Webcasts

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North American importers and exporters are entering a precarious period of container shipping volatility the likes of which haven’t been seen since the early days of the COVID-19 pandemic. A combination of events — container shortages in Asia and resulting congestion, increasing blank sailings among carriers, and strong demand that is leading to a spike in rates — is setting the stage for a volatile peak shipping season and perhaps beyond. This hourlong webcast, led by Journal of Commerce Executive Editor Mark Szakonyi, will analyze the state of the container shipping market coming out of the annual service contracting period and take an early look at the summer-fall peak shipping season. In the process, it will answer the following questions:

•    What do the supply-demand fundamentals point to in terms of rates?

•    What impact – and for how much longer – will the Red Sea crisis have during the busiest part of the shipping year?

•    How will worsening congestion in Asia and the western Mediterranean impact capacity?

•    Is the recent demand spike a sign of an early and perhaps extended peak season?

 

Moderator:      

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global 

Speaker(s):

Jonathan Gold, Vice President, Supply Chain and Customs Policy, National Retail Federation

John McCauley, Former Vice President-Transportation & Logistics, Cargill

 

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The first half of 2024 ended on a stronger note for US trucking demand, with tonnage and spot market rates rising slightly off the baseline set last year. But will they keep climbing? Shippers are getting mixed messages; with some transportation providers warning of tightening capacity and higher rates this fall. But there’s still plenty of truckload capacity in the market, leading others to suggest any increase in spot or contract pricing will be gradual in the second half — not a repeat of the “hockey-stick” recovery of 2020. Meanwhile, shippers are navigating an increasingly complex set of supply chain challenges that require them to develop more control over the truck capacity they use, often lane by lane. They’re seeking the agility needed to move freight between truckload contract and spot trailers and less-than-truckload and even private or dedicated fleet operations. That’s a hallmark of what could be called post-pandemic trucking, and it requires the right technology stack as well as the right trucking providers to keep freight rolling.

This webcast, led by Senior Trucking and Domestic Transportation Editor William Cassidy, will look at where we’re heading in the second half of 2024, and what the major challenges for shippers are likely to be, from pricing and capacity to visibility and technology.

Moderator:

William Cassidy, Senior Editor, Trucking and Domestic Transportation, Journal of Commerce by S&P Global

Speaker(s):

Keith Prather, Managing Director, Armada Corporate Intelligence

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Conflict in the Red Sea, increasing port congestion and an uptick in demand for project and containerized cargo have led to rising spot rates in the breakbulk and project cargo sector, and there are early rumors of a resurgence in the “spillover” market as shippers revisit lessons on supply chain flexibility learned during the pandemic. Signs that mode-malleable cargoes are shifting from container to breakbulk modes are on the rise, as are inquiries about transporting more-than-usual numbers of containers on multipurpose vessels and general cargo ships.

This webcast will examine fleet supply and makeup and how cargo demand is playing into it amid a tumultuous geopolitical environment. Join Breakbulk and Project Cargo Senior Research Analyst Susan Oatway as she presents the latest forecast from the Journal of Commerce Breakbulk Quarterly Report. Joining Susan will be several industry executives who will engage in in-depth discussion about capacity and tonnage availability from the cargo shipper perspective.

Moderator:

Janet Nodar, Senior Editor, Breakbulk, Project, and Heavy-Lift Shipping, Journal of Commerce by S&P Global 

Speaker(s):

Susan Oatway, Senior Research Analyst-Breakbulk and Project Cargo, Journal of Commerce by S&P Global

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Partner:

 

Moderator:

Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

Speaker(s):

TBC

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 Moderator:

Eric Johnson, Senior Editor, Technology, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Moderator:

Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Partner

 

Moderator:

William Cassidy, Senior Editor, Trucking and Domestic Transportation, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Moderator:

TBC

Speaker(s):

TBC

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Partner:

Moderator:

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

Speaker(s):

TBC

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Moderator:

Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global

Speaker(s):

TBC

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