Let’s Drone Out is a light-hearted and chatty drone focused podcast. Recorded live and interactively every Thursday 8-9 pm UK time on YouTube, come join the interactive chat. Jack and his wife Tony, as well as the rest of the LDO crew are here to bring noobs and pros together. Tune in every Thursday at 8:00PM UK time for the latest on tech, events, news, interviews and a behind the scenes look into the hobby. LEGAL NOTICE: Any views expressed by any guests on this show are personal and may ...
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The Lloyd’s List Podcast: Is the container rate rollercoaster just getting started?
MP3•Home de episódios
Manage episode 430874185 series 2317616
Conteúdo fornecido por Lloyd's List. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Lloyd's List ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In a market where unpredictability has become predictably common, the whole concept of accurate earnings guidance from the lines fell overboard several quarterly reports ago. Forecasts are couched in ever more provisional language as volatility and black swans continue to demand near constant expectation management amid yo-yoing sentiment. While US retailers were baulking at the return of $10,000 container shipping rates for a forty foot box from Shanghai to New York a few weeks back, the lines were more concerned about the looming long winter to follow the unexpectedly early peak season. But port congestion is easing and there’s been a rates correction, so does that mean the market is heading for some semblance of balance? Any feelings of relief may be short-lived as more and more economies get embroiled in a trade war and tariffs become a hot-button issue in the upcoming US election. There’s the Red Sea to consider, the looming union contract negotiations in the US, the Panama canal, potentially more reshuffling in the alliances… the list goes on. So what happens next? Featured on this week’s edition of the podcast: Sanne Manders, president of Flexport Chantal McRoberts, director of Drewry’s supply chain advisory team Tan Hua Joo, co-founder of Linerlytica
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357 episódios
MP3•Home de episódios
Manage episode 430874185 series 2317616
Conteúdo fornecido por Lloyd's List. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Lloyd's List ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In a market where unpredictability has become predictably common, the whole concept of accurate earnings guidance from the lines fell overboard several quarterly reports ago. Forecasts are couched in ever more provisional language as volatility and black swans continue to demand near constant expectation management amid yo-yoing sentiment. While US retailers were baulking at the return of $10,000 container shipping rates for a forty foot box from Shanghai to New York a few weeks back, the lines were more concerned about the looming long winter to follow the unexpectedly early peak season. But port congestion is easing and there’s been a rates correction, so does that mean the market is heading for some semblance of balance? Any feelings of relief may be short-lived as more and more economies get embroiled in a trade war and tariffs become a hot-button issue in the upcoming US election. There’s the Red Sea to consider, the looming union contract negotiations in the US, the Panama canal, potentially more reshuffling in the alliances… the list goes on. So what happens next? Featured on this week’s edition of the podcast: Sanne Manders, president of Flexport Chantal McRoberts, director of Drewry’s supply chain advisory team Tan Hua Joo, co-founder of Linerlytica
…
continue reading
357 episódios
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