The Freight Train Is Coming: US-China Tariffs and the Next Domino

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 (NYFI) data and what it reveals about rates, equipment risk, and demand distortions. From peak season panic to port bottlenecks, this episode helps shippers brace for what’s next.