In this episode of the Freight Buyers’ Club, produced with the support of Dimerco Express Group, the big freight, economic and shipping stories of 2023 are put under the microscope when host Mike King speaks to Paul Berger, The Wall Street Journal’s Logistics & Supply Chain Reporter. The implications of the Yellow and Convoy bankruptcies are examined. Mike and Paul also discuss shipper risk and the economic outlook in 2024, and why labour disputes might further disrupt supply chains in the months ahead.
In part 2, Mike interviews Philip Damas, Managing Director of Drewry Shipping Consultants and Head of Drewry’s Supply Chain Advisors practice. They discuss how to plan ocean freight tenders, budgeting for new EC ETS surcharges, how carriers will use blanks to manage supply, and what China+1 means for the global container trade.
Guests
Paul Berger, Logistics & Supply Chain Reporter, The Wall Street Journal
Philip Damas, Managing Director of Drewry Shipping Consultants and Head of Drewry’s Supply Chain Advisors practice
Episode in more detail:
2023 in review (1.56)
ILWU settlement implications (4.47)
Union risk on the eastern seaboard (7.44)
Labour unrest in 2024? (10.25)
Why freight failed to rebound (12.20)
Casualties: Yellow and Convoy (13.48)
Economic outlook and risk (15.32)
‘De-risking’ supply chains (16.58)
2024 trends and stories (20.49)
Drewry: ocean freight tender advice (22.59)
ETS – the new emissions surcharge (25.58)
Container shipping oversupply (30.34)
Shipper risk in 2024 (34.21)
Trans-Pacific outlook (38.26)
What China+1 means for container volumes (41.44)
2024 shipper risks and carrier losses (44.43)
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