The Freight Buyers' Club

Mike King

The Freight Buyers’ Club podcast is a new home for anyone with a professional interest in international trade, container shipping, procurement, logistics and air cargo. Each episode your host, award-winning journalist Mike King, will be speaking to leading decision-makers, analysts, journalists, operators and shippers to get their take on current freight and logistics markets and the challenges and opportunities ahead. You can subscribe to receive each episode direct to your inbox at: thefreightbuyersclub.com

  1. Who wins the AI race in logistics, and who gets left behind?

    5 DAYS AGO

    Who wins the AI race in logistics, and who gets left behind?

    On April 7th this year, Anthropic released an AI model called Claude Mythos. It was so capable at finding vulnerabilities in software that the company restricted access to around fifty organisations. The US Treasury summoned the biggest banks. The Pentagon had already stepped in. The Economist called it a watershed moment. In this episode of The Freight Buyers' Club, Mike King uses the Mythos moment as the way in to a much bigger conversation about AI and the future of logistics technology. Who controls the most powerful tools? What happens inside a company when AI actually lands? What does it mean for jobs, for compliance risk, for tribal knowledge, and for the competitive structure of the freight industry itself? Joining Mike are: Zubin Appoo, CEO of WiseTech Global, the company behind CargoWise Eric Johnson, Senior Technology Editor at the Journal of Commerce, part of S&P Global Wolfgang Lehmacher, former Head of Supply Chain and Transport Industries at the World Economic Forum In this episode: The Mythos moment and what gated AI access means for freight Fragmentation vs scale: the technology debate reshaping the industry What AI actually does inside a logistics company when it lands Tribal knowledge: what happens when the repetitive work disappears Digital twins, compliance risk and the case for optimism  00:00 - Cold Open: The Mythos Moment 00:01 - Meet the Panel 00:03 - AI as a Controlled Substance: Framing the Debate 00:04 - Eric Johnson: Manhattan Project and the Two-Tier Access Question 00:06 - Wolfgang Lehmacher: Palantir, Government Relationships and Structural Advantage 00:09 - Zubin Appoo: Where CargoWise Sits When AI Gets Gated 00:11 - Fragmentation vs Scale: The Concentration Risk Debate 00:13 - Inside the WiseTech Restructure 00:17 - Intelligent Logistics: How AI Changes What Platforms Can Do 00:20 - The Mid-Market Forwarder: Opportunity or Threat? 00:21 - Eric Johnson: Cutting Through the AI Vendor Noise 00:28 - Tribal Knowledge: What Disappears When the Repetitive Work Goes? 00:34 - Wolfgang Lehmacher: Data Sharing, Digital Twins and Resilience 00:44 - Compliance Risk: Where AI Actually Changes the Game 00:52 - Who Wins in Three Years, and Is There a Case for Optimism? #AI #Logistics #FreightTech #SupplyChain #CargoWise #FreightBuyersClub #WiseTechGlobal #ArtificialIntelligence #FreightForwarding #SupplyChainTech

    1hr 3min
  2. Emirates Legend Ram Menen on Gulf War III and the Future of Gulf Air Cargo Hubs

    23 APR

    Emirates Legend Ram Menen on Gulf War III and the Future of Gulf Air Cargo Hubs

    Gulf air cargo hubs have taken a serious hit since the Middle East war began. The world's most strategically positioned freight network is under pressure - and the industry wants to know if it comes back. In this segment from the latest Air Cargo Unpacked, Mike King and Neel Jones Shah sit down with Ram Menen - the man who spent nearly 28 years building Emirates SkyCargo and helped make Dubai one of the great global freight hubs - to ask the question the whole industry is asking: do the Gulf hubs come back, and how long does it take? Together they cover the hub geography, the belly cargo and passenger confidence question, how this crisis ranks against Gulf War I, 9/11, SARS and COVID, whether forwarders building alternative routes creates a permanent market shift, and why Ram believes air cargo recovers faster than ocean shipping. Ram's verdict: Gulf War III. Temporary setback, not existential crisis. The full episode also features exclusive air cargo rate analysis from TAC Index, calculating agent for the Baltic Exchange Baltic Air Freight Indices, plus Bachi Spiga from DHL Express Middle East and North Africa on how DHL kept every country in the region served from day two of the conflict. Full episode: ▶️ YouTube: https://youtu.be/YQROEd_DSAc Spotify: https://open.spotify.com/episode/5OW32v9r8ZVejCWJ5oiB8r?si=beb29a01eeaf414b Apple Podcasts: https://podcasts.apple.com/us/podcast/air-cargo-unpacked-middle-east-war-fuel-crisis-capacity/id1668766055?i=1000761786379 thefreightbuyersclub.com: https://www.thefreightbuyersclub.com/podcast/air-cargo-unpacked-middle-east-war-fuel-crisis-capacity-disruption-and-global-fallout/ Produced with the support of Ontegos Cloud, freight forwarder profitability specialists: https://www.ontegos.cloud/ #AirCargo #AirFreight #MiddleEast #GulfAirCargo #Emirates #AirCargoUnpacked #FreightBuyersClub #OntegosCloud #BalticAirFreightIndex #TACIndex

    22 min
  3. Air Cargo Unpacked | Middle East War: Fuel Crisis, Capacity Disruption and Global Fallout

    16 APR

    Air Cargo Unpacked | Middle East War: Fuel Crisis, Capacity Disruption and Global Fallout

    The Middle East war that began on February 28th has sent shockwaves through global air cargo. Jet fuel has nearly doubled. Gulf hub capacity is still less than 60% of normal. And a fragile ceasefire has done little to restore confidence in the region's critical air corridors. In this episode of Air Cargo Unpacked, Mike King and Neel Jones Shah are joined by air cargo legend Ram Menen, who spent nearly 28 years building Emirates SkyCargo and helped make Dubai one of the great global freight hubs. Ram gives his verdict on what this crisis means for the region, how it compares to Gulf War I, 9/11 and COVID, and whether the Gulf's geographic advantage can survive the damage. We also have Bachi Spiga, VP Network Operations at DHL Express Middle East and North Africa, on how DHL rewired its entire regional operation to keep trade moving, and Neil Wilson and Peyton Burnett from TAC Index, calculating agent for the Baltic Air Freight Indices, on what the rate data is telling us right now. And we walk through exclusive capacity and fuel analysis from Rotate, giving a granular picture of what has actually happened to the global network since February 28th. Produced with the support of Ontegos Cloud, the freight forwarder profitability specialists. https://www.ontegos.cloud/ In this episode we cover: Ram Menen on the history, the crisis and why he calls this a temporary setback rather than an existential threat to Gulf aviation Why the ceasefire changes less than you might think, and what actually needs to happen before normal returns Gulf recovery airport by airport, with Dubai at 54%, Doha at 50%, Bahrain and Kuwait at zero Global capacity shifts by trade lane, including a 28% surge on Asia-Europe as carriers bypass the Gulf Why jet fuel is still 70% above pre-conflict levels despite easing on ceasefire news Southeast Asia's fuel import dependency and why Vietnam, Hong Kong and Australia are most at risk How DHL rewired its Middle East network to keep trade moving Rate movements across the key corridors since February 28th, with Baltic Air Freight Index data from TAC Index The 777-200 freighter conversion approval and whether it moves the needle on the capacity crunch Journalism featured in this episode: Damian Brett, Air Cargo News: "Airfreight recovery could take months after US-Iran ceasefire" Greg Knowler, Journal of Commerce: "Rising jet fuel costs challenging freighter viability as war enters second month" Eric Kulisch, FreightWaves: "FAA approves 1st Boeing 777-200 passenger-to-freighter conversion" Data: TAC Index / Baltic Air Freight Indices. Rotate. #AirCargo #AirFreight #MiddleEast #GulfAirCargo #FreightRates #JetFuel #SupplyChain #Logistics #FreightBuyersClub #AirCargoUnpacked #OntegosCloud #BalticAirFreightIndex #TACIndex #DHL #Emirates

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

    2 APR

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

    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, 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

    35 min
  5. LATAM Cargo CEO: Perishables, Trade Wars and Growing a 19-Freighter Fleet

    30 MAR

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

    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

    11 min
  6. Logistics Tech Procurement: The Questions Every Freight Buyer Should Ask Vendors

    26 MAR

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

    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

    9 min

Ratings & Reviews

5
out of 5
2 Ratings

About

The Freight Buyers’ Club podcast is a new home for anyone with a professional interest in international trade, container shipping, procurement, logistics and air cargo. Each episode your host, award-winning journalist Mike King, will be speaking to leading decision-makers, analysts, journalists, operators and shippers to get their take on current freight and logistics markets and the challenges and opportunities ahead. You can subscribe to receive each episode direct to your inbox at: thefreightbuyersclub.com

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