Supply Chain Secrets

NYSHEX

The Supply Chain Secrets Podcast cuts through the noise to bring you real, unfiltered insights from the front lines of global logistics. Whether you’re a shipper, NVO, carrier, or just someone who needs to stay ahead of market shifts, we deliver analysis and hard-hitting conversations that actually matter. Visit nyshex.com/podcast to register to attend live!

  1. Hormuz Shock: What the Latest Crisis Means for Freight Rates and Risk

    VOR 1 TAG

    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 now and what it means for shippers, carriers, and NVOCCs navigating another wave of volatility. Peter brings the perspective of one of the world’s largest shipping brokers and futures market participants, explaining how financial tools are beginning to complement traditional freight procurement strategies. In this episode:  • Why the Strait of Hormuz is effectively closed to container shipping  • How fuel spikes and emergency surcharges are spreading across global trades  • Why freight indices have not yet fully captured the market shock  • What freight futures actually are and why adoption is accelerating  • How procurement teams can use hedging as a complement to carrier relationships and market expertise The big takeaway: volatility is no longer rare. The industry is beginning to develop tools designed to operate in it.

    27 Min.
  2. Persian Gulf Shock, Tariff Refunds, and the Next Wave of Surcharges

    9. MÄRZ

    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 pricingHow parcel and DTC trade lanes are shifting as brands rethink sourcing and resilienceThe latest on IEEPA being ruled unlawful, what “refunds” might actually mean, and why the importer of record mattersSection 122 tariffs, the 150 day clock, and what comes nextThe Strait of Hormuz disruption, end-of-voyage declarations, cargo being discharged at alternate ports, and the surge of emergency surchargesWhy some fuel surcharges risk being blunt, not trade-specific, and potentially duplicative for shippers already paying variable fuel mechanismsHow index-linked contracts and freight derivatives can help manage exposure when markets reprice fast

    33 Min.
  3. TPM Live: Iran Escalation, Phantom GRIs, and a New Playbook for Volatility

    2. MÄRZ

    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 Hormuz and the ripple effects that can spread congestion and rate spikes far beyond the Middle East. The team also explains why “Phantom GRIs” show up in quote-based indices, what that means for contract negotiations, and why transaction-based indices like NYFI can help separate market sentiment from what shippers actually pay. Finally, NYSHEX CEO Gordon Downes joins to outline how index-linked contracts and hedging tools can help shippers and NVOCCs manage structural volatility, including practical first steps and how to get started.

    29 Min.
  4. Tariff Shock and Post-CNY Signals: What It Means for Rates and Contracts

    23. FEB.

    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 published. Refund pathways remain unclear. The trade environment shifted dramatically within 72 hours. Lars walks through what is actually in effect, what remains in place under Sections 301 and 232, and why the current policy landscape makes forward planning extraordinarily difficult. Beyond tariffs, we cover: Post Chinese New Year rate declines across the Pacific and Asia-EuropeWhy Pacific spreads are tightening and what that signals about market certaintyReliability reaching a six-year highCMA-CGM’s apparent new Japan-to-North Europe serviceWhat this means for TPM contract negotiationsIf you are managing exposure, negotiating contracts, or trying to interpret conflicting market signals, this episode provides structured clarity in a chaotic week.

    25 Min.
  5. Market Rewire — Hapag-Lloyd’s Zim Acquisition & Post-CNY Signals

    16. FEB.

    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 market certainty. We unpack carrier results, network changes from Ocean Alliance’s “Day 10,” and real operational risk in the Red Sea return. The headline story: Hapag-Lloyd’s agreement to acquire most of ZIM’s fleet: what it means for Gemini, MSC, and competitive dynamics in the Transpacific and beyond. Lars breaks down why the deal matters strategically (fleet composition, charter vs. owned tonnage, and network implications), and why shippers, NVOCCs and carriers should be watching service reshuffles closely this contract season. If you want data-forward insight into where rates are actually moving, how to read market spreads (not just headlines), and what consolidation means for your routing and negotiation strategy — press play.

    33 Min.
  6. Before the Bottom: Early Rate Declines, Market Spreads, and Red Sea Signals

    9. FEB.

    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 this downturn compares to historical seasonality, and what that means for carriers and shippers alike. Lars also introduces a deeper way to look at the market: not just the headline rate, but the spread around it. Using real NYFI data, he explains how wide or narrow spreads reveal market uncertainty, negotiating power, and whether shippers are truly “in market.” The conversation then shifts to the latest on tariffs, global demand bifurcation, carrier earnings, and early steps toward a Red Sea reopening, including Gemini network moves and what a gradual return could look like in practice. A data-driven look at where the market is weakening, where risk remains, and how alignment—not headlines—matters most heading deeper into 2026.

    21 Min.
  7. When Quotes Lie: What Paid Rates, Index Choice, and Volatility Are Telling Us Now

    2. FEB.

    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 slowdown, why quoted spot rates tend to exaggerate both peaks and troughs, and what that means for shippers heading into contract season. Lars also shares a concrete example showing how index choice alone can materially change freight costs—especially when proxies are used instead of actual loaded-rate data. The conversation then turns to trade policy and geopolitics, including fresh tariff threats, the EU–India trade deal, Q4 carrier earnings, Panama Canal developments, and renewed uncertainty in the Red Sea. For anyone planning budgets, contracts, or capacity in 2026, this episode offers timely perspective on where the market may head next—and where hidden risk still lives.

    18 Min.
  8. Rates Roll Over, Indexing Gets Real, and Red Sea Risk Returns

    26. JAN.

    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 actual paid spot rates are signaling across key trades. Lars also walks through a real-world example showing how choosing the wrong index in an index-linked contract can materially impact costs, underscoring why detail matters as indexing gains traction. The conversation then turns to tariffs and the Red Sea, where new signals—from carrier routing decisions to a fresh Houthi warning—suggest risk may not be fully behind us yet. A practical discussion on what shippers should watch as volatility continues into 2026.

    15 Min.
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Info

The Supply Chain Secrets Podcast cuts through the noise to bring you real, unfiltered insights from the front lines of global logistics. Whether you’re a shipper, NVO, carrier, or just someone who needs to stay ahead of market shifts, we deliver analysis and hard-hitting conversations that actually matter. Visit nyshex.com/podcast to register to attend live!

Informationen

  • Erstellt von
    NYSHEX
  • Jahre aktiv
    2021 - 2026
  • Folgen
    112
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    Unbedenklich
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    © 2026 Supply Chain Secrets
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    Supply Chain Secrets

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