- wöchentlichErscheinungsrhythmus
- 26 mintypische Länge
- vor 5 Tagenletzte Folge
Folgenzu den neuesten
April 7 Launch: Container Freight Futures Go Live on ICE
Tomorrow, April 7, container freight futures tied to the NYSHEX Freight Index (NYFI) go live on Intercontinental Exchange (ICE). In this week’s episode of Supply Chain Secrets, the conversation focuses on what that means for the industry an
Hormuz Impact: Rates Rise, But Not How You’d Expect
Freight markets are reacting to the crisis in the Strait of Hormuz but not in the way many expected. In this week’s episode of Supply Chain Secrets, Caroline and Lars break down what is actually happening beneath the surface of the rate dat
Freight Price Predictions for 2026: What the Market Is Pricing In
What will freight rates look like for the rest of 2026? In this week’s episode of Supply Chain Secrets, the discussion moves beyond current spot rates to what the market is already pricing into the future. From forward curves on key trades
Hormuz Shock: What the Latest Crisis Means for Freight Rates and Risk
The Strait of Hormuz crisis has abruptly changed the tone of the ocean freight market. In this week’s Supply Chain Secrets episode, Caroline Weaver and Lars Jensen are joined by Peter Stallion of Clarksons to unpack what is happening right
Persian Gulf Shock, Tariff Refunds, and the Next Wave of Surcharges
Back from TPM, the team dives into the biggest forces reshaping ocean shipping right now. This week’s episode covers: • Demand data and a widening imbalance on Asia to Europe, plus what that means for headhaul pricing • How parcel and DTC t
TPM Live: Iran Escalation, Phantom GRIs, and a New Playbook for Volatility
Recorded live during TPM26 in Long Beach, this episode breaks down the rapidly escalating situation involving Iran and what it means for ocean shipping immediately. Lars Jensen walks through the on-the-ground implications for the Strait of
Tariff Shock and Post-CNY Signals: What It Means for Rates and Contracts
This week’s Supply Chain Secrets focuses squarely on tariff volatility and what it means for global trade. The Supreme Court overturns IEEPA tariffs. A new blanket tariff is introduced days later. Hundreds of commodity-level exemptions are
Market Rewire — Hapag-Lloyd’s Zim Acquisition & Post-CNY Signals
This week’s Supply Chain Secrets is jam-packed. Lars Jensen and Caroline Weaver dig into sharp post–Chinese New Year moves: loaded spot rates falling faster than expected, spreads tightening across Pacific trades, and what that means for ma
Before the Bottom: Early Rate Declines, Market Spreads, and Red Sea Signals
Freight markets are turning earlier—and faster—than seasonal patterns would suggest. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack why Pacific spot rates are collapsing well ahead of Chinese New Year, how t
When Quotes Lie: What Paid Rates, Index Choice, and Volatility Are Telling Us Now
Rates are rolling over earlier than expected, and the gap between quoted and paid freight rates is widening again. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down what’s driving the post–Chinese New Year
Rates Roll Over, Indexing Gets Real, and Red Sea Risk Returns
Freight markets are turning earlier than usual. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down sharp declines in quoted rates, early signs that the Chinese New Year peak has already passed, and what actu
Early 2026 Signals: Rates, Indexing, and the Red Sea Question
As 2026 gets underway, early signals are already diverging. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen are joined by Matthew Chicalace of Hellmann Worldwide Logistics to break down the growing gap between quote
2026 Outlook: Early Rate Signals, Strong Demand, and Rising Geopolitical Risk
As 2026 gets underway, early market signals are already diverging. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down where freight rates are heading post-Chinese New Year, what the latest Container Trade St
Year-End 2025: What Changed, What Didn’t, and What’s Coming in 2026
In this 2025 year-end review, Caroline, Lars, and Don Davis reflect on a year defined by tariff whiplash, uneven demand, and persistent gaps between quoted vs. paid spot rates. They also look ahead to 2026, where the base case remains conti
Unsettled Rates, New Tariffs & Rising Maritime Risks: Market Signals for 2026
Global shipping enters another volatile week. Caroline, Lars, and guest Michael Wray of Ocean Network Express (ONE) unpack rate swings across key trades, shifting sourcing strategies, Mexico’s new China tariffs, Red Sea uncertainty, and a s
Jittery Rates, Softening Demand & New Risks Ahead for 2026
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 P
Freight Rates, Futures, and Investor Risk with Sagil Capital Partner, Mark Hendricks
This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen are joined by Sagil Capital Partner Mark Hendricks to break down how freight rate volatility is affecting both shippers and investors. They cover the latest NYFI and SCFI mo
Tariff Turmoil, Vessel Fires, and the Small Wire That Took Down a Bridge
Global container rates are sliding fast — and volatility is here to stay. In this week’s Supply Chain Secrets, Caroline and Lars break down what’s happening across key trades and what it means for shippers heading into 2026. In this episode
A Jittery Market, A Clear Signal: Lower Rates Ahead?
Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing diverg
Volatility Is Back — And So Are the Pirates
Rates are dropping, pirates are reappearing, and demand is diverging across the globe. In this episode, Lars Jensen and Caroline Weaver unpack what last week’s NYSHEX London event revealed about market volatility — and why the container ind
Unsettled Seas: China Tariffs, Rate Shifts, and the Return of Pirates
Container shipping just won’t sit still. This week, Caroline Weaver and Lars Jensen unpack the latest volatility across global trades — from Pacific spot rates showing strange regional “vibrations,” to a 20–30% capacity surge on the transat
Inflation’s Hidden Freight Discount: Why Rates Are Lower Than You Think
Freight rates might look like they’re holding steady — but when you adjust for inflation, the real story tells a very different tale. In this week’s Supply Chain Secrets, Caroline Weaver and Lars Jensen break down why inflation-adjusted fre
No Stop Button, No Filter: What's Going on in Global Shipping This Week?
What happens when AWS failures disable your Stop Recording button? You let Lars Jensen keep talking — and you get one of the most in-depth updates yet. In this week’s Supply Chain Secrets, Caroline Weaver and Lars unpack: • Why IMO’s “Net Z
Firehose Week: Tariffs, “China’s USTR,” MEPC Carbon Tax—and Why Rates Are Still Calm
Tariff whiplash, “China’s USTR,” and a carbon levy vote—yet spot rates look oddly calm. Caroline Weaver and Lars Jensen cut through the chaos: Trump’s 100% tariff warning vs. the Nov 10 tariff snap-back, China’s mirror policy (including the
Trade Shifts, Rate Slides, and Real Market Signals: The State of Global Shipping This Week
In this week’s Supply Chain Secrets podcast, hosts Caroline Weaver and Lars Jensen unpack the latest developments shaping container shipping and global trade. Lars calls in from Curaçao with an update on freight rates across the Pacific and
From Phantom Peaks to Tariff Uncertainty: Why Rates Keep Sliding
The latest Supply Chain Secrets dives into the widening gap between quoted rates and what’s actually paid. Lars Jensen explains how the NYFI reveals a “phantom peak” that never materialized on the Trans-Pacific, the sharp declines on Asia–S
Rates in Freefall, Capacity Crunch, and What’s Next After Golden Week
In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the latest volatility in container shipping. Asia–Europe rates continue their seasonal slide, while the Pacific faces a dramatic collapse in demand just as
From Asia–Europe Erosion to Atlantic Stability: What’s Really Driving Rates?
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
Tariff Whiplash, Demand Surprises, and Crew Change Chaos
In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack the latest twists in global trade. They cover falling Asia–Europe spot rates, unexpected tariff exemptions affecting hundreds of commodities, and the stark divi
Post-Labor Day Market Update: Spot Rates, Red Sea Risks, and Shifting Trade Ties
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 ac
