Trade War Reloaded?
Episode description
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 front-loading isn’t always the answer
-How exporters are being squeezed
-What’s stalling long-term planning
-And how IMO’s latest emissions ruling barely made a blip in the chaos
If you're trying to make smart supply chain decisions in the fog of tariff uncertainty, this episode gives you perspective—and permission to pause.