The Supply Chain Secrets Podcast cuts through the noise to bring you real, unfiltered insights from the front lines of global logistics. Whether you’re a shipper, NVO, carrier, or just someone who needs to stay ahead of market shifts, we deliver analysis and hard-hitting conversations that actually matter. Visit nyshex.com/podcast to register to attend live!
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In this week’s episode of Supply Chain Secrets , Caroline Weaver and Lars Jensen break down the latest shifts across major trades. Asia–Europe : Spot rates dip below spring levels, but Lars explains why it’s not yet a full collapse. Trans-Pacific : A striking bifurcation—rates out of Southeast Asia/China erode while Northeast Asia (Korea, Japan) surges by $500/FEU. Atlantic : After months of stability, head-haul rates slide from $1,800 to $1,500 per FEU. Capacity Updates : Carriers move beyond b...
Caroline Weaver and Lars Jensen dive into the latest in global trade, discussing the continued decline of Asia-Europe spot rates and the stabilization of Pacific rates influenced by pre-Golden Week rush. They highlight unexpected tariff exemptions affecting hundreds of commodities and the significant divide between robust global container demand and a consistent decline in U.S. volumes due to trade tensions. The episode also covers market rumors regarding HMM's ownership and the recent tightening of U.S. visa rules for seafarers, which could complicate crew logistics for carriers.
On this week’s Supply Chain Secrets, Caroline and Lars dive into the latest on global shipping markets. From sliding Asia–Europe spot rates and a short-lived Pacific GRI, to an unexpected Atlantic downturn, Lars explains what the numbers actually mean for shippers. The discussion expands to Red Sea security risks, the balance between freedom of navigation and seafarer safety, and what a surprising China–India–Russia meeting signals about a rapidly multipolar world. Packed with insights right aft...
What’s harder than catching Lars Jensen on stable Wi-Fi? Predicting what’s next in global supply chains. Fresh off summiting Mount Kilimanjaro, Lars’ next stop was Comoros — and let’s just say the Wi-Fi didn’t make the climb. But a spotty signal can’t stop Supply Chain Secrets. This week’s update is packed with hard-hitting market realities for shippers, forwarders, and carriers alike: Trans-Pacific spot rates slipping into unsustainable territory Tariff risks that could shake demand just before...
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.
In this episode, Caroline Weaver and Lars Jensen break down the latest shifts in ocean freight rates, revealing why long-term contracts offer far less insulation from spot market volatility than many shippers think. They compare NYFI and CTS data to show the hidden correlation between contract and spot pricing, then dive into a volatile week in trade policy—from unpredictable “reciprocal” tariffs to a surprise penalty on Indian imports that could hit cargo loaded before the rules even existed....
In this episode, Lars and Caroline break down the unexpected lull in Trans-Pacific rates, the true state of peak season in Asia–Europe, and the looming tariff deadlines that could disrupt global trade. They discuss how forward-looking indicators like the NYFI expose weak market fundamentals despite high quotes, and they unpack the IMF’s latest trade outlook revisions. The episode closes with key insights on OFAC sanctions impacting container shipping and what they signal for shippers worldwide....
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.
Is peak season already over? In this no-holds-barred episode of Supply Chain Secrets , guest host Don Davis and industry veteran Lars Jensen deliver a firehose of insight. They expose the vanished Trans-Pacific peak, decode the chaos behind West vs. East Coast rate disparities, and unpack what looming tariffs and overcapacity mean for your freight strategy. Lars dives deep into real NYFI spot rate data, global emissions trends, and the shipping industry's dirty secret: a structural overcapacity ...
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.
From a 15% Trans-Pacific volume drop to an unclear U.S. tariff deadline, uncertainty dominates the trade landscape. In this week's episode of Supply Chain Secrets, Lars and Caroline unpack alarming CTS data, sharp spot rate shifts, and a dramatic Red Sea attack on a commercial vessel. Will July 9 spark a global trade war—or more mixed messaging? Tune in to understand how shifting demand, container imbalances, and geopolitical flashpoints are reshaping global shipping in real time.
In this episode of Supply Chain Secrets , Caroline Weaver returns from Iceland to catch up with Lars Jensen on a whirlwind of global trade developments. They unpack the escalating U.S.-Canada dispute triggered by Canada’s Digital Services Tax, analyze softening Trans-Pacific rates despite high quotes, and spotlight a surprise spike in Atlantic westbound rates. Lars also breaks down the unusually tight Asia–East Coast South America market and a sudden border closure between Thailand and Cambodia....
In this episode, guest host Don Davis joins Lars Jensen to unpack what he calls the most drastic market swing since the financial crisis . Spot quotes from Asia to the USWC surged—then plummeted in real-world execution, with a $1,500 per FFE drop in just one week. Lars breaks down the data gap between quotes and actual bookings, and how mismatched timing between demand and capacity triggered a rapid unwinding. They also explore the geopolitical implications of rising Middle East tensions and how...
In this episode of Supply Chain Secrets , guest host Don Davis and Lars Jensen unpack the latest ripple effects across global shipping. From the unfolding Israel-Iran conflict and misinformation surrounding the Strait of Hormuz, to erratic Trans-Pacific freight rates and spot rate premiums from Northeast Asia, they break down what’s real, what’s noise, and what it means for shippers. Plus, they explore how U.S.-China tariff confusion and European port congestion could reshape peak season plannin...
Spot rate indices are surging, but what are shippers actually paying? In this episode, Lars Jensen joins from Sicily (yes, right next to an erupting volcano) to unpack why the NYFI freight index is diverging from traditional benchmarks like the SCFI. Caroline and Lars explore how quote-based indices can mislead, what’s really happening on the ground, and why South America’s demand boom is quietly reshaping capacity flows. Plus, they discuss how upcoming tariff shifts, port disruptions, and deman...
In this week’s episode of the Supply Chain Secrets Podcast , Lars Jensen and Caroline Weaver unpack the sharp spike in spot rates out of China, dissect new capacity injections, and clarify the latest legal developments around U.S. tariffs. From NYFI and SCFI comparisons to the ripple effects on global reliability and port congestion, this episode offers timely insight for shippers navigating a market in flux. Sign up for free NYFI freight index data at nyshex.com/indices...
This week on Supply Chain Secrets , Lars and Caroline unpack the latest twists in global trade policy—from the EU tariff threats to the 90-day ceasefire’s ripple effects across U.S. ports. Lars explains why unpredictability—not the tariffs themselves—is the real disruptor, and how that plays out in vessel deployment, port congestion, and inland supply chains. They also dive into NYFI data trends beyond China, explore the political push for domestic shipbuilding in India vs. the U.S., and preview...
This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack the realities behind recent shifts in container pricing and trade policy. With U.S.–China tariffs in limbo, and equipment imbalances starting to ripple across the market, Lars estimates up to 500,000 TEU of cargo could be waiting in China—setting the stage for potential U.S. port congestion and a spot rate surge. Also on deck: -Why 20-foot containers are sometimes more expensive than 40s—and how NYFI reveals the volatility...
This week on Supply Chain Secrets, Lars Jensen and Caroline Weaver unpack the biggest trade development of the year: a surprise 90-day tariff pause between the U.S. and China. But don’t be fooled—this isn't a trade deal, it’s a ceasefire. Lars breaks down the predictable—and chaotic—domino effects already unfolding: empty shelves, congested ports, volatile freight rates, and a scramble to move peak-season cargo before the next deadline hits. Plus, they explore the latest NYSHEX Freight Index (NY...
Lars Jensen joins from the Dominican Republic to unpack the latest supply chain headlines—and debunk the noise. From Red Sea escalation and new trade war shocks to unraveling what “reliability” actually means in today’s shipping landscape, this episode dives deep. We discuss: • Record-low bunker fuel prices and what that means for Q3 • Wildcard tariffs (yes, even on foreign movies) • The truth behind blank sailings and “capacity cuts” • Whether shipping is really coming to a halt (spoiler: it’s ...
The market is in flux—tariffs, blank sailings, air freight shifts, and rate volatility are reshaping global supply chains. In this episode, Caroline Weaver and Lars Jensen are joined by Rich Heath, VP of Freight Products & Services at NYSHEX, to break down the recent launch of the NYSHEX Freight Index. Learn how this new tool provides real-time rate visibility, enables index-linked contracts, and could pave the way for freight derivatives. Recorded just days after the Index Day event at the ...
The drama continues in this week’s episode of Supply Chain Secrets ! Caroline Weaver and Lars Jensen break down the latest twists in the USTR saga, including what’s changed, who’s exempt, and why everyone—from carriers to shippers—is scrambling to recalculate. Lars unpacks the surprise USTR revisions, including: Who dodges the ship fees (for now) How the 4,000 TEU threshold is rewriting network strategies Why carriers are blanking like it's Chinese New Year What front-loading frenzy and equipmen...
Will anyone make a move—or are we all just watching and waiting? In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen welcome Don Davis, SVP Commercial at ZIM, for a frank discussion on how the new wave of tariffs is paralyzing the industry. In a combined 60 years our hosts have in the industry, they've never seen volatility like this. From 145% shocks out of China to strategic blank sailings, and ripple effects no one’s fully prepared for, this conversation digs into: -Why f...
This week on Supply Chain Secrets , Caroline Weaver and Lars Jensen break down the turbulent state of global trade. From weakening spot rates to dramatic drops in U.S. exports, Lars explains what’s behind the numbers—and what they mean for shippers. We dive into the ripple effects of escalating tariffs, the cautious (and at times chaotic) responses from governments and shippers alike, and why many are choosing to “wait and see” instead of making bold moves. Plus, Lars offers clarity on TEU miles...
Is peak season coming early—again? Global shipping expert Lars Jensen and Caroline Weaver unpack market weakness, carrier capacity decisions, and the ripple effects of upcoming tariffs. From reliability improvements to geopolitical curveballs, get ahead of what’s shaping Q2 and why an April surge may already be underway. Want to be a part of the show? Register to attend a live episode at nyshex.com/podcast
What’s Really Driving Rates? Global Market Signals, Front-Loading Trends & Red Sea Fallout. In this episode of Supply Chain Secrets , Caroline Weaver and Lars Jensen dive into what’s happening behind the headlines—from softening spot rates and post–Chinese New Year seasonality to the real impact of front-loading and the latest on Red Sea routing. Lars breaks down why demand data might be misleading, how inventory levels are shaping up, and what the declining cost of marine fuel could mean fo...
Port congestion—it’s a phrase thrown around in logistics, but what does it actually mean? In this episode of Supply Chain Secrets , hosts Caroline Weaver and Lars Jensen break down the layers of port congestion, from bottlenecks at the quay to inefficiencies in inland infrastructure. They discuss how factors like crane productivity, labor dynamics, chassis availability, and even customs staffing shortages all play a role. Plus, they unpack the latest industry shakeups, including the Hutchison te...
In this hot-off-the-press episode of Supply Chain Secrets , Caroline Weaver and Lars Jensen break down the biggest takeaways from TPM 2025—including the USTR 301 proposal that could impose a $1M+ fee per vessel per US port call for Chinese-built ships, a move that could reshape shipping as we know it. This jam-packed episode also covers: *Recently announced carrier infrastructure investments *The evolving geopolitical landscape—From Red Sea disruptions to shifts in global trade policy *What ship...
Missed TPM25? Our latest Supply Chain Secrets episode was taped live on Day 1—straight from the crowd, no studio polish! Lars, Caroline, and Don Davis dive into 2025-26’s unpredictability and sharp fixes for shippers and NVOs. Loved the index-linked contract take? Join us April 30th at the NYSE for the NYSHEX Indices beta launch—details at nyshex.com/indexday
In this special episode of Supply Chain Secrets , Caroline Weaver and logistics legend Lars Jensen break down what to expect at TPM25, the premier conference for global container shipping. Whether you're attending in person or following from afar, this episode gives you an insider’s view of the key topics driving the industry this year. Lars shares insights on contract negotiations, market uncertainty, and the critical role of relationships in navigating disruptions. Will rates collapse if the R...
