• TPM21
  • 25 February - 3 March 2021 | A Virtual TPM Experience
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Peter Tirschwell

IHS Markit

Vice President, Maritime & Trade

Peter Tirschwell is vice president within the Maritime & Trade division of IHS Markit, publisher of The Journal of Commerce, JOC.com, PIERS maritime trade data, and JOC events such as TPM. In his expanded role within IHS Markit, he is responsible for all editorial content appearing in Maritime & Trade media and events. A career transportation journalist, Tirschwell was a reporter, West Coast bureau chief, editor-in-chief, and publisher of The Journal of Commerce in his nearly 30-year career with the company. He is the founder and chairman of the annual TPM Conference in Long Beach, California, one of the world’s largest shipping events, and led the development of the JOC Port Productivity project, the first global database of port performance. He writes a regular column in The Journal of Commerce.

SESSIONS WITH Peter Tirschwell

Thursday, 25 February

  • 11:00am - 11:15am / 25/feb/2021 04:00 pm - 25/feb/2021 04:15 pm

    General Session

  • 11:15am - 11:45am / 25/feb/2021 04:15 pm - 25/feb/2021 04:45 pm

    Adapting To New Ocean Shipping Dynamics

    View From the Top: A Conversation With CMA CGM CEO Rodolphe Saade

    CMA CGM under Chairman and CEO Rodolphe Saade is a company defined by innovation and risk-taking. From its acquisition of CEVA Logistics to its investment in LNG ships and its development of carbon-reducing and premium container services, CMA CGM is carving its own path and shattering the image of container shipping as a monolithic, backward-thinking industry. In this exclusive one-on-one interview at TPM21, we will ask Rodolphe for his views on a wide range of topics, including the lasting impact of COVID-19 and his outlook for 2021.

Monday, 1 March

  • 12:00pm - 12:20pm / 01/mar/2021 05:00 pm - 01/mar/2021 05:20 pm

    General Session

  • 12:20pm - 12:50pm / 01/mar/2021 05:20 pm - 01/mar/2021 05:50 pm

    General Session

    The Global Economic Outlook From IHS Markit’s Nariman Behravesh

    As the tumultuous year of 2020 came to a close, IHS Markit Senior Economic Advisor Nariman Behrevash was in no mood to celebrate despite the recent positive results in clinical trials for a COVID-19 vaccine. The second wave of COVID-19 surging in North America and Europe means “the downside risks to the near-term forecast have risen,” he wrote in late November. “Even before the recent surge in infections, IHS Markit economists were predicting growth would fade in the closing months of 2020 and the beginning of 2021. That fade is morphing into something worse. Once again, the near-term global economic outlook has worsened, and the most likely policy mix looks to be suboptimal.” Behravesh, who has spoken at every TPM since 2015, is consistently rated by attendees as among the most popular speakers on the agenda. He directs the entire economic forecasting process at IHS Markit and is responsible for developing the economic outlook and risk analysis for the US, Europe, Japan, China, and other emerging markets. He oversees the work of more than 400 professionals, located in North America, Europe, Asia, Latin America, the Middle East, and Africa who cover economic, financial, and political developments in more than 200 countries. Behravesh and his team have received numerous awards, among them the 2017 Lawrence R. Klein Blue Chip Forecast Accuracy Award and top forecasters by Consensus Economics in 2013.
  • 12:55pm - 01:25pm / 01/mar/2021 05:55 pm - 01/mar/2021 06:25 pm

    Adapting To New Ocean Shipping Dynamics

    2021: Another Unpredictable Year Begins

    As 2021 began, huge uncertainty remained as to how the year will play out, not dissimilar to last spring when no one, not even leading economists, predicted the surge in volumes of household goods and PPE that by the end of 2020 had led to significant disruption throughout the supply chain. As 2021 began, with vaccine rollouts underway in multiple countries, events were starting to unfold quickly, yet that only added to the uncertainties. It’s unclear, for example, what economic impact the current second-wave lockdowns will have, how quickly vaccines will become available on a wide scale, how soon business travel will recover, and what the impact will be on container volumes and industry’s ability to restore normal equipment flows. In his TPM21 appearance, Hapag-Lloyd CEO Rolf Habben Jansen will discuss his current thinking on the state of the market as of late February and what that tells us about how the year may play out. 

  • 03:30pm - 04:05pm / 01/mar/2021 08:30 pm - 01/mar/2021 09:05 pm

    Adapting To New Ocean Shipping Dynamics

    Responding Better When Disruption Strikes — As It Inevitably Will

    Taking stock of where we are after the 2020 pandemic year, supply chains have faced many disruptions over the past decade, whether financial crisis, trade wars, longshore labor disruption, bankruptcy, and now a pandemic, says Maersk Executive Vice President Vincent Clerc. The question no longer is whether disruption will happen, but when. And when it strikes, it’s a scramble every time to find solutions. But knowing that shocks to the system will continue, we can control the way we respond to them. The traditional approaches to the procurement of services will no longer enable global supply chains to achieve a better outcome. We need to change the dialogue and be able to differentiate solutions and outcomes. In his TPM21 presentation and Q&A to follow, Vincent will discuss what needs to change and how he has seen customers adopt a different approach and experience the value and resilience that has created.

Tuesday, 2 March

  • 11:40am - 12:10pm / 02/mar/2021 04:40 pm - 02/mar/2021 05:10 pm

    Adapting To New Ocean Shipping Dynamics

    Geopolitical Tension and the Impact on Containerized Trade

    Amid the many challenges container shipping faced in 2020, it is staring at yet another that could dwarf all of the others: geopolitical risk. As world-renowned energy expert Dan Yergin wrote in “The New Map” published in September, while container shipping greased the wheels of globalization in an era of global consensus on trade, that consensus has now disappeared. In its place are rising geopolitical tensions and the specter of “decoupling.” In this timely TPM appearance shortly after the presidential transition, Yergin, who is the vice chairman of IHS Markit, will discuss the risks for container shipping. As he wrote, “Momentum towards a more collaborative world order that rested on an increasingly connected global economy … is now going in reverse.” 

Wednesday, 3 March

  • 11:30am - 11:40am / 03/mar/2021 04:30 pm - 03/mar/2021 04:40 pm

    General Session

  • 02:20pm - 02:50pm / 03/mar/2021 07:20 pm - 03/mar/2021 07:50 pm

    Adapting To New Ocean Shipping Dynamics

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

    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.