ETA.fm (english): Recent Episodes
Sebastian Wrobel
A weekly podcast about the ocean freight market. Learn about the market situation, current rate trends, and the most important news needed to make the best decisions.
What can be a motivation for self growth work? How to sustain the energy needed for growth? Why the right focus is crucial for getting what we want in life (according to 'Psychocybernetics' and dr Joe Dispenza)? Can living in the comfort zone be dangerous?
The industry got to the point when Freight Forwarders charter vessels and spin-off Shipping Liners from their core business while retailers and manufacturers throw their cents into the order book.
๐ง Tune in have a coffee or drive safe, and listen ๐
๐ at the time of the record low-reliability small shipping liners found their way to improve theirs to stunning 99,8% โon timeโ
๐ธ slight thaw in indexes
๐ข A.P. Moller - Maersk Mumbai ran aground outside Bremerhaven port, fortunately, she was relieved a day after
๐ American portsโ statistics are brutal
๐ง Financial results of Hapag-Lloyd AG with record-high 13 B $ EBITDA of course
๐ CMA CGM acquires COLIS PRIVE
We appreciate the help of our partners DCT Gdansk ECU Worldwide Balticon S.A. Entrega Michaล Magdalena Kamil Marcin
ocean #sea #freight #newliners #newcharters
๐ฅ It has just arrived, the summary of CW4 โ๏ธ
๐ reliability the lowest in history
๐ธ indexes high with slightly growing trend
โฏ Idle fleet record low
๐ CMA CGM pays 140M USD for second hand 6,9k TEU vessel (could buy a new one twice big with the same money)
๐บ CMA CGM extends Far East East Coast with 10x 10k TEU vessels by cascading new arrivals
๐ข reshuffling fleet to more lucrative trades continoues
โ MSC Mediterranean Shipping Company a Lufthansa interested in acquiring ITA Airways
๐ New Megamax capable lock in #Amsterdam, #Suez Canal fastens upgrade and Aris Mauretania struggles
You can find all the links to the players on our website or in the comments below.
We appreciate the help of our partners DCT Gdansk ECU Worldwide Balticon S.A. Entrega Marcin Magdalena Kamil Michaล
#ocean #sea #freight #podcast
๐ธ TPEB 10% up and FEWB reasonably stable at a high level
๐ ย Summary of European Portsโ 2021 numbers
๐ changes in Baltic connections of The Alliance with Hapag Lloyd drawing out some ports from NPX and ONE adding a deal with Unifeeder
๐จ 2nd half of 2021 had the lowest fleet demolitions in years
๐ก Charter market on a strong note
๐ฆธ๐ฝโโ๏ธ MSC becomes the biggest shipping liner and closes the Log-In takeover in Brazil
๐ต ย Maersk fastens โzero-carbonโ by a decade
CMA-CGM
โช SCA Transforest halts RTM-Sweden service due to lack of tonnage
๐ฃ Fedex launches its own TP service, 53โ boxes and 3 vessels to operate it
๐ Antwerp and Zeebrugge merge approved by Belgian authorities
Today Dominik Landa has the pleasure to discuss the 4th industrial revolution in the ports environment with our special guest Boris Wenzel the Terminal Industry Committee 4.0 #TIC40
Boris has extraordinary experience from Containers' Terminals space gained in Thailand, Spain, France, Poland, just to name a few locations where he was either green fielding or restructuring and setting up for future success. If you want to learn what's needed in that part of the industry and what its future is, listen to this episode.
Besides this very special topic Dominik and Sebastian discuss the latest news from the ocean freight market:
๐ง Tune in to your favorite podcast player, have a coffee, walk the dog, drive safe or do whatever you want and listen about ๐
โช Decreasing number of calls by major shipping liners
๐ Increasing costs of a new fleet
๐ฃ Idling fleet still record low
โ MSC Mediterranean Shipping Company becoming officially the biggest liner
๐จ Automation in Jadeweserport and Xiamen
Visit our https://eta.fm/#english to learn more about us.
How the Xeneta Shipping Index is created
Lost global capacity
Demand or supply, what comes first
what is eMethanol
Global adoption, advantages and disadvantagesย
Today Sebastian had the pleasure to chat with two prominent experts: with Rachael White from Next Level Information about the state of the shipping industry, with a closer look into the cold chain and data-related aspects, and with Michael Braun from Xeneta about the most recent news from the market, especially upcoming tender season
๐ง Tune in to your favorite podcast player, have a coffee or drive safe, and listen ๐
Market update:
๐ Is it going to be the most challenging tender season ever?
๐ฃ Whatโs the shipper size to be able to secure good deals?
๐ง What are the freezing spot rates all about?
๐ Is it a new normal at TransPacific?
๐ฆธ๐ฝโโ๏ธ Why extra capacity is not helping at all?
State of the industry:
โฐ Is it the end of 50 years old Just In Time methodology?
๐ฏ What kind of waste are we talking about?
๐ฉ๐ฝโ๐ป Whatโs the role of predictive algorithms in maritime informatics?
๐จ Whatโs the port call optimization task force?
๐ธ Can we let the good crisis go to waste?
๐ต How to mitigate supply chain breakdowns
โ Digital twins, data, standards, and access to data
Cold chain:
โช Are we moving back in history and coming to non-containerized cargo?
๐ Whatโs the future of reefer cargo?
๐ก Whatโs the role of controlled atmosphere and visibility?
#ocean #sea #freight #JIT #justincase #tenderseason #contracting #rates #coldchain #data
๐ฅ ATA 12.07 ย - CW27's week commentary with Michael Braun from Xeneta โ๏ธ
In a recent episode, Sebastian and Michael talk about the most recent news from the market.
๐ according to Container Trade Statistics Global demand growth in May has fallen below 1%, while the US is nearly 20%
๐ another wave on increases at transatlantic
โ๏ธ how much the market is open to accept? Is the 4-5k USD/FEU feasible, there were strong arguments arisen by Otto Schacht at Lloyd's List podcast
๐โโ๏ธ๐โโ๏ธ Is uncertainty the only certain thing about ocean freight?
Find the answers at the most recent episode that you can listen to at our website https://eta.fm/#english and your favorite podcast players such as Spotify, Apple and Google Podcasts.
Do you have any comments or wanted to join the show, let us know, please ย ๐
๐ง seb@eta.fm
๐ค https://anchor.fm/etafm and record the message
We are coming to the end of the first half of 2021, we've seen unprecedented things in the market. In today's episode, Sebastian has the pleasure to talk with Peter Sand a Chief Shipping Analyst from BIMCO.
Today topics:
โ๏ธ Demand vs Supply is it so really so overwhelming?
๐งน How much time is needed to clear the South China situation?
๐ฅ Is the number of various accidents in maritime growing?
โก๏ธ What are the tensions between the Liners, BCOs and Freight Forwarders?
๐ Whatโs the length of the suppliers' market in this cycle?
๐ค Grow capacity or grow service portfolio, is that the question?
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๐ง Listen to the full episode at https://eta.fm/#english and all leading podcast players.
Thank you to our sponsors: biggest container terminal at Baltic Sea DCT Gdansk and ECU Worldwide leading LCL co-loader.
This week Thorsten Diephaus and Sebastian talk about:
๐ฆ Covid outbreak in Yantian of course
๐ฆ Cargo commodities being shipped and if thatโs already Christmas season
๐ฐ Long term vs spot rates levels and ocean liners advantage
โย New contacting options
๐ Home Depot, not Amazon do charter its own vessel
โ ๏ธ Impact on different trades besides ex APAC
โ๏ธ commentary on 21st calendar week has just arrived โด
This week Michael and Sebastian discuss:
๐ฆ the new wave in APAC
๐ฐ another record high rates level
๐ longer-term approach from shipping liners
โฐ doubled transit times
๐ถ not shipping
Sebastian and Michael share thoughts around recent news:
๐ฐ The shipping industry is in a state of crisis. The price of shipping has skyrocketed again, and only some shippers are paying whatever they need to get their goods shipped.
๐ฃ The supply chain is a massive risk for companies nowadays, retailers and tech companies decreased their revenue forecasts
๐ญ The US inventory levels are at record lows, and this is impacting the supply chain. This is a problem for companies, but also for the economy as a whole.
#podcast #oceanshipping #freight #supplychain
MAKERS AND MOVERS
Global Transportation Access and Cost https://global.makersmovers.com/
- Patrik's journey from KN to founding Xeneta
- growing orderbook, deja vous from a decade ago?
- congestions congestions congestions
- announcement
- growing transatlantic rates