The Freight Buyers' Club

Mike King
  • 5.0 (3)
  • BUSINESS NEWS
  • UPDATED MONTHLY

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. Air Cargo: Capacity Shocks, War and What Comes Next | Ray Zedov, Rotate

    2D AGO

    Air Cargo: Capacity Shocks, War and What Comes Next | Ray Zedov, Rotate

    The Middle East war sent shockwaves through global air cargo markets almost overnight. 18% of global capacity disappeared within 48 hours. Mike King sits down with Ray Zedov, Commercial Director at Rotate, at IATA World Cargo Symposium in Lima to break down what the data actually shows - from grounded Gulf carriers and rerouted integrators to Vietnam's supply chain surge and what shippers should be watching for in the months ahead. This content is proudly supported by Dimerco Express Group, your ideal freight forwarding partner for Transpacific Asia and beyond. Learn more at https://dimerco.com/ #AirCargo #MiddleEastWar #FreightBuyersClub #Rotate #Dimerco #AirCargoNews #SupplyChain #Freight #IATAWCS #Lima2026

    14 min
  2. Air Cargo Unpacked l Middle East War Analysis

    2D AGO

    Air Cargo Unpacked l Middle East War Analysis

    Recorded live at the IATA World Cargo Symposium in Lima, Air Cargo Unpacked brings together host Mike King, United Cargo President Jan Krems, TAC Index Founder Peyton Burnett and co-host Neel Jones Shah for the definitive air cargo briefing on the Middle East war. Capacity on the Asia-Europe corridor has collapsed by more than 40% on some routes. Charter prices have tripled. Jet fuel has hit levels not seen in years. And ocean shipping is in simultaneous chaos. This episode covers what's happening, why it matters, what freight buyers should do right now, and where this goes next. Sponsored by Ontegos Cloud — freight forwarder profitability specialists.

    26 min
  3. Exclusive: Hapag-Lloyd CEO Rolf Habben Jansen on Iran, Suez & Zim

    MAR 4

    Exclusive: Hapag-Lloyd CEO Rolf Habben Jansen on Iran, Suez & Zim

    In this exclusive interview at TPM26 in Long Beach, Mike King is talking to Rolf Habben Jansen, CEO of Hapag-Lloyd, to discuss three of the biggest stories shaping container shipping right now. Rolf gives his take on the proposed Zim acquisition and what it means for freight buyers, the impact of US and Israeli strikes on Iran and what that means for ships currently stuck in the Persian Gulf, and whether a return to the Suez Canal is now further away than ever. He also shares his view on the container shipping supply and demand balance, why he sees underlying demand as still strong, and how shippers should think about US inventory levels and the transpacific market heading into the rest of 2026. This content is supported by Dimerco, a global freight forwarding and logistics network that believes in the value of independent journalism in the freight industry. Find out more at https://dimerco.com/ #TPM26 #ZimDeal #SuezCanal #IranStrikes #ContainerShipping #FreightMarket #HapagLloyd #LogisticsNews #SupplyChain #FreightBuyers

    6 min
  4. The Rules Just Changed: Tariffs, Iran & What Freight Buyers Do Next | Paul Bingham, S&P Global

    MAR 3

    The Rules Just Changed: Tariffs, Iran & What Freight Buyers Do Next | Paul Bingham, S&P Global

    The US and Israel have struck Iran. The Supreme Court has struck down the IEEPA tariffs. And every freight buyer is asking the same question: what do we actually plan for now? Mike King sits down with Paul Bingham, Director of Transportation Consulting, Economics and Country Risk at S&P Global Market Intelligence, at TPM26 in Long Beach to make sense of it all. They cover: The Iran strikes and what they mean for oil prices, Hormuz and Gulf shipping lanes The Supreme Court IEEPA ruling and Trump's Section 122 replacement tariffs Tariff refunds: what importers need to know Why countries that did deals with Washington are now worse off than those that didn't Scorecard on US trade policy: did it work? Can freight buyers plan around blanket tariffs? The $901 billion US trade deficit: reshaped or just rerouted? Where inventories stand heading into 2026 The outlook for US imports in 2026 This episode is produced with the support of Dimerco Express, a leading freight forwarder and supply chain solutions provider across Asia and beyond. https://dimerco.com/

    14 min
  5. Carrier Consolidation, AI & Freight Fraud: Gebrüder Weiss North America CEO Mark McCullough

    FEB 23

    Carrier Consolidation, AI & Freight Fraud: Gebrüder Weiss North America CEO Mark McCullough

    Freight buying strategy is being tested like never before. Tariff whiplash, carrier consolidation, AI adoption and nobody quite knows what comes next. Mark McCullough, CEO of Gebrüder Weiss North America, joins Mike King for a frank conversation about how one of the world's leading freight forwarders is navigating the uncertainty and what it means for shippers. They cover the proposed Hapag-Lloyd/ZIM merger and what less competition really means for freight buyers, why shippers are firmly in the driving seat on the Trans-Pacific right now, and how tariff uncertainty is forcing companies into three-tiered contingency strategies rather than long-term capital deployment. Mark also opens up about freight fraud costing Gebrüder Weiss hundreds of thousands of dollars a year, how sophisticated double-brokering scams are targeting freight forwarders, and what the industry needs to do about it. Plus an honest account of GW's automation journey, what's working, what's been expensive, and why bad data will kill your AI investment before it starts. And how a funeral, a few too many drinks, and a South African aunt launched one of North America's most senior freight executives into a career in logistics. Sponsored by OntegosCloud, the freight forwarder profitability specialist. Featured:  Hapag-Lloyd Buys ZIM Explained: Why Freight Buyers Should Care https://youtu.be/4u6wCfwUvc0 Why Great Freight Forwarders Thrive in Chaos | #44 | Freight Buyers Club https://youtu.be/9yuq3xbkp_c The Good, The Bad, and the ANC: South Africa’s Logistics on the Brink https://youtu.be/POyM0kHGMeg Topics covered: 0:00 Introduction — Mike King welcomes Gebrüder Weiss North America CEO Mark McCullough and previews the episode 01:45 Hapag-Lloyd/ZIM Merger — Is carrier consolidation good for freight buyers or just less competition dressed up as efficiency? 03:00 Trans-Pacific Outlook — Excess capacity, blank sailings, depressed rates and what the next 12 to 18 months looks like 05:00 Shippers in the Driver's Seat — Why forwarders like GW actually prefer higher freight rates and what that means for contract season 07:00 Tariffs and Capital Deployment — Why uncertainty is stopping shippers from committing to long-term strategy and the three-tiered contingency approach 11:00 Freight Fraud Revealed — How double-brokering scams cost Gebrüder Weiss $600,000 in a single year and how they work in practice 16:00 Automation and AI at GW — Bots, document splitting, carrier vetting tech and how offshore teams are being upskilled 19:00 The Data Problem — Why bad data killed their AI investment early and what they had to do to fix it 21:30 Clean Data Advice — Mark's blunt advice to any company thinking about AI investment right now 22:00 How Mark Got Into Freight — A funeral, a few white wines and a South African aunt who changed everything

    25 min
  6. Hapag-Lloyd Buys ZIM Explained: Why Freight Buyers Should Care

    FEB 18

    Hapag-Lloyd Buys ZIM Explained: Why Freight Buyers Should Care

    Hapag-Lloyd has agreed to acquire ZIM for $4.2 billion, creating a combined fleet of 400+ vessels. In this mini Freight Buyers' Club, Nils Roche (ex-CMA CGM, Maersk, PIL) breaks down what this deal means for the liner industry, for the Gemini Cooperation, for MSC, and crucially, for freight buyers. We cover: The deal structure and Israel's "golden share" carve-out What happens to ZIM's vessel sharing agreement with MSC How this strengthens Gemini and shifts alliance dynamics Fewer carriers = more blank sailing control Who's next? PIL, Wan Hai, HMM as potential targets The new M&A model: joint ventures with national stakes This mini Freight Buyers' Club is brought to you by Ontegos Cloud, the freight forwarder profitability specialist: https://www.ontegoscloud.com Guest: Nils Roche, Founder of Solvens Advisory Host: Mike King

    17 min
  7. Air Cargo Unpacked | MD-11 Retirement, Capacity Crunch, E-Commerce & TAC Rates

    FEB 16

    Air Cargo Unpacked | MD-11 Retirement, Capacity Crunch, E-Commerce & TAC Rates

    The freighter capacity crunch is real. In this episode of Air Cargo Unpacked, Mike King and Neel Jones Shah break down UPS retiring its MD-11 fleet, why the aircraft backlog won't normalise until the 2030s, and what it means for air cargo rates. Plus: Dimerco's Kathy Liu on Chinese New Year from Shanghai, exclusive rate analysis from TAC Index's Neil Wilson, and how de minimis policy changes are reshaping e-commerce flows out of China - with North America down 33% and Europe up 22%. We also cover Maersk dumping its 767s for 777s on trans-Pacific, and what the new US-India trade deal could mean for air freight demand. Featuring: Mike King, Host & Executive Producer Neel Jones Shah, Co-Host (ex-Delta, United, Flexport) Kathy Liu, VP Global Sales & Marketing, Dimerco Express Group Neil Wilson, Editor, TAC Index Air Cargo Unpacked is a monthly Freight Buyers' Club production, brought to you by OntegosCloud, the freight forwarder profitability specialist. https://www.ontegos.cloud/ Subscribe for monthly air freight market analysis. #AirCargoUnpacked #FreightBuyersClub #Logistics #AirFreight #Shipping #CargoCapacity #DeMinimis #ChineseNewYear #TACIndex #Ecommerce #GlobalTrade 00:00 Welcome to Air Cargo Unpacked 01:00 UPS Retires MD-11 Fleet 02:30 10% of Widebody Freighter Capacity at Risk 04:30 Aircraft Backlog Hits 17,000 06:00 Conversion Costs Soaring: $80m for a 777 08:00 Chinese New Year: Kathy Liu from Shanghai 10:00 China Plus One: Southeast Asia Booming 12:00 Neel on CNY: Why This Year Is Different 15:30 TAC Index Rate Analysis with Neil Wilson 17:00 Shanghai Rates Up 9% Year on Year 18:00 Spot vs Contract Rates Explained 21:00 De Minimis: US Down 33%, Europe Up 22% 23:00 E-Commerce Is Like a Raging River 24:30 Maersk Sells 767 Freighters to Amazon 27:00 US-India Trade Deal: Stability Returns

    28 min
  8. EXCLUSIVE: FMC Chair Laura DiBella on Trump's Maritime Dominance & Global Enforcement Powers

    FEB 11 · BONUS

    EXCLUSIVE: FMC Chair Laura DiBella on Trump's Maritime Dominance & Global Enforcement Powers

    In this exclusive interview, Laura DiBella, the newly confirmed Chair of the Federal Maritime Commission, outlines the agency's aggressive new approach to protecting U.S. shippers and enforcing maritime trade compliance on a global scale. DiBella explains how the FMC is shifting from a reactive referee of commercial disputes to a proactive "consumer protection agency" with the authority to investigate global chokepoints, shadow fleets, foreign policy barriers, and domestic rail bottlenecks affecting American cargo. Key topics covered: Trump's mandate to "resurrect U.S. dominance in the maritime arena" The FMC's expanded global enforcement powers under OSRA 2022 Investigating chokepoints like Suez Canal and Malacca Strait Shadow fleet and flags of convenience investigations How the FMC can penalize foreign governments that block U.S. cargo What shippers should document and when to engage the FMC Detention and demurrage protections and enforcement priorities Rail and chassis bottlenecks in Middle America Why the FMC wants to act before problems escalate Laura DiBella's background: Former Florida Secretary of Commerce under Governor Ron DeSantis, Executive Director of the Florida Harbor Pilots Association, and President & CEO of Enterprise Florida. She was confirmed by the U.S. Senate in December 2025 and designated FMC Chair by President Trump on January 28, 2026. This episode is produced with the support of Dimerco Express Group. https://dimerco.com/ If you're a freight buyer, shipper, logistics manager, or supply chain professional planning for 2026, this interview is essential listening. Subscribe to The Freight Buyers' Club for more exclusive interviews and supply chain insights.

    20 min
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Ratings & Reviews

5
out of 5
3 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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