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!
Episodes
120 episodes
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% ...
The Crisis That Isn't Moving Global Rates
The Strait of Hormuz has been closed for two months, yet TransPacific and Asia-Europe freight rates are barely moving compared to the disruptions of 2024-2025. This week, Lars and Caroline put the Hormuz crisis in proper context and cover the o...
Hormuz Escalates, Plastics at Risk, and Reliability Still Broken
Iran has seized two MSC vessels in the Strait of Hormuz, bookings into the Persian Gulf have collapsed 66% year over year, and Somali pirates are back. The maritime risk picture is deteriorating fast.In this episode, Lars Jensen and Caro...
Rate Spreads, Hormuz Chaos, and a 66-Year Consumer Confidence Low
Ocean freight markets are sending mixed signals this week: Asia-Europe spot rates are falling, Pacific rates are ticking up, and Atlantic rates jumped sharply, but the bigger story is the widening spread between what different shippers are payi...
Hormuz, Oil Prices, and Why Rates Aren’t Spiking (Yet)
Freight markets are reacting to the Strait of Hormuz crisis, but not in the way many expected.In this week’s episode of Supply Chain Secrets, we break down why rate increases have been relatively modest so far, despite major geopolitical...
April 7 Launch: Container Freight Futures Go Live on ICE
Tomorrow, April 7, container freight futures tied to the NYSHEX Freight Index (NYFI) go live on Intercontinental Exchange (ICE).In this week’s episode of Supply Chain Secrets, the conversation focuses on what that means for the industry ...
Hormuz Impact: Rates Rise, But Not How You’d Expect
Freight markets are reacting to the crisis in the Strait of Hormuz but not in the way many expected.In this week’s episode of Supply Chain Secrets, Caroline and Lars break down what is actually happening beneath the surface of the rate d...
Freight Price Predictions for 2026: What the Market Is Pricing In
What will freight rates look like for the rest of 2026?In this week’s episode of Supply Chain Secrets, the discussion moves beyond current spot rates to what the market is already pricing into the future.From forward curves on key...
Hormuz Shock: What the Latest Crisis Means for Freight Rates and Risk
The Strait of Hormuz crisis has abruptly changed the tone of the ocean freight market.In this week’s Supply Chain Secrets episode, Caroline Weaver and Lars Jensen are joined by Peter Stallion of Clarksons to unpack what is happening righ...
Persian Gulf Shock, Tariff Refunds, and the Next Wave of Surcharges
Back from TPM, the team dives into the biggest forces reshaping ocean shipping right now.This week’s episode covers:Demand data and a widening imbalance on Asia to Europe, plus what that means for headhaul pricingHow...
TPM Live: Iran Escalation, Phantom GRIs, and a New Playbook for Volatility
Recorded live during TPM26 in Long Beach, this episode breaks down the rapidly escalating situation involving Iran and what it means for ocean shipping immediately. Lars Jensen walks through the on-the-ground implications for the Strait of Horm...
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 ar...
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...
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, ...
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–Chines...
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...
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 ...
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 Tra...
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...
Unsettled Rates, New Tariffs & Rising Maritime Risks: Market Signals for 2026
Global shipping enters another volatile week. Caroline, Lars, and guest Michael Wray of Ocean Network Express (ONE) unpack rate swings across key trades, shifting sourcing strategies, Mexico’s new China tariffs, Red Sea uncertainty, and a surge...
Jittery Rates, Softening Demand & New Risks Ahead for 2026
This week, Caroline and Lars break down another volatile shift in the market — from weakening global demand to unusual rate distortions and rising geopolitical risks.In this episode:NYFI loaded spot rates for Asia–Nort...
Freight Rates, Futures, and Investor Risk with Sagil Capital Partner, Mark Hendricks
This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen are joined by Sagil Capital Partner Mark Hendricks to break down how freight rate volatility is affecting both shippers and investors. They cover the latest...
Tariff Turmoil, Vessel Fires, and the Small Wire That Took Down a Bridge
Global container rates are sliding fast — and volatility is here to stay. In this week’s Supply Chain Secrets, Caroline and Lars break down what’s happening across key trades and what it means for shippers heading into 2026.I...
A Jittery Market, A Clear Signal: Lower Rates Ahead?
Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing divergence...
