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Moderator: Dustin Braden, Shipper Engagement Manager, JOC, Maritime & Trade, IHS Markit

Speaker(s): TBC

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Containerized shippers face numerous uncertainty as they enter 2019, but one thing is sure: They are looking at a more unforgiving ocean market that could undo the pricing gains they have experienced in the decade since the global financial crisis without the promise of greater value being created for their supply chains. The shift comes on top of continuing challenges on the North America land side in terms of tight trucking and inter-modal capacity that is expected to continue well into 2019. A key question: Can technology rescue shippers facing a more unfavorable market environment?

On the ocean side, carriers may have substantially less capacity on order — approximately 11 percent of the current fleet — than at any time since well before the financial crisis, but they also face sharply higher fuel costs to comply with the Jan. 1, 2020 implementation date of IMO-imposed limits on sulfur emissions — perhaps measuring in the billions of dollars collectively. How will they confront this with their BCO partners, and what approach should BCOs take, knowing that financially challenged carriers historically have demonstrated little success in passing along higher costs to their customers? On the other hand, certain factors could work decisively against BCOs. In general, when carriers face dire circumstances, they mobilize by withdrawing capacity. One needs only to think back a few months as this played out during the summer-fall peak season. Throw in the ongoing US-China trade war — barring a deal, a late-2018 truce on imposition of the latest round of tariffs on $200 billion worth of goods will be winding down at the time of this webcast — and nerves that were frayed during much of 2018 likely will fray further.

The shifting dynamic is playing out alongside a number of other developments that could impact the market in fundamental ways: The air cargo market is equally stressed; land side, trucking capacity grew historically tight in 2018 as the new electronic logging regulation took full effect; and the global economy, after nearly seven years of rapid growth, faces headwinds that could dramatically alter the freight supply chain’s course. Technology, meanwhile, is stirring at the margins, with blockchain and artificial intelligence beginning to show early signs of promise but remaining far from having a transformational impact. Will 2019 be the year technology really begins to take hold in ways that improve visibility and efficiency? All of these subjects — and more — will be front and center at TPM 2019 in Long Beach, California, on March 3-6.

This webcast, led by the senior JOC editorial team, will provide the key takeaways, lessons, and analysis from TPM 2019 that will help lay the groundwork for the rest of 2019.

Moderator:Mark Szakonyi, Executive Editor, JOC

Speakers:Bill Mongelluzzo, Senior Editor, West Coast, JOC

What a year 2018 was for US containerized ocean shippers — and 2019 doesn’t look any less volatile. The pressures, from higher tariffs on US imports and exports to the International Maritime Organization’s low-sulfur fuel mandate on oceangoing ships, are showing little signs of letting up, posing continuing challenges for logistics managers and their transportation providers. On the service side, reliability hit new lows and last fall’s chaotic trans-Pacific peak season frustrated North American importers. The macro outlook isn’t that much more comforting. While the US economy moves from strength to strength, the frequency of warning signs of a slowdown — or worse, recession — are becoming more apparent. Not since the 2008-2009 global financial crisis has there been as much concern on what a US economic deceleration or retraction would do to the global economy — which, outside the US, already is showing malaise ahead of Brexit-related pain and slower Chinese growth.

With trans-Pacific contract negotiations right around the bend, this webcast will provide the insights shippers need regarding the direction of the market, and the path ahead

Moderator:Chris Brooks, Executive Editor, JOC Events

Speakers:

Daniel Hackett, Partner, Hackett Associates

Alan Murphy, CEO and Partner, SeaIntelligence ApS

Still wary after a protracted slump, project and breakbulk cargo stakeholders are wondering if they should trust nascent signs of better times ahead. A slowly filling project pipeline and hard-won project efficiencies are good news for oil majors, EPCs, manufacturers, and other shippers, but volatile oil prices and a turbulent business climate could put a damper on investment.

Our two experts will provide an overview and forecast for capital projects in North America and globally, and an up-close look at what we can expect for LNG globally in the near- and long-term, in light of the shale boom, shifting trade winds and a growing Asian market.

Moderator: Janet Nodar, Senior Editor, Breakbulk and Project Cargo, JOC

Speakers:Robert Ineson, Executive Director, Global LNG, IHS MarkitPhyllis Kulkarni, Regional Director, North America, Independent Project Analysis