• BREAKBULK & PROJECT CARGO
  • April 24-26, 2024 | Hilton New Orleans Riverside, Louisiana

Peter Tirschwell

Journal of Commerce by S&P Global

Vice President

Peter Tirschwell is Vice President, Maritime, Trade & Supply Chain, which provides a range of data and analytics and intelligence capabilities. He is responsible for all content appearing in Journal of Commerce publications, websites, events, and other products. A career shipping and transportation journalist, Peter has been a reporter, West Coast bureau chief, editor-in-chief, and publisher of the Journal of Commerce in his 30-plus-year career with the company beginning in 1992. He is the founder and chair of the annual TPM conference in Long Beach, Calif., the world’s largest container shipping conference. He writes a regular column in the Journal of Commerce print magazine and website covering a range of international logistics topics. He speaks regularly at industry events and has been quoted in mainstream business media including the BBC, The Wall Street Journal, The Financial Times, and The New York Times. He lives in Singapore with his family.

Sessions With Peter Tirschwell

Thursday, 25 April

  • 09:30am - 10:00am (CST) / 25/apr/2024 02:30 pm - 25/apr/2024 03:00 pm

    Global Shipping Outlook: A Conversation with the Journal of Commerce's Susan Oatway and Peter Tirschwell

    As 2024 opened, supply chain disruptions due to attacks on commercial shipping in the Red Sea and drought conditions in the Panama Canal threatened the rate stability that shippers were hoping for as 2023 ended. Will the attacks in the Red Sea end? Will conflict widen? Understanding the market as the year develops will be crucial. The multipurpose vessel fleet still awaits the long-heralded boost in cargo demand driven by renewables and the drive for energy security, even as fleet development remains modest at best. In contrast, the container shipping market is scheduled to receive a further 2 million TEU of new capacity this year, after 2 million TEU arrived in 2023, and the same is due in 2025. While some of this new capacity will be absorbed by additional transit times around the Cape of Good Hope, the container fleet is expected to grow approximately 6% this year versus 2% growth in port throughput. This increase in container capacity, and thus in competition for breakbulk cargoes, had given shippers reason for rate-related optimism. By April, we will know much more about the effects of re-routing on trade lanes, spot prices and capacity for both sectors — and if and how they are interacting.

Friday, 26 April

  • 09:00am - 09:35am (CST) / 26/apr/2024 02:00 pm - 26/apr/2024 02:35 pm

    Day 2 Keynote: Powering the World — Global CapEx Expectations Across Energy Sectors

    While inflation, supply chain disruption, project delays, and red tape slowed breakbulk cargo transportation in 2023, global capital spending on energy projects reached $2 trillion, 8% more than in 2022, and will continue to rise, reinforcing the optimistic background hum that continues to undergird the sector. S&P Global expects total cumulative energy sector spending, including clean energy technology and oil and gas, to total more than $9.5 trillion between 2021 and 2025, up 49% from 2016-2020. Asian investment will dominate, followed by North America, Europe, and Latin America. In this Day 2 keynote presentation, Amy Groeschel, an associate director with S&P Global Commodity Insights’ costs and supply chain service, will discuss the trends and outlooks expected for global capital expenditures, including clean energy technology and oil and gas.  
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