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
Reliability Stalls: Why Gemini and Premier Are Nearly 40 Points Apart
Global schedule reliability slipped again in June, and the gap between carrier alliances is now too wide to ignore.In this episode, Lars Jensen and Caroline Weaver cover:June reliability data: global on-time performance down ...
From Hormuz to the Amazon: A Market Under Pressure
Ocean freight this week is a study in divergence: Pacific rates are splitting by coast, Asia-Europe spreads are widening, and a new blockade declaration just widened the Middle East risk map. Even Lars's connection from France needed a reroute ...
Why the Hormuz Toll Doesn't Survive the Math
President Trump says he'll charge a 20% toll on cargo transiting the Strait of Hormuz. Lars Jensen ran the numbers, and they don't hold up.In this episode, Lars Jensen and Caroline Weaver cover:The math behind why a 20% Hormu...
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...
