The Freight Buyers’ Club podcast is a new home for anyone with a professional interest in international trade, container shipping, procurement, logistics and air cargo. Each episode your host, award-winning journalist Mike King, will be speaking to leading decision-makers, analysts, journalists, operators and shippers to get their take on current freight and logistics markets and the challenges and opportunities ahead. You can subscribe to receive each episode direct to your inbox at: thefreightbuyersclub.com
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The Freight Buyers’ Club podcast is a new home for anyone with a professional interest in international trade, container shipping, procurement, logistics and air cargo. Each episode your host, award-winning journalist Mike King, will be speaking to leading decision-makers, analysts, journalists, operators and shippers to get their take on current freight and logistics markets and the challenges and opportunities ahead. You can subscribe to receive each episode direct to your inbox at: thefreightbuyersclub.com
Lars Jensen: US Port Fees, IMO Rules & 2026 Shipping Outlook
The Freight Buyers' Club
31 minutes 52 seconds
4 days ago
Lars Jensen: US Port Fees, IMO Rules & 2026 Shipping Outlook
Global liner shipping expert Lars Jensen joins Mike King on the Freight Buyers Club to break down new US port fees, tougher IMO rules and the 2026 container shipping outlook.They discuss:• How carriers are reshuffling fleets in response to US port fees• The impact of IMO carbon charging and green fuels• Transpacific, Asia–Europe, Africa & Australasia trade trends• What happens if the Suez Canal fully reopens Produced with the support of Dimerco Express Group [https://dimerco.com/]#FreightBuyersClub #LarsJensen #ContainerShipping #ShippingForecast #LogisticsPodcast #DimercoExpressGroupChapters00:00:00 Cold Open – US Port Fees, IMO Rules, Suez & 2026 Outlook (Produced with the support of Dimerco Express Group – https://www.dimerco.com/)00:01:00 Intro, Credits & Guest – Lars Jensen joins Freight Buyers Club (+ events & sponsor)00:02:20 US Port Fees Explained – Who pays, when it starts, and how carriers are reshuffling fleets00:05:00 USTR Uncertainty – COSCO/OOCL tactics, China–Mexico shifts, and Seaspan reflagging00:06:20 Competitive Impact – Can carriers pass costs on? COSCO $1.5bn hit and surcharge reality00:09:00 Transpacific Snapshot – Demand, inventories & spot rates00:15:00 Beyond Transpacific – Africa/South America/Europe growth; “cargo finds a way”00:18:00 Asia–Europe Rates – Not ‘free fall’: normalization, capacity via Cape, GRIs & CNY timing00:23:00 IMO MEPC Carbon Charging – Why the October vote matters for green fuels & ship orders00:27:00 2026 Playbook – Recession risk, schedule reliability ~65%, Suez reopening scenario to 2027
The Freight Buyers' Club
The Freight Buyers’ Club podcast is a new home for anyone with a professional interest in international trade, container shipping, procurement, logistics and air cargo. Each episode your host, award-winning journalist Mike King, will be speaking to leading decision-makers, analysts, journalists, operators and shippers to get their take on current freight and logistics markets and the challenges and opportunities ahead. You can subscribe to receive each episode direct to your inbox at: thefreightbuyersclub.com
