The Twitter feed from TPM 2013 was on fire through the three-day conference. Here are just some of our favorites.*
ON MAERSK LINE CEO SOREN SKOU’S KEYNOTE ADDRESS:
Skou, “when our team complains about low frt rates, I say look at the contract … there are two signatures at the bottom.”
ML customer charter much better and real than the Manifesto from a couple years back.
Maersk CEO: “If you don’t believe in global warming, believe in the #s. Cutting CO2 per box 25%, saves @Maersk 1.6B in fuel cost.”
Maersk Line floats term “steady streaming.” Definition: Slow steaming with higher reliability for just-in-time supply chains.
ON THE CONTAINER SHIPPING OUTLOOK:
Reefer trade making a comeback, possibly contributing to a 3.7% growth of US to Asia exports for 2013 says @MarioMoreno_JOC.
“@Maritime_CEO: Serious carrier consolidation unlikely according to Alphaliner’s Tan.” Reason is balance sheet assets inflated 30%.
Ed Sands — A lot has changed since 90s but not all: Carriers still make billions then lose billions, often in consecutive years.
Sears’ Smith: Shippers interested in 4 things: cost, transit time, reliability, environment. Big ships use less fuel per container.
Peter Tang-Jensen believes container ships can still get bigger, and will be driven less by engineering and more by logistics.
ON PORT PRODUCTIVITY:
On avg, a 12k TEU vessel costs carriers $60k/day to sit idle at berth. Much potential for efficiency and productivity gains!
China container port throughput dropping; shows in a nutshell how box growth overall is slowing. — Jeffries
Seroka of APL: we have gone from 22 to 26 avg moves through our US west coast ports since 2012 … we are gaining productivity.
Container lines owned half of US intermodal chassis in 2009 but share fell to 32% last year & will drop to 20% by end of 2013.
Target’s Winocur working w/ transportation partners for clear, deliberate chassis solution that works for BCOs and truckers alike.
SSA Terminals: “The days of having clipboards on terminal are over.”
Mexico — The next largest US trade partner? pic.twitter.com/RXIEVWgAxe
Ocean shipping underused in Mexico, exacerbating trucking equipment imbalance in US trade — Transplace’s Ryley.
ON WATERFRONT LABOR:
“Where was the ILWU today? Why a no show? Will the 2014 automation plan impact West Coast negotiations?
Tony Scioscia — “We’re done with high costs and low productivity.”
Churchill says, “u can always count on Americans 2 do the right thing — after they’ve tried everything else.”
Great to see Indianapolis on the map as an inland port. One of the best single point locations for ecommerce distribution.
ON THE ENVIRONMENT:
From 2014 Electrolux will not deal with lines not reporting to the Clean Cargo Working Group — that’s 127,000 teu of business!
Matt Rose, CEO of BNSF: “Oil went from 1 to 4 percent of our total traffic mix in 2012.” That’s a LOT of crude.