Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing divergence across Asia and why the Trans-Pacific feels like multiple markets stitched together. Here’s what we break down this week: The $25 drop vs. $700 jump in 20-foot rates depending on originWhy the Trans-Pacific is splitting into multiple micro-marketsSouth...
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Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing divergence across Asia and why the Trans-Pacific feels like multiple markets stitched together. Here’s what we break down this week: The $25 drop vs. $700 jump in 20-foot rates depending on originWhy the Trans-Pacific is splitting into multiple micro-marketsSouth...
Tariffs, Twenty-Foot Trouble, and Terminal Turmoil
Supply Chain Secrets
19 minutes
3 months ago
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.
Supply Chain Secrets
Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing divergence across Asia and why the Trans-Pacific feels like multiple markets stitched together. Here’s what we break down this week: The $25 drop vs. $700 jump in 20-foot rates depending on originWhy the Trans-Pacific is splitting into multiple micro-marketsSouth...
