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...
Unsettled Seas: China Tariffs, Rate Shifts, and the Return of Pirates
Supply Chain Secrets
18 minutes
2 weeks ago
Unsettled Seas: China Tariffs, Rate Shifts, and the Return of Pirates
Container shipping just won’t sit still. This week, Caroline Weaver and Lars Jensen unpack the latest volatility across global trades — from Pacific spot rates showing strange regional “vibrations,” to a 20–30% capacity surge on the transatlantic that’s pushing rates to decade lows. They also break down the temporary pause in the U.S.–China trade war — what it really means for importers heading into 2026 — and why a new uptick in Somali piracy adds one more layer of complexity to an already u...
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...
