Supply Chain Secrets

NYSHEX
  • 4.5 (16)
  • TECHNOLOGY
  • UPDATED SEMIMONTHLY

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. Year-End 2025: What Changed, What Didn’t, and What’s Coming in 2026

    4D AGO

    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 continued volatility—with the Red Sea/Suez question, shifting capacity, and geopolitics keeping markets on edge. Key themes covered: Why 2025 ended “mixed”: SCFI up while paid, loaded spot rates stayed unevenHow tariffs reshaped shipper behavior toward more just-in-time ordering and priority servicesDon’s view from ZIM: strong and growing interest in index-linked contracts, including first-time adopters asking how structures workThe outlook for 2026 rate volatility: continued big swings driven by uncertainty, capacity rebalancing, and potential routing changesA clear wrap on what defined 2025—and what could make 2026 even harder to forecast!

    31 min
  2. Unsettled Rates, New Tariffs & Rising Maritime Risks: Market Signals for 2026

    12/15/2025

    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 surge in maritime risk incidents—from border conflicts to tanker seizures. In this episode: NYFI trends across Asia–Europe and the PacificWhy 20’ > 40’ pricing persists on TA eastboundThe slowdown in Asia–Europe demandMexico’s new tariffs on ChinaRed Sea ceasefire signals & alliance decision-makingRising maritime risks in the Black Sea, Hormuz, and Southeast AsiaNorthern Sea Route reality vs. media hypeThe latest on ONE Henry HudsonClear, fast insight into the forces shaping 2026.

    27 min
  3. Jittery Rates, Softening Demand & New Risks Ahead for 2026

    12/08/2025

    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 PacificA rare 20′ > 40′ price inversion on TA EastboundGlobal demand dropping sharply — and why Asia–Europe is the culpritTariff investigations and the impact on food importsRenewed Thailand–Cambodia tensions and supply chain reroutingA vessel attack in Bab el-Mandeb — but not the kind you thinkWhat a return to the Red Sea would do to TEU miles and capacityA fast, focused update for shippers, NVOs, and anyone watching the 2026 outlook.

    18 min
  4. Freight Rates, Futures, and Investor Risk with Sagil Capital Partner, Mark Hendricks

    12/01/2025

    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 movements, widening differences between sub-trades, the newest global reliability numbers, and updates on the ONE Henry Hudson and Red Sea routing. Mark shares how equity investors value shipping companies in unstable markets and why futures and hedging tools matter as 2026 looks increasingly unpredictable. In this episode: Rate swings across Pacific and East Coast tradesHow investors model volatility in shipping equitiesWhy futures and hedging could lower financing riskUpdates on reliability, general average, and Red Sea trafficA fast, digestible look at the forces shaping container shipping and financial markets heading into 2026.

    28 min
  5. Tariff Turmoil, Vessel Fires, and the Small Wire That Took Down a Bridge

    11/24/2025

    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: NYFI and SCFI data showing sharp rate declines across Pacific and South American tradesHow new tools and freight rate derivatives can help manage volatilityImport trends suggesting major inventory reductions across U.S. retail sectorsA deep dive into the Los Angeles vessel fire — and why such incidents happen more often than you thinkThe astonishing root cause behind the Baltimore bridge collapse: a mislabeled signal wireIt’s a rapid-fire rundown of the latest forces shaping global trade — from collapsing rates to structural risks — with analysis only Supply Chain Secrets can deliver.

    20 min
  6. A Jittery Market, A Clear Signal: Lower Rates Ahead?

    11/17/2025

    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 divergence across Asia and why the Trans-Pacific feels like multiple markets stitched together. Here’s what we break down this week: The $25 drop vs. $700 jump in 20-foot rates depending on originWhy the Trans-Pacific is splitting into multiple micro-marketsSouth America’s sharp rate collapse and what it signalsThe Red Sea reopening wildcard and the contract risks shippers are missingThe tariff updates that matter — and the ones that don’tWhy Hapag-Lloyd gained volume without giving up rateWhat carrier Q3 results reveal about next year’s landscapeFor shippers and NVOs planning 2026, this episode delivers the clearest read yet on where the market is headed.

    27 min
  7. Volatility Is Back — And So Are the Pirates

    11/10/2025

    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 industry’s “old normal” isn’t coming back. They cover: Sir Richard Dearlove’s surprising optimism on the Red Sea crisisWhy NYFI data shows loaded spot rates collapsing againThe widening gap between 20’ and 40’ ratesWhat’s behind North America’s lagging demandAnd yes — the return of Somali piracy.Because in container shipping, stability isn’t the new normal — adaptability is.

    21 min
  8. Unsettled Seas: China Tariffs, Rate Shifts, and the Return of Pirates

    11/03/2025

    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 transatlantic that’s pushing rates to decade lows. They also break down the temporary pause in the U.S.–China trade war — what it really means for importers heading into 2026 — and why a new uptick in Somali piracy adds one more layer of complexity to an already unsettled market. Topics include: Pacific rate patterns after Golden WeekMSC’s mega-vessels reshaping the AtlanticThe U.S.–China tariff “ceasefire” and its 12-month deadlineRenewed piracy risks off East Africa

    19 min
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4.5
out of 5
16 Ratings

About

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!

Information

  • Creator
    NYSHEX
  • Years Active
    2021 - 2026
  • Episodes
    102
  • Rating
    Clean
  • Copyright
    © 2026 Supply Chain Secrets
  • Show Website
    Supply Chain Secrets

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