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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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...
Digital Detox on Kilimanjaro, Then Back to Shipping’s Reality
Supply Chain Secrets
15 minutes
2 months ago
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...
Supply Chain Secrets
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...
