Container carriers are pulling sailings on purpose, missing their own reliability targets, and posting some of their strongest profits in years. Mike King is joined by Nils Roche, Founder of Solvens Advisory and a former liner executive with senior roles at CMA CGM, Maersk and PIL, and Mark Chadwick, President of the Global Shippers' Association, representing some of the world's biggest cargo owners. He's one of the largest buyers in the industry, purchasing shipping capacity from both forwarders and carriers on behalf of his members.
Topics include: carrier Q2 results, the gap between carrier reliability data and what shippers are actually experiencing, a 215% rise in blank sailings on some Asia lanes, the latest on Hormuz and Red Sea routing, a forecast "Godzilla" El Niño, record-low Rhine water levels, Panama Canal draft restrictions, and the current US tariff picture.
This episode is sponsored by Dimerco Express Group (https://dimerco.com/), your trading partner connecting Asia with the US and beyond.
Big thanks to Xeneta for sharing their exclusive reliability data.
Notes
Links to Nils Roche, 2025 prediction on The Freight Buyers’ Club: https://youtube.com/shorts/-xxM1JS3mOU
Link Hapag-Lloyd Vs US Retailers: Container Rates, Tariffs, ZIM And What Happens Next featuring Torsten Hartmann from Hapag-Lloyd and Jon Gold is VP for Supply Chain and Customs Policy at the National Retail Federation.
https://youtu.be/HAeb1TjRupE
Articles:
Asian port congestion forcing container lines back to the Red Sea
https://www.seatrade-maritime.com/containers/asian-port-congestion-forcing-container-lines-back-to-the-red-sea
Rhine cut in two as European drought cripples inland shipping
https://splash247.com/rhine-cut-in-two-as-european-drought-cripples-inland-shipping/
#ContainerShipping #SupplyChain #FreightBuyersClub #OceanFreight #Logistics #PeakSeason #Reliability #RedSea #ElNino #Tariffs
