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
Record Arbitrage, No Clear Direction, and NYFI Options Go Live
Asia to North Europe rates are still falling, Transpacific rates keep climbing, and the gap between the two lanes is at a record high. With the data and the market narrative pointing in different directions, the new NYFI options contracts on As...
Congestion Eats 8.5% of Supply as Tender Season Looms
Port congestion is now absorbing 8.5% of the global container fleet, roughly four times the pre-pandemic norm, and it may not clear before the Chinese New Year peak. On NYFI, Asia to US East Coast rates sit at an all-time high, with rates to bo...
Pacific Rates Near 2024 Levels and What's Driving Them
Pacific rates on both U.S. coasts are near 2024 levels, and the data Lars Jensen reviews points to carrier capacity management as the driver.In this episode, Lars Jensen and Rich Heath cover:How Pacific vessel utilization has sh...
New Co-Host, Same Data: Rich Heath Joins the Pod as Pacific Rates Spike
Rich Heath, NYSHEX's VP of Financial Products, joins Lars Jensen as the new co-host this week, stepping in as Caroline Weaver moves on to her next chapter. And there's plenty to dig into on his first episode.In this episode, Lars Jensen ...
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 Caro...
