The Freight Buyers' Club – Détails, épisodes et analyse

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

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)

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.

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

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.

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

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.

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

The current global container shipping landscape, viewed through the lens of freight buyers, rivals the complexity seen during the Covid era. Threats of new US tariffs, shipping and geopolitical risks spanning the Middle East and beyond, and substantial shifts in the liner shipping alliance system are casting significant shadows.

In the US market, challenges such as the temporary closure of the port of Baltimore, potential dockworker union actions at Gulf and east coast ports, and low water levels on the Panama Canal add further layers of complexity.

Amidst these dynamics, freight buyers find themselves negotiating transpacific contracts with carriers.

This episode, sponsored by Dimerco Express Group, delves into strategies for effectively categorizing and navigating these turbulent waters, while also pondering the potential container shipping-demand balance under less disruptive circumstances.

Guest

Hua Joo Tan, Founder, LINERLYTICA

In this episode of The Freight Buyers’ Club, host Mike King delves into the current state of global trade amidst geopolitical tensions and disruptions with renowned economist, historian, and journalist, Marc Levinson. They explore the long-term implications for importers, exporters, carriers, and the entire transport ecosystem.

From the impact of recent events on supply chains to the shifting dynamics of globalization, in this episode, produced with the support of Dimerco Express Group, Marc shares valuable insights into the future of trade and logistics.

Mike and Marc also discuss the regionalization of supply chains, the delicate balance between efficiency and risk management, and how to best navigate the complex landscape of global trade in an ever-changing world.

Episode in more detail:

A fractured trading environment (02.18)

Deaton and the merits of globalisation (04.45)

Has trade growth peaked? (09.31)

Products

Technology implications for trade volumes (16.12)

Do we have the right ships and freighters? (18.37)

Container lines as integrators (21.24)

Competitive advantage and geopolitics (24.54)

Sourcing diversification (26.00)

Trade and security policy (29.13)

A new cold war? (32.41)

SMEs and protectionism (35.05)

Net zero or ground zero (38.12)

About Marc Levinson

Marc is an economist, historian, and journalist with a long track record of writing and speaking about economic and business issues.  His book The Box: How the Shipping Container Made the World Smaller and the World Economy Bigger, which explains how a seemingly simple innovation made globalization possible, received many awards. The Great A&P and the Struggle for Small Business in America, which explores the fascinating history of government efforts to crack down on chain stores to protect mom-and-pop retailers, won praise across the ideological spectrum and was published in a second edition in 2019.

His 2016 book, An Extraordinary Time, is an unusual take on the miserable decade of the 1970s, showing how the sudden end of the postwar boom led voters in many countries to choose leaders who promised to cut government down to size — Margaret Thatcher, Ronald Reagan, Helmut Kohl, and others. But they couldn’t bring back the good times, because rapid productivity growth, the critical ingredient in higher living standards, is something political leaders can’t deliver.

His most recent project, Outside the Box, presents an unorthodox history of globalization. It shows that the international economic relationships we’ve known since the late 1980s, based on intricate long-distance value chains, are only a stage in the process of globalization — a stage that was waning long before Trump, Brexit, and COVID-19. But he contends that globalization is far from over; rather, it is moving into a stage in which the flow of ideas and services will be much more important than the flow of boxes filled with goods.