Session Details

The World According to Lars: A Deep Dive From Lars Jensen Into What 2020 Means in the Long Term

Wednesday, 3 March

2:20 pm - 2:50 pm (EST) / 03/mar/2021 07:20 pm - 03/mar/2021 07:50 pm

As one of container shipping’s premier analysts and thought leaders, former Maersk executive, SeaIntelligence Consulting founder, and author Lars Jensen is renown for his analysis of current trends and prescience. As the container shipping industry continues to work through the impacts of COVID-fueled disruption, Jensen is looking longer term, and the potential upheaval of the very market structure that shippers, carriers, NVOs/3PLs, and other stakeholders have operated under for decades. The bottleneck problems plaguing the industry since last summer should be seen, metaphorically speaking, as a major brush fire, but underneath the fire the ground itself is shifting. We have a confluence of a beginning strong cyclical upswing, a shift in market power resulting from consolidation, a digitization process that is no longer "just" pilot-testing new ideas, a shift in sourcing patterns, as well as the prospect of much more expensive environmental changes that will make the concern over IMO 2020 low-sulfur costs appear tiny in comparison. In his third “closing argument” at TPM, Jensen will dive into the tactical factors that defined 2020 and make a case that the longer-term future will bring more of the same — but for very different reasons.

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