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
127 episodes
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...
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% ...
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...
