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...
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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...
From Phantom Peaks to Tariff Uncertainty: Why Rates Keep Sliding
Supply Chain Secrets
23 minutes
4 days ago
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...
Supply Chain Secrets
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...
