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Digital Detox on Kilimanjaro, Then Back to Shipping’s Reality
What’s harder than catching Lars Jensen on stable Wi-Fi? Predicting what’s next in global supply chains. Fresh off summiting Mount Kilimanjaro, Lars’ next stop was Comoros — and let’s just say the Wi-Fi didn’t make the climb. But a spotty s
Tariffs, Rates, and Kilimanjaro
While Lars laces up his boots to climb Mount Kilimanjaro, he and Caroline dive into the latest global shipping news. They cover sliding Asia–Europe and Pacific spot rates, uncertainty around reciprocal and Section 232 tariffs, and the U.S.
Contracts, Tariffs, and Turbulence: Why “Fixed” Ocean Rates Aren’t Fixed
In this episode, Caroline Weaver and Lars Jensen break down the latest shifts in ocean freight rates, revealing why long-term contracts offer far less insulation from spot market volatility than many shippers think. They compare NYFI and CT
Tariff Tensions and Freight Fizzles: Decoding Market Calm Before the Next Storm
In this episode, Lars and Caroline break down the unexpected lull in Trans-Pacific rates, the true state of peak season in Asia–Europe, and the looming tariff deadlines that could disrupt global trade. They discuss how forward-looking indic
Tariffs, Twenty-Foot Trouble, and Terminal Turmoil
This week on Supply Chain Secrets, Lars Jensen and Caroline Weaver dive deep into the tariff chaos rattling US importers, a collapse in 20-foot container rates with big implications for US exporters, and why equipment shortages could blinds
The Disappearing Peak: Capacity Chaos, Tariff Tremors & What Shippers Must Know Now
Is peak season already over? In this no-holds-barred episode of Supply Chain Secrets, guest host Don Davis and industry veteran Lars Jensen deliver a firehose of insight. They expose the vanished Trans-Pacific peak, decode the chaos behind
Rapid Peaks, Rapid Pivots: Tariff Turbulence & the Broken Peak Season
This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the rollercoaster of recent Trans-Pacific rates—why they surged, why they collapsed just as quickly, and how tariffs are reshaping peak season entirely. They expl
Volume Dips, Tariff Deadlines, and a Burning Bulk Carrier
From a 15% Trans-Pacific volume drop to an unclear U.S. tariff deadline, uncertainty dominates the trade landscape. In this week's episode of Supply Chain Secrets, Lars and Caroline unpack alarming CTS data, sharp spot rate shifts, and a dr
Trade Tensions, Rate Trends, and a Rare Ceasefire
In this episode of Supply Chain Secrets, Caroline Weaver returns from Iceland to catch up with Lars Jensen on a whirlwind of global trade developments. They unpack the escalating U.S.-Canada dispute triggered by Canada’s Digital Services Ta
The Sharpest Contraction Since the Financial Crisis
In this episode, guest host Don Davis joins Lars Jensen to unpack what he calls the most drastic market swing since the financial crisis. Spot quotes from Asia to the USWC surged—then plummeted in real-world execution, with a $1,500 per FFE
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 T
Why Spot Rates Don’t Tell the Whole Story
Spot rate indices are surging, but what are shippers actually paying? In this episode, Lars Jensen joins from Sicily (yes, right next to an erupting volcano) to unpack why the NYFI freight index is diverging from traditional benchmarks like
Skyrocketing Rates & Supply Chain Uncertainty
In this week’s episode of the Supply Chain Secrets Podcast, Lars Jensen and Caroline Weaver unpack the sharp spike in spot rates out of China, dissect new capacity injections, and clarify the latest legal developments around U.S. tariffs. F
Tariffs, Trade Wars & Tipping Points: Supply Chain Volatility in Focus
This week on Supply Chain Secrets, Lars and Caroline unpack the latest twists in global trade policy—from the EU tariff threats to the 90-day ceasefire’s ripple effects across U.S. ports. Lars explains why unpredictability—not the tariffs t
Stacking Surprises: NYFI Price Gaps, Container Crunch & the Tariff Whiplash
This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack the realities behind recent shifts in container pricing and trade policy. With U.S.–China tariffs in limbo, and equipment imbalances starting to ripple across the mar
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. L
Volatility, Blank Sailings, and the Myth of Standstill Supply Chains
Lars Jensen joins from the Dominican Republic to unpack the latest supply chain headlines—and debunk the noise. From Red Sea escalation and new trade war shocks to unraveling what “reliability” actually means in today’s shipping landscape,
Rates, Risk & Reality: Inside the NYSHEX Freight Index Launch
The market is in flux—tariffs, blank sailings, air freight shifts, and rate volatility are reshaping global supply chains. In this episode, Caroline Weaver and Lars Jensen are joined by Rich Heath, VP of Freight Products & Services at NYSHE
The Tariff Telenovela
The drama continues in this week’s episode of Supply Chain Secrets! Caroline Weaver and Lars Jensen break down the latest twists in the USTR saga, including what’s changed, who’s exempt, and why everyone—from carriers to shippers—is scrambl
Trade War Reloaded?
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 par
Will We See a Transpacific Crash This Year?
This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the turbulent state of global trade. From weakening spot rates to dramatic drops in U.S. exports, Lars explains what’s behind the numbers—and what they mean for s
Lars Jensen Predicts an Early - April - Peak Season
Is peak season coming early—again? Global shipping expert Lars Jensen and Caroline Weaver unpack market weakness, carrier capacity decisions, and the ripple effects of upcoming tariffs. From reliability improvements to geopolitical curvebal
From Rates to the Red Sea: Unpacking Q2 Market Shifts
What’s Really Driving Rates? Global Market Signals, Front-Loading Trends & Red Sea Fallout. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen dive into what’s happening behind the headlines—from softening spot rates a
Port Congestion - Where the Real Bottlenecks Lie - 3/17/25
Port congestion—it’s a phrase thrown around in logistics, but what does it actually mean? In this episode of Supply Chain Secrets, hosts Caroline Weaver and Lars Jensen break down the layers of port congestion, from bottlenecks at the quay
2025-26 Geopolitical Outlook
In this hot-off-the-press episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the biggest takeaways from TPM 2025—including the USTR 301 proposal that could impose a $1M+ fee per vessel per US port call for Chinese-b
TPM25 Day 1 Recap: A Whole New Level of Unpredictability and Uncertainty - 3/3/25
Missed TPM25? Our latest Supply Chain Secrets episode was taped live on Day 1—straight from the crowd, no studio polish! Lars, Caroline, and Don Davis dive into 2025-26’s unpredictability and sharp fixes for shippers and NVOs. Loved the ind
What to Expect at TPM25
In this special episode of Supply Chain Secrets, Caroline Weaver and logistics legend Lars Jensen break down what to expect at TPM25, the premier conference for global container shipping. Whether you're attending in person or following from
Will Trump Make Shipping Great Again (Part 2)
In this second episode on the topic of how supply chain may be impacted by the change in US presidential administrations, Lars and Caroline tackle tariffs, headhaul and backhaul trade dynamics, and the latest news regarding the Ukraine and
Will Trump Make Shipping Great Again?
In this episode of Supply Chain Secrets, hosts Caroline Weaver and Lars Jensen break down shifting tariff policies, hot topics such as Ships for America, and what it all means for global trade. With real-time updates and expert insights, th
Will the Red Sea Crisis Cause a Market Crash?
The shipping industry never slows down, and neither do the disruptions shaping global trade. In this episode, we welcome Lars Jensen as a permanent co-host and dive straight into the hottest topic in ocean shipping: the Red Sea crisis and i
