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PODCAST

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!

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All Episodes

23:27

NYFI & Freight Market Update 6/16: War, Rates, and...

Supply Chain Secrets ·

2025/06/16

In this episode of Supply Chain Secrets, guest host Don Davis and Lars Jensen unpack the latest ripple effects across global shipping. From the unfolding Israel-Iran conflict and misinformation surrounding the Strait of Hormuz, to erratic Trans-Pacific freight rates and spot rate premiums from Northeast Asia, they break down what’s real, what’s noise, and what it means for shippers. Plus, they explore how U.S.-China tariff confusion and European port congestion could reshape peak season plann...

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20:38

NYFI & Freight Market Update 6/9: Why Spot Rates...

Supply Chain Secrets ·

2025/06/09

Spot rate indices are surging, but what are shippers actually paying? In this episode, Lars Jensen joins from Sicily (yes, right next to an erupting volcano) to unpack why the NYFI freight index is diverging from traditional benchmarks like the SCFI. Caroline and Lars explore how quote-based indices can mislead, what’s really happening on the ground, and why South America’s demand boom is quietly reshaping capacity flows. Plus, they discuss how upcoming tariff shifts, port disruptions, ...

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23:32

NYFI and Freight Update 6/2: Skyrocketing Rates &...

Supply Chain Secrets ·

2025/06/02

In this week’s episode of the Supply Chain Secrets Podcast, Lars Jensen and Caroline Weaver unpack the sharp spike in spot rates out of China, dissect new capacity injections, and clarify the latest legal developments around U.S. tariffs. From NYFI and SCFI comparisons to the ripple effects on global reliability and port congestion, this episode offers timely insight for shippers navigating a market in flux. Sign up for free NYFI freight index data at nyshex.com/indices

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23:47

Tariffs, Trade Wars & Tipping Points: Supply Chain...

Supply Chain Secrets ·

2025/05/27

This week on Supply Chain Secrets, Lars and Caroline unpack the latest twists in global trade policy—from the EU tariff threats to the 90-day ceasefire’s ripple effects across U.S. ports. Lars explains why unpredictability—not the tariffs themselves—is the real disruptor, and how that plays out in vessel deployment, port congestion, and inland supply chains. They also dive into NYFI data trends beyond China, explore the political push for domestic shipbuilding in India vs. the U.S., and...

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28:05

Stacking Surprises: NYFI Price Gaps, Container Crunch...

Supply Chain Secrets ·

2025/05/19

This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack the realities behind recent shifts in container pricing and trade policy. With U.S.–China tariffs in limbo, and equipment imbalances starting to ripple across the market, Lars estimates up to 500,000 TEU of cargo could be waiting in China—setting the stage for potential U.S. port congestion and a spot rate surge. Also on deck: -Why 20-foot containers are sometimes more expensive than 40s—and how NYFI reveals the volati...

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28:26

The Freight Train Is Coming: US-China Tariffs and the...

Supply Chain Secrets ·

2025/05/12

This week on Supply Chain Secrets, Lars Jensen and Caroline Weaver unpack the biggest trade development of the year: a surprise 90-day tariff pause between the U.S. and China. But don’t be fooled—this isn't a trade deal, it’s a ceasefire. Lars breaks down the predictable—and chaotic—domino effects already unfolding: empty shelves, congested ports, volatile freight rates, and a scramble to move peak-season cargo before the next deadline hits. Plus, they explore the latest NYSHEX Freight ...

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26:09

Volatility, Blank Sailings, and the Myth of...

Supply Chain Secrets ·

2025/05/06

Lars Jensen joins from the Dominican Republic to unpack the latest supply chain headlines—and debunk the noise. From Red Sea escalation and new trade war shocks to unraveling what “reliability” actually means in today’s shipping landscape, this episode dives deep. We discuss: • Record-low bunker fuel prices and what that means for Q3 • Wildcard tariffs (yes, even on foreign movies) • The truth behind blank sailings and “capacity cuts” • Whether shipping is really com...

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24:09

Rates, Risk & Reality: Inside the NYSHEX Freight...

Supply Chain Secrets ·

2025/05/05

The market is in flux—tariffs, blank sailings, air freight shifts, and rate volatility are reshaping global supply chains. In this episode, Caroline Weaver and Lars Jensen are joined by Rich Heath, VP of Freight Products & Services at NYSHEX, to break down the recent launch of the NYSHEX Freight Index. Learn how this new tool provides real-time rate visibility, enables index-linked contracts, and could pave the way for freight derivatives. Recorded just days after the Index Day even...

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29:31

The Tariff Telenovela

Supply Chain Secrets ·

2025/04/21

The drama continues in this week’s episode of Supply Chain Secrets! Caroline Weaver and Lars Jensen break down the latest twists in the USTR saga, including what’s changed, who’s exempt, and why everyone—from carriers to shippers—is scrambling to recalculate. Lars unpacks the surprise USTR revisions, including: Who dodges the ship fees (for now)How the 4,000 TEU threshold is rewriting network strategiesWhy carriers are blanking like it's Chinese New YearWhat front-loading frenzy and equipment...

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30:51

Trade War Reloaded?

Supply Chain Secrets ·

2025/04/14

Will anyone make a move—or are we all just watching and waiting? In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen welcome Don Davis, SVP Commercial at ZIM, for a frank discussion on how the new wave of tariffs is paralyzing the industry. In a combined 60 years our hosts have in the industry, they've never seen volatility like this. From 145% shocks out of China to strategic blank sailings, and ripple effects no one’s fully prepared for, this conversation digs into: ...

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22:48

Will We See a Transpacific Crash This Year?

Supply Chain Secrets ·

2025/04/07

This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the turbulent state of global trade. From weakening spot rates to dramatic drops in U.S. exports, Lars explains what’s behind the numbers—and what they mean for shippers. We dive into the ripple effects of escalating tariffs, the cautious (and at times chaotic) responses from governments and shippers alike, and why many are choosing to “wait and see” instead of making bold moves. Plus, Lars offers clarity on TEU mil...

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26:58

Lars Jensen Predicts an Early - April - Peak Season

Supply Chain Secrets ·

2025/03/31

Is peak season coming early—again? Global shipping expert Lars Jensen and Caroline Weaver unpack market weakness, carrier capacity decisions, and the ripple effects of upcoming tariffs. From reliability improvements to geopolitical curveballs, get ahead of what’s shaping Q2 and why an April surge may already be underway. Want to be a part of the show? Register to attend a live episode at nyshex.com/podcast

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23:00

From Rates to the Red Sea: Unpacking Q2 Market Shifts

Supply Chain Secrets ·

2025/03/26

What’s Really Driving Rates? Global Market Signals, Front-Loading Trends & Red Sea Fallout. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen dive into what’s happening behind the headlines—from softening spot rates and post–Chinese New Year seasonality to the real impact of front-loading and the latest on Red Sea routing. Lars breaks down why demand data might be misleading, how inventory levels are shaping up, and what the declining cost of marine fuel could mean...

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26:57

Port Congestion - Where the Real Bottlenecks Lie -...

Supply Chain Secrets ·

2025/03/17

Port congestion—it’s a phrase thrown around in logistics, but what does it actually mean? In this episode of Supply Chain Secrets, hosts Caroline Weaver and Lars Jensen break down the layers of port congestion, from bottlenecks at the quay to inefficiencies in inland infrastructure. They discuss how factors like crane productivity, labor dynamics, chassis availability, and even customs staffing shortages all play a role. Plus, they unpack the latest industry shakeups, including the Hutchison ...

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27:05

2025-26 Geopolitical Outlook

Supply Chain Secrets ·

2025/03/10

In this hot-off-the-press episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the biggest takeaways from TPM 2025—including the USTR 301 proposal that could impose a $1M+ fee per vessel per US port call for Chinese-built ships, a move that could reshape shipping as we know it. This jam-packed episode also covers: *Recently announced carrier infrastructure investments *The evolving geopolitical landscape—From Red Sea disruptions to shifts in global trade policy *What sh...

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17:57

TPM25 Day 1 Recap: A Whole New Level of...

Supply Chain Secrets ·

2025/03/04

Missed TPM25? Our latest Supply Chain Secrets episode was taped live on Day 1—straight from the crowd, no studio polish! Lars, Caroline, and Don Davis dive into 2025-26’s unpredictability and sharp fixes for shippers and NVOs. Loved the index-linked contract take? Join us April 30th at the NYSE for the NYSHEX Indices beta launch—details at nyshex.com/indexday

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20:39

What to Expect at TPM25

Supply Chain Secrets ·

2025/02/25

In this special episode of Supply Chain Secrets, Caroline Weaver and logistics legend Lars Jensen break down what to expect at TPM25, the premier conference for global container shipping. Whether you're attending in person or following from afar, this episode gives you an insider’s view of the key topics driving the industry this year. Lars shares insights on contract negotiations, market uncertainty, and the critical role of relationships in navigating disruptions. Will rates collapse if the...

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26:56

Will Trump Make Shipping Great Again (Part 2)

Supply Chain Secrets ·

2025/02/19

In this second episode on the topic of how supply chain may be impacted by the change in US presidential administrations, Lars and Caroline tackle tariffs, headhaul and backhaul trade dynamics, and the latest news regarding the Ukraine and Red Sea crises. Want to be a part of the live audience? Register to attend live at https://nyshex.com/podcast

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31:01

Will Trump Make Shipping Great Again?

Supply Chain Secrets ·

2025/02/10

In this episode of Supply Chain Secrets, hosts Caroline Weaver and Lars Jensen break down shifting tariff policies, hot topics such as Ships for America, and what it all means for global trade. With real-time updates and expert insights, they discuss how businesses can navigate uncertainty, potential market impacts, and the future of U.S. shipping policies. Tune in for a timely and insightful discussion on the forces shaping ocean freight today! Tune in for a timely and insightful discussion...

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19:04

Will the Red Sea Crisis Cause a Market Crash?

Supply Chain Secrets ·

2025/02/04

The shipping industry never slows down, and neither do the disruptions shaping global trade. In this episode, we welcome Lars Jensen as a permanent co-host and dive straight into the hottest topic in ocean shipping: the Red Sea crisis and its ripple effects on global freight markets. Lars and Caroline break down what a potential ceasefire means for vessel capacity, freight rates, and market stability—plus the unintended consequences shippers should prepare for. Will reopening the Red Sea caus...

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115 results

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