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The Freight Buyers' Club

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This is a clip from the latest episode of The Freight Buyers’ Club, produced in partnership with Dimerco Express Group which is called 'What next for container shipping - former Evergreen and Yang Ming chairman exclusive'.
The full podcast is here: https://youtu.be/70d9U-vIBOQ
In this episode host Mike King has an exclusive interview with Bronson Hsieh, former chairman of both Evergreen and Yang Ming container lines. They discuss future container shipping demand and supply, what this means for freight buyers and why everyone in the business of ocean supply chains should understand how new European Commission emissions and competition regulations will impact them. Kathy Liu, Senior Director, Dimerco Global Sales & Marketing, discusses the view of China + 1 and nearshoring strategies from China’s perspective. And Bronson talks about why the diversification of sourcing strategies globally will transform container shipping and the type of vessels built to meet the needs of what he calls “globalisation with regionalisation”.

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Is China+1 overplayed? Kathy Liu, Senior Director, Dimerco Global Sales and Marketing

This is a clip from the latest episode of The Freight Buyers’ Club, produced in partnership with Dimerco Express Group which is called 'What next for container shipping - former Evergreen and Yang Ming chairman exclusive'.
The full podcast is here: https://youtu.be/70d9U-vIBOQ
In this episode host Mike King has an exclusive interview with Bronson Hsieh, former chairman of both Evergreen and Yang Ming container lines. They discuss future container shipping demand and supply, what this means for freight buyers and why everyone in the business of ocean supply chains should understand how new European Commission emissions and competition regulations will impact them. Kathy Liu, Senior Director, Dimerco Global Sales & Marketing, discusses the view of China + 1 and nearshoring strategies from China’s perspective. And Bronson talks about why the diversification of sourcing strategies globally will transform container shipping and the type of vessels built to meet the needs of what he calls “globalisation with regionalisation”.

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YouTube Video VVVOVE1CZnFjbzV1U1J3VXY5WDdZUHV3LlpFb0haTWlXWGxV

Why container lines are right to invest in end to end logistics services

This is a clip from the latest episode of The Freight Buyers’ Club, produced in partnership with Dimerco Express Group which is called 'What next for container shipping - former Evergreen and Yang Ming chairman exclusive'.
The full podcast is here:
https://youtu.be/70d9U-vIBOQ

In this episode host Mike King has an exclusive interview with Bronson Hsieh, former chairman of both Evergreen and Yang Ming container lines.
They discuss future container shipping demand and supply, what this means for freight buyers and why everyone in the business of ocean supply chains should understand how new European Commission emissions and competition regulations will impact them.
Kathy Liu, Senior Director, Dimerco Global Sales & Marketing, discusses the view of China + 1 and nearshoring strategies from China’s perspective. And Bronson talks about why the diversification of sourcing strategies globally will transform container shipping and the type of vessels built to meet the needs of what he calls “globalisation with regionalisation”.

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YouTube Video VVVOVE1CZnFjbzV1U1J3VXY5WDdZUHV3Lk1SMEI5QWpVdlVv

Container shipping demand will expand in 2024 but still be swamped by new vessel deliveries

Container shipping lines have gone large on container ship orders after making a fantastic amount of money during the pandemic. But now demand has collapsed, many face hard times ahead.
The full podcast is available here: https://youtu.be/70d9U-vIBOQ

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YouTube Video VVVOVE1CZnFjbzV1U1J3VXY5WDdZUHV3Lm9kSUQwTExxUjNv

Why container lines have over ordered – Bronson Hsieh, former chairman of Evergreen and Yang

In this episode of The Freight Buyers’ Club, produced in partnership with Dimerco Express Group, host Mike King has an exclusive interview with Bronson Hsieh, former chairman of both Evergreen and Yang Ming container lines.
They discuss future container shipping demand and supply, what this means for freight buyers and why everyone in the business of ocean supply chains should understand how new European Commission emissions and competition regulations will impact them.
Kathy Liu, Senior Director, Dimerco Global Sales & Marketing, discusses the view of China + 1 and nearshoring strategies from China’s perspective. And Bronson talks about why the diversification of sourcing strategies globally will transform container shipping and the type of vessels built to meet the needs of what he calls “globalisation with regionalisation”.

Guests:
Bronson Hsieh, former chairman of Evergreen and Yang Ming container shipping lines
Kathy Liu, Senior Director, Dimerco Global Sales & Marketing

Episode in more detail:
Introducing Bronson Hsieh – container shipping legend (1.29)
US demand upswing (2.41)
Global economic forecast (4.35)
Did container lines over-order (5.45)
Will liner vertical consolidation strategies succeed (9.10)
Geopolitics, globalisation and liner implications (12.03)
Globalisation and regionalisation (13.41)
Did carriers buy the right sized ships? (14.55)
Dimerco positive on China (22.16)
Europe’s Emissions Trading System (25.06)
Will shippers pay? (29.40)
Will China and the FMC follow the EC (36.02)
Implications of exposing to carriers to competition laws (33.07)

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#12 What next for container shipping - former Evergreen and Yang Ming chairman exclusive

Description
In this episode of The Freight Buyer’s Club, produced with the support of Dimerco Express Group, host Mike King looks at global and US air cargo markets.
What has happened to peak season is the key question examined, but Mike and his guests also discuss inventory levels, global demand and economics, what the decarbonisation of supply chains means for air freight, SAF availability forecasts, and the market for freighters.
Guests
Niall van de Wouw, Chief Airfreight Officer, Xeneta
Eric Kulisch, Supply Chain and Air Cargo Editor, FreightWaves

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#11 Wherefore art thou (air cargo) peak season?

Eric Kulisch, Supply Chain and Air Cargo Editor, FreightWaves, provides insight into global air cargo supply

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Excess air freight capacity prompts freighter order cancellations

Mike King, host of The Freight Buyers' Club podcast produced with support of Dimerco Express Group, gets the views of the 2023 peak season from air cargo experts Eric Kulisch, Supply Chain and Air Cargo Editor, FreightWaves, and Niall van de Wouw, Chief Airfreight Officer, Xeneta.

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YouTube Video VVVOVE1CZnFjbzV1U1J3VXY5WDdZUHV3LnNkWkZxeDlvR3lF

Will we have a 2023 air cargo peak season?

In this pilot episode of Freight Expectations, a Freight Buyers’ Club podcast which will be launched in 2024, host Mike King speaks to one of the world’s foremost authors and thought leaders on logistics technology and the future of supply chains.
Professor Yossi Sheffi is the current Director of the Center for Transportation & Logistics at Massachusetts Institute of Technology (MIT) and the author of a new book, “The Magic Conveyor Belt: Supply Chains, AI, and the Future of Work”.
Prof. Sheffi has also advised governments, retailers and manufacturers, and co-founded a string of successful supply chain companies which he successfully sold to companies including Oracle, Manhattan Associates and Ryder.
Mike and Yossi discuss, amongst other things, AI applications in the businesses of freight and logistics, and whether the supply chain industry and its workers should feel threatened by tools such as ChatGPT.

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Explained: AI and the future of supply chains

In this episode of The Freight Buyers’ Club, produced with the support of Dimerco Express Group, host Mike King looks at the current global freight market, the US demand outlook, and examines why the container peak season failed to materialise.

Mike and his guests then deep dive into India’s growing attraction as a global manufacturing hub as OEMs diversify away from China. His guests explain that while India still faces many challenges, it has already succeeded in attracting top-end manufacturers including Tesla, Apple, Asus, Lenovo, and Dell.

India’s young population and sizeable land bank, alongside government investment in logistics infrastructure and programmes to boost manufacturing, will see its share of global manufacturing and exports rise in the future, trends that have major repercussions for global trade flows and freight demand in the years ahead.

Guests

Rajesh Srinivasan, India Country Manager, Dimerco Express Group

Rahul Kapoor, Global Head of Shipping Analytics & Research, S&P Global Commodity Insights

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#10 Freight outlook, US inventories, and why India’s share of global exports is rising

India is now simplifying its customs bureaucracy to help manufacturers and accelerate inward investment as it seeks to boost its share of global exports, says Rajesh Srinivasan, India Country Manager, Dimerco Express Group, tells EP10 of The Freight Buyers' Club podcast.
More info available here: https://lp.dimerco.com/hubfs/Content/Manufacturing-in-India-Ebook-FINAL.pdf

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India is simplifying its customs bureaucracy to aid FDI - Rajesh Srinivasan, Dimerco Express Group

Speaking on EP10 of The Freight Buyers' Club podcast, Rajesh Srinivasan, India Country Manager – India, Dimerco Express Group, explains the advantages India has to offer as manufacturers look to diversify global sourcing.
More information available here: https://lp.dimerco.com/hubfs/Content/Manufacturing-in-India-Ebook-FINAL.pdf

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Outsourcing to India accelerating: Rajesh Srinivasan, India Country Manager, Dimerco Express Group

In a clip from EP10 of The Freight Buyers' Club podcast, Kapoor, Global Head of Shipping Analytics & Research, S&P Global Commodity Insights, outlines why he is pessimistic about US freight demand into 2024. Elsewhere in the podcast he also explains his take on container shipping supply and demand and explains why India will win a growing share of global exports in the years ahead.

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The US demand outlook in 2024 - Kapoor, Global Head of Shipping Analytics, S&P Global

Alberto Villareal, Founder & MD, Nepanoa, explains how Mexico is one of a number of countries available as a possible home for US retailers and manufacturers looking to de-risk supply chains or decouple from China.

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‘Ally-shoring’ options for US producers looking for China alternatives

In part 1 of this episode, produced with the support of Dimerco Express Group, host Mike King interviews one of the world’s leading economic and transport analysts: Paul Bingham, Director of Supply Chain Transportation Consulting, S&P Global Market Intelligence. They swing between freight markets and economic forecasts as they discuss Paul’s view that transport markets across modes are suffering from a pandemic ‘whipsaw effect’ which will result in consolidation and bankruptcies.
Paul also believes that 2023 will be a “trough” for global growth and trade, and recovery will start in 2024, even as some key economies teeter on recession.
In part 2, Mike speaks to Alberto Villareal, Founder & MD of Nepanoa, about the options available to manufacturers and retailers looking to diversify sourcing risk, particularly if they’re looking at options in Mexico.

Guests:
Alberto Villareal, Founder & MD, Nepanoa
Paul Bingham, Director of Supply Chain Transportation Consulting, S&P Global Market Intelligence

Episode in more detail
Part 1 - Paul Bingham, Director of Supply Chain Transportation Consulting, S&P Global Market Intelligence
Global economic and trade forecasts (1.35)
US economy, inflation and a freight recession (5.41)
Exporter outlook (8.14)
Trade and geopolitical risk (12.12)
China: decouple or de-risk? (15.22)
US domestic freight outlook (19.37)
Container lines in focus (22.39)

Part 2 Alberto Villareal, Founder & MD, Nepanoa
Global supply chain risk (30.41)
China+1 options in Asia (33.35)
Impact on Mexican exports and economy (35.37)
Key Mexico regions for FDI (40.19)
Mexican infrastructure (42.39)
Crime: the elephant in the room (47.25)
Labour costs (52.45)

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#9 Geopolitical and economic headwinds hit freight markets; 'ally-shoring' and the allure of Mexico

Paul Bingham, Director of Supply Chain Transportation Consulting, S&P Global Market Intelligence, forecasts macroeconomic trends.

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2023 is the global economic and freight trough; recovery starts in 2024

Paul Bingham, Director of Supply Chain Transportation Consulting, S&P Global Market Intelligence, explains how freight markets are still being impacted by the shock of Covid-19 demand.

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Freight markets are now facing a post-pandemic 'whipsaw' effect - S&P Global's Paul Bingham

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Why docker contract deal won’t see retailers return to to the USWC - RILA's Jess Dankert

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