A weekly podcast about the ocean freight market. Learn about the market situation, current rate trends, and the most important news needed to make the best decisions.
ETA.fm GROWTH - Why self growth work is important?
What can be a motivation for self growth work? How to sustain the energy needed for growth? Why the right focus is crucial for getting what we want in life (according to 'Psychocybernetics' and dr Joe Dispenza)? Can living in the comfort zone be dangerous?
10 Feb 2022
CW05'22 - Freight Forwarders charter vessels while BCO throw their tree cents into the order book
The industry got to the point when Freight Forwarders charter vessels and spin-off Shipping Liners from their core business while retailers and manufacturers throw their cents into the order book.
🎧 Tune in have a coffee or drive safe, and listen 👇
📊 at the time of the record low-reliability small shipping liners found their way to improve theirs to stunning 99,8% “on time”
💸 slight thaw in indexes
🚢 A.P. Moller - Maersk (https://www.linkedin.com/company/maersk-group/) Mumbai ran aground outside Bremerhaven port, fortunately, she was relieved a day after
🏗 American ports’ statistics are brutal
🍧 Financial results of Hapag-Lloyd AG (https://www.linkedin.com/company/hapag-lloyd-ag/) with record-high 13 B $ EBITDA of course
🛒 CMA CGM (https://www.linkedin.com/company/cma-cgm/) acquires COLIS PRIVE (https://www.linkedin.com/company/colis-prive/)
We appreciate the help of our partners DCT Gdansk (https://www.linkedin.com/company/dctgdansk/) ECU Worldwide (https://www.linkedin.com/company/ecu-worldwide/) Balticon S.A. (https://www.linkedin.com/company/balticon/) Entrega (https://www.linkedin.com/company/logistyka-morska/) Michał (https://www.linkedin.com/in/ACoAAAYAoQQB821TXrlToFjL9bo7JlYjjyvKIaM) Magdalena (https://www.linkedin.com/in/ACoAABVd38sB-yrbpJwFMh-lkeJnCYpb38rMRSU) Kamil (https://www.linkedin.com/in/ACoAAA37JNIBJi4IUsRJKcLVqhWwGDsdgLM5mLw) Marcin (https://www.linkedin.com/in/ACoAAAE2Xu4BZWgqN4GkNvfu2d9iQ222nkL9REM)
#ocean (https://www.linkedin.com/feed/hashtag/?keywords=ocean&highlightedUpdateUrns=urn%3Ali%3Aactivity%3A6897462829918556161) #sea (https://www.linkedin.com/feed/hashtag/?keywords=sea&highlightedUpdateUrns=urn%3Ali%3Aactivity%3A6897462829918556161) #freight (https://www.linkedin.com/feed/hashtag/?keywords=freight&highlightedUpdateUrns=urn%3Ali%3Aactivity%3A6897462829918556161) #newliners (https://www.linkedin.com/feed/hashtag/?keywords=newliners&highlightedUpdateUrns=urn%3Ali%3Aactivity%3A6897462829918556161) #newcharters (https://www.linkedin.com/feed/hashtag/?keywords=newcharters&highlightedUpdateUrns=urn%3Ali%3Aactivity%3A6897462829918556161)
3 Feb 2022
CW04'22 - Happy New Water Tiger Year, record low reliability and idle fleet, indexes and charter market remains strong
💥 It has just arrived, the summary of CW4 ⚓️
📊 reliability the lowest in history
💸 indexes high with slightly growing trend
⏯ Idle fleet record low
💎 CMA CGM (https://www.linkedin.com/company/74607482/admin/#) pays 140M USD for second hand 6,9k TEU vessel (could buy a new one twice big with the same money)
🗺 CMA CGM (https://www.linkedin.com/company/74607482/admin/#) extends Far East East Coast with 10x 10k TEU vessels by cascading new arrivals
🚢 reshuffling fleet to more lucrative trades continoues
✈ MSC Mediterranean Shipping Company (https://www.linkedin.com/company/74607482/admin/#) a Lufthansa (https://www.linkedin.com/company/74607482/admin/#) interested in acquiring ITA Airways (https://www.linkedin.com/company/74607482/admin/#)
🏗 New Megamax capable lock in #Amsterdam, #Suez Canal fastens upgrade and Aris Mauretania struggles
You can find all the links to the players on our website or in the comments below.
We appreciate the help of our partners DCT Gdansk (https://www.linkedin.com/company/74607482/admin/#) ECU Worldwide (https://www.linkedin.com/company/74607482/admin/#) Balticon S.A. (https://www.linkedin.com/company/74607482/admin/#) Entrega (https://www.linkedin.com/company/74607482/admin/#) Marcin (https://www.linkedin.com/company/74607482/admin/#) Magdalena (https://www.linkedin.com/company/74607482/admin/#) Kamil (https://www.linkedin.com/company/74607482/admin/#) Michał (https://www.linkedin.com/company/74607482/admin/#)
#ocean #sea #freight #podcast
27 Jan 2022
CW2&3'22 - recent news and new service to Irish Sea by Unifeeder
💸 TPEB 10% up and FEWB reasonably stable at a high level
📅 Summary of European Ports’ 2021 numbers
🆕 changes in Baltic connections of The Alliance with Hapag Lloyd drawing out some ports from NPX and ONE adding a deal with Unifeeder
🚨 2nd half of 2021 had the lowest fleet demolitions in years
🌡 Charter market on a strong note
🦸🏽♀️ MSC becomes the biggest shipping liner and closes the Log-In takeover in Brazil
🌵 Maersk fastens “zero-carbon” by a decade
CMA-CGM
⏪ SCA Transforest halts RTM-Sweden service due to lack of tonnage
👣 Fedex launches its own TP service, 53’ boxes and 3 vessels to operate it
🌋 Antwerp and Zeebrugge merge approved by Belgian authorities
13 Jan 2022
CW1'22 news and 4th Industrial Revolution in ports environment by our special guest Boris Wenzel the founder of Terminal Industry Committee 4.0 #TIC40
Today Dominik Landa (https://www.linkedin.com/in/ACoAAAEbWSgBo1aM_lK_hqcCmnGvpbjLXPXokhA) has the pleasure to discuss the 4th industrial revolution in the ports environment with our special guest Boris Wenzel (https://www.linkedin.com/in/ACoAAAEhPUsBddJe76SJXGQzTWY4gB2OwNP_DfI) the Terminal Industry Committee 4.0 (https://www.linkedin.com/company/terminal-industry-committee-4-0/) #TIC40 (https://www.linkedin.com/feed/hashtag/?keywords=tic40&highlightedUpdateUrns=urn%3Ali%3Aactivity%3A6887409276525060096)
Boris has extraordinary experience from Containers' Terminals space gained in Thailand, Spain, France, Poland, just to name a few locations where he was either green fielding or restructuring and setting up for future success. If you want to learn what's needed in that part of the industry and what its future is, listen to this episode.
Besides this very special topic Dominik (https://www.linkedin.com/in/ACoAAAEbWSgBo1aM_lK_hqcCmnGvpbjLXPXokhA) and Sebastian (https://www.linkedin.com/in/ACoAAALAbaYB1l4Z6OyQw7GwtvBVqJAlfYZnRsg) discuss the latest news from the ocean freight market:
🎧 Tune in to your favorite podcast player, have a coffee, walk the dog, drive safe or do whatever you want and listen about 👇
⏪ Decreasing number of calls by major shipping liners
🌋 Increasing costs of a new fleet
👣 Idling fleet still record low
⌗ MSC Mediterranean Shipping Company (https://www.linkedin.com/company/msc-mediterranean-shipping-co--s-a-/) becoming officially the biggest liner
🚨 Automation in Jadeweserport and Xiamen
Visit our https://eta.fm/#english to learn more about us.
11 Oct 2021
CW40'21 - data creating XSI by Ilko Masaldzhiyski, loosen global capacity with Michael Braun from Xeneta and eMethanol with Adam Niklewski from DNV
How the Xeneta Shipping Index is created
Lost global capacity
Demand or supply, what comes first
what is eMethanol
Global adoption, advantages and disadvantages
27 Sept 2021
CW38'21 - upcoming tender season with Michael Braun and state of the industry with Rachael White
Today Sebastian (https://www.linkedin.com/company/74607482/admin/#) had the pleasure to chat with two prominent experts: with Rachael White (https://www.linkedin.com/company/74607482/admin/#) from Next Level Information (https://www.linkedin.com/company/74607482/admin/#) about the state of the shipping industry, with a closer look into the cold chain and data-related aspects, and with Michael Braun (https://www.linkedin.com/company/74607482/admin/#) from Xeneta (https://www.linkedin.com/company/74607482/admin/#) about the most recent news from the market, especially upcoming tender season
🎧 Tune in to your favorite podcast player, have a coffee or drive safe, and listen 👇
Market update:
🌋 Is it going to be the most challenging tender season ever?
👣 What’s the shipper size to be able to secure good deals?
🧊 What are the freezing spot rates all about?
🆕 Is it a new normal at TransPacific?
🦸🏽♀️ Why extra capacity is not helping at all?
State of the industry:
⏰ Is it the end of 50 years old Just In Time methodology?
🚯 What kind of waste are we talking about?
👩🏽💻 What’s the role of predictive algorithms in maritime informatics?
🚨 What’s the port call optimization task force?
💸 Can we let the good crisis go to waste?
🌵 How to mitigate supply chain breakdowns
⌗ Digital twins, data, standards, and access to data
Cold chain:
⏪ Are we moving back in history and coming to non-containerized cargo?
📅 What’s the future of reefer cargo?
🌡 What’s the role of controlled atmosphere and visibility?
#ocean #sea #freight #JIT #justincase #tenderseason #contracting #rates #coldchain #data
12 Jul 2021
CW27'21 - Is uncertainty the only certain thing with Michael Braun
💥 ATA 12.07 - CW27's week commentary with Michael Braun (https://www.linkedin.com/company/74607482/admin/#) from Xeneta (https://www.linkedin.com/company/74607482/admin/#) ⚓️
In a recent episode, Sebastian (https://www.linkedin.com/company/74607482/admin/#) and Michael talk about the most recent news from the market.
🛍 according to Container Trade Statistics Global demand growth in May has fallen below 1%, while the US is nearly 20%
🌍 another wave on increases at transatlantic
✍️ how much the market is open to accept? Is the 4-5k USD/FEU feasible, there were strong arguments arisen by Otto Schacht (https://www.linkedin.com/company/74607482/admin/#) at Lloyd's List (https://www.linkedin.com/company/74607482/admin/#) podcast
🙋♀️🙋♂️ Is uncertainty the only certain thing about ocean freight?
Find the answers at the most recent episode that you can listen to at our website https://eta.fm/#english and your favorite podcast players such as Spotify, Apple and Google Podcasts.
Do you have any comments or wanted to join the show, let us know, please 🙏
📧 seb@eta.fm
🎤 https://anchor.fm/etafm and record the message
23 Jun 2021
End of H1'21 - Demand vs Supply, Clearing South China, Growing # of accidents, Suppliers' market, Growing capacity or service portfolio?
We are coming to the end of the first half of 2021, we've seen unprecedented things in the market. In today's episode, Sebastian (https://www.linkedin.com/company/74607482/admin/#) has the pleasure to talk with Peter Sand (https://www.linkedin.com/company/74607482/admin/#) a Chief Shipping Analyst from BIMCO (https://www.linkedin.com/company/74607482/admin/#).
Today topics:
⚖️ Demand vs Supply is it so really so overwhelming?
🧹 How much time is needed to clear the South China situation?
💥 Is the number of various accidents in maritime growing?
⚡️ What are the tensions between the Liners, BCOs and Freight Forwarders?
📏 What’s the length of the suppliers' market in this cycle?
🤔 Grow capacity or grow service portfolio, is that the question?
🙏 If you like what we deliver, please support it by ❤️, share, comment etc, there is no business behind ETA, we just aim to deliver what's valuable for the whole community
💌 If you would like to join the show and share what you know just drop us a message 🙏
🎧 Listen to the full episode at https://eta.fm/#english and all leading podcast players.
Thank you to our sponsors: biggest container terminal at Baltic Sea DCT Gdansk (https://www.linkedin.com/company/74607482/admin/#) and ECU Worldwide (https://www.linkedin.com/company/74607482/admin/#) leading LCL co-loader.
18 Jun 2021
CW24'21 - Yantian covid outbreak, Long term vs spot rates, New contracts and Home Depot own vessel
This week Thorsten Diephaus (https://www.linkedin.com/company/74607482/admin/#) and Sebastian (https://www.linkedin.com/company/74607482/admin/#) talk about:
🦠 Covid outbreak in Yantian of course
📦 Cargo commodities being shipped and if that’s already Christmas season
💰 Long term vs spot rates levels and ocean liners advantage
✎ New contacting options
🏠 Home Depot, not Amazon do charter its own vessel
☠️ Impact on different trades besides ex APAC
2 Jun 2021
CW21'21 - new wave in APAC
⚓️ commentary on 21st calendar week has just arrived ⛴
This week Michael (https://www.linkedin.com/company/74607482/admin/#) and Sebastian (https://www.linkedin.com/company/74607482/admin/#) discuss:
🦠 the new wave in APAC
💰 another record high rates level
📈 longer-term approach from shipping liners
⏰ doubled transit times
🚶 not shipping
25 May 2021
CW20'21 - another record high rates, supply chain is impacting financial forecasts, US inventory levels record low
Sebastian (https://www.linkedin.com/company/74607482/admin/#) and Michael (https://www.linkedin.com/company/74607482/admin/#) share thoughts around recent news:
💰 The shipping industry is in a state of crisis. The price of shipping has skyrocketed again, and only some shippers are paying whatever they need to get their goods shipped.
💣 The supply chain is a massive risk for companies nowadays, retailers and tech companies decreased their revenue forecasts
🏭 The US inventory levels are at record lows, and this is impacting the supply chain. This is a problem for companies, but also for the economy as a whole.
#podcast #oceanshipping #freight #supplychain
17 May 2021
CW19'21 weekly commentary with Michael Braun
All rates increase
Ripple effect
Vessels maintenance
6 May 2021
Makers & Movers on May 12th - why you should register now and what you can learn on the summit, introduction from Radu Palamariu
MAKERS AND MOVERS
Global Transportation
Access and Cost
https://global.makersmovers.com/
23 Apr 2021
CW16'21 - very first episode in english and new announcement from Patrik Berglund and Xeneta.com
- Patrik's journey from KN to founding Xeneta
- growing orderbook, deja vous from a decade ago?
- congestions congestions congestions
- announcement
- growing transatlantic rates
Contact ETA.fm (english)
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of ETA.fm (english)?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
