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
Hormuz Holds, El Niño Looms: Stacking the Risks for 2027
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NYSHEX
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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:
- NYFI spot rate momentum on Asia-US West Coast and Asia-Europe, and what futures rates suggest for the next two months
- Iran's tightening grip on Strait of Hormuz traffic, including vessel seizures and a potential threat to subsea data cables
- CMA CGM and Hapag-Lloyd suspending Cuba bookings following new US sanctions
- A NOAA upgrade placing a 67% probability on a strong or very strong El Niño, and what that means for Panama Canal capacity heading into 2027
- Q1 2026 carrier results: Maersk gained market share; Hapag-Lloyd volume declined year-on-year