry. Chris Rogers, Head of Supply Chain Research at S&P Global Market Intelligence, joins host Mike King to discuss the surprising decline in sports clothing and equipment demand, despite a summer of high-profile sporting events.
Chris unpacks the latest data, examining trends in U.S. and global demand, the impact of supply chain disruptions, and the shifting landscape of sports product sourcing.
Guests
Torsten Hartmann, Senior Director Trade Management, Transpacific, Hapag Lloyd
Chris Rogers, Head of Supply Chain Research, S&P Global Market Intelligence
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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.
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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 routesComparisons with past disruptions such as the Ever Given blockage of the Suez CanalThe looming threat of strikes by ILA longshoremen at US East and Gulf Coast portsThe influence of upcoming US elections and threat of tariffs on international trade relationsStrategies of major carriers like Hapag-Lloyd, MSC and Maersk, and the formation of new alliancesPredictions for market demand amidst economic volatility and upcoming political electionsThe rapid growth in container shipping capacity and the risks of overcapacityThe potential for long-term diversions around the Cape of Good Hope and their implications for shippersThe Federal Maritime Commission’s (FMC) enhanced enforcement powers and what they mean for shippers and carriersJoin 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.
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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.
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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.#logistics #containers #ports #strikes #podcast #freightmanagement #cargo #redseacrisis #shipping #supplychains #tariffs #trump #tradewar #bidenomics
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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.
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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
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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.
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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
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