In part one, Mike King and his guests from around the world of freight, shipping and logistics explore if the US peak season is already over, why forwarder profits peaked in the second quarter and how port congestion is set to continue and could act as a break on freight rate declines.

In part two, Mike speaks in depth to Paul Stoddart, the former Formula 1 team owner and chairman of fast-growing freighter operator European Cargo. They cover the global economy, why the cost-of-living crisis will curtail bellyhold capacity, the challenges of air cargo for a newcomer, and why regulators and politics are threatening to sink UK aviation.

Guests

Paul Stoddart, Chairman of European Cargo

Stephanie Loomis, Vice President for Procurement, CargoTrans

Peter Sand, Chief Analyst at Xeneta

Bruce Chan, Director & Senior Analyst, Global Logistics & Future Mobility Equity Research, Stifel

Josh Brazil, VP for Supply Chain Insights, Project44

Episode in more detail:

Part one

Ocean and air freight rates update (3.39)

Trans-Atlantic trade soars (5.00)

Forwarder returns peak (7.49)

Predictions from Stifel (11.48)

M&A outlook (15.49)

US bottlenecks (20.47)

Has the peak season been and gone? (25.16)

Xeneta: Where is the box freight rate floor? (34.42)

The impact of port congestion (37.35)

Part two – Interview with Paul Stoddart, Chairman of European Cargo

Formula 1 – a teething ground for air cargo (48.53)

European Cargo – story so far (52.48)

Belly returns and the air cargo outlook (56.30)

Still room for expansion? (1.00.45)

Preighters vs freighters (1.02.28)

War in Ukraine and air ops (1.05.57)

Sweet home Bournemouth (1.11.19)

Brexit and the failures of regulators (1.14.39)

Credits: Created, produced and hosted by Mike King

Mike can be contacted at: [email protected]