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
Before the Bottom: Early Rate Declines, Market Spreads, and Red Sea Signals
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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, how this downturn compares to historical seasonality, and what that means for carriers and shippers alike.
Lars also introduces a deeper way to look at the market: not just the headline rate, but the spread around it. Using real NYFI data, he explains how wide or narrow spreads reveal market uncertainty, negotiating power, and whether shippers are truly “in market.”
The conversation then shifts to the latest on tariffs, global demand bifurcation, carrier earnings, and early steps toward a Red Sea reopening, including Gemini network moves and what a gradual return could look like in practice.
A data-driven look at where the market is weakening, where risk remains, and how alignment—not headlines—matters most heading deeper into 2026.