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 2 días

    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

  2. 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

  3. 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

  4. 14 jul

    Why the Hormuz Toll Doesn't Survive the Math

    President Trump says he'll charge a 20% toll on cargo transiting the Strait of Hormuz. Lars Jensen ran the numbers, and they don't hold up. In this episode, Lars Jensen and Caroline Weaver cover: The math behind why a 20% Hormuz toll could work out to record freight rate highs, and why no shipper would pay it.Who would even be billed, and why the US has no realistic way to collect if a carrier just refuses.Seven attacks on commercial vessels in the Strait of Hormuz this week alone, and what "open" actually means when ships are still getting hit.Asia-USWC rates flatten, but the shipper-to-shipper spread nearly tripled in a month.Maersk extends its Suez return with two more services despite the Hormuz risk.Subscribe for weekly podcast highlights

    Why the Hormuz Toll Doesn't Survive the Math

  5. 6 jul

    Pacific Peak or Phantom Spike? And the Return to Suez Begins.

    Pacific spot rates are holding flat while futures signal the peak may already be over, and Maersk and Hapag-Lloyd just made a move that could mark the beginning of a Red Sea normalization after two and a half years of disruption. In this episode, Lars Jensen and Caroline Weaver cover: Why Asia-USWC rates are flatlining around $5,200 while the futures curve still points sharply lower, and what that means for the rest of JulyThe Gemini alliance's AE15 service switching back to Suez routing and what it signals about carrier confidence in Red Sea stabilityPanama Canal draft restrictions tightening through August as El Niño risk grows, and what history says about the ceiling on disruptionMaersk's upward earnings revision and why it says more about Maersk's earlier pessimism than the overall marketUSMCA uncertainty and what a US pullback could mean for deeply intertwined North American supply chainsEU shipping emissions data: container vessels down 6.7% per TEU year over year, even as total emissions remain elevated versus 2023 due to Red Sea reroutingSubscribe to weekly episode highlights delivered to your inbox.

    Pacific Peak or Phantom Spike? And the Return to Suez Begins.

  6. 29 jun

    West Coast Rates Entangle East Coast: What That Signal Means

    Transpacific spot rates are skyrocketing while Asia-North Europe tells a completely different story, and the Strait of Hormuz remains closed to most container traffic after a week of missile exchanges between Iran and the US. In this episode, Lars Jensen and Caroline Weaver cover: Why Asia-US West Coast spot rates are approaching East Coast levels and what that historically signals about market instabilityWhat the $1,600 gap between current Pacific spot rates and July futures is telling the marketThe latest in the Hormuz crisis, including the attack on the Ever Lovely and what the "evacuation" language from IMO actually means for container shippingPort connectivity winners and losers: how Khor Fakkan, Fujairah, and Sharjah are absorbing volume while Gulf ports go darkTariff uncertainty heading into July 24, when Section 122 tariffs expire with no clear successorSubscribe to weekly podcast highlights sent directly to your inbox.

    West Coast Rates Entangle East Coast: What That Signal Means

  7. 22 jun

    Schrödinger's Strait: Is Hormuz Open, Closed, or Both?

    Asia-North Europe rates are up another $400 week over week, the futures curve points higher still, and the Strait of Hormuz is open, closed, and open again depending on which hour you check. Lars Jensen and Caroline Weaver cut through the noise on all of it. In this episode, Lars Jensen and Caroline Weaver cover: NYFI update: Asia-North Europe spot rates at $3,563 and climbing, with July futures pointing $740 higher than current levels and August expectations also revised up. Asia-USWC at $4,264, up 6.3% week over week, with futures suggesting the Pacific apex may already be hereWhy the spread on Asia-USEC has widened to $2,000 between the 10th and 90th percentile -- and what that means for how you interpret the index relative to your own ratesThe Hormuz situation: an MoU, a declaration it was open, a declaration it was closed, vessels doing U-turns, and talks ongoing in Switzerland all within 72 hoursWhy CMA-CGM permanently shifting its FAL 3 service back to Suez on the backhaul is about capitalizing on peak season capacity, not just route normalizationA fifth piracy attempt in two weeks in the Gulf of Aden, why ultra-large container ships have a natural defense, and why smaller vessels are at greater riskClick here to access detailed NYFI PRO charts discussed in this episode Subscribe to weekly podcast highlights sent directly to your inbox

    Schrödinger's Strait: Is Hormuz Open, Closed, or Both?

  8. 16 jun

    Rate Rally, Hormuz Memorandum, and an 88% Chance of El Niño

    Rates on Asia-North Europe and Asia-US West Coast are surging, a US-Iran memorandum of understanding has been signed, and El Niño is now official with an 88% chance of being historically severe. This week Lars Jensen and Caroline Weaver cut through the noise on all three. In this episode, Lars Jensen and Caroline Weaver cover: NYFI update: Asia-North Europe spot rates up $1,000 in a month with futures pointing higher still, and Asia-USWC breaking above $4,000 per 40-foot with a volatility spike driving record hedging activity using the NYFI indexWhy the rate rally is being driven by supply and demand fundamentals, not Hormuz fuel surcharges, and what CMA-CGM's $4,000 peak season surcharge announcement signals about carrier confidenceThe US-Iran memorandum of understanding: what it says, what it does not say, and why AIS data showed no change in vessel movement through the strait in the first 48 hoursPiracy resurgence in the Gulf of Aden and three attacks in two days including one on a Maersk feeder vesselEl Niño confirmed and now forecast as potentially the strongest on record: what Panama Canal shippers need to plan for nowSubscribe to weekly podcast CliffsNotes sent directly to your inbox.

    Rate Rally, Hormuz Memorandum, and an 88% Chance of El Niño
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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!

Información

  • Creador
    NYSHEX
  • Años de actividad
    2021 - 2026
  • Episodios
    132
  • Clasificación
    Apto
  • Copyright
    © 2026 Supply Chain Secrets
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    Supply Chain Secrets

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