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
Pacific Peak or Phantom Spike? And the Return to Suez Begins.
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Pacific spot rates are holding flat while futures signal the peak may already be over, and Maersk and Hapag-Lloyd just made a move that could mark the beginning of a Red Sea normalization after two and a half years of disruption.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why Asia-USWC rates are flatlining around $5,200 while the futures curve still points sharply lower, and what that means for the rest of July
- The Gemini alliance's AE15 service switching back to Suez routing and what it signals about carrier confidence in Red Sea stability
- Panama Canal draft restrictions tightening through August as El Niño risk grows, and what history says about the ceiling on disruption
- Maersk's upward earnings revision and why it says more about Maersk's earlier pessimism than the overall market
- USMCA uncertainty and what a US pullback could mean for deeply intertwined North American supply chains
- EU shipping emissions data: container vessels down 6.7% per TEU year over year, even as total emissions remain elevated versus 2023 due to Red Sea rerouting
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