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
Why the Hormuz Toll Doesn't Survive the Math
•
NYSHEX
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
President Trump says he'll charge a 20% toll on cargo transiting the Strait of Hormuz. Lars Jensen ran the numbers, and they don't hold up.
In this episode, Lars Jensen and Caroline Weaver cover:
- The math behind why a 20% Hormuz toll could work out to record freight rate highs, and why no shipper would pay it.
- Who would even be billed, and why the US has no realistic way to collect if a carrier just refuses.
- Seven attacks on commercial vessels in the Strait of Hormuz this week alone, and what "open" actually means when ships are still getting hit.
- Asia-USWC rates flatten, but the shipper-to-shipper spread nearly tripled in a month.
- Maersk extends its Suez return with two more services despite the Hormuz risk.