NAB Morning Call

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Weekend Edition: From COVID to Conflict – Australia’s Supply Chain Bottlenecks

Weekend Edition: From COVID to Conflict – Australia’s Supply Chain Bottlenecks2 days ago33 min

Friday 16th October 2026

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This week Phil speaks with Tom Jensen, Head of International Freight & Logistics at the Freight & Trade Alliance (FTA), to unpack the relentless disruptions hitting global sea freight. From post-COVID supply chain adjustments and soaring landside fees to the Red Sea crisis and escalating Middle East tensions, the conversation explores how foreign shipping lines are passing on heavy conflict surcharges and longer transit costs to Australian importers and exporters. Jensen details the impact of global carrier consolidation, vertical integration into landside terminals, and the structural imbalance between 40-foot import containers and 20-foot/reefer export demand. He also sheds light on Australia's port efficiency challenges, landside empty container park fees, Part X competition law exemptions, and the Federal Government's trial of a strategic fleet to safeguard national supply chains.

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