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Lars Jensen and Peter Tirschwell unpack trade wars, labour strikes, and container shipping challenges
Manage episode 454982594 series 3442695
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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 episódios
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