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
The Crisis That Isn't Moving Global Rates
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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 other headlines reshaping ocean freight.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why Pacific and Asia-Europe spot rates are rising on seasonality, not the Hormuz crisis, and what the futures market is signaling for peak season
- Live updates from the Strait of Hormuz: vessel escorts, Iranian attacks, and why seafarers face higher risk inside a military convoy than outside one
- How Khor Fakkan scaled from 100 to 6,000 trucks per day to route cargo around a closed strait
- China's new blocking statutes, the EU analog that already exists, and why compliance is now a lose-lose for many companies
- The MEPC decision expanding ECA coverage to the Northeast Atlantic and the net zero framework clinging to life support ahead of November