War, Rates, and Resilience

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 planning. Amid all the volatility, one thing is clear: the supply chain is strained—but still standing.