Supply Chain Secrets

NYSHEX
  • 4.5(17개의 평가)
  • 과학 기술
  • 격주 업데이트

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

    6일 전

    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.

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

    2월 16일

    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.

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

    2월 9일

    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.

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

    2월 2일

    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.

    18분
  5. Rates Roll Over, Indexing Gets Real, and Red Sea Risk Returns

    1월 26일

    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.

    15분
  6. Early 2026 Signals: Rates, Indexing, and the Red Sea Question

    1월 19일

    Early 2026 Signals: Rates, Indexing, and the Red Sea Question

    As 2026 gets underway, early signals are already diverging. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen are joined by Matthew Chicalace of Hellmann Worldwide Logistics to break down the growing gap between quoted and paid rates, early NYFI movements post–Chinese New Year, and what those signals really say about the market. The conversation also dives into rising interest in index-linked contracts, how forwarders and carriers are approaching contract season, and why volatility remains structural. Finally, Lars unpacks the latest developments around the Red Sea reopening, geopolitical risks tied to Iran and Greenland, and how quickly trade lanes could shift again in 2026. A timely discussion on how shippers are navigating uncertainty—and why flexibility and alignment matter more than ever.

    27분
  7. 2026 Outlook: Early Rate Signals, Strong Demand, and Rising Geopolitical Risk

    1월 12일

    2026 Outlook: Early Rate Signals, Strong Demand, and Rising Geopolitical Risk

    As 2026 gets underway, early market signals are already diverging. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down where freight rates are heading post-Chinese New Year, what the latest Container Trade Statistics reveal about global demand, and why North America continues to lag the rest of the world. They also explore escalating geopolitical risks — from Iran and the Strait of Hormuz to Greenland and terminal ownership — and what these flashpoints could mean for global shipping lanes, capacity, and pricing. Finally, the conversation returns to a familiar conclusion: volatility isn’t going away, and understanding the gap between quoted and paid rates is becoming more critical than ever. A timely look at what’s shaping early 2026 — and why shippers should stay alert.

    19분
  8. Year-End 2025: What Changed, What Didn’t, and What’s Coming in 2026

    1월 5일

    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!

    31분
모두 보기(109개)

4.5
최고 5점
17개의 평가

소개

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!

정보

  • 제작진
    NYSHEX
  • 방송 연도
    2021년 - 2026년
  • 에피소드
    109
  • 등급
    전체 연령 사용가
  • 저작권
    © 2026 Supply Chain Secrets
  • 웹사이트 보기
    Supply Chain Secrets

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