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Supply Chain Secrets

NYSHEX

96 episodes

1 week ago

Rates are dropping, pirates are reappearing, and demand is diverging across the globe. In this episode, Lars Jensen and Caroline Weaver unpack what last week’s NYSHEX London event revealed about market volatility — and why the container industry’s “old normal” isn’t coming back. They cover: Sir Richard Dearlove’s surprising optimism on the Red Sea crisisWhy NYFI data shows loaded spot rates collapsing againThe widening gap between 20’ and 40’ ratesWhat’s behind North America’s lagging demandA...

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All content for Supply Chain Secrets is the property of NYSHEX and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Rates are dropping, pirates are reappearing, and demand is diverging across the globe. In this episode, Lars Jensen and Caroline Weaver unpack what last week’s NYSHEX London event revealed about market volatility — and why the container industry’s “old normal” isn’t coming back. They cover: Sir Richard Dearlove’s surprising optimism on the Red Sea crisisWhy NYFI data shows loaded spot rates collapsing againThe widening gap between 20’ and 40’ ratesWhat’s behind North America’s lagging demandA...

Show more...

Episodes (20/96)

Supply Chain Secrets

Volatility Is Back — And So Are the Pirates

Rates are dropping, pirates are reappearing, and demand is diverging across the globe. In this episode, Lars Jensen and Caroline Weaver unpack what last week’s NYSHEX London event revealed about market volatility — and why the container industry’s “old normal” isn’t coming back. They cover: Sir Richard Dearlove’s surprising optimism on the Red Sea crisisWhy NYFI data shows loaded spot rates collapsing againThe widening gap between 20’ and 40’ ratesWhat’s behind North America’s lagging demandA...

1 week ago

20 minutes

Supply Chain Secrets

Unsettled Seas: China Tariffs, Rate Shifts, and the Return of Pirates

Container shipping just won’t sit still. This week, Caroline Weaver and Lars Jensen unpack the latest volatility across global trades — from Pacific spot rates showing strange regional “vibrations,” to a 20–30% capacity surge on the transatlantic that’s pushing rates to decade lows. They also break down the temporary pause in the U.S.–China trade war — what it really means for importers heading into 2026 — and why a new uptick in Somali piracy adds one more layer of complexity to an already u...

2 weeks ago

18 minutes

Supply Chain Secrets

Inflation’s Hidden Freight Discount: Why Rates Are Lower Than You Think

Freight rates might look like they’re holding steady — but when you adjust for inflation, the real story tells a very different tale. In this week’s Supply Chain Secrets, Caroline Weaver and Lars Jensen break down why inflation-adjusted freight rates on major trade lanes have quietly slipped below pre-pandemic levels, even as indices like the SCFI show nominal increases. They also discuss how politically charged tariffs are blurring the line between trade policy and politics, and why a single...

2 weeks ago

19 minutes

Supply Chain Secrets

No Stop Button, No Filter: What's Going on in Global Shipping This Week?

What happens when AWS failures disable your Stop Recording button? You let Lars Jensen keep talking — and you get one of the most in-depth updates yet. In this week’s Supply Chain Secrets, Caroline Weaver and Lars unpack: Why IMO’s “Net Zero” framework just became a zombie proposal,How that decision could stall billions in green-fuel investment,Why spot-rate spikes may be more sentiment than substance, andThe latest on the Red Sea ceasefire and tariff tension between the U.S. and China....

3 weeks ago

28 minutes

Supply Chain Secrets

Firehose Week: Tariffs, “China’s USTR,” MEPC Carbon Tax—and Why Rates Are Still Calm

Tariff whiplash, “China’s USTR,” and a carbon levy vote—yet spot rates look oddly calm. Caroline Weaver and Lars Jensen cut through the chaos: Trump’s 100% tariff warning vs. the Nov 10 tariff snap-back, China’s mirror policy (including the 25% ownership twist), and last-minute U.S. duties on ship-to-shore cranes (with 150% proposed on terminal gear). We also unpack why Trans-Pac spot rates paid are at ~12-month lows despite $3k GRI filings, and what CTS load-date demand says about wher...

1 month ago

26 minutes

Supply Chain Secrets

Trade Shifts, Rate Slides, and Real Market Signals: The State of Global Shipping This Week

In this week’s Supply Chain Secrets podcast, hosts Caroline Weaver and Lars Jensen unpack the latest developments shaping container shipping and global trade. Lars calls in from Curaçao with an update on freight rates across the Pacific and how carriers’ blank sailings are reshaping capacity as Golden Week slows volumes. He dives into the USTR’s new restrictions on Chinese-owned vessels — and how China’s maritime legislation hints at potential retaliation against U.S. shipping interests. The ...

1 month ago

22 minutes

Supply Chain Secrets

From Phantom Peaks to Tariff Uncertainty: Why Rates Keep Sliding

The latest Supply Chain Secrets dives into the widening gap between quoted rates and what’s actually paid. Lars Jensen explains how the NYFI reveals a “phantom peak” that never materialized on the Trans-Pacific, the sharp declines on Asia–South America, and why Golden Week isn’t offering carriers relief. We also break down Trump’s tariff announcements, what the upcoming USTR fees mean for carriers (and how Seaspan and Hede Shipping are reacting), and look ahead at the vessel order book and wh...

1 month ago

23 minutes

Supply Chain Secrets

Rates in Freefall, Capacity Crunch, and What’s Next After Golden Week

In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the latest volatility in container shipping. Asia–Europe rates continue their seasonal slide, while the Pacific faces a dramatic collapse in demand just as carriers push blank sailings. Lars explains why the gap between quoted and paid spot rates matters, why blank sailings may slow—but not stop—rate erosion, and how Golden Week timing is shaping strategy. The conversation also covers the looming U...

1 month ago

20 minutes

Supply Chain Secrets

From Asia–Europe Erosion to Atlantic Stability: What’s Really Driving Rates?

In this week’s episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the latest shifts across major trades. Asia–Europe: Spot rates dip below spring levels, but Lars explains why it’s not yet a full collapse.Trans-Pacific: A striking bifurcation—rates out of Southeast Asia/China erode while Northeast Asia (Korea, Japan) surges by $500/FEU.Atlantic: After months of stability, head-haul rates slide from $1,800 to $1,500 per FEU.Capacity Updates: Carriers move beyond blank ...

2 months ago

22 minutes

Supply Chain Secrets

Tariff Whiplash, Demand Surprises, and Crew Change Chaos

In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack the latest twists in global trade. They cover falling Asia–Europe spot rates, unexpected tariff exemptions affecting hundreds of commodities, and the stark divide between booming global container demand and declining U.S. volumes. Lars also sheds light on rumors around HMM’s ownership shift and the sudden tightening of U.S. visa rules for seafarers—changes that could complicate crew logistics for ocean carri...

2 months ago

18 minutes

Supply Chain Secrets

Post-Labor Day Market Update: Spot Rates, Red Sea Risks, and Shifting Trade Ties

On this week’s Supply Chain Secrets, Caroline and Lars dive into the latest on global shipping markets. From sliding Asia–Europe spot rates and a short-lived Pacific GRI, to an unexpected Atlantic downturn, Lars explains what the numbers actually mean for shippers. The discussion expands to Red Sea security risks, the balance between freedom of navigation and seafarer safety, and what a surprising China–India–Russia meeting signals about a rapidly multipolar world. Packed with insights ...

2 months ago

27 minutes

Supply Chain Secrets

Digital Detox on Kilimanjaro, Then Back to Shipping’s Reality

What’s harder than catching Lars Jensen on stable Wi-Fi? Predicting what’s next in global supply chains. Fresh off summiting Mount Kilimanjaro, Lars’ next stop was Comoros — and let’s just say the Wi-Fi didn’t make the climb. But a spotty signal can’t stop Supply Chain Secrets. This week’s update is packed with hard-hitting market realities for shippers, forwarders, and carriers alike: Trans-Pacific spot rates slipping into unsustainable territoryTariff risks that could shake demand just befo...

2 months ago

15 minutes

Supply Chain Secrets

Tariffs, Rates, and Kilimanjaro

While Lars laces up his boots to climb Mount Kilimanjaro, he and Caroline dive into the latest global shipping news. They cover sliding Asia–Europe and Pacific spot rates, uncertainty around reciprocal and Section 232 tariffs, and the U.S. pushback on IMO’s decarbonization measures. They also analyze H1 financials from major carriers, with Hapag-Lloyd’s standout 12% volume growth raising big questions. Tune in for timely insights delivered from the slopes of Tanzania.

3 months ago

22 minutes

Supply Chain Secrets

Contracts, Tariffs, and Turbulence: Why “Fixed” Ocean Rates Aren’t Fixed

In this episode, Caroline Weaver and Lars Jensen break down the latest shifts in ocean freight rates, revealing why long-term contracts offer far less insulation from spot market volatility than many shippers think. They compare NYFI and CTS data to show the hidden correlation between contract and spot pricing, then dive into a volatile week in trade policy—from unpredictable “reciprocal” tariffs to a surprise penalty on Indian imports that could hit cargo loaded before the rules even e...

3 months ago

20 minutes

Supply Chain Secrets

Tariff Tensions and Freight Fizzles: Decoding Market Calm Before the Next Storm

In this episode, Lars and Caroline break down the unexpected lull in Trans-Pacific rates, the true state of peak season in Asia–Europe, and the looming tariff deadlines that could disrupt global trade. They discuss how forward-looking indicators like the NYFI expose weak market fundamentals despite high quotes, and they unpack the IMF’s latest trade outlook revisions. The episode closes with key insights on OFAC sanctions impacting container shipping and what they signal for shippers wo...

3 months ago

29 minutes

Supply Chain Secrets

Tariffs, Twenty-Foot Trouble, and Terminal Turmoil

This week on Supply Chain Secrets, Lars Jensen and Caroline Weaver dive deep into the tariff chaos rattling US importers, a collapse in 20-foot container rates with big implications for US exporters, and why equipment shortages could blindside your bookings. Plus, we unpack reliability stats, looming Q4 deadlines, and the twist in the Hutchison Ports deal that’s reigniting geopolitical tension in Panama.

3 months ago

19 minutes

Supply Chain Secrets

The Disappearing Peak: Capacity Chaos, Tariff Tremors & What Shippers Must Know Now

Is peak season already over? In this no-holds-barred episode of Supply Chain Secrets, guest host Don Davis and industry veteran Lars Jensen deliver a firehose of insight. They expose the vanished Trans-Pacific peak, decode the chaos behind West vs. East Coast rate disparities, and unpack what looming tariffs and overcapacity mean for your freight strategy. Lars dives deep into real NYFI spot rate data, global emissions trends, and the shipping industry's dirty secret: a structural overcapacit...

3 months ago

23 minutes

Supply Chain Secrets

Rapid Peaks, Rapid Pivots: Tariff Turbulence & the Broken Peak Season

This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the rollercoaster of recent Trans-Pacific rates—why they surged, why they collapsed just as quickly, and how tariffs are reshaping peak season entirely. They explore how geopolitical uncertainty and shifting trade policy are leaving both carriers and shippers scrambling. Plus, Lars explains why August 1 could be a breaking point for U.S. importers trying to plan amid chaos.

4 months ago

10 minutes

Supply Chain Secrets

Volume Dips, Tariff Deadlines, and a Burning Bulk Carrier

From a 15% Trans-Pacific volume drop to an unclear U.S. tariff deadline, uncertainty dominates the trade landscape. In this week's episode of Supply Chain Secrets, Lars and Caroline unpack alarming CTS data, sharp spot rate shifts, and a dramatic Red Sea attack on a commercial vessel. Will July 9 spark a global trade war—or more mixed messaging? Tune in to understand how shifting demand, container imbalances, and geopolitical flashpoints are reshaping global shipping in real time.

4 months ago

19 minutes

Supply Chain Secrets

Trade Tensions, Rate Trends, and a Rare Ceasefire

In this episode of Supply Chain Secrets, Caroline Weaver returns from Iceland to catch up with Lars Jensen on a whirlwind of global trade developments. They unpack the escalating U.S.-Canada dispute triggered by Canada’s Digital Services Tax, analyze softening Trans-Pacific rates despite high quotes, and spotlight a surprise spike in Atlantic westbound rates. Lars also breaks down the unusually tight Asia–East Coast South America market and a sudden border closure between Thailand and Cambodi...

4 months ago

14 minutes