The Freight Buyers' Club

Mike King
The Freight Buyers' Club

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. DEC 11

    Lars Jensen and Peter Tirschwell unpack trade wars, labour strikes, and container shipping challenges

    In this episode of The Freight Buyers’ Club, host Mike King is joined by Lars Jensen, CEO of Vespucci Maritime, and Peter Tirschwell, Journal of Commerce veteran and VP at S&P Global, to explore the latest challenges and opportunities facing global trade and shipping. From the implications of Donald Trump's return to the White House and potential new tariffs on China, to the looming threat of US port shutdowns, our expert guests provide unparalleled insights. We also discuss the reconfiguration of liner alliances, the Red Sea crisis, and the evolving strategies of major carriers. Whether you're managing supply chain complexities or analysing global trade trends, this episode, produced with the support of Dimerco Express Group, offers valuable perspectives and expert analysis. Key Points Covered: The geopolitical and economic impacts of Trump's presidency starting in 2025. Analysis of US-China trade relations and the potential consequences of new tariffs. The Red Sea crisis and its implications for shipping routes and Suez Canal traffic. Looming US port strikes in January and their potential disruption to trade. Reconfiguration of global liner alliances and their effect on shippers. Strategies for freight buyers amid uncertainty in tariffs, alliances, and labour disputes. Investments by major carriers in logistics, airlines, and infrastructure. Guests Lars Jensen, CEO, Vespucci Maritime Peter Tirschwell, VP, S&P Global

    51 min
  2. NOV 27

    Trump 2.0, DHL tragedy, and freight markets: Geopolitical risks and outlook for 2025

    In this episode of The Freight Buyers' Club, we tackle a turbulent few weeks for global logistics. With parcels network security being tightened following the DHL plane crash in Vilnius, we explore the implications for freight safety and geopolitical tensions. Guests dissect how a new wave of tariffs under Trump 2.0 could impact global trade, US importers and exporters, and shippers pivoting supply chains to Southeast Asia and Latin America. And we hear how new tariffs threats are being received – and acted upon - in Asia. This episode, produced with the support of Dimerco Express Group, also examines air and ocean freight markets heading into 2025, including the pressures of Chinese New Year, a possible US East Coast port shutdown, and potential reforms to the de minimis rules.  Guests Paul Bingham, Director, Transportation Consulting, S&P Global Market Intelligence Cathy Roberson, Founder, Logistics, Trends & Insights Kathy Liu, VP, Global Sales and Marketing, Dimerco Express Group Episode in more detail: DHL freight tragedy – security implications (2.29) How did the US peak season go? (5.30) Trump 2.0 – State of the Union (6.30) New tariffs (8.16) Economics – Republican v Orthodox (11.26) January freight market crunch looms (14.19) Tariffs and Trump: The view from Asia (18.51) Accelerating China + 1 (19.55) Frontloading? (21.27) Reforming de minimis (23.59) S&P’s view on the China economy (28.33) Geopolitical trade risk in 2025 (30.52) Diversification of sourcing (33.26) US domestic freight recession over? (37.05) Crony capitalism risk (40.33) Container shipping outlook (43.07) Air freight outlook (45.34) Note: As cited in the podcast: The Political Economy of Tariff Exemption Grants - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3963039

    47 min
  3. SEP 25

    Strikes ahead: Preparing your supply chain for U.S. port shutdowns

    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

    45 min
  4. SEP 16

    Air-mageddon? What freight buyers need to know ahead of peak season

    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)

    59 min

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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