Webcasts

When the Trump administration in early April announced a 90-day pause on “reciprocal” tariffs with much of the world and a subsequent 90-day pause on China tariffs, it unleashed a torrent of cargo into the global supply chain. Predictably, the spike in demand overwhelmed ports across Asia and Europe, leading to delays in ship berthing ranging from days to, in some cases, two weeks. With much of that cargo heading to the United States ahead of the July and August deadlines, fears of similar congestion are growing at major US gateways. For shippers of refrigerated goods, those delays exponentially increase the risk of spoilage and waste at its worst, but even in the best case can drive up costs rapidly, spark equipment shortages, and lead to shortages and domino-effect delays down the line. In an environment of high uncertainty, refrigerated shippers are living on a knife’s edge as they decide how much, when, and where to ship their goods n with as little risk as possible in a market fraught with it.

This hour-long webcast, led by the industry-leading cold chain experts at Eskesen Advisory, will examine the impact US tariffs are having on temperature-sensitive goods, the disruptive effects of widespread port congestion, and the outlook for the remainder of the year.

Moderator:

Laura Robb, Associate Editor-Americas Container Market, Journal of Commerce by S&P Global

Speaker (s):

Thomas Eskesen, Founder, Eskesen Advisory

Bruce Marshall, Head of Reefer Solutions, A.P. Moller-Maersk

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

Speaker(s):

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Moderator: Ari Ashe, Senior Editor-Intermodal Rail, Journal of Commerce by S&P Global

Speaker(s): TBC

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Tariffs, intensifying conflict in the Middle East and Ukraine, a slowing global economy and increased competition from the container shipping fleet are all driving heightened uncertainty in the multipurpose and heavy-lift market. Project investors started the year with a wait-and-see attitude and shippers rushed to frontload some commodities in the first half even as charter indices rose, fell and rose again.

This webcast will examine cargo demand and multipurpose/heavy-lift fleet supply and makeup 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 well-known industry analysts Niclas Prehm, head of research at Toepfer Transport, publisher of the Toepfer Multipurpose Index (TMI) and numerous other reports and indices; and Peter Molloy, Senior Associate - Breakbulk & Heavylift with Drewry. Peter is the main contributor to Drewry’s Multipurpose Shipping Forecaster and produces the Drewry Breakbulk Sea Transport Indices. They will discuss their indices and their expectations for the remainder of the year.

Moderator:

Carly Fields, Associate Editor-Breakbulk, Project and Heavy-Lift Shipping, Journal of Commerce by S&P Global

Speaker(s):

Peter Molloy, Senior Associate - Breakbulk & Heavylift, Drewry

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

Yorck Niclas Prehm, Head of Research, Toepfer Transport,

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Moderator:

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

Speaker(s):

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Moderator:

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

Speaker(s):

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Moderator:

Laura Robb, Associate Editor-Americas Container Markets, Journal of Commerce by S&P Global

Speaker(s):

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Moderator:

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

Speaker(s):

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Moderator:

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

Speaker(s):

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