Maersk and Hapag-Lloyd bosses disagree on structural change

In this episode:Maersk and Hapag Lloyd published bumper second quarter results over the last week. But the news focused on whether liner trades are facing a structural shift due to non-shipping related constraints and the additional cargo types in boxes.Read more: Vincent Clerc: This structural shift will shape container shippingRead more: Seasonality or structural shift? Hapag-Lloyd CEO on latest sharp swing in liner profitRead more: Maersk adds $2.5bn to profit forecast as disruption drives demandRead more: A licence to print money’: How much longer can container shipping get away with it?As shipping hears more and more about artifical intelligence, one digital outfit has launched an overarching agentic Ai tool over its digital modules. Maersk and Cargill-owned Zero North got a new boss four months ago and Soren Andersen is seeking to expand its business and that means giving customers more reasons to go digital.Read more: ZeroNorth embraces speedboat strategy for AI roll-outBrunei Darussalam held a maritime event recently and invited TradeWInds to attend. It is not your normal shipping hub attracting shipping's attention but claims it has some key offerings for shipping to take note.TradeWinds Huaqing Ma was there and filed this report.Read more: Why Brunei does not need to become another Singapore Read more:Can Brunei become industry’s next ship-to-ship transfer hub?Host and producer: Craig EasonAdditional reporting: Ian Lewis and Huaqing MaA TradeWinds/DN Media podcast  Hosted on Acast. See acast.com/privacy for more information.