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...
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...
Rapid Peaks, Rapid Pivots: Tariff Turbulence & the Broken Peak Season
Supply Chain Secrets
10 minutes
4 months ago
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.
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...
