Supply Chain Secrets
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!
Supply Chain Secrets
Latest Episodes
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 ...
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 epis...
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...
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 thr...
Supply, Demand, and Three Crises: What's Actually Moving Rates Right Now
Spot rates on Asia-Europe and Transpacific are climbing fast. The easy explanation is Hormuz. The right explanation is supply and demand, and the data Lars Jensen pulled this week makes the case clearly.In this episode, Lars Jensen and C...
