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
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...
Consumer Sentiment, Container Volumes, and Why the Correlation Doesn't Exist
Rates are climbing, carriers are piling on surcharges, and peak season is arriving ahead of schedule. This week Lars Jensen runs the numbers on why the market is where it is and it has everything to do with the Red Sea and almost nothing to do ...
Peak Season Is Loading: Supply, Demand, and a New Hormuz Attack
Freight rates on both Asia-Europe and Transpacific are strengthening and this week Lars breaks down why the driver is fundamentals, not Hormuz. Meanwhile, a vessel explosion in the Gulf of Oman adds fresh tension to an already fragile situation...
Hormuz Holds, El Niño Looms: Stacking the Risks for 2027
Transpacific rates are grinding higher into peak season while the Hormuz crisis shows no sign of resolution, and a new weather risk is quietly building for the Panama Canal.In this episode, Lars Jensen and guest host Don Davis cover:...
Peak Season Incoming, Hormuz Holds, and Global Demand Takes a Hit
Pacific rates are flatlining but peak season signals are building, with freight futures pointing to a $900 per FEU jump on Asia-North Europe by July. Meanwhile, the Strait of Hormuz remains effectively closed, global container demand fell 2.4% ...
