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...
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.
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...
