Eric Johnson
speaker
113 appearances
2 recordings
1 series
first heard Jun 2026
last heard 4 Jul
Eric Johnson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.
Appearances
We have physical constraints to trade between hemispheres, some of which didn't exist at the beginning of 26.
And we obviously have trade policy constraints that are making intra-hemisphere trade look a bit more attractive than it might have looked in years past.
Intra-Asia trade, which you referenced, is indeed.
Robust, for example.
In fact, global containerized trade, despite all the headwinds that we've talked about and we're going to talk about from an economic perspective, the global containerized trade has risen this year.
But for the most part, that growth has come despite a drop in containerized trade to and from North America.
So that tells us that globalization, that effect is real when it's happening.
I would say even if
If trade remains strong on what we consider traditional trade routes, so that would be primarily Asia Asia Europe and Asia to North America, we are preparing for an environment where regional trade strengthens over time, especially looking at shorter haul trade routes, where for instance, assets, chips, containers, other assets related to the movement of goods can be cycled more quickly.
So you can
Get more out of those assets rather than on the longer haul trades.
North-south trades in both hemispheres that have long had potential, greater potential maybe than has been realized, they haven't reached that theoretical potential yet because they tended to be less lucrative or because there's landslide logistics constraints from an infrastructure perspective.
So the math on all that is changing in real time right now.
So the way I
Think about this is the these new routes or the diversification of the routes that are strong globally won't necessarily re be replacing, for instance, Asia, Europe, Asia, North America trade routes, but they will augment those lanes.
So we're just looking at a more picture where it's less dominated by those traditional kind of heavy haul routes that have defined the consumer backbone of our import.
Yeah.
Well, I think of this in terms of companies needing consumers for their goods, right?
Producers need markets for their goods.
And in a way, we shouldn't be overcomplicating this too much.
Showing 61–80 of 113 · page 4 of 6
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