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

51:15
 
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Manage episode 454982594 series 3442695
Kandungan disediakan oleh Mike King. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Mike King atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

  continue reading

51 episod

Artwork
iconKongsi
 
Manage episode 454982594 series 3442695
Kandungan disediakan oleh Mike King. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Mike King atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

  continue reading

51 episod

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