Danish business conglomerate
POPULARITY
23 episodes with Maersk
14 episodes with Maersk
9 episodes with Maersk
12 episodes with Maersk
9 episodes with Maersk
12 episodes with Maersk
9 episodes with Maersk
15 episodes with Maersk
8 episodes with Maersk
5 episodes with Maersk
5 episodes with Maersk
12 episodes with Maersk
8 episodes with Maersk
8 episodes with Maersk
8 episodes with Maersk
6 episodes with Maersk
8 episodes with Maersk
10 episodes with Maersk
10 episodes with Maersk
5 episodes with Maersk
7 episodes with Maersk
5 episodes with Maersk
2 episodes with Maersk
5 episodes with Maersk
6 episodes with Maersk
4 episodes with Maersk
4 episodes with Maersk
3 episodes with Maersk
5 episodes with Maersk
4 episodes with Maersk
8 episodes with Maersk
3 episodes with Maersk
5 episodes with Maersk
4 episodes with Maersk
2 episodes with Maersk
3 episodes with Maersk
Allen covers a week of offshore wind milestones including the Maersk Viridis sailing toward New York, Revolution Wind’s first power delivery, Vineyard Wind’s final blade, RWE’s Thor project in Denmark, and Kinewell Energy’s fundraise in England. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Good morning, everyone. There is a ship sailing toward America right now. And when it arrives, it will be the most powerful wind turbine installation vessel ever to work in United States waters. Her name is Maersk Viridis. Built by Seatrium in Singapore. Forty thousand tonnes of steel. A main crane reaching one hundred and eighty meters into the sky. Designed to lift the next generation of fifteen-megawatt turbines. At her naming ceremony, godmother Charlotte Norkjer Larsen smashed a bottle of champagne against the main crane pedestal. Viridis — the Latin word for green. The Viridis is headed for Equinor’s Empire Wind project off the coast of New York. When complete, five hundred thousand homes will have power. Now, there is something worth noting. This vessel was built as a Jones Act-compliant solution. That means it can work legally in United States offshore waters. It was built with zero lost time injuries. And while one great ship sails west, the wind industry is moving forward on every front. In New England, the Revolution Wind project delivered its first power to the grid. Seven hundred and four megawatts. Power enough for up to three hundred and fifty thousand homes. Built by local union workers logging more than two million hours. That same week, workers installed the last turbine blade on Vineyard Wind. A project that endured a fractured blade in July of twenty twenty-four, a legal battle to survive a federal stop-work order, and came out the other side — still standing. On the other side of the world, Denmark is doing what Denmark does. The first turbine is now installed at the Thor offshore wind project. In the North Sea, off the west coast of Jutland. When finished, Thor will be Denmark’s largest offshore wind farm. Seventy-two turbines. Each capable of fifteen megawatts. Each turbine rising one hundred and forty-eight meters above the sea. Total project capacity — one-point-one gigawatts. The installation vessel is the Brave Tern, operated by Fred. Olsen Windcarrier. She carries three turbines per trip. Some blades on Thor are recyclable. That is not a headline you could have written ten years ago. And the developer building Thor? That would be RWE. RWE is everywhere right now. Now, for a small story with a large idea behind it. In Wallsend, England, a twelve-person company called Kinewell just raised seven hundred and fifty thousand pounds. Founded by an engineer named Andrew Jenkins while he was earning his PhD at Newcastle University. Kinewell builds software — software that optimises the design of offshore wind farms. Cable layouts, turbine placement, transmission systems. All three, working together. Their clients include Equinor, SSE Renewables, and Eurus Energy. The new funding unlocks a further six-figure grant, bringing total new capital to more than one million pounds. Ten new jobs in the next six months. Their software has saved clients hundreds of millions of pounds. That is what the right tool can do. So let us step back and look at the week. A ship christened and sailing to New York. A New England grid receiving its first offshore wind power. Vineyard Wind — finished at last. Denmark’s largest wind farm, growing turbine by turbine. And a twelve-person software firm in northeast England, helping shape the invisible architecture of the energy transition. That is the Wind Energy News for the 16th of March, 2026. Join us for the Uptime Wind Energy podcast tomorrow.
“We need to get back to something where freedom of navigation and peaceful navigation is restored, and that will depend on some kind of deal between the two sides in that war.” Jonathan Josephs speaks to Vincent Clerc, CEO of Maersk the world's second largest shipping company. The conflict between Iran, Israel and the United States has led to the closure of the vital Strait of Hormuz. It's one of the world's most important shipping routes which before this war, carried about a fifth of global oil supplies. Cargo ships there are being targeted, and seafarers have been killed. The disruption is halting the transport of vital cargo containers and pushing up energy prices. Countries in the Gulf region like Saudi Arabia, rely heavily on energy exports, and, Asia, where much of it is sold, will be hit hard. Food and fertiliser supplies are also being affected. It's not just the Strait of Hormuz that's being disrupted. Security threats mean shipping is also avoiding the Red Sea route through the Suez Canal, which because of the sheer volume of cargo traffic, is arguably more important to global trade. Vincent Clerc says the cost of war will have to be passed on, leading to higher prices for consumers around the world. Thank you to Jonathan Josephs for his help in making this programme. The Interview brings you conversations with people shaping our world, from all over the world. The best interviews from the BBC, including episodes with Majid Takht-Ravanchi, Iran's deputy foreign minister, Jamie Dimon Chief Executiveof JP Morgan Chase and many others. You can listen on the BBC World Service on Mondays, Wednesdays and Fridays at 0800 GMT. Or you can listen to The Interview as a podcast, out three times a week on BBC Sounds or wherever you get your podcasts. Presenter: Jonathan Josephs Producer: Clare Williamson Editor: Damon Rose Get in touch with us on email TheInterview@bbc.co.uk and use the hashtag #TheInterviewBBC on social media.(Image: Vincent Clerc Credit: BBC)
The ports of Balboa and Cristóbal bookend the Panama canal. They don't control the canal, and they have been privately operated by CK Hutchison's Panama Ports Company for decades. Those old contracts are now in the middle of a legal fight, a sovereignty debate, and a live test of how far national power competitions can reach into commercial infrastructure. Panama's Supreme Court recently ruled that the legal terms underlying CK Hutchison's port concession were unconstitutional. The concessions have been canceled and Panama has selected two different operators to take over responsibility for the ports while new owners are determined. If that wasn't complicated enough, Hong Kong-based CK Hutchinson intended to sell the ports to U.S.-headquartered BlackRock, a move that China was not too happy about. The ports are now in the middle of a high stakes proxy war, with China and CK Hutchison on one side, and BlackRock and the Trump Administration on the other. In this episode of the Art of Supply podcast, Kelly Barner covers the short and long term implications of uncertain Panama Canal port ownership: Panama's disputed Supreme Court ruling Why the original $23 billion BlackRock-MSC transaction now looks much more complicated than a straightforward ownership transfer. How BlackRock, Maersk, MSC, and other bidders are repositioning around the two terminals. What to watch for when a local concession dispute becomes a multi-jurisdiction legal and geopolitical risk event Links: Who owns the Panama Canal? Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter Art of Supply on AOP Subscribe to This Week in Procurement
How does understanding the anatomy of leadership help us navigate personal and organizational change more effectively? In this conversation, Kevin and Louisa Loran discuss that while transformation often feels large, complex, and organizational, it is ultimately experienced and enacted by one person at a time. Louisa describes leadership as a living system with four interconnected elements: envisioning what is possible, expanding curiosity to explore new options, steering decisively through priorities and choices, and embodying presence so others can trust and follow. They address how leaders can navigate change, especially when they don't fully agree with directions set from above. Louisa emphasizes that change is rarely black and white. Instead of resisting or disengaging, effective leaders find their own point of alignment, clarify how they can contribute meaningfully, and channel their energy toward what they can influence. Listen For 00:00 Introduction – Leading Through Technology and People 00:38 Welcome to the Remarkable Leadership Podcast 01:26 Meet Louisa Loran (Author of Leadership Anatomy in Motion) 02:31 Why "Leadership Anatomy"? The Core Idea Behind the Book 03:43 Why Change Is Personal, Not Organizational 05:31 What If You Don't Believe in the Change as a Leader? 09:16 The 4 Elements of Leadership Anatomy 11:23 The Power of Collective Intelligence in Teams 18:04 Strategy, Framing, and Thinking Beyond Current Constraints 19:42 Why Busyness Is So Dangerous for Leaders 22:29 Rethinking Work with Zero-Based Thinking 24:15 Why Change Takes Time to Take Hold 25:30 Louisa's Personal Reset: Dancing and Life Outside Work 26:26 What Louisa Is Reading Right Now 29:47 Where to Connect with Louisa + Her New Book 30:34 Kevin's Final Leadership Question: "Now What?" Louisa's Story: Louisa Loran is the author of Leadership Anatomy in Motion: Empowering You to Lead Through Technology and People. She has led transformative growth across some of the world's most respected companies—DIAGEO, MAERSK, and Google. At Google, Louisa launched a billion-dollar supply chain solutions business, doubled growth in a global industry vertical, and led strategic business transformation for the company's largest customers in EMEA—working at the forefront of AI, data, and platform innovation. At MAERSK, she co-authored the strategy that redefined the brand globally and doubled its share price, helping pivot the company from traditional shipping to integrated logistics. Her career began in the luxury and FMCG space with Moët Hennessy and DIAGEO, where she built iconic brands and led innovation at the intersection of heritage and digital transformation. Louisa also serves on the boards of Copenhagen Business School and CataCap Private Equity https://www.louisaloran.com/ https://www.linkedin.com/in/louisa-loran/ Looking to Develop Stronger Leaders? Want help developing the leaders in your organization? Reach out to explore how the Kevin Eikenberry Group can support your team at info@kevineikenberry.com. Book Recommendations Leadership Anatomy in Motion: Empowering You to Lead Through Technology and People by Louisa Loran The Hour Between Dog and Wolf: How Risk Taking Transforms Us, Body and Mind by John Coates The Inner Game of Tennis: The Classic Guide to the Mental Side of Peak Performance by W. Timothy Gallwey Fusion Strategy: How Real-Time Data and AI Will Power the Industrial Future by Vijay Govindarajan and Venkat Venkatraman Like this? The Psychology of Leadership with Sébastien Page Creating Strength in Chaos with Kevin Black Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes
The world's biggest producer of crude oil, the Saudi firm Aramco, has warned of "catastrophic consequences" if the Straits of Hormuz is blocked for an extended period of time. But as war rages in the middle east, and attacks on shipping severely reduce the transportation of oil and gas, Saudi Arabia's East-West oil pipeline has emerged as a critical piece of infrastructure in the global energy system. The CEO of Maersk speaks about the shipping industry's response to US/Israel war on Iran. And Leanna Byrne hears from India where a shortage of LPG is causing headaches for the food preparation industry.
En Capital Intereconomía seguimos en directo la apertura del Ibex 35 y de las principales bolsas europeas. En el análisis de mercados hablamos con Rafael Ojeda, agente y miembro del comité de inversiones de URSUS 3 Capital AV, sobre el impacto geopolítico y tecnológico en los mercados. El foco ha estado en Anthropic, después de que el Pentágono advirtiera de que la compañía supone un riesgo para la cadena de suministro militar de Estados Unidos, pese a que su herramienta Claude Gov es actualmente la única que puede operar en la nube clasificada del Departamento de Defensa. Su CEO, Dario Amodei, ha anunciado que recurrirá la decisión. Además, EE. UU. estudia exigir permisos para las ventas globales de chips de IA de Nvidia y AMD, lo que reabre el debate sobre el posible intervencionismo en sectores estratégicos de inteligencia artificial. También repasamos las principales recomendaciones de analistas sobre compañías como Endesa, Amadeus, Nokia y Eni, así como la decisión de la Casa Blanca de no intervenir por ahora en los futuros del petróleo. En el plano corporativo destacan la suspensión por parte de Maersk de servicios marítimos entre Asia, Oriente Próximo y Europa, el aviso del Pentágono sobre Anthropic, la caída del beneficio de Lufthansa en 2025 y el llamamiento de Bruselas a incrementar la producción en el sector defensa ante el conflicto con Irán. El programa se completa con el Consultorio de Bolsa junto a Pepe Baynat, director de Bolsas y Futuros.com.
Dag 6 van de oorlog in Iran. Volgens het Witte Huis gaat het prima, maar het is ook de dag dat er (nog steeds) zorgen zijn om de hoge olieprijs. Beleggers wereldwijd vrezen toch dat het de inflatie gaat aanwakkeren. Met alle gevolgen van dien.Deze aflevering kijken we of deze oorlog een 'forever war' wordt en wat dat voor jouw beleggingen betekent. Ook of je je nu al moet wagen aan de 'buy the dip' van analisten van Citi.Ook gaat het deze aflevering over een van Hollands meest bekende techbedrijven. TomTom! Dat ziet oprichter én ceo Harold Goddijn vertrekken. Hij vindt het tijd voor nieuw leiderschap. Tijd om voor ons de balans op te maken: wat heeft hij in die 25 (!) jaar als ceo voor het bedrijf betekend? En kan TomTom nog een keer 25 jaar mee?Hoor je ook over de fabelachtige cijfers van Broadcom (dat de verkoop van AI-chips denkt te vervijfvoudigen), over het record van Boskalis en over de teleurstellende cijfers van China.Ook in deze aflevering: analistenpraatjes. Zogeheten pre-close calls tussen analist en bedrijf beïnvloeden de beurskoers, zegt de AFM. Maar het grijpt niet in. Tot woede van de VEB. Te gast: Erik Mauritz van Trade Republic BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Rassegna stampa economico-finanziaria del 5 Marzo 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Investimenti e MercatiTestate: Corriere della Sera / Il Sole 24 Ore / Il Messaggero / Repubblica * Rimbalzo delle Borse: Piazza Affari chiude in rialzo del +1,95% (dopo il -4% di martedì). Francoforte segna +1,85%, Madrid +2,43%, Parigi +0,79% e Londra +0,75%. * Crollo in Asia: La Borsa di Seul registra un calo record del -12%, mentre Tokyo perde il -3,6% a causa dell'instabilità geopolitica. * Spread e Valute: Lo spread Btp/Bund si attesta a 68 punti base. L'euro si rafforza sopra quota 1,16 dollari. * Beni Rifugio: L'oro continua la sua corsa come bene rifugio, scambiato sopra i 5.100 dollari l'oncia (+0,71%). * Dati sulla Crescita (Istat): L'Italia parte nel 2026 con una crescita acquisita dello +0,3%. Nel quarto trimestre 2025 il PIL è cresciuto dello +0,3% congiunturale e dello +0,8% tendenziale. Gli investimenti fissi lordi sono aumentati dello +0,9%. * Golden Power: Nel 2025 le operazioni sotto Golden Power sono aumentate del 37%, passando da 660 a 903 notifiche.Industria e AutomotiveTestate: Il Sole 24 Ore / MF / Il Messaggero * Industrial Accelerator Act: La Commissione UE propone un piano per riportare l'industria al 20% del Pil entro il 2035 (dall'attuale 14%) per evitare la perdita di 600.000 posti di lavoro. * Requisiti Automotive: Il piano prevede che le auto elettriche acquistate tramite appalti pubblici siano assemblate in Europa e contengano almeno il 70% di materiale UE (esclusa la batteria). * Crisi Logistica: Grandi operatori come Maersk e Cosco hanno sospeso le rotte verso il Golfo Persico. Adidas segnala impatti sulla logistica e registra un calo in borsa del -4,6%. * Ex Ilva: Il ministro Urso dichiara che l'azienda va venduta entro 3 settimane.Fisco e NormativaTestate: Il Sole 24 Ore / Corriere della Sera / Repubblica * Decreto Bollette: Approvato il 18 febbraio, prevede circa 3 miliardi di euro di interventi. Include un contributo di 115 euro per 2,7 milioni di utenti a basso reddito e contributi volontari di 60 euro per ISEE fino a 25.000 euro. * Riforma ETS: L'Italia chiede a Bruxelles di scorporare i costi ETS dal prezzo dell'energia, con una neutralizzazione prevista per il 2027. * Art Bonus: Proposta l'estensione dell'incentivo fiscale anche per dimore storiche e musei d'impresa. * Referendum Giustizia (22-23 marzo): Sondaggi indicano il No in vantaggio al 52,4% con affluenza stimata al 42%. Il Sì potrebbe prevalere (50,2%) solo se l'affluenza salisse al 49%. Banche e CreditoTestate: Il Sole 24 Ore / MF * Ratifica MES: Esperti sollecitano la ratifica del trattato per completare l'Unione Bancaria e accedere a linee di credito precauzionali. * Esposizione Medio Oriente: Autorità di Hong Kong e Cina chiedono alle banche di riesaminare l'esposizione a prestiti e obbligazioni nel Golfo. * BCE: Tassi previsti fermi (200 punti base per depositi, 215 per il credito) in attesa di maggiore chiarezza sugli shock geopolitici.Energia e GeopoliticaTestate: Corriere della Sera / Il Sole 24 Ore / Il Messaggero / Repubblica * Stoccaggi Gas: L'Italia ha stoccaggi al 50%, il livello più alto in Europa (media UE al 30%). * Prezzi Energia: Il gas TTF chiude a 49,7 €/MWh (-8,3% in un giorno, ma in rialzo del 55% nella settimana). Il Brent si stabilizza a 81-81,5 dollari al barile. * Stretto di Hormuz: Bloccato il 90% del traffico. Il noleggio di un grosso tanker è passato da 50.000 a 480.000 dollari/giorno. Le polizze assicurative sono rincarate di 12 volte in 3 giorni, passando da 1.000 a 100.000 dollari per tratta. * Carburanti in Italia: Prezzi medi self-service a 1,693 € per la benzina e 1,753 € per il gasolio. In autostrada il diesel ha toccato i 2,5 €/litro.Lavoro e FormazioneTestate: Il Messaggero / Il Sole 24 Ore / Il Giornale * Disoccupazione Record: Tasso di disoccupazione al minimo storico del 5,1% a gennaio. * Occupazione: Gli occupati superano i 24,18 milioni (+80.000 su base mensile). Tasso di occupazione al 62,6%. * Lavoro Autonomo: Crescita marcata dei lavoratori autonomi (+195.000 in un anno) a fronte di un calo dei contratti a termine (-196.000). * Piano Mattei: Allargamento a 18 Paesi africani totali (4 nuove entrate: Gabon, RD Congo, Ruanda, Zambia).Executive Takeaway * Resilienza Energetica: L'Italia vanta il record europeo di stoccaggi gas (50%), garantendo una copertura per almeno un mese nonostante il blocco di Hormuz. * Dinamismo Occupazionale: Il minimo storico di disoccupazione (5,1%) e l'aumento degli occupati oltre i 24 milioni confermano la solidità del mercato interno. * Rischio Inflattivo da Logistica: L'esplosione dei costi assicurativi e di nolo marittimo (nolo tanker +860%) minaccia di riaccendere l'inflazione tramite i costi di trasporto. * Focus Difesa e Sovranità: La crescita dei deal sotto Golden Power (+37%) e il nuovo Industrial Accelerator Act segnalano un cambio di paradigma verso il protezionismo strategico europeo. * Incertezza Politica Interna: Il conflitto mediorientale sta drenando interesse dal referendum sulla giustizia, con il rischio di un quorum di partecipazione basso (42% stimato).
Dag 6 van de oorlog in Iran. Volgens het Witte Huis gaat het prima, maar het is ook de dag dat er (nog steeds) zorgen zijn om de hoge olieprijs. Beleggers wereldwijd vrezen toch dat het de inflatie gaat aanwakkeren. Met alle gevolgen van dien.Deze aflevering kijken we of deze oorlog een 'forever war' wordt en wat dat voor jouw beleggingen betekent. Ook of je je nu al moet wagen aan de 'buy the dip' van analisten van Citi.Ook gaat het deze aflevering over een van Hollands meest bekende techbedrijven. TomTom! Dat ziet oprichter én ceo Harold Goddijn vertrekken. Hij vindt het tijd voor nieuw leiderschap. Tijd om voor ons de balans op te maken: wat heeft hij in die 25 (!) jaar als ceo voor het bedrijf betekend? En kan TomTom nog een keer 25 jaar mee?Hoor je ook over de fabelachtige cijfers van Broadcom (dat de verkoop van AI-chips denkt te vervijfvoudigen), over het record van Boskalis en over de teleurstellende cijfers van China.Ook in deze aflevering: analistenpraatjes. Zogeheten pre-close calls tussen analist en bedrijf beïnvloeden de beurskoers, zegt de AFM. Maar het grijpt niet in. Tot woede van de VEB. Te gast: Erik Mauritz van Trade Republic BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Chuck Zodda and Marc Fandetti break down the latest developments in the Middle East conflict as major shipping company Maersk suspends bookings across several Gulf nations and oil markets try to assess whether disruptions in the Strait of Hormuz will be temporary or prolonged. With crude prices rising and gas prices already climbing nationwide, the hosts examine how oil shocks historically ripple through spending, inflation, and economic growth.Chuck and Marc also discuss whether the U.S. economy is less vulnerable to energy shocks than in past decades, why homeowners are staying put longer than ever, what a surge in 401(k) hardship withdrawals may signal about household finances, and the mounting concerns around private credit markets that some investors believe could face a painful stretch ahead.
Oil prices have steadied for the first time since the US and Israel launched strikes on Iran. But concerns about energy security and prices are weighing on consumers. In France, long queues have formed at petrol stations, despite the energy minister's assertion that the public shouldn't worry about shortages. Also in the show: shipping giants Maersk, Cosco and Hapag-Lloyd suspend all operations in the Gulf, and the Trump administration plans to raise global tariffs to 15 percent "sometime this week".
03 Mar 2026. Plus, The Strait of Hormuz is closed and Iran will fire on any ship trying to pass. That's according to Iranian media quoting an Iranian Revolutionary Guards senior official. Robin Mills explains the implications for global energy supply. Rustin Edwards breaks down how insurers cancelling war-risk cover is reshaping shipping costs, and gold specialist Jeff Rhodes joins us live on safe-haven price dynamics.See omnystudio.com/listener for privacy information.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über einen überraschenden Kurssprung bei Reedereien, einen Coup von Nvidia und eine Erholung beim Bitcoin. Außerdem geht es um Tui, Lufthansa, United Airlines, Delta Air Lines, American Airlines, Hensoldt, Renk, TKMS, Rheinmetall, Lockheed Martin, RTX Corporation, Northrop Grumman, Hapag-Lloyd, Maersk, Novo Nordisk, Coherent, Lumentum, BYD, Deutsche Telekom, Beiersdorf, Strategy, Coinbase, iShares MSCI World Energy Sector ausschüttend (WKN: A2PHCF), SPDR MSCI World Energy ETF thesaurierend (WKN: A2AGZ1), Euwax Gold 2 (WKN: EWG2LD) und Xetra-Gold (WKN: A0S9GB). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
L'émission s'ouvre dans un fracas géopolitique. Ce week-end, les États-Unis et Israël ont frappé plusieurs villes iraniennes. Le Croissant-Rouge iranien fait état de plus de 550 morts, dont le Guide suprême Ali Khamenei. Téhéran a riposté par des tirs de missiles visant Israël et des bases américaines. Au-delà du drame humain et des immenses conséquences géopolitiques qu'un tel événement peut provoquer dans la région, ces bombardements, menés hors du cadre du droit international selon de nombreux observateurs, font aussi peser une menace directe sur l'économie mondiale. Nous ici vous le savez on parle d'économie ; mais bien sûr les camarades au Média vont traiter le sujet donc on vous invite à aller voir aussi leur travail. Alors, parlons économie. Car l'Iran est au cœur d'un carrefour énergétique stratégique. La menace d'une fermeture du détroit d'Ormuz ravive le spectre d'un choc pétrolier. Le baril de Brent a bondi de 13 %, atteignant 80 dollars. Si Bloomberg relativise l'impact d'un pétrole à 100 dollars, le trafic maritime est déjà perturbé : MSC, Maersk, CMA CGM ou Hapag-Lloyd suspendent leurs passages, contournant l'Afrique. Les Bourses européennes chutent à l'ouverture.En France, l'OFCE alerte sur un budget 2026 qui pourrait amputer la croissance de 0,5 point. L'austérité relance le débat sur son efficacité réelle. Dans ce contexte tendu, la question du pouvoir d'achat et de la justice fiscale ressurgit : après les révélations sur des milliers de ménages fortunés échappant à l'impôt sur le revenu, l'exécutif est sommé de s'expliquer au micro de Lisa Lap. Lisa Lap et Thomas Porcher décryptent tout cela, c'est l'Instant Porcher !
En représailles aux frappes israéliennes et américaines, Téhéran a interdit dès le samedi 28 février au soir aux navires de commerce et aux pétroliers d'emprunter le détroit d'Ormuz. C'est un passage stratégique parce qu'il voit transiter une grande partie des productions mondiales de pétrole et de gaz. La menace iranienne était claire. En cas d'agression, Téhéran n'hésiterait pas à bloquer l'accès au détroit d'Ormuz. Quelques heures après les premières frappes israéliennes et américaines au matin du 28 février, elle était mise à exécution. Pas d'annonce officielle, mais des messages radio envoyés aux navires. Pour l'industrie du pétrole, c'est une situation sans précédent. Environ 20 % de l'approvisionnement mondial en pétrole et en gaz naturel liquéfié doit transiter par cet étroit passage pour sortir du Golfe persique. La région concentre la plus grande réserve d'hydrocarbures au monde. Et c'est une production qui passe majoritairement par la mer car les pipelines qui permettent de contourner le détroit d'Ormuz ont une capacité limitée. Cette passe est très facile à contrôler : ce sont 33 km de large, à l'endroit le plus étroit. Et dans cette zone, les deux voies que les pétroliers utilisent pour entrer et sortir du golfe Persique ne font qu'environ trois kilomètres de large chacune. Dimanche 1er mars, au moins deux navires ont été touchés par des tirs. Les grands armateurs comme Maersk, MSC ou CMA-CGM ont tout de suite demandé à leurs navires de se mettre à l'abri. Un baril en hausse À l'ouverture de la cotation dimanche 1er mars au soir, sans surprise le baril de Brent, qui sert de référence pour la production du Golfe, a bondi et atteint 82 dollars. Vendredi, juste avant l'attaque contre l'Iran, son prix n'était que de 72 dollars. Et c'est bien le but recherché par Téhéran. Le pouvoir iranien veut utiliser ce levier pour mettre la pression sur Donald Trump, qui ne veut pas d'un pétrole cher. En menaçant une partie des revenus pétroliers des pays du Golfe, Téhéran pousse aussi ces États à agir en faveur d'une sortie de crise. L'Asie, région la plus impactée Dans l'immédiat, il n'y a pas de risque réel pour l'approvisionnement mondial en pétrole et en gaz naturel liquéfié. Tous les pays disposent de stocks stratégiques. D'ailleurs lundi 2 mars, à 1h45 TU, le prix du baril était un peu redescendu. Beaucoup d'analystes pensent qu'il y a peu de chances que les États-Unis laissent l'Iran bloquer longtemps le détroit d'Ormuz compte-tenu de son importance. Et puis, il faut le signaler : le monde profite actuellement d'une surproduction de pétrole. C'est pour cela que les prix étaient bas en début d'année, même s'ils sont peu à peu remontés en raison des tensions géopolitiques. Si on regarde les flux pétroliers, ce ne sont pas les États-Unis, mais les puissances asiatiques qui sont le plus exposées au blocage du détroit d'Ormuz. Le Japon y achète dans le Golfe 90 % de son brut. La Chine, la moitié, notamment à l'Iran qui évidemment laisse passer les pétroliers chargés avec son brut. L'Europe est, elle, beaucoup moins exposée. Pourtant lundi, les prix du gaz aux Pays-Bas et en Angleterre augmentaient de plus de 20%. Environ 10% du GNL acheté en Europe vient de la région du Golfe. Au même moment, on apprenait également l'attaque sur la méga-raffinerie saoudienne de Ras Tanura. Certaines opérations ont été mises à l'arrêt après un début d'incendie sans qu'on puisse en mesurer les conséquences. À lire aussiDétroit d'Ormuz: accès crucial pour les importations de pétrole de la Chine Les secteurs des engrais et du plastique aussi sous pression Le marché pétrolier n'est pas le seul secteur à être impacté. Celui des engrais pourrait pâtir de la situation. Environ un tiers de la production mondiale, y compris le soufre et l'ammoniac, transitent par le détroit d'Ormuz. Par ailleurs, la hausse du prix du pétrole, si elle se confirme, aura aussi un impact sur le prix des engrais. Autre secteur à risque : celui du plastique. La région du Golfe produit 15 % du polyéthylène utilisé dans le monde. Dans ce contexte très volatil, les investisseurs recherchent des placements sûrs. Ils achètent de l'or, dont le cours remonte depuis la semaine dernière. Mais aussi de la dette d'État. Au contraire, certaines valeurs jugées plus à risque pourraient en pâtir. Pour l'heure, après un léger recul samedi 28 février, le cours du bitcoin se maintient. Pour limiter les effets de contagion, les bourses de Dubaï et d'Abou Dhabi ont annoncé ce dimanche qu'elles resteraient fermées jusqu'à nouvel ordre. À lire aussiAvec le blocage du détroit d'Ormuz, les marchés redoutent une flambée des prix du pétrole
El ataque conjunto de EEUU e Israel a Irán ha colocado al mercado del crudo en un punto crítico: el estrecho de Ormuz. Por esta vía estratégica transitan cada día más de 20 millones de barriles, cerca de una quinta parte del consumo mundial y un tercio del petróleo transportado por mar. El Brent y el West Texas han llegado a subir un 12% este lunes con el mercado ya mirando el nivel psicológico de los 100 dólares por barril. La reacción se ha dejado sentir también en la renta variable. En Asia, el Nikkei llegó a caer más de un 2% en la apertura. Shanghai y Hong Kong también arrancaron con descensos, en una sesión marcada por la cautela.En Europa y EEUU, los futuros anticipan una sesión de caídas. Por sectores, el mercado ya marca ganadores y perdedores. Las aerolíneas están entre las más castigadas. Cancelaciones y desvíos de vuelos en Oriente Medio elevan costes y reducen actividad. United, Air India, Lufthansa o Qatar Airways han anunciado suspensiones. El transporte marítimo también sufre. MSC y Maersk han suspendido su tránsito por el estrecho de Ormuz. El sector tecnológico, especialmente el estadounidense, podría verse presionado si el repunte del petróleo reaviva la inflación y obliga a la Reserva Federal a mantener tipos altos durante más tiempo. En el lado opuesto, energía y defensa destacan como los sectores potencialmente beneficiados. Hernán Cortés, socio fundador de Olea Gestión; Cayetano Cornet, consejero y socio fundador de Cartesio; Juan Huerta de Soto, portfolio manager de Cobas AM; y Pablo Istillarte, COO en Hamco AM analizan en CApital Intereconomía las derivadas de este conflicto en los mercados y su impacto en los diferentes. activos.
En el Radar Empresarial de hoy repasamos qué compañías y sectores están sintiendo con más fuerza el impacto de la escalada del conflicto en Irán. El posible cierre del estrecho de Ormuz y el encarecimiento del crudo no son las únicas derivadas que pueden sacudir a los mercados. Numerosas empresas siguen con máxima atención cada novedad procedente de Oriente Próximo. Entre los ámbitos más perjudicados destaca el transporte marítimo. Tras la gran operación militar de Estados Unidos e Israel y la posterior respuesta de Irán, dos grandes navieras como Mediterranean Shipping Company y Maersk comunicaron la paralización de su actividad en el estrecho de Ormuz. La firma danesa, además, advirtió de que los servicios con escala en puertos del golfo Pérsico podrían sufrir demoras, desvíos o cambios en sus itinerarios. La preocupación se centra ahora en el incremento de costes que supondrá rediseñar rutas alternativas, un sobreprecio que puede trasladarse al valor final de las mercancías. Estas tensiones ya se reflejan en la energía: el petróleo acumula un alza del 10%, mientras que el gas se ha encarecido en Europa en torno a un 22%. Las petroleras tampoco han quedado al margen. Chevron se ha visto afectada después de que su operador en el yacimiento Leviatán, en Israel, cerrara dos relevantes campos de gas y una refinería que producían cerca de 197.000 barriles diarios. La tecnología también sufre las consecuencias. Amazon Web Services ha registrado incidencias en su actividad tras el impacto de objetos en las instalaciones de su centro de datos en Emiratos Árabes Unidos. El deporte, por su parte, tampoco escapa a esta situación. La Finalissima —el encuentro entre las selecciones campeonas de Europa y Sudamérica, España y Argentina, previsto en Qatar— ha sido suspendida, dejando en el aire importantes contratos publicitarios y de retransmisión. Asimismo, se han cancelado los primeros test de Fórmula 1 en Baréin, y el circuito de Melbourne podría verse comprometido, ya que la interrupción de rutas amenaza con impedir que varios equipos dispongan a tiempo del material necesario.
Avalancha de resultados un día más con foco sobre Galp y Maersk como las más destacado. Lo analizamos con Pablo García, director general de Divacons Alphavalue.
La UE convocará una reunión del grupo de coordinación petrolera en 48 horas para evaluar el impacto de los ataques de Israel y EEUU contra Irán. Según un portavoz comunitario, Bruselas no ve ninguna preocupación inmediata por la seguridad del suministro energético pero ha pedido a los 27 que compartan hoy sus propias evaluaciones sobre la seguridad del suministro de petróleo. Entre tanto, varias navieras, entre ellas Maersk y Hapag-Lloyd están desviando barcos del canal de Suez y el estrecho de Ormuz. En clave macroeconómica, El sector manufacturero de la eurozona vive su mejor mes en casi cuatro años. Según el índice PMI, “esta parece ser una recuperación generalizada”. Entrevistaremos a Laura Encina, experta en finanzas personales, para que nos hable de los cuatro pilares clave para conseguir la libertad financiera y, a continuación, charlaremos con Beatriz Gutiérrez, directora del Máster Universitario en Terrorismo, Seguridad y Defensa en la Universidad Europea. En la Tertulia de Cierre de Mercados nos acompañarán José Ignacio Gutiérrez, de la Confederación de Cuadros y Profesionales, y Francisco Canós, inversor y partner en Cyber C.
Le réveil est brutal. Ce matin, on ne trade pas des graphiques, on trade une fracture géopolitique majeure. Le détroit d'Ormuz n'est plus une zone de transit, c'est un "No Man's Land" maritime. Voici ce qu'il faut avoir en tête avant l'open :
LOUISALORANhas led transformative growth across some of the world's most respected companies—DIAGEO, MAERSK, and Google. A strategic mind with a human lens, she has shaped industries by combining technological foresight with the courage to act before the path is clear.At Google,Louisalaunched a billion-dollar supply chain solutions business, doubled growth in a global industry vertical, and led strategic business transformation At MAERSK, she co-authored the strategy that redefined the brand globally and doubled its share price, helping pivot the company from traditional shipping to integrated logistics. Across more than two decades and all continents,Louisahas worked across B2B, B2C, and global tech— bridging commercial impact with human-centered change.Louisaalso serves on the boards of Copenhagen Business School and CataCap Private Equity and is the author ofLeadership Anatomy in Motion, published globally by Fast Company. Bringing clarity and alignment, she advises boards and executive teams through strategic transitions—shaping both direction and dynamics to unlock value and stay relevant. Known for turning complexity into decisive direction, she is a trusted advisor and sought-after speaker.
In today's episode, we discuss how investors are cutting ties with DP World following revelations about the CEO's relationship with Jeffrey Epstein. Two major funds have already suspended capital deployment until the company addresses the situation. Meanwhile, a legal dispute over port terminals in Panama is escalating, with CK Hutchison threatening action against Maersk and local authorities. The conflict arose after Panama's Supreme Court voided contracts for strategic terminals at both ends of the canal. Finally, we look at a surge in cargo crimes across North American freight lanes, including cyber-assisted thefts of high-value goods. Law enforcement agencies have also seized record amounts of narcotics hidden in commercial shipments at the border. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's episode, we discuss how investors are cutting ties with DP World following revelations about the CEO's relationship with Jeffrey Epstein. Two major funds have already suspended capital deployment until the company addresses the situation. Meanwhile, a legal dispute over port terminals in Panama is escalating, with CK Hutchison threatening action against Maersk and local authorities. The conflict arose after Panama's Supreme Court voided contracts for strategic terminals at both ends of the canal. Finally, we look at a surge in cargo crimes across North American freight lanes, including cyber-assisted thefts of high-value goods. Law enforcement agencies have also seized record amounts of narcotics hidden in commercial shipments at the border. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
THE electronic bill of lading has been one of the most talked-about innovations in container shipping for years now. Advocates say it can slash costs, cut fraud, and ultimately unlock an entirely new world of digital trade finance. Sceptics say we've been hearing that promise for a decade — and paper still dominates. The latest DCSA figures put global EBL adoption at around eleven percent. That's growing, but it's a long way from the one-hundred-percent target that container shipping carriers have set themselves for 2030. So where do we actually stand? To find out, APAC editor Cichen Shen sat down with two people at the centre of the shift: George Guo, the chief executive of IQAX, one of the two largest EBL providers in the world by volume; and Peter Hartz, Maersk's head of ocean surcharges, value-added services and energy products.
La filial de una compañía de Hong Kong, que operaba dos puertos del canal de Panamá, anunció que activará un arbitraje judicial, luego de que el gobierno panameño anulara los contratos de concesión. La decisión provocó una airada reacción de China, que advirtió que Panamá pagaría un alto precio por la medida. Por su parte, Estados Unidos aplaudió la decisión, en medio de la disputa entre ambas potencias por el control de esta vía estratégica para el comercio. Panama Ports Company sucursal de CK Hutchison Holdings va a impugnar la decisión de la justicia panameña y acusa al país de causarles grandes daños económicos y, al igual que China, de haber tomado una decisión política. “Hay cuatro contratos de concesiones portuarias, todos ellos contemplan una cláusula de arbitraje. Una cláusula que establece que el arbitraje se llevará a cabo según las reglas de arbitraje de la Cámara Internacional del Comercio. Lo importante en el caso de Panamá es que luego del fallo de la Corte, dado que los puertos de Balboa y Cristóbal son importantes en el movimiento portuario en Panamá se haga una coordinación, una transición que cause el menor perjuicio a los clientes”, afirma Rommel Troesch, que fue presidente de la Cámara Marítima de Panamá durante la expansión del canal. El arbitraje puede tardar años en resolverse y esto puede alterar el tránsito en un punto estratégico para el comercio mundial, y con Estados Unidos y China como principales clientes “El tema es tan complicado por el impacto que tiene cualquier caída en la productividad de Balboa y de Cristóbal y no está del todo claro porque el Estado no ha aclarado si ya se llegó a un acuerdo con la compra del equipo móvil portuario porque frente a la declaración de inconstitucionalidad, la infraestructura física pasa al país que empieza a administrarlo. Pero el Estado no tiene equipos portuarios, un puerto no es nada más un muelle, si no se tiene el equipo móvil que mueve la carga y la descarga de los barcos, el puerto se convierte en una facilidad inerte”, teme Rommel Troesch. Por los puertos de Panamá se movieron 9,9 millones de contendores en 2025, un máximo histórico. Es el centro de trasbordo más grande de América Latina y un eje logístico vital. “Hay un golpe a la seguridad jurídica de los inversionistas y esto va a tener un impacto internacional porque todo aquél que quiera firmar contratos con el Estado tiene que meditar que esto está ocurriendo, para Panamá lo más importante es mitigar el impacto en la actividad portuaria. Balboa y Cristóbal se van a volver a licitar, es una oportunidad para un reordenamiento y hacer una oferta diferente al mercado”, insiste el ex presidente de la Cámara Marítima de Panamá. El gobierno panameño anunció que la compañía danesa Maersk asumiría de manera temporal la administración de las terminales portuarias hasta una nueva concesión.
En Capital Intereconomía seguimos en directo la apertura del Ibex 35 y de las principales bolsas europeas, en una jornada marcada por la volatilidad en el sector tecnológico y la atención puesta en las decisiones del Banco Central Europeo. El análisis de mercados corrió a cargo de Juan Enrique Cadiñanos, CEO Global en Bullfy, quien destacó el fuerte gasto en inteligencia artificial de Alphabet, el desplome del sector tecnológico, el recorte de empleo anunciado por Maersk ante un menor crecimiento en 2026 y el récord de beneficios alcanzado por BBVA en 2025. Además, analizó la caída de la plata y el clima de cautela de los inversores ante la próxima reunión del BCE. El programa se completó con el consultorio de bolsa de Javier Etcheverry, analista de mercados, que resolvió las dudas de los oyentes y ofreció claves para afrontar el actual entorno de incertidumbre y oportunidades en los mercados financieros.
Antonio Aspas, socio de Buy & Hold Gestión de Activos, repasa lo más destacado en Europa: BNP Paribas, Volvo, Vodafone, Shell, Vestas, Maersk y Pandora.
La filial de una compañía de Hong Kong, que operaba dos puertos del canal de Panamá, anunció que activará un arbitraje judicial, luego de que el gobierno panameño anulara los contratos de concesión. La decisión provocó una airada reacción de China, que advirtió que Panamá pagaría un alto precio por la medida. Por su parte, Estados Unidos aplaudió la decisión, en medio de la disputa entre ambas potencias por el control de esta vía estratégica para el comercio. Panama Ports Company sucursal de CK Hutchison Holdings va a impugnar la decisión de la justicia panameña y acusa al país de causarles grandes daños económicos y, al igual que China, de haber tomado una decisión política. “Hay cuatro contratos de concesiones portuarias, todos ellos contemplan una cláusula de arbitraje. Una cláusula que establece que el arbitraje se llevará a cabo según las reglas de arbitraje de la Cámara Internacional del Comercio. Lo importante en el caso de Panamá es que luego del fallo de la Corte, dado que los puertos de Balboa y Cristóbal son importantes en el movimiento portuario en Panamá se haga una coordinación, una transición que cause el menor perjuicio a los clientes”, afirma Rommel Troesch, que fue presidente de la Cámara Marítima de Panamá durante la expansión del canal. El arbitraje puede tardar años en resolverse y esto puede alterar el tránsito en un punto estratégico para el comercio mundial, y con Estados Unidos y China como principales clientes “El tema es tan complicado por el impacto que tiene cualquier caída en la productividad de Balboa y de Cristóbal y no está del todo claro porque el Estado no ha aclarado si ya se llegó a un acuerdo con la compra del equipo móvil portuario porque frente a la declaración de inconstitucionalidad, la infraestructura física pasa al país que empieza a administrarlo. Pero el Estado no tiene equipos portuarios, un puerto no es nada más un muelle, si no se tiene el equipo móvil que mueve la carga y la descarga de los barcos, el puerto se convierte en una facilidad inerte”, teme Rommel Troesch. Por los puertos de Panamá se movieron 9,9 millones de contendores en 2025, un máximo histórico. Es el centro de trasbordo más grande de América Latina y un eje logístico vital. “Hay un golpe a la seguridad jurídica de los inversionistas y esto va a tener un impacto internacional porque todo aquél que quiera firmar contratos con el Estado tiene que meditar que esto está ocurriendo, para Panamá lo más importante es mitigar el impacto en la actividad portuaria. Balboa y Cristóbal se van a volver a licitar, es una oportunidad para un reordenamiento y hacer una oferta diferente al mercado”, insiste el ex presidente de la Cámara Marítima de Panamá. El gobierno panameño anunció que la compañía danesa Maersk asumiría de manera temporal la administración de las terminales portuarias hasta una nueva concesión.
In a major shift for global trade, shipping giants Maersk and Hapag-Lloyd are returning to the Red Sea route under naval protection. This decision marks a turning point after months of diversions around Africa due to regional instability. Despite a difficult quarter, Heartland Express sees a path to recovery by focusing on improved operating margins. Company executives believe that integrating recent acquisitions and tightening costs will position the fleet for success later this year. Legal developments are also in focus as a long-running lawsuit involving Werner Enterprises nears a final settlement. The deal addresses claims from nearly 100,000 drivers regarding unpaid wages for non-driving time and rest breaks. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In a major shift for global trade, shipping giants Maersk and Hapag-Lloyd are returning to the Red Sea route under naval protection. This decision marks a turning point after months of diversions around Africa due to regional instability. Despite a difficult quarter, Heartland Express sees a path to recovery by focusing on improved operating margins. Company executives believe that integrating recent acquisitions and tightening costs will position the fleet for success later this year. Legal developments are also in focus as a long-running lawsuit involving Werner Enterprises nears a final settlement. The deal addresses claims from nearly 100,000 drivers regarding unpaid wages for non-driving time and rest breaks. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In "Home Delivery World: The Future of Fulfillment", Joe Lynch and John Beasley, General Manager of Home Delivery World, discuss he critical strategies and emerging technologies redefining the high-stakes journey from the warehouse to the consumer's front door. About John Beasley John Beasley, General Manager of Home Delivery World, has been part of the HDW team since 2021. With over 8 years in the events world, his goal is to bring innovation to the event and foster a community where attendees can make meaningful connections and drive their businesses forward. His background in sales, business development, partnerships combined with a degree in Operations Management with a specialization in Supply Chain Management has come full circle and has been instrumental in building Home Delivery World into the most important last-mile event in North America. About Terrapinn Terrapinn events have been sparking ideas, innovations and relationships that transform business for over 30 years. Using our global footprint, we bring innovators, disrupters and change agents together, discussing and demonstrating the technology, strategies and personalities that are changing the way the world does business. Home Delivery World is Terrapinn's premiere event in America and HDW is the leading event redefining the future of ecommerce logistics and supply chain strategy across North America. The event continues to be the go-to platform for big-box retailers, DTC shippers, grocers, manufacturers, and ecommerce brands seeking innovation and transformation in the last-mile. Key Takeaways: Home Delivery World: The Future of Fulfillment In "Home Delivery World: The Future of Fulfillment", Joe Lynch and John Beasley, General Manager of Home Delivery World, discuss he critical strategies and emerging technologies redefining the high-stakes journey from the warehouse to the consumer's front door. Laser Focus on the "Final Mile": Unlike general supply chain events like Manifest (which Joe calls the "Super Bowl of logistics"), HDW is a niche, specialized event. It focuses specifically on the journey from the warehouse to the consumer. If your business revolves around B2C delivery, middle-mile logistics, or white-glove service, this is the dedicated "world" for those specific challenges. The Delivery Team as a Brand Extension: A critical takeaway from the interview is that the delivery person is often the only physical point of contact a customer has with a brand. Whether they are a third-party contractor or a direct employee, their behavior—from wearing shoe covers to their attitude at the doorstep—can either solidify customer loyalty or ruin a multi-thousand dollar purchase in the "last 50 feet." Rapid Evolution of Delivery Technology: The "Future of Fulfillment" isn't just a buzzword; it's actively being deployed. The podcast highlights the shift from experimental to practical use of: Drones: Solving issues like "porch pirates" by delivering to backyards. Robotics & Autonomous Vans: Navigating the transition from diesel to electric and automated fleets. Inventory AI: Managing complex stock levels across multiple social commerce channels like TikTok and Instagram. Logistics as a Competitive Business Strategy: Logistics is no longer just a back-office cost; for ecommerce companies, it can represent up to 20% of revenue. The interview emphasizes that "free shipping" is a strategic business choice, not a logistical reality. Companies must attend these events to find regional carriers that offer better rates or services than national giants like UPS or FedEx. Managing Consumer Expectations: Unlike B2B deliveries, home consumers are not industry pros; they have extreme expectations and often want products almost the moment they hit "order." This necessitates a shift from traditional bulk shipping toward highly strategic inventory placement to ensure seamless same-day or next-day delivery. The Rise of Big & Bulky White-Glove Service: Fulfillment is moving beyond small parcels. A significant portion of HDW is dedicated to "Big and Bulky" items (like Pelotons, sofas, or outdoor fireplaces). These require specialized equipment—such as pallets with handheld brakes for steep driveways—and specialized services like in-home assembly, which are becoming major revenue drivers for retailers like Wayfair. Education Through a Diverse Ecosystem: The event serves as a massive "live classroom" where 200+ industry leaders from brands like Wayfair, Ulta Beauty, and Albertsons share what worked and what failed. It bridges the gap between massive "big dogs" (JB Hunt, Maersk, Amazon) and three-year-old startups, fostering a community where the most important connections happen between the shippers and the solution providers. Learn More About Home Delivery World: The Future of Fulfillment John Beasley | Linkedin HDW | Linkedin HDW HDW: Register Here HDW Agenda OneRail's Winning Strategy for Final Mile with Bill Catania Drone Delivery is Here with Tom Walker The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube
In this episode, we break down how severe winter weather has upended the freight market, causing tender rejections to spike well above holiday peaks. Recent data indicates that Winter Storm Fern caused massive disruption, revealing a truckload market that is far more volatile than seen in previous years. We also discuss reports that Amazon is preparing to launch its external LTL service this summer, targeting specific shippers to build density. Analysts suggest Amazon has already contacted a significant portion of the market, signaling a move that could be highly disruptive to incumbent carriers. The conversation shifts to the sky, where Maersk Air Cargo is canceling its Asia-US flights to focus on more efficient aircraft. Sources indicate that Amazon is the likely buyer for the fleet of Boeing 767 freighters as Maersk terminates its contract with Amerijet. Finally, we examine a controversial Arizona bill targeting fake CDLs that would allow law enforcement to seize vehicles from non-compliant carriers. This state-level push highlights a broader federal enforcement gap, where limited verification mechanisms allow dangerous drivers to simply ignore out-of-service orders. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we break down how severe winter weather has upended the freight market, causing tender rejections to spike well above holiday peaks. Recent data indicates that Winter Storm Fern caused massive disruption, revealing a truckload market that is far more volatile than seen in previous years. We also discuss reports that Amazon is preparing to launch its external LTL service this summer, targeting specific shippers to build density. Analysts suggest Amazon has already contacted a significant portion of the market, signaling a move that could be highly disruptive to incumbent carriers. The conversation shifts to the sky, where Maersk Air Cargo is canceling its Asia-US flights to focus on more efficient aircraft. Sources indicate that Amazon is the likely buyer for the fleet of Boeing 767 freighters as Maersk terminates its contract with Amerijet. Finally, we examine a controversial Arizona bill targeting fake CDLs that would allow law enforcement to seize vehicles from non-compliant carriers. This state-level push highlights a broader federal enforcement gap, where limited verification mechanisms allow dangerous drivers to simply ignore out-of-service orders. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's episode, we discuss the Panama Supreme Court's ruling that forces a Hong Kong-based firm to give up its concessions at the Panama Canal ports. This legal decision comes as the U.S. president continues to assert the necessity of American influence over the strategic waterway. Next, we look at Maersk Air Cargo's strategic pivot to cancel its flying partnership with Amerijet in favor of utilizing its own larger, more efficient jets. This transition reportedly includes selling aircraft to Amazon and has triggered upcoming layoffs for roughly 20% of Amerijet's pilot workforce. Finally, federal regulators are doubling down on plans to enforce restrictions on foreign truck drivers despite facing fierce legal challenges from California and 18 other jurisdictions. The FMCSA argues that collecting historical data on non-domiciled CDL holders is essential for safety, even as the rules remain temporarily frozen by the courts. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's episode, we discuss the Panama Supreme Court's ruling that forces a Hong Kong-based firm to give up its concessions at the Panama Canal ports. This legal decision comes as the U.S. president continues to assert the necessity of American influence over the strategic waterway. Next, we look at Maersk Air Cargo's strategic pivot to cancel its flying partnership with Amerijet in favor of utilizing its own larger, more efficient jets. This transition reportedly includes selling aircraft to Amazon and has triggered upcoming layoffs for roughly 20% of Amerijet's pilot workforce. Finally, federal regulators are doubling down on plans to enforce restrictions on foreign truck drivers despite facing fierce legal challenges from California and 18 other jurisdictions. The FMCSA argues that collecting historical data on non-domiciled CDL holders is essential for safety, even as the rules remain temporarily frozen by the courts. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is available in audio format on the Let's Talk Loyalty podcast and in video format on www.Loyalty.TV.In this episode, we explore how storytelling drives trust, credibility, and long-term loyalty in B2B, within the highly complex world of shipping and logistics.Our guest is Samantha Almon Adeluwoye, Global Head of Content, Social Media, & Storytelling at A.P. Moller – Maersk.Samantha shares how storytelling at Maersk is grounded in the company's values and its responsibility as a trusted custodian of customers' goods. Rather than being separate from operations, human stories are used to strengthen confidence in Maersk's reliability, care, and expertise — helping customers connect emotionally while trusting operational excellence.The conversation also explores how social media functions as a strategic relationship engine in B2B, enabling connection across complex decision-making ecosystems while reinforcing trust over time. Samantha offers insight into how consistent, values-led storytelling supports retention, referral, and long-term partnerships in an industry where credibility is everything.With a strong track record of delivering engaging, purposeful content at global scale, Samantha provides a thoughtful perspective on how human storytelling and operational capability work together to build loyalty.This episode is hosted by Nyeleti Sue-Angel Nkuna.Show Notes: 1) AP Moller - Maesrk 2) Samantha Almon Adeluwoye3) Thinking Fast & Slow - Book recommendation
In late 2023, one of the world's most critical maritime chokepoints effectively broke. After Hamas' October 7th attack on Israel, Houthi militants began targeting commercial shipping in the Red Sea. Initially, their target was Israel-linked vessels, then they increasingly started targeting anything that passed through. What followed was a near-collapse of confidence in the Suez Canal, a route that normally handles roughly 10–12% of global seaborne trade. Ocean carriers rerouted thousands of ships around the Cape of Good Hope, adding weeks, cost, fuel burn, and complexity to global supply chains. Fast forward to late 2025 and early 2026, and something quietly significant happened: Maersk, the world's second-largest container carrier, sent ships back through the Red Sea. It wasn't a full return or a declaration of victory, but it was a meaningful test. In this episode of the Art of Supply podcast, Kelly Barner covers: Why Maersk's Red Sea test voyages matter more than they may appear The economic and capacity pressures pushing carriers back toward Suez Why a "safe reopening" may still create winners and losers What procurement and supply chain leaders should be watching for next Links: High Stakes in the Red Sea Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter Art of Supply on AOP Subscribe to This Week in Procurement
What if your sales motion created real partnerships instead of fragile price wins? That's the thread we pull with Hans, CEO of Odyssey Logistics, as he maps a journey from Danish directness and early Maersk rotations to leading a global multimodal platform through a roll-up-to-one-brand transformation. The conversation is practical, candid, and loaded with moves you can copy tomorrow—whether you're running a desk or running a P&L.We start with the foundation: a value proposition built on facts, not slogans. Hans explains how probing, silence, and quarterly KPI reviews expose true customer pain, unlock share of wallet, and make relationships stick at multiple levels, including the C-suite. He shares why he spends heavy time in the field, what onsite town halls surface that email never will, and how a consistent cadence—global Q&A, divisional sessions, defined values—turns culture from posters into behavior.Then we dig into Odyssey's shift from 16+ legacy brands to One Odyssey. Hans breaks down the integration playbook: centralizing shared services, standardizing procurement, and rebranding fast without crushing entrepreneurial spirit. He's frank about PE carve-outs, IT risk, and why overcommunication beats overpromising during ownership changes. On growth, we get specific: three levers—share of wallet, new logos, and cross-sell—powered by a cross-trained sales force and subject matter experts. Multimodal strategy is the differentiator, with intermodal often beating truckload on cost and CO2 when planned well.Technology underpins the whole plan. A data lake fuels route optimization, predictive analytics, and automated bidding, while better systems lift both customer outcomes and employee satisfaction. Odyssey's rebranded brokerage in Atlanta becomes the easy entry point—truckload and LTL open the door to deeper multimodal solutions. Hans closes with career advice that never expires: choose training over titles, learn every job, stay humble, and remember the team is smarter than any one of us.If this resonates, follow the show, share it with a colleague who sells on price, and leave a quick review so more people can find conversations that move logistics forward.Follow The Freight Pod and host Andrew Silver on LinkedIn.Thanks to our sponsors:Stuut Technologies: Your AI coworker that collects your cash automatically.https://www.stuut.ai/Cloneops.ai: Not just AI. Industry-born AI.https://www.cloneops.ai/Rapido Solutions Group: Nearshore solutions for logistics companies.https://www.gorapido.com/GenLogs: Freight Intelligence on every carrier, shipper, and asset via a nationwide sensor networkhttps://www.genlogs.io/
In this episode of Partnering Leadership, Mahan Tavakoli sits down with Louisa Loran, a seasoned executive advisor whose career spans legacy brands, global industrial giants, and one of the world's most influential technology companies. Louisa brings a rare perspective shaped by leadership roles at Diageo, Maersk, and Google—giving her a front-row seat to how strategy, operating models, and leadership expectations shift across industries and eras.The conversation centers on a hard truth many leadership teams avoid: strategy does not fail because leaders lack intelligence or effort—it fails because organizations try to adapt to a changing world without changing how they operate. Louisa challenges the assumption that transformation is about better plans or new tools. Instead, she reframes it as a question of movement, clarity, and leadership conviction in the absence of certainty.Drawing from her book, Leadership Anatomy in Motion, Louisa explores how leaders can recognize patterns rather than chase trends, why digitizing the past rarely creates future value, and how AI often exposes deeper strategic blind spots instead of fixing them. She also addresses the uncomfortable leadership work of identity—when leaders must ask whether they are still the right person to lead the next phase of the organization.Throughout the discussion, Mahan and Louisa examine collective intelligence, operating model shifts, succession readiness, and the real risks of mistaking activity for progress. This is not a conversation about leadership theory. It is a grounded, experience-based dialogue about what it actually takes to lead when the rules keep changing—and when the cost of waiting is higher than the cost of acting.For CEOs, board members, and senior executives navigating uncertainty, this episode offers a candid look at the decisions, questions, and trade-offs that define effective leadership today.Actionable TakeawaysYou'll learn why Louisa believes she can tell in a single conversation whether a transformation will succeed—and what she listens for.Hear how operating model clarity matters more than strategy decks when organizations face disruption.Discover why many AI investments fail before they start, even when the technology works.Learn how pattern recognition differs from reacting to headlines—and why this distinction matters for long-term relevance.Hear why leadership identity, not just capability, often becomes the hidden constraint in transformation.Explore how collective intelligence can accelerate execution—or quietly stall it—depending on leadership direction.Understand what it means to lead without certainty, and why waiting for clarity can be the most expensive decision.Learn why digitizing existing processes can create the illusion of progress while value quietly shifts elsewhere.Connect with Louisa LoranLouisa Loran Website Louisa Loran LinkedInLeadership Anatomy in Motion: Empowering You to Lead Through Technology and PeopleConnect with Mahan Tavakoli: Mahan Tavakoli Website Mahan Tavakoli on LinkedIn Partnering Leadership Website
In this episode, we analyze how Maersk's decision to restart Red Sea transits is flooding the global market with capacity and driving down ocean rates. This shift could release significant tonnage back into circulation, effectively erasing the pricing power carriers gained during the disruptions. Domestic markets are showing a strange contradiction, as the Cass Truckload Linehaul Index climbs even while shipment volumes hit cycle lows. This anomaly sits alongside sobering data showing that inflation-adjusted trucking rates have dropped 27% compared to 2020, leaving many carriers financially exhausted. We also dive into the "stagecoach robbing era" of freight fraud, where digital identity theft allows criminals to steal billions without consequence. States are fighting back with measures like Tennessee Bill 1587, which proposes massive fines for employers who knowingly allow unlawful commercial vehicle operations. Finally, the discussion turns to the Supreme Court battle involving Flowers Foods, which could fundamentally change labor liability by exempting last-mile drivers from mandatory arbitration. A ruling against the bakery giant may unleash a flood of class-action litigation regarding worker classification and pay. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über neue Hoffnung bei Novo Nordisk, Quanten-Angst beim Bitcoin und einen Erfolg für Bayer. Außerdem geht es um Micron, Worthington Steel, Klöckner & Co., Eli Lilly, Viking Therapeutics, Meta, Alphabet, Microsoft, Amazon, BMW, Maersk, Legrand, Nvidia, Tesla, den iShares MSCI World Energy Sector (WKN: A2PHCF), den Xtrackers MSCI World Energy (WKN: A113FF), den VanEck Uranium and Nuclear Technologies (WKN: A3D47K), den Xtrackers FTSE Vietnam Swap ETF (WKN: DBX1AG) und den VanEck Vietnam ETF (WKN: A2AHKE). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Two years on, one of the world's biggest shipping companies - Maersk - says it's preparing to return to the Red Sea — and in aviation, Chinese-made passenger jets may be edging closer to European skies.Also today — new data suggests Iran's internet blackout has cost the economy around 260 million dollars in lost business activity.
In this episode, we explore strategic capacity management as Abilene Motor Express being absorbed into Swift signals Knight-Swift's focus on long-term efficiency over brand diversity. We also analyze market resilience as the LTL pricing index hits new high in Q4, contrasting strong LTL yields against a truckload sector that is only showing tentative signs of recovery. Legal risks take center stage as C.H. Robinson makes its legal written case before SCOTUS on broker liability, arguing that the F4A safety exemption does not impose negligence liability on brokers. On the regulatory front, we discuss how the DOT to use AI to go after illegal truckers is transforming artificial intelligence from an operational tool into a weapon against fraud and compensation erosion. Technological fragility is exposed in our breakdown of How Verizon's Cellular Outages Expose Trucking's Technology Achilles' Heel, revealing the liability risks of cloud-dependent ELDs during infrastructure failures. Finally, we look at positive global news as Maersk returns to Red Sea with India-US service, shaving a week off transit times by resuming Suez Canal routes. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Allen, Joel, Rosemary, and Yolanda discuss the ongoing federal halt on US offshore wind projects and mounting lawsuits from Equinor, Ørsted, and Dominion Energy. Plus Japan’s Goto floating wind farm begins commercial operation with eight Hitachi turbines on hybrid SPAR-type foundations, and Finnish investigators seize a vessel suspected of severing Baltic Sea cables. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now your hosts, Allen Hall, Rosemary Barnes, Joel Saxum and Yolanda Padron. Welcome to the Allen Hall: Uptime Wind Energy Podcast. I’m your host, Alan Hall. I’m here with Rosie Barnes, Joel Saxum, and Yolanda Padron. Many things on the docket this week. The, the big one is the five US offshore wind projects that are facing cancellation after the federal halt. And on December 22nd, as we all know, the US Department of Interior ordered construction halted on every offshore wind project in American waters. Uh, the recent given and still given is national security. Uh, developers see it way differently and they’ve been going to court to try to. Get this issue resolved. Ecuador, Ted and Dominion Energy have all filed lawsuits at this point. EOR says [00:01:00] a 90 day pause, which is what this is right now, will likely mean cancellation of their empire. Project Dominion is losing more than about $5 million a day, and everybody is watching to see what happens. Orton’s also talking about taking some action here. Uh, there’s a, a lot of moving pieces. Essentially, as it stands right now, a lot of lawsuits, nothing happening in the water, and now talks mostly Ecuador of just completely canceling the project. That will have big implications to US. Electricity along the east coast, Joel Saxum: right Joel? Yeah. We need it. Right? So I, I hate to beat a dead horse here because we’ve been talking about this for so long. Um, but. We’ve got energy demand growth, right? We’re sitting at three to 5% year on year demand growth in the United States, uh, which is unprecedented. Since, since, and this is a crazy thing. Since air [00:02:00] conditioning was invented for residential homes, we have not had this much demand for electricity growth. We’ve been pretty flat for the last 20 years. Uh, so we need it, right? We wanna be the AI data center superpower. We wanna do all this stuff. So we need electrons. Uh, these electrons are literally the quickest thing gonna be on the grid. Uh, up and down that whole eastern seaboard, which is a massive population center, a massive industrial and commercial center of the United States, and now we’re cutting the cord on ’em. Uh, so it is going to drive prices up for all consumers. That is a reality, right? Um, so we, we hear campaign promises up and down the things about making life more affordable for the. Joe Schmo on the street. Um, this is gonna hurt that big time. We’re already seeing. I think it was, um, we, Alan, you and I talked with some people from PGM not too long ago, and they were saying 20 to 30% increases already early this year. Allen Hall: Yeah. The, the increases in electricity rates are not being driven by [00:03:00] offshore wind. You see that in the press constantly or in commentary. The reason electricity rates are going up along the east coast is because they’re paying for. The early shutdown of cold fire generation, older generation, uh, petroleum based, uh, dirty, what I’ll call dirty electricity generation, they’re paying to shut those sites down early. So that’s why your rates are going up. Putting offshore wind into the equation will help lower some of those costs, and onshore wind and solar will help lower those costs. But. The East Coast, especially the Northeast, doesn’t have a lot of that to speak of at the minute. So, uh, Joel, my question is right now, what do you think the likelihood is of the lawsuits that are being filed moving within the next 90 days? Joel Saxum: I mean, it takes a long time to put anything through any kind of, um, judicial process in the United States, however. There’s enough money, power [00:04:00] in play here that what I see this as is just like the last time we saw an injunction happen like this is, it’s more of a posturing move. I have the power to do this, or we have the power to do this. It’s, it’s, uh, the, it’s to get power. Over some kind of decision making process. So once, once people come to the table and start talking, I think these things will be let, let back loose. Uh, I don’t, I don’t think it will go all the way to, we need to have lawsuits and stuff. It’ll just be the threat of lawsuits. There’ll be a little bit of arbitration. They’ll go back to work. Um, the problem that I see. One of the problems, I guess, is if we get to the point where people, companies start saying like, you know what, we can’t do this anymore. Like, we can’t keep having these breaks, these pauses, these, this, you know, if it’s 90 days at $5 million a day, I mean that’s 450 million bucks. That’s crazy. But that nobody, nobody could absorb that. Allen Hall: Will they leave the mono piles and transition pieces and some [00:05:00] towers just sitting in the water. That’s what Joel Saxum: I was gonna say next is. What happens to all of the assets, all of the steel that’s in the water, all the, all the, if there’s cable, it lays if there’s been rock dumps or the companies liable to go pick them up. I don’t know what the contracts look like, right? I don’t know what the Boem leases say. I don’t know about those kind of things, but most of that stuff is because they go back to the oil field side of things, right? You have a 20 year lease at the end of your 20 year lease. You gotta clean it up. So if you put the things in the water, do they have 20 years to leave ’em out there before they plan on how they’re gonna pull ’em out or they gotta pull ’em out now? I don’t know. Allen Hall: Would just bankrupt the LLCs that they formed to create these, uh, wind Joel Saxum: farms. That’s how the oil field does it bankrupt. The LC move on. You’ve, you’ve more than likely paid a bond when you, you signed that lease and that, but that bond in like in a lot of. Things is not enough. Right. A bond to pull mono piles out would have to be, [00:06:00] I mean, you’re already at billions of dollars there, right? So, and, and if you look again to the oil and gas world, which is our nearest mirror to what happens here, when you go and decommission an old oil platform in the Gulf of Mexico, you don’t pull the mono piles out. You go down to as close to the sea floor as you can get, and you just cut ’em off with a diamond saw. So it’s just like a big clamp that goes around. It’s like a big band saw. And you cut the foundations off and then pull the steel back to shore, so that can be done. Um, it’s not cheap. Allen Hall: You know what I would, what I would do is the model piles are in, the towers are up, and depending on what’s on top of them, whether it’s in the cell or whatever, I would sure as hell put the red flashing lights on top and I would turn those things on and let ’em run just so everybody along the East coast would know that there could be power coming out of these things. But there’s not. So if you’re gonna look at their red flashy lights, you might as well get some, uh, megawatts out of them. That’s what I would do. Joel Saxum: You’d have to wonder if the contracts, what, what, what it says in the contracts about. [00:07:00] Uh, utilization of this stuff, right? So if there’s something out there, does the FAA say, if you got a tower out there, it’s gotta have a light on it anyways. Allen Hall: It has to or a certain height. So where’s the power coming from? I don’t know. Solar panel. Solar panel. That’s what it have to be, right? Yeah. This is ridiculous. But this is the world we live in today. Speaker 4: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and 18th at Melbourne’s Pullman on the park for Wind energy o and M Australia 2026, where you’ll connect with the experts solving real problems in maintenance asset management. And OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at W OM a 2020 six.com. Wind Energy o and m Australia is created by wind professionals for wind professionals. Because this industry needs solutions, not speeches, [00:08:00] Allen Hall: the dominoes keep falling. In American offshore wind, last year it was construction halts this year, contract delays. Massachusetts has pushed back the signing of two offshore wind agreements that were supposed to be done. Months ago, ocean Winds and Berroa won their bids in September of 2024. The paperwork is still unsigned more than a year later, a year and a half later. State officials blame Federal uncertainty. Uh, the new target is June and offshore wind for these delays are really becoming a huge problem, especially if you don’t have an offtake agreements signed, Joel. Joel Saxum: I don’t see how the, I mean, again, I’m not sitting in those rooms. I’m not a fly on the wall there, but I don’t see how you can have something sitting out there for, it’s just say September 24. Yeah. Yeah. You’re at 18 months now, right? 17, 18 months without an agreement signed. Why is, why is Massachusetts doing this? What’s, what’s the, what’s the thing there? I mean, you’re an, [00:09:00] you are, uh, an ex Massachusetts, Massachusetts, Ian, is that what it’s called? Allen Hall: Yeah. I, I think they would like to be able to change the pricing for the offtake is most likely what is happening as, uh, the Trump administration changes the agreements or trying to change the agreements, uh, the price can go up or down. So maybe the thing to do is to not sign it and wait this out to see what the courts say. Maybe something will happen in your favor. That’s a real shame. Right. Uh, there’s thousands of employees that have been sidelined. Uh, the last number I saw was around 4,000. That seems on the low end. Joel Saxum: Yeah. I think about, um, the, the vessels too. Like you’re the, like the Eco Edison that was just built last year. I think it’s upwards of 500 million bucks or something to build that thing down in Louisiana, being sent up there. And you have all these other specialized, uh, vessels coming over from Europe to do all this construction. Um, you know. Of course if they’re coming over from Europe, those are being hot bunked and being paid standby rates, which [00:10:00] is crazy ’cause the standby rates are insane. Uh, ’cause you still gotta run fuel, you still gotta keep the thing running. You still gotta cook food. You still have all those things that have to happen on that offshore vessel. Uh, but they’re just gonna be sitting out there on DP doing nothing. Yolanda Padron: You have the vessels, you have people’s jobs. You have. Regular people who are unrelated to energy at all suffering because of their prices going up for energy and just their cost of living overall going up. All because they don’t look pretty. Joel Saxum: Yeah. The entire, that entire supply chain is suffering. I mean, Yolanda, you’re, you, you used to work with a company involved in offshore wind. How many people have, um, you know, have we seen across LinkedIn losing their jobs? Hey, we’re pivoting away from this. I gotta go find something else. And with that. In the United States, if you’re not from the States, you don’t know this, but there’s not that much wind, onshore wind on the East coast. So many of those families had to relocate out there, uproot your family, go out to Massachusetts, New Jersey, [00:11:00] Virginia, wherever, put roots back down and now you’re what? What happens? You gotta move back. Yolanda Padron: Good luck to you. Especially, I mean, you know, it’s, it’s a lot of projects, right? So it’s not like you can just move on to the next wind farm. It’s a really unfortunate situation. Allen Hall: Well, for years the promise of floating wind turbines has dangled just out of reach and the technology works, and the engineers have been saying for quite a while. We just needed someone to prove it at scale. Well, Japan just did the go-to floating wind farm began commercial operation this past week. Eight turbines on hybrid spar foundations anchored in water is too deep for anything fixed. Bottom, uh, it’s the first. Wind farm of his kind in Japan and signals to the rest of Asia that floating wind is possible. Now, uh, Rosemary, their turbines that are being used are Hitachi turbines, 2.1 megawatt machines. I don’t know a lot about this hybrid spark [00:12:00] type floater technology, which looks to be relatively new in terms of application. Is this gonna open up a large part of the Japanese shoreline to offshore wind? Rosemary Barnes: Yeah, I mean, at the first glance it’s like two megawatt turbine turbines. That’s micro, even for onshore these days, that’s a really small turbine. Um, and for offshore, you know, usually when you hear about offshore announcements, it’s like 20 megawatt, 40 megawatt monstrosities. However, I, I think that if you just look at the size of it, then it really underestimates the significance of it, especially for Japan. Because they, one, don’t have a lot of great space to put turbines on shore or solar power on shore. Um, and two, they don’t have any, any good, um, locations for fixed bottom offshore. So this is not like this floating offshore wind farm. It’s not competing against many onshore um, options at all. For Japan, it’s competing against energy imports. I’m really happy to see [00:13:00] a proper wind farm. Um, in Japan and they’ll learn a lot from this. And I hope that it goes smoothly and that, you know, the next one can be bigger and better. And then it’s also, you know, Japan traditionally has been a really great manufacturing country and not so much with wind energy, but this could be their chance. If they’re the country that’s really on scale developing the floating offshore industry, they will necessarily, you know, like just naturally as a byproduct of that, they’re gonna develop manufacturing, at least supporting manufacturing and probably. Some major components and then bring down the cost. You know, the more that, um, these early projects might start out expensive, but get cheaper, fast. That’s how we hope it’ll go. And then they’ll push out into other areas that could benefit from offshore wind, but um, not at the cost. Somewhere like California, you know, they have the ability to have onshore wind. They’d really like some offshore wind, some floating offshore wind. But it is a hard sell there at the moment because it is so much more expensive. But if it gets cheaper because, you know, projects like [00:14:00] this help push the price down, then I think it will open things up a lot. So yeah, I am, I’m quite excited to see this project. Allen Hall: Will it get cheaper at the two to six megawatt range instead of the 15 to 20 megawatt range? Joel Saxum: That’s what I was gonna comment on. Like there’s, there’s a, there’s a key here that the general public misses. For a floating offshore wind farm. So if you’re gonna do this cost effectively, that’s why they did it with the 2.1 megawatts ones because with a, with the spar product that they’re using basically. And, and I was sourcing this off at my desk, so here you go, Rosemary Barnes: Joel. We need a closed caption version for those listening on the podcast and not watching on YouTube. Joel’s holding like a foam, a foam model of a wind turbine. Looks like it’s got a stubby, stubby holder on the bottom. Joel Saxum: This is. Turbine. Steel. Steel to a transition piece and then concrete, right? So this is basically a concrete tube like, um, with, with, uh, structural members on the inside of it. And you can float this thing or you can drag these, you can float ’em key side and then drag ’em out, and [00:15:00] then it just fill ’em halfway or three quarters away with ballast sea seawater. So you just open a valve, fill the thing up to three quarters of the way with seawater, and it sinks it down into the water a little bit. Water level sits about. Right at the transition piece and then it’s stable. And that’s a hybrid. Spar product is very simple. So to make this a easy demonstrate project, keyside facility is the key, is the big thing. So your Keyside facility, and you need a deep water keyside facility to make this easy. So if you go up to Alan, like you said, a two to six, to eight to 10 to 15 megawatt machine. You may have to go and take, you may have to barge the spars out and then dump ’em off the spar and then bring the turbines out and put ’em on. That’s not ideal. Right? But if you can do this all keyside, if you can have a crane on shore and you can float the spars and then put the, build the whole turbine, and then drag that out as it sits, that’s a huge cost reduction in the installation operations. So it, it’s all about how big is the subsea portion of the spar? How? How deep is your [00:16:00] deep water keyside port? To make it efficient to build. Right. So they’re looking at 10 gigawatts of floating offshore wind by 2030. Now it’s 2026. That’s only four years away, so 10 gigawatts. You’re gonna have to scale up the size of the turbines. It’ll be interesting how they do it, right? Because to me, flipping spars off of a barge is not that hard. That’s how jackets and spars have been installed in the past. Um, for, um, many industries, construction industries, whether it’s oil and gas or just maritime, construction can be done. Not a problem. Um, it’s just not as efficient. So we’ll see what, we’ll see what they do. Allen Hall: You would need 5,000 turbines at two megawatts to get to 10 gigawatts, 5,000 turbines. They make 5,000 cars in a day. The, the Japanese manufacturing is really efficient. I wouldn’t put anything by the Japanese capabilities there. Joel Saxum: The problem with that is the cost of the, the inter array cables and [00:17:00] export cables for 5,000 turbines is extreme. Allen Hall: We also know that. Some of the best technology has come out of Japan for the last 50 years, and then maybe there’s a solution to it. I, I’m really curious to see where this goes, because it’s a Hitachi turbine. It’s a 2.1 megawatt turbine, as Rosemary’s pointed out. That’s really old technology, but it is inexpensive to manufacture and easy to move around. Has benefits. Rosemary Barnes: Yeah. It also means like they, they’re not gonna be surprised with like, you know, all of. When you make a 20 megawatt offshore wind turbine, you’re not only in the offshore environment, you’re also dealing with, you know, all your blade issues from a blade that long and 2.1 megawatt turbine has blades of the size that, you know, just so mature, reliable, robust. They can at least rule those headaches out of their, um, you know, out of their. Development phase and focus on the, the new stuff. Joel Saxum: Does anybody know who [00:18:00] makes blades for Hitachi? Allen Hall: Rosie? Was it lm? I, I, I know we have on a number of Hitachi turbines over time, but I don’t know who makes the blades. Rosemary Barnes: Yeah, I don’t know. But I mean, also it’s like, um, it doesn’t mean that they’re locked into 2.1 megawatts for forever, right? So, um, if the economics suggest that it is be beneficial to scale up. Presumably there will be a lot that they have learned from the smaller scale that will be de-risking the, the bigger ones as well. So, you know, um, it’s, there’s advantages to doing it both ways. It’s probably a slower, more steady progress from starting small and incrementally increasing compared to the, you know, like big, um, fail fast kind of, um, approach where you just do a big, big, huge turbine and just find out everything wrong with it all at once. Um, but. You know, pros and cons to both. Allen Hall: Hitachi buys TPI. They got the money. They got the money, and they got the brain power. [00:19:00] Delamination and bottom line. Failures and blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep to blade materials to find voids and cracks. Traditional inspections completely. Miss C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades back in service. So visit cic ndt.com because catching blade problems early will save you millions. The Baltic Sea has become a chessboard under sea. Cables carry data. Pipelines carry energy as we’ve all seen and someone keeps cutting them. Finnish investigators are now saying a cargo ship dragged its anchor [00:20:00] across the seabed for tens of kilometers before severing a telecommunications cable. On New Year’s Eve, special forces seize the vessel. Four crew members are detained, but the questions still remain. Who or what is trying to cut cables and pipelines at the bottom of the Baltic Sea. Joel Saxum: It’s not accidents like it happened on New Year’s Eve and it was, and you drug an anchor for tens of kilometers. That’s on purpose. There’s, there’s no way that this is someone, oh, we forgot to pull the anchor up. You know how much more throttle you have to put on one of these? Have you seen an anchor for an offshore vessel? They’re the size of a fricking house, Allen Hall: so they’re investigating it right now. And four, the 14 crew members are under detention. Travel restrictions, we’ll see how long that lasts. Crew includes nationals from of all places, Russia, Georgia, Kazakhstan, and Azerbaijan. So there is a, a Russian element to this. [00:21:00] I don’t know if you were all watching, I don’t know, a week or two ago when there’s a YouTube video from and oral, which makes undersea. Equipment and defense, uh, related, uh, products. And Palmer Lucky who runs that company basically said, there are microphones all over the bottom of the ocean, all around the world. Everything is monitored. There’s no way you can drag an anchor for a kilometer without somebody knowing. So I’m a little surprised this took so long to grab hold of, but. Maybe the New Year’s Eve, uh, was a good time to pick because everybody is kind of relaxed and not thinking about a ship, dragging an anchor and breaking telecommunication cables, wind turbines have to be really careful about this. There, there have to be some sort of monitoring, installation sensors that are going on around the, all the wind power that exists up in that region and all [00:22:00] the way down in, in the North Sea. To prevent this from happening, the sabotage is ridiculous. At this point, Joel Saxum: yeah. I mean, even, even with mattresses over the export cables, or the inter array cables or, or rock bags or rock dumps or, or burials, these anchors are big enough to, to cut those, to drag and cut ’em like it, it’s just a, it’s a reality. It’s a risk. But someone needs to be monitoring these things closer if they’re not yet. ’cause you are a hundred percent correct. There’s, so, there’s, there’s private, there’s public sides of the acoustic monitoring, right? So like the United States military monitors, there’s, there’s acoustic monitoring all up and down. I can’t actually never, I looked into it quite a while ago. There’s a name for the whole system. It’s called the blah, blah, blah, and it monitors our coastline. Like ev, there’s a sensor. Every man, it’s a couple miles. Like all, all around the EEZ of the United States. And that exists everywhere. So like you think like in international waters, guarantee that the United States has got microphones out listening to, [00:23:00] right. So, but if you’re in the Baltic Sea, it’s a little bit different of an, of a confined space. But you have Estonia, Lithuania, Latvia, all along the southern and eastern coast and the, and Russia. And then you have the Fins, Swedes, Norwegian, Denmark, Germany. Everybody is Poland. Everybody’s monitoring that for sure. It’s just like a postmortem investigation is, is doable. Allen Hall: Yolanda, how are they gonna stop this? Should they board the ships, pull the people off and sink them? What is it gonna take for this to end? Yolanda Padron: I don’t know. In the meantime, I think Joel has a movie going on in his head about how exactly he’s gonna portray this. Um, yeah, it’s. I mean, I’d say better monitoring, but I, I’m not sure. I guess keep a closer eye on it next time. I mean, I really hope it’s, there’s not a next time, but there seems to be a pattern developing. Right. Allen Hall: I forgot how many of those happened. Joel Saxum: Yeah. The maritime, this is a, this is a tough reality about the maritime world. [00:24:00] ’cause I, I’ve done some work done in Africa and down there it’s specifically the same thing. There’s say there’s a vessel. Okay, so a vessel is flagged from. S Cy Malta, a lot of vessels are flagged Malta or Cyprus, right? Because of the laws. The local laws there that Cyprus flagged vessel may be owned by a company based in, um, Bermuda that’s owned by a company based in Russia that’s owned by a company based in India. All of these things are this way. There’s shell companies and hidden that you don’t know who owns vessels unless they’re even, even the specific ones. Like if you go to a Maersk vessel. And you’re like, oh, that’s Maersk, they’re Danish. Nope. That thing will be, that thing will be flagged somewhere else, hidden somewhere else. And it’s all about what port you go to and how much taxes you can hide from, and you’ll never be able to chase down the actual parties that own these vessels and that are responsible you, you, it, it’s so [00:25:00] difficult. You’re literally just going to have to deal with the people on board, and you can try to chase the channels to who owns that boat, but you’ll never find them. That’s the, that’s the trouble with it. Allen Hall: It does seem like a Jean Claude Van Dam situation will need to happen pretty soon. Maybe as Steven Segal, something has to happen. It can’t continue to go on it over the next couple of months with as much attention as being paid to international waters and. Everything that’s happening around the world, you’d think that, uh, ships Defense Department ships from Denmark, Finland, Germany. We will all be watching this really closely UK be watching this and trying to stop these things before they really even happened. Interesting times. That wraps up another episode of the Uptime Wind Energy Podcasts. If today’s discussion sparked any questions or ideas. We’d love to hear from you. Reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode. [00:26:00] And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show for Rosie, Yolanda and Joel. I’m Alan Hall and we’ll catch you next week on the Uptime Wind Energy Podcast.
It's birthday week at Everything is Logistics! To celebrate, we're digging into the vault to cover the heavy hitters: Janet Labuta explains why "importing is not for cowards," Kevin Lawton drops a truth bomb on why 90% of warehouses are still manual, Grace Sharkey helps us navigate the hype of delivery drones, and we take a deep dive into the booming infrastructure of South America.Key Takeaways: Why AI is the only way to stay ahead of Customs and Border Protection.The psychological and financial barriers to warehouse automation.The "Great Rerouting": How China is bypassing global choke points.Timestamps:04:09 – Janet Labuta on Customs & Compliance1:10:29 – Kevin Lawton on Robotics Hype vs. Reality1:36:30 – Grace Sharkey on Drone Logistics2:06:17 – South American Mega Ports & InfrastructureWatch the video versions of these episodes:Importing Is Not for Cowards with Maersk's Janet LabudaWhy 90% of Warehouses Are Still Manual with Kevin Lawton of New Warehouse PodcastWarehouse and Delivery Drones South American Logistics Feedback? Ideas for a future episode? Shoot us a text here to let us know. -----------------------------------------THANK YOU TO OUR SPONSORS! SPI Logistics has been a Day 1 supporter of this podcast which is why we're proud to promote them in every episode. During that time, we've gotten to know the team and their agents to confidently say they are the best home for freight agents in North America for 40 years and counting. Listen to past episodes to hear why. CargoRex is the search engine for the logistics industry—connecting LSPs with the right tools, services, events, and creators to explore, discover, and evolve. Digital Dispatch manages and maximizes your #1 sales tool with a website that establishes trust and builds rock-solid relationships with your leads and customers.
In this episode of the FreightWaves Morning Minute, we investigate a major class-action filing aimed at stopping the California DMV from canceling nearly 20,000 commercial driver's licenses due to administrative errors. The Lawsuit Targets California DMV Over Administrative Failures Affecting 20,000 CDL Drivers argues that these cancellations disproportionately affect the Sikh community and pose an immediate risk to the stability of the supply chain. We also break down critical leadership updates in maritime governance, including the Senate confirmation of former Maersk executive Stephen Carmel as the administrator of the Maritime Administration. As the Marad chief, FMC nominee confirmed, these new appointees are set to fill vital gaps in the agencies that regulate U.S. ocean and port logistics. Finally, we discuss the rejection of an ambitious rail initiative after Amtrak turns down the ‘Transcontinental Chief' proposal, citing a lack of a fundamental business case for the 72-hour transcontinental service. AmeriStarRail now plans to lobby Congress to force negotiations for the drive-aboard train service in hopes of launching by the 2028 Olympics. Learn more about your ad choices. Visit megaphone.fm/adchoices
TikTok's Chinese owner ByteDance has struck a deal with US and global investors to keep the app operating in America. But who really comes out on top?Could Japan's interest rate hike offer relief to struggling households?Shipping giant Maersk has sent its first vessel through the Red Sea in two years. And how could a new EU finance deal strengthen Ukraine's defence against Russia?Presenter: Leanna Byrne Producer: Niamh Mc Dermott Editor: Justin Bones
In this episode of FreightWaves Daily, we analyze why the freight market has shifted into panic mode with rejection rates doubling and spot rates climbing significantly. We break down the perfect storm of weather, holiday demand, and regulatory crackdowns that are rapidly removing carrier capacity from the road. We then turn to the escalating constitutional showdown in California, where the state plans to reissue 17,000 non-domiciled CDLs despite federal warnings. The FMCSA has threatened to withhold highway funding or even decertify the state's entire commercial licensing program if officials proceed with the plan. In rail news, Union Pacific and Norfolk Southern have filed a historic application to create America's first transcontinental railroad, uniting western and eastern networks. This massive merger aims to convert interline lanes to single-line service, potentially shifting millions of truckloads off the highway and onto the tracks. The U.S. Postal Service is making a desperate pivot by opening its last-mile network to retailers and logistics companies in a bid to stave off insolvency. This strategy allows shippers to bid on volume and pricing for same-day or next-day delivery using the USPS infrastructure. Facing a 1,500% surge in organized crime, industry leaders are pressuring lawmakers to pass legislation that federalizes the fight against cargo theft. The proposed bill would lower the threshold for federal intervention and create a coordination center to track transnational criminal rings. Finally, we cover Maersk's recent test transit through the Red Sea and RPM Freight's strategic acquisition to enter the luxury vehicle transport market. Volatility is baked into the 2026 landscape, so tune in to understand how these shifts impact your supply chain planning. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The Daily, we explore the historic downturn in the trucking market where compliant carriers are struggling against rates that have fallen well below operating costs. We examine claims that labor arbitrage and CDL fraud are tilting the playing field by allowing non-compliant fleets to undercut the market. We also investigate a potential regulatory ticking time bomb as the administration considers rescheduling marijuana, a move that could inadvertently strip the DOT of its authority to test drivers. With marijuana accounting for nearly 60% of positive drug tests, the industry is urgently pushing for a safety carve-out to prevent liability risks. Global operations are facing their own chaos, illustrated by FedEx struggling to manage pilot accommodations after grounding its MD-11 fleet during peak season. On the ocean side, carriers like Maersk and Hapag-Lloyd are dropping Baltimore from key services, citing the risks associated with the long transit up the Chesapeake Bay. Geopolitical tensions are also rising as a massive sale of global port assets has stalled because China is demanding a controlling interest in Panama Canal facilities. This move highlights the growing struggle for control over critical trade choke points in the global supply chain. Finally, we look at how technology is stepping in to help fleets build resilience, from Nirvana Insurance raising $100M to create an AI-driven operating system for risk management. We also discuss a new partnership between OTR Solutions and SONAR that embeds real-time rate intelligence directly into carrier workflows to help them negotiate with confidence. Learn more about your ad choices. Visit megaphone.fm/adchoices
Katie talks to British-Pakistani geo-strategic analyst Moeed Pirzada about new Epstein emails which reveal the the sex criminal's hatred of Imran Khan and what that reveals about Pakistan today. But first Katie talks to Andre Easton who is running to represent New York's 15th Congressional District, which is in the Bronx and has been represented by the extremely pro Israel Democrat Ritchie Torres since 2021. And then Katie talks to Roua Daas, an organizer with the Palestinian Youth Movement and lead on the Mask off Maersk campaign and People's Embargo for Palestine. For the full discussion, please join us on Patreon at - https://www.patreon.com/posts/patreon-full-dr-144947666 Support the show by following Katie on TikTok: https://tiktok.com/@kthalps_ Moeed Pirzada is a British-Pakistani geo-strategic analyst, television anchor, columnist, and commentator who has been living in exile in Washington, D.C since the regime change in Pakistan 3 years ago. He has written extensively for out lets including The Guardian and Al Jazeera, and interviewed Prime Ministers Benazir Bhutto and Imran Khan, as well as former U.K. Prime Minister David Cameron and former Secretary of State Hillary Clinton. Andre Easton is running to represent New York's 15th Congressional District, which is in the Bronx and has been represented by the extremely pro Israel Democrat Ritchie Torres since 2021. Andre was born to Jamaican immigrants in the Bronx, and has spent 12 years teaching English in South Bronx public schools. He is an active father who is raising three boys with his wife, Angelica, who is also a public school educator in the Bronx. He is a member of the Party for Socialism and Liberation, and has been a part of the movement against police brutality, organized for housing justice, and helped lead political education courses. Roua Daas is an organizer with the Palestinian Youth Movement and lead on the Mask off Maersk campaign and People's Embargo for Palestine. ***Please support The Katie Halper Show *** For bonus content, exclusive interviews, to support independent media & to help make this program possible, please join us on Patreon - https://www.patreon.com/thekatiehalpershow Get your Katie Halper Show Merch here! https://katiehalper.myspreadshop.com/all Follow Katie on Twitter: https://x.com/kthalps Follow Katie on Instagram: https://www.instagram.com/kthalps Follow Katie on TikTok: https://tiktok.com/@kthalps_
© 2020-2026 Ivy Podcast Discovery LLC
