Jittery Rates, Softening Demand & New Risks Ahead for 2026
Dec 08, 2025•18 min
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Episode description
This week, Caroline and Lars break down another volatile shift in the market — from weakening global demand to unusual rate distortions and rising geopolitical risks.
In this episode:
- NYFI loaded spot rates for Asia–North Europe and the Pacific
- A rare 20′ > 40′ price inversion on TA Eastbound
- Global demand dropping sharply — and why Asia–Europe is the culprit
- Tariff investigations and the impact on food imports
- Renewed Thailand–Cambodia tensions and supply chain rerouting
- A vessel attack in Bab el-Mandeb — but not the kind you think
- What a return to the Red Sea would do to TEU miles and capacity
A fast, focused update for shippers, NVOs, and anyone watching the 2026 outlook.
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