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. hace 16 h

    Caroline's Final Episode Cracks the Pacific Rate Mystery

    This week's Supply Chain Secrets doubles as Caroline Weaver's send off as co-host, and she goes out with the market question everyone's been asking: why have Pacific spot rates gone so volatile?  In this episode, Lars Jensen and Caroline Weaver cover: Why June and July cargo data show no demand boom on the Pacific, and why the recent spot rate spikes are capacity driven insteadHow the Asia-Europe rate cooldown is following a normal seasonal pattern this time, backed by genuine demand growthEscalation in the Strait of Hormuz and new attacks on container vessels in the Black SeaWhy direct port to port service is less commoditized across alliances than most shippers assumeThank you to Caroline for your energy and insights on the show!  And, don't worry listeners. The show will go on!  Rich Heath, NYSHEX's VP of Financial Products, takes over alongside Lars Jensen starting next week.  Sign up for weekly podcast highlights and never miss insider intel!

  2. 1 sept

    Reliability Just Hit Its Worst Mark Since Before the New Alliances

    Ocean carrier reliability just hit its lowest point since before the current alliance structure took effect, with typhoon-driven port congestion in Asia dragging Shanghai down to just 21% on-time arrivals in July. In this episode, Lars Jensen and Caroline Weaver cover: Global vessel reliability at 56% for July, and the 40 percentage point gap separating Gemini's 89.5% from Premier Alliance's sub-50% performanceNYFI's Asia-US sub-lane data, including Northeast Asia's role as a swing capacity market and a fresh split between US East and West Coast ratesSuez Canal normalization now at 19% of Asia-Europe capacity, and what it means for demand growth if that reaches 50%A reopened split between 20-foot and 40-foot rates on the Trans-Atlantic Westbound lane, plus Q4 bunker and emissions surcharge changes

    Reliability Just Hit Its Worst Mark Since Before the New Alliances

  3. 24 ago

    Panama Canal Tightens Transits Ahead of Chinese New Year Rush

    New restrictions from the Panama Canal Authority are cutting daily transits starting in September, well ahead of the Chinese New Year peak season shippers depend on that route to serve. In this episode, Lars Jensen and Caroline Weaver cover: Why the canal authority is acting early, and what a 34% drop in rain inflow to Lake Gatun means for shippers who haven't built contingency plansA Transpacific market sending mixed signals: Southeast Asia rates spiking, Northeast Asia to US East Coast rates dropping almost 30% in a week, and a rate spread on Asia-US East Coast now as wide as it was at the summer peakUpdates on the Red Sea, the Strait of Hormuz standoff with Iran, and the new US-Canada tariff breakdownWhy the Northern Sea Route remains more hype than real capacity, and where FMC Chairman Laura DiBella's net zero framework comments leave the November IMO voteReceive weekly show notes and charts in your inbox

    Panama Canal Tightens Transits Ahead of Chinese New Year Rush

  4. 18 ago

    Overcapacity Looks Unavoidable in 2027-2028: Here's the Math.

    Pacific spot rates are flatlining on average, but the spread between the highest and lowest payers just hit its widest point in months, a sign the market has no real conviction on where this goes next. Lars Jensen and Caroline Weaver break down what's actually driving ocean freight this week. In this episode, Lars Jensen and Caroline Weaver cover: Asia-USWC/USEC spreads widening sharply while average rates hold flat, and what that phantom GRI risk means for shippersNOAA's latest El Niño forecast for the Panama Canal and the draft restrictions likely coming this fallRed Sea normalization update as more carriers shift back to Suez routingThe order book math: why fleet growth may already be outpacing true demand, and what that means for capacity heading into 2027 and 2028Subscribe to weekly podcast highlights

    Overcapacity Looks Unavoidable in 2027-2028: Here's the Math.

  5. 10 ago

    Rates Flatline as Red Sea Starts Reopening

    NYFI held flat for a fourth straight week, and the June CTS data explains why the Transpacific demand story isn't what the headlines suggest. In this episode, Lars Jensen and Caroline Weaver cover: Why NYFI and SCFI track different things by design (SCFI is a forward-looking quote, NYFI reflects cargo already loaded), and how to spot a phantom GRI before you pay for oneJune CTS data showing Transpacific demand and capacity both flat year over year, while Asia-Europe, Asia-South America, and Asia-Africa post double-digit growthRed Sea normalization signals: OOCL's new Bab el-Mandeb service and Maersk/Hapag-Lloyd shifting the AE15 and AE19 Gemini services back to SuezPanama Canal draft cuts ahead of El Niño, plus low water on the Rhine and Amazon squeezing inland movesSign up for weekly podcast highlights

    Rates Flatline as Red Sea Starts Reopening

  6. 3 ago

    Same Trade Lane, Different Numbers: Decoding Freight Indices

    Ocean freight rates are past peak season on the Transpacific and Asia-North Europe, but a widening gap between the NYFI and SCFI on Asia-US West Coast is raising questions about which number actually reflects the market. In this episode, Lars Jensen and Caroline Weaver cover: Why NYFI and SCFI measure fundamentally different things, and how to spot a "phantom GRI" before it costs youWhat index-linked contracts actually protect you from, and how to pick the right index for your businessThe current East Coast/West Coast rate divergence and what's driving itEscalating Middle East shipping risk, including the attack on tankers in Damietta, and why carrier profits aren't proof of market manipulationSign up for weekly podcast highlights and never miss valuable intel.

    Same Trade Lane, Different Numbers: Decoding Freight Indices

  7. 27 jul

    Reliability Stalls: Why Gemini and Premier Are Nearly 40 Points Apart

    Global schedule reliability slipped again in June, and the gap between carrier alliances is now too wide to ignore. In this episode, Lars Jensen and Caroline Weaver cover: June reliability data: global on-time performance down to 63% from 65% in May, holding well below pre-pandemic norms for months runningThe alliance breakdown: Gemini at 93.4%, its best showing since launch, versus MSC around 80%, Ocean Alliance around 70%, and Premier Alliance down near 55%How Sea-Intelligence actually measures reliability, including the three to four week lock-in window and why plus/minus one calendar day is the right yardstick, not the wrong oneNYFI this week: Asia-USWC down 1% to $5,818, Asia-USEC up 7% to $7,793, driven by a capacity split between the two coasts, and Asia-NEUR down 3% at $4,797.Sign up for weekly podcast highlights

    Reliability Stalls: Why Gemini and Premier Are Nearly 40 Points Apart

  8. 20 jul

    From Hormuz to the Amazon: A Market Under Pressure

    Ocean freight this week is a study in divergence: Pacific rates are splitting by coast, Asia-Europe spreads are widening, and a new blockade declaration just widened the Middle East risk map. Even Lars's connection from France needed a reroute this week: his audio came through rough enough that part of the episode runs on AI voiceover instead. Turns out signal disruption isn't just a shipping lane problem. In this episode, Lars Jensen and Caroline Weaver cover: Why Northeast Asia is pushing USWC rates up 14.6% while pulling USEC rates down 1.6%, in the same weekThe Houthis' newly declared blockade on Saudi Arabia, and why it threatens the last working bypass route around the Strait of HormuzRising bunker costs, a new 25% Section 301 tariff on Brazil, and a US inventory picture that Lars calls "walking on a knife edge"Low water surcharges now hitting the St. Lawrence Seaway, the Rhine, and the Amazon, all at onceSubscribe to weekly highlights

    From Hormuz to the Amazon: A Market Under Pressure
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Información

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!

Ficha técnica

  • Creado por
    NYSHEX
  • Años en activo
    2021 - 2026
  • Episodios
    137
  • Clasificación
    Apto
  • Derechos de autor
    © 2026 Supply Chain Secrets
  • Sitio web del podcast
    Supply Chain Secrets

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