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
Firehose Week: Tariffs, “China’s USTR,” MEPC Carbon Tax—and Why Rates Are Still Calm
Tariff whiplash, “China’s USTR,” and a carbon levy vote—yet spot rates look oddly calm. Caroline Weaver and Lars Jensen cut through the chaos: Trump’s 100% tariff warning vs. the Nov 10 tariff snap-back, China’s mirror policy (including the 25% ownership twist), and last-minute U.S. duties on ship-to-shore cranes (with 150% proposed on terminal gear).
We also unpack why Trans-Pac spot rates paid are at ~12-month lows despite $3k GRI filings, and what CTS load-date demand says about where volumes are really headed.
What you’ll learn:
- How (and whether) to front-load, and what carriers’ GRI filings signal vs. what’s likely to stick
- The operational ripple effects of China’s mirror rules—beyond US–China lanes
- MEPC carbon levy timing (2027 processes, 2028 payments), plus U.S. retaliation talk and practical impact
- Playbook: procurement timing for port equipment, contract/GRI strategy, and communicating risk to your CFO
Actionable guidance in under 30 minutes—so you can protect margins before the next headline hits.