• TPM23
  • February 26 – March 1, 2023 | Long Beach Convention Center
  • Register Now

Alexia Dogani

Barclays

Director-Equity Research/European Transport

Alexia Dogani is a Director in the European Transport and Infrastructure Equity Research Team at Barclays in London covering the logistics, freight forwarders and shipping sectors. Alexia joined the team in November 2020. She started her career at easyJet (a European low-cost carrier) in Network Development and moved into Equity Research in 2010, first at Liberum and subsequently at Goldman Sachs to cover the airlines, tour operators and bus and rail sectors. Alexia holds a BSc in Management Science from Warwick Business School and an MSc in Air Transport Management from Cranfield University.

Sessions With Alexia Dogani

Monday, 27 February

  • 10:30am - 11:30am (PST) / 27/feb/2023 06:30 pm - 27/feb/2023 07:30 pm

    Container Shipping Outlook: Suddenly and Yet Again, It’s a New World

    Just weeks into 2023, the market is almost unrecognizable compared to the past two years of massive pandemic impact. If the market was defined then by tonnage idled outside of ports combined with a consumer spending surge that together produced a state of unprecedented tightness and stratospheric rates, now it looks positively, well, normal. The last vestiges of port congestion are clearing out, spot rates and expectations for contract rate levels are back to pre-pandemic norms, and container lines' brief ironclad control of the market is gone, at least for the moment. On the horizon is a possible US recession, a bloated vessel order book and the need to repair tattered relationships. In this opening market outlook session — a feature of the TPM program since 2001 — industry leaders will offer their big-picture outlook for the year ahead.