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
From Hormuz to the Amazon: A Market Under Pressure
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Ocean freight this week is a study in divergence: Pacific rates are splitting by coast, Asia-Europe spreads are widening, and a new blockade declaration just widened the Middle East risk map. Even Lars's connection from France needed a reroute this week: his audio came through rough enough that part of the episode runs on AI voiceover instead. Turns out signal disruption isn't just a shipping lane problem.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why Northeast Asia is pushing USWC rates up 14.6% while pulling USEC rates down 1.6%, in the same week
- The Houthis' newly declared blockade on Saudi Arabia, and why it threatens the last working bypass route around the Strait of Hormuz
- Rising bunker costs, a new 25% Section 301 tariff on Brazil, and a US inventory picture that Lars calls "walking on a knife edge"
- Low water surcharges now hitting the St. Lawrence Seaway, the Rhine, and the Amazon, all at once