The Strait of Hormuz has been closed to commercial shipping since the end of February. One month on, the world is still counting the cost. Freight rates are rising, bunkers and jet fuel are running short, and the risk of escalation into the Red Sea and beyond is growing.

In this episode of The Freight Buyers' Club, Mike King is joined by two of the most respected voices in the industry:

Lars Jensen, CEO, Vespucci Maritime

Greg Knowler, Europe Editor, Journal of Commerce

Together they cover:

✅ Is the Middle East conflict actually a global shipping crisis — or a regional one?

✅ Container shipping rates: are we heading for a Red Sea-style spike or not?

✅ Bunker fuel shortages in Asia — why availability is becoming a bigger problem than price

✅ Jet fuel shortages and the collapse of air cargo capacity through Gulf hubs

✅ The intermodal alternatives: Saudi Red Sea ports, Khorfakkan, Salalah — and their limits

✅ The danger of escalation: Houthis, Red Sea, Bab-el-Mandeb and the eastern Mediterranean

✅ What US importers are facing on top of the existing tariff chaos

✅ Why supply chain resilience always loses out to efficiency — and what shippers can do about it

✅ Lars Jensen's forecast for container shipping rates in the weeks ahead

Produced with the support of Dimerco Express Group, leading Asia-Pacific freight forwarder and logistics provider. https://dimerco.com

#MiddleEastConflict #ContainerShipping #GlobalTrade #SupplyChain #Freight #ShippingCrisis #Hormuz #AirCargo #BunkerFuel #FreightRates #SupplyChainResilience #FreightBuyersClub #LarsJensen #GregKnowler #Dimerco #OceanFreight #Logistics #Intermodal #RedSea #TradeDisruption

Recorded live at the IATA World Cargo Symposium in Lima, Peru, Mike King sits down with Andres Bianchi, CEO of LATAM Cargo, the cargo arm of the largest airline group in South America.

Andres breaks down LATAM Cargo's network across North America, Europe and intra-South America, their fleet of 19 Boeing 767 freighters, and why 65% of their cargo is special cargo, dominated by perishables like Chilean salmon, Ecuadorian flowers and Peruvian fruit.

We cover the structural changes hitting e-commerce and de minimis exemptions across Latin America, how LATAM Cargo planned for multiple tariff scenarios without having to implement most of them, and how the Middle East conflict is sending shockwaves through supply chains.

Andres also explains how LATAM Cargo handles fuel surcharge transparency with customers in a volatile pricing environment, and outlines plans for 5 to 7% belly capacity growth in 2026, with a focus on cargo-heavy European routes including Amsterdam and Brussels.

Topics covered:

• IATA World Cargo Symposium 2025 takeaways
• LATAM Cargo fleet and network overview
• Perishables, pharma and lithium battery cargo
• US tariffs, trade war and de minimis changes
• Middle East conflict and supply chain disruption
• Fuel surcharges and price volatility
• LATAM Cargo 2026 growth outlook

This content is brought to you by Dimerco Express Group. Learn more at dimerco.com.

#AirCargo #AirFreight #LATAMCargo #IATAWorldCargoSymposium #FreightBuyersClub #SouthAmericaFreight #Perishables #ColdChain #LogisticsPodcast #FreightPodcast #SupplyChain #Ecommerce #DeMinimis #Tariffs #TradeWar #FuelSurcharge #CargoFleet #FreightMarket #AirCargoIndustry #Dimerco

Logistics technology promises a lot. But how do you know if a vendor is selling you reality or a roadmap? In this Freight Buyers' Club interview from TPM26 in Long Beach, Mike King sits down with independent logistics technology consultant Mike DeAngelis, who has worked across Maersk, INTTRA, WiseTech Global, project44 and FourKites, to get the questions every freight buyer and shipper should be asking before they commit.

From clean versus dirty data to the risks of automating AI workflows on unreliable sources, Mike DeAngelis cuts through the sales pitch to give shippers a practical framework for evaluating any logistics tech platform.

LogTech Industry veteran, ex - Maersk, INTTRA, WiseTech Global, p44, FourKites

In this interview:

• Why the sales pitch and the software are often two different things
• What clean data actually means and why it matters for AI
• How to structure a vendor conversation around your use cases, not their features
• Why you should always ask for a live demo, not a PowerPoint
• The importance of getting your actual users in the room
• Why reference customers are one of the most valuable and underused evaluation tools

Whether you are assessing a visibility platform, a TMS, or an AI-driven workflow tool, the framework here applies across the board.

This content was brought to you by Ontegos Cloud, freight forwarder profitability specialists.

#FreightBuyers #LogisticsTech #SupplyChain #FreightProcurement #AI #ShippingTech #FreightBuyersClub

Everyone's talking about AI. Peter Creeden thinks we're building on sand.

Peter Creeden, MD of MPC International and advisor to the IMO's Port Call Optimization task force, joined Mike King at TPM26 in Long Beach to make the case that shipping's data foundations need to come before any AI investment. From the IMO's new PCO Guide to e-bills of lading, smart contracts, and scope three emissions reporting in Australia, Peter maps out the digital layer cake that has to exist before AI can actually deliver.

If you're a freight buyer evaluating visibility platforms, digital tools, or AI-powered freight systems, this one is required viewing.

Guest: Peter Creeden, MD, MPC International

This content is brought to you by Dimerco Express Group [https://dimerco.com/]

#FreightBuyersClub #TPM26 #SupplyChain #ArtificialIntelligence #DigitalTransformation #Shipping #FreightTech #PortCallOptimization #IMO #LogisticsTech #EBillOfLading #Decarbonization #OceanFreight #FreightBuyers #SmartContracts

Air cargo doesn't stop for war. It reroutes. Jan Krems, President of United Cargo, joins Mike King at the IATA World Cargo Symposium in Lima, Peru, for one of the most candid conversations in recent air freight memory.

With Middle East airspace closed, fuel prices up sixty to seventy percent, and tariff policy shifting overnight, Jan explains how United keeps cargo moving when the world keeps throwing curveballs. His model is built on belly capacity, smart partnerships, and access to freighter space rather than ownership of it - a position he defends with characteristic Dutch directness.

On the growth side, Jan talks through United's pharmaceutical business in India, new Southeast Asia services into Vietnam and Thailand, and where he sees opportunity in a market disrupted by both conflict and trade policy chaos.

He also breaks down how United thinks about automation, AI, and the one thing technology still cannot replace: people with a cargo heart.

Thirty-nine years in the industry. Twelve with United. And cargo, he says, is still sexy.

Recorded live at WCS Lima, March 2026.

This episode of the Freight Buyers Club is supported by Dimerco Express Group. https://dimerco.com/

CHAPTERS

00:00 Welcome from WCS Lima

01:00 Five years of disruption: COVID, Ukraine and the Middle East

03:00 Middle East airspace closure: impact, fuel costs and workarounds

05:00 Tariffs: coping when policy changes overnight

07:00 India, pharma and new Southeast Asia routes

09:00 South America: how United serves the region

10:00 The freighter question: why Jan will never own one

11:30 Fleet investment, specialty products and the cool chain

13:00 AI, automation and the 50/25/25 booking model

14:30 Thirty-nine years in the industry and why cargo is still sexy

#AirCargo #FreightBuyers #UnitedCargo #SupplyChain #Logistics #AirFreight #GlobalTrade #FreightMarket #Shipping #CargoIsSexy

The Middle East war sent shockwaves through global air cargo markets almost overnight. 18% of global capacity disappeared within 48 hours. Mike King sits down with Ray Zedov, Commercial Director at Rotate, at IATA World Cargo Symposium in Lima to break down what the data actually shows - from grounded Gulf carriers and rerouted integrators to Vietnam's supply chain surge and what shippers should be watching for in the months ahead.

This content is proudly supported by Dimerco Express Group, your ideal freight forwarding partner for Transpacific Asia and beyond. Learn more at https://dimerco.com/

#AirCargo #MiddleEastWar #FreightBuyersClub #Rotate #Dimerco #AirCargoNews #SupplyChain #Freight #IATAWCS #Lima2026

Recorded live at the IATA World Cargo Symposium in Lima, Air Cargo Unpacked brings together host Mike King, United Cargo President Jan Krems, TAC Index Founder Peyton Burnett and co-host Neel Jones Shah for the definitive air cargo briefing on the Middle East war.

Capacity on the Asia-Europe corridor has collapsed by more than 40% on some routes. Charter prices have tripled. Jet fuel has hit levels not seen in years. And ocean shipping is in simultaneous chaos. This episode covers what's happening, why it matters, what freight buyers should do right now, and where this goes next.

Sponsored by Ontegos Cloud — freight forwarder profitability specialists.

In this exclusive interview at TPM26 in Long Beach, Mike King is talking to Rolf Habben Jansen, CEO of Hapag-Lloyd, to discuss three of the biggest stories shaping container shipping right now.

Rolf gives his take on the proposed Zim acquisition and what it means for freight buyers, the impact of US and Israeli strikes on Iran and what that means for ships currently stuck in the Persian Gulf, and whether a return to the Suez Canal is now further away than ever.

He also shares his view on the container shipping supply and demand balance, why he sees underlying demand as still strong, and how shippers should think about US inventory levels and the transpacific market heading into the rest of 2026.

This content is supported by Dimerco, a global freight forwarding and logistics network that believes in the value of independent journalism in the freight industry. Find out more at https://dimerco.com/

#TPM26 #ZimDeal #SuezCanal #IranStrikes #ContainerShipping #FreightMarket #HapagLloyd #LogisticsNews #SupplyChain #FreightBuyers