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
Rate Spreads, Hormuz Chaos, and a 66-Year Consumer Confidence Low
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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 paying and what that uncertainty means.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why expanding rate spreads across Asia-Europe, Transpacific, and Atlantic trades signal growing market uncertainty
- The Strait of Hormuz situation: the failed opening, vessel U-turns, Iranian attacks on ships, and what comes next
- Bunker fuel prices in context: why current levels, while high, are not the crisis they appear to be
- U.S. consumer sentiment hitting a 66-year record low and what that means for container volumes