Name: VIDEO: Pricing, air cargo COVID-19 impact
Uploaded: Mar 12, 2020, 10:06 AM EDT
Description: Greg Knowler, JOC senior editor for IHS Markit's Maritime & Trade division, on pricing, air cargo, and overall supply chain impact of COVID-19. For more news and analysis visit https://www.joc.com/special-topics/coronavirus-effect-supply-chains

Greg Knowler, JOC senior editor for IHS Markit's Maritime & Trade division, on pricing, air cargo, and overall supply chain impact of COVID-19. For more news and analysis visit https://www.joc.com/special-topics/coronavirus-effect-supply-chains

<div class="phx-topic abstract-wrapper"><p>The challenge begins when a shipper decides that waiting for a delayed vessel is more expensive than paying a premium for air freight, industry leaders told the group’s conference in Miami. </p></div>

The challenge begins when a shipper decides that waiting for a delayed vessel is more expensive than paying a premium for air freight, industry leaders told the group’s conference in Miami.

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Maritime delays can drive costly, complex switch to air freight: Tiaca

<div class="phx-topic abstract-wrapper"><p>Despite the implementation of the updated Air Cargo Advance Screening requirements being pushed back to May 2027, compliance will be difficult, industry leaders told the Tiaca conference.</p></div>

Despite the implementation of the updated Air Cargo Advance Screening requirements being pushed back to May 2027, compliance will be difficult, industry leaders told the Tiaca conference.

Air cargo will struggle to meet revised CBP advance data timeline: Tiaca

<div class="phx-topic abstract-wrapper"><p>While the rate of expansion has begun to flatten out, data center investment by big tech is expected to increase over 40% year over year to $1 trillion in 2027, noted the air cargo analyst. </p></div>

While the rate of expansion has begun to flatten out, data center investment by big tech is expected to increase over 40% year over year to $1 trillion in 2027, noted the air cargo analyst.

Slowing AI demand growth masks hyperscaler spending boom: Rotate

<div class="phx-topic abstract-wrapper"><p>After years of capacity shocks, geopolitical conflict and shifting trade policies, a panel of shipper executives told a Tiaca conference they placed greater value on reliable logistics partners and less on securing the lowest possible freight rate.</p></div>

After years of capacity shocks, geopolitical conflict and shifting trade policies, a panel of shipper executives told a Tiaca conference they placed greater value on reliable logistics partners and less on securing the lowest possible freight rate.

Air cargo shippers prize proactive counsel over crisis-driven rate hikes

<div class="phx-topic abstract-wrapper"><p>Demand by hyperscalers is driving the volume, particularly on the trans-Pacific, but general high-tech products and restocking ahead of November’s online shopping promotions are also filling freighters.</p></div>

Demand by hyperscalers is driving the volume, particularly on the trans-Pacific, but general high-tech products and restocking ahead of November’s online shopping promotions are also filling freighters.

Demand for AI infrastructure propels air cargo peak season

<div class="phx-topic abstract-wrapper"><p>Freight delays unwind on different clocks, and the gaps between those clocks decide who profits, writes Paul Tonsager.</p></div>

Freight delays unwind on different clocks, and the gaps between those clocks decide who profits, writes Paul Tonsager.

Container delays generate revenue for different parties at each stop: analyst

<div class="phx-topic abstract-wrapper"><p>The creation of recognized heavy transport "corridors" across the bloc and streamlined permitting procedures are both expected to occur amid the increase in the size of the cargoes. </p></div>

The creation of recognized heavy transport "corridors" across the bloc and streamlined permitting procedures are both expected to occur amid the increase in the size of the cargoes.

Outsized military cargoes force welcome European infrastructure improvements

<div class="phx-topic abstract-wrapper"><p>As key global manufacturers and shippers of high-and-heavy cargo, the four global equipment giants — Caterpillar, Komatsu, Manitowoc, and Volvo — signal trends for the breakbulk segment.</p></div>

As key global manufacturers and shippers of high-and-heavy cargo, the four global equipment giants — Caterpillar, Komatsu, Manitowoc, and Volvo — signal trends for the breakbulk segment.

Energy, infrastructure projects keep heavy equipment makers in growth mode

<div class="phx-topic abstract-wrapper"><p>With fresh export shipments in a state of flux amid widespread protests, carrier executives in Bangladesh reported limited container bookings and gate-ins for loading in the last few days. </p></div>

With fresh export shipments in a state of flux amid widespread protests, carrier executives in Bangladesh reported limited container bookings and gate-ins for loading in the last few days.

Bangladesh apparel factory disruptions threaten carrier volume targets 

<div class="phx-topic abstract-wrapper"><p>And CEO Vincent Clerc indicated the current high-rate environment bodes well for 2027 contract renewals, especially on the Asia-Europe trade.</p></div>

And CEO Vincent Clerc indicated the current high-rate environment bodes well for 2027 contract renewals, especially on the Asia-Europe trade.

Maersk raises earnings guidance for third time on freight rates, strong Q4 outlook

<div class="phx-topic abstract-wrapper"><p>That comes as questions could arise in the new Congress about the role of immigration policy in the widespread move on illegal trucking as enforcement sweeps continue.</p></div>

That comes as questions could arise in the new Congress about the role of immigration policy in the widespread move on illegal trucking as enforcement sweeps continue.

New data shows results of US’ ongoing crackdown on illegal trucking

<div class="phx-topic abstract-wrapper"><p>Choice of carrier, vessel deployment, cargo utilization, route and regulatory exposure can materially change both the environmental result and the economics of a shipment, according to recent industry analysis.</p></div>

Choice of carrier, vessel deployment, cargo utilization, route and regulatory exposure can materially change both the environmental result and the economics of a shipment, according to recent industry analysis.

Shippers face cost execution test in push for lower emissions 

<div class="phx-topic abstract-wrapper"><p>The event aims to foster a greater understanding of how charges for container usage and storage can best incentivize cargo flow, the US Federal Maritime Commission said.</p></div>

The event aims to foster a greater understanding of how charges for container usage and storage can best incentivize cargo flow, the US Federal Maritime Commission said.

FMC to host detention and demurrage ‘research symposium’

<div class="phx-topic abstract-wrapper"><p>Despite higher freight rates and improving carrier earnings, some analysts question whether tightening capacity can sustain a recovery in 2027.</p></div>

Despite higher freight rates and improving carrier earnings, some analysts question whether tightening capacity can sustain a recovery in 2027.

Trucking recovery takes shape, but headwinds temper carrier optimism

<div class="phx-topic abstract-wrapper"><p>The railroad says the comments threatening higher rates against those who oppose the NS merger were made in jest, but others argue they amounted to threats of retaliation that have prevented shippers from speaking out against the deal. </p></div>

The railroad says the comments threatening higher rates against those who oppose the NS merger were made in jest, but others argue they amounted to threats of retaliation that have prevented shippers from speaking out against the deal.

UP CEO Vena under fire for ‘offhand comment’ about Norfolk Southern deal

<div class="phx-topic abstract-wrapper"><p>The railroad is metering the movement of containers destined for inland hubs in order not to overwhelm the terminals with cargo; it could be another week before service returns to normal.</p></div>

The railroad is metering the movement of containers destined for inland hubs in order not to overwhelm the terminals with cargo; it could be another week before service returns to normal.

BNSF boosts New Mexico manpower to manage freight flow after flood

<div class="phx-topic abstract-wrapper"><p>Cheng Cheng, head of operations at Augment, details which ROI metrics executives should be considering, focused first-use cases, and better incentivizing and retaining businesses’ employees through automation.</p></div>

Cheng Cheng, head of operations at Augment, details which ROI metrics executives should be considering, focused first-use cases, and better incentivizing and retaining businesses’ employees through automation.

Building trust in AI

<div class="phx-topic abstract-wrapper"><p>Sam Tibbs, Trochi Data, explores the challenges of truckload pricing, from incomplete market data and skewed rate distributions to fuel volatility, carrier costs and strategies for improving efficiency.</p></div>

Sam Tibbs, Trochi Data, explores the challenges of truckload pricing, from incomplete market data and skewed rate distributions to fuel volatility, carrier costs and strategies for improving efficiency.

Pricing truckload freight in a volatile market | Live at Inland

<div class="phx-topic abstract-wrapper"><p>Andrew Lynch, group vice president, domestic intermodal, at Norfolk Southern, discusses the proposed merger with Union Pacific, expanding rail options from coast to coast, and working with BCOs to understand freight flows.</p></div>

Andrew Lynch, group vice president, domestic intermodal, at Norfolk Southern, discusses the proposed merger with Union Pacific, expanding rail options from coast to coast, and working with BCOs to understand freight flows.

Defining the future of intermodal

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Video

<div class="phx-topic abstract-wrapper"><p>Greg Knowler, JOC senior editor for IHS Markit's Maritime &amp; Trade division, on pricing, air cargo, and overall supply chain impact of COVID-19.</p></div>

Greg Knowler, JOC senior editor for IHS Markit's Maritime & Trade division, on pricing, air cargo, and overall supply chain impact of COVID-19.

<div class="phx-topic"><p>Greg Knowler, JOC senior editor for IHS Markit's Maritime &amp; Trade division, on pricing, air cargo, and overall supply chain impact of COVID-19.</p><p>For more news and analysis visit <a href="https://www.joc.com/special-topics/coronavirus-effect-supply-chains">https://www.joc.com/special-topics/coronavirus-effect-supply-chains</a></p><p></p><div class="wrapper-full"><dynamic-object type="youtube" resource-id="1Gm954ft_Pk?rel=0"></dynamic-object></div></div>

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