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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

36:11

April 7 Launch: Container Freight Futures Go Live on ICE

Supply Chain Secrets ·

2026/04/06

Tomorrow, April 7, container freight futures tied to the NYSHEX Freight Index (NYFI) go live on Intercontinental Exchange (ICE). In this week’s episode of Supply Chain Secrets, the conversation focuses on what that means for the industry and how these new tools fit into freight strategy. Rich Heath, who leads financial products at NYSHEX, joins to break down how freight futures work, how they connect to index-linked contracts, and how companies can begin thinking about managing freight risk i...

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25:46

Hormuz Impact: Rates Rise, But Not How You’d Expect

Supply Chain Secrets ·

2026/03/30

Freight markets are reacting to the crisis in the Strait of Hormuz but not in the way many expected. In this week’s episode of Supply Chain Secrets, Caroline and Lars break down what is actually happening beneath the surface of the rate data. While spot rates are only moving modestly week over week, the cumulative impact is building, and key signals in the market are starting to shift. This episode covers: • Why rate increases so far have been gradual, not explosive • The sharp di...

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20:55

Freight Price Predictions for 2026: What the Market...

Supply Chain Secrets ·

2026/03/23

What will freight rates look like for the rest of 2026? In this week’s episode of Supply Chain Secrets, the discussion moves beyond current spot rates to what the market is already pricing into the future. From forward curves on key trades to the unfolding situation in the Strait of Hormuz, the episode explores how fuel costs, demand uncertainty, and capacity dynamics are shaping freight price expectations. The key question: are current forecasts too conservative, or already balancing competi...

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27:07

Hormuz Shock: What the Latest Crisis Means for...

Supply Chain Secrets ·

2026/03/16

The Strait of Hormuz crisis has abruptly changed the tone of the ocean freight market. In this week’s Supply Chain Secrets episode, Caroline Weaver and Lars Jensen are joined by Peter Stallion of Clarksons to unpack what is happening right now and what it means for shippers, carriers, and NVOCCs navigating another wave of volatility. Peter brings the perspective of one of the world’s largest shipping brokers and futures market participants, explaining how financial tools are beginning to comp...

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32:36

Persian Gulf Shock, Tariff Refunds, and the Next Wave...

Supply Chain Secrets ·

2026/03/09

Back from TPM, the team dives into the biggest forces reshaping ocean shipping right now. This week’s episode covers: Demand data and a widening imbalance on Asia to Europe, plus what that means for headhaul pricingHow parcel and DTC trade lanes are shifting as brands rethink sourcing and resilienceThe latest on IEEPA being ruled unlawful, what “refunds” might actually mean, and why the importer of record mattersSection 122 tariffs, the 150 day clock, and what comes nextThe Strait of Hormuz d...

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29:00

TPM Live: Iran Escalation, Phantom GRIs, and a New...

Supply Chain Secrets ·

2026/03/02

Recorded live during TPM26 in Long Beach, this episode breaks down the rapidly escalating situation involving Iran and what it means for ocean shipping immediately. Lars Jensen walks through the on-the-ground implications for the Strait of Hormuz and the ripple effects that can spread congestion and rate spikes far beyond the Middle East. The team also explains why “Phantom GRIs” show up in quote-based indices, what that means for contract negotiations, and why transaction-based indices lik...

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24:42

Tariff Shock and Post-CNY Signals: What It Means for...

Supply Chain Secrets ·

2026/02/23

This week’s Supply Chain Secrets focuses squarely on tariff volatility and what it means for global trade. The Supreme Court overturns IEEPA tariffs. A new blanket tariff is introduced days later. Hundreds of commodity-level exemptions are published. Refund pathways remain unclear. The trade environment shifted dramatically within 72 hours. Lars walks through what is actually in effect, what remains in place under Sections 301 and 232, and why the current policy landscape makes forward planni...

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32:51

Market Rewire — Hapag-Lloyd’s Zim Acquisition &...

Supply Chain Secrets ·

2026/02/16

This week’s Supply Chain Secrets is jam-packed. Lars Jensen and Caroline Weaver dig into sharp post–Chinese New Year moves: loaded spot rates falling faster than expected, spreads tightening across Pacific trades, and what that means for market certainty. We unpack carrier results, network changes from Ocean Alliance’s “Day 10,” and real operational risk in the Red Sea return. The headline story: Hapag-Lloyd’s agreement to acquire most of ZIM’s fleet: what it means for Gemini, MSC, and comp...

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21:14

Before the Bottom: Early Rate Declines, Market...

Supply Chain Secrets ·

2026/02/09

Freight markets are turning earlier—and faster—than seasonal patterns would suggest. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack why Pacific spot rates are collapsing well ahead of Chinese New Year, how this downturn compares to historical seasonality, and what that means for carriers and shippers alike. Lars also introduces a deeper way to look at the market: not just the headline rate, but the spread around it. Using real NYFI data, he explains how wide o...

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17:59

When Quotes Lie: What Paid Rates, Index Choice, and...

Supply Chain Secrets ·

2026/02/02

Rates are rolling over earlier than expected, and the gap between quoted and paid freight rates is widening again. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down what’s driving the post–Chinese New Year slowdown, why quoted spot rates tend to exaggerate both peaks and troughs, and what that means for shippers heading into contract season. Lars also shares a concrete example showing how index choice alone can materially change freight costs—especially when ...

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15:24

Rates Roll Over, Indexing Gets Real, and Red Sea Risk...

Supply Chain Secrets ·

2026/01/26

Freight markets are turning earlier than usual. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down sharp declines in quoted rates, early signs that the Chinese New Year peak has already passed, and what actual paid spot rates are signaling across key trades. Lars also walks through a real-world example showing how choosing the wrong index in an index-linked contract can materially impact costs, underscoring why detail matters as indexing gains traction. The co...

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27:18

Early 2026 Signals: Rates, Indexing, and the Red Sea...

Supply Chain Secrets ·

2026/01/19

As 2026 gets underway, early signals are already diverging. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen are joined by Matthew Chicalace of Hellmann Worldwide Logistics to break down the growing gap between quoted and paid rates, early NYFI movements post–Chinese New Year, and what those signals really say about the market. The conversation also dives into rising interest in index-linked contracts, how forwarders and carriers are approaching contract season, and wh...

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18:43

2026 Outlook: Early Rate Signals, Strong Demand, and...

Supply Chain Secrets ·

2026/01/12

As 2026 gets underway, early market signals are already diverging. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down where freight rates are heading post-Chinese New Year, what the latest Container Trade Statistics reveal about global demand, and why North America continues to lag the rest of the world. They also explore escalating geopolitical risks — from Iran and the Strait of Hormuz to Greenland and terminal ownership — and what these flashpoints could me...

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31:28

Year-End 2025: What Changed, What Didn’t, and What’s...

Supply Chain Secrets ·

2026/01/05

In this 2025 year-end review, Caroline, Lars, and Don Davis reflect on a year defined by tariff whiplash, uneven demand, and persistent gaps between quoted vs. paid spot rates. They also look ahead to 2026, where the base case remains continued volatility—with the Red Sea/Suez question, shifting capacity, and geopolitics keeping markets on edge. Key themes covered: Why 2025 ended “mixed”: SCFI up while paid, loaded spot rates stayed unevenHow tariffs reshaped shipper behavior toward more just...

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26:38

Unsettled Rates, New Tariffs & Rising Maritime Risks:...

Supply Chain Secrets ·

2025/12/15

Global shipping enters another volatile week. Caroline, Lars, and guest Michael Wray of Ocean Network Express (ONE) unpack rate swings across key trades, shifting sourcing strategies, Mexico’s new China tariffs, Red Sea uncertainty, and a surge in maritime risk incidents—from border conflicts to tanker seizures. In this episode: NYFI trends across Asia–Europe and the PacificWhy 20’ > 40’ pricing persists on TA eastboundThe slowdown in Asia–Europe demandMexico’s new tariffs on ChinaRed Sea ...

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18:15

Jittery Rates, Softening Demand & New Risks Ahead for...

Supply Chain Secrets ·

2025/12/08

This week, Caroline and Lars break down another volatile shift in the market — from weakening global demand to unusual rate distortions and rising geopolitical risks. In this episode: NYFI loaded spot rates for Asia–North Europe and the PacificA rare 20′ > 40′ price inversion on TA EastboundGlobal demand dropping sharply — and why Asia–Europe is the culpritTariff investigations and the impact on food importsRenewed Thailand–Cambodia tensions and supply chain reroutingA vessel attack in Bab...

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27:39

Freight Rates, Futures, and Investor Risk with Sagil...

Supply Chain Secrets ·

2025/12/01

This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen are joined by Sagil Capital Partner Mark Hendricks to break down how freight rate volatility is affecting both shippers and investors. They cover the latest NYFI and SCFI movements, widening differences between sub-trades, the newest global reliability numbers, and updates on the ONE Henry Hudson and Red Sea routing. Mark shares how equity investors value shipping companies in unstable markets and why futures and hedging...

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19:36

Tariff Turmoil, Vessel Fires, and the Small Wire That...

Supply Chain Secrets ·

2025/11/24

Global container rates are sliding fast — and volatility is here to stay. In this week’s Supply Chain Secrets, Caroline and Lars break down what’s happening across key trades and what it means for shippers heading into 2026. In this episode: NYFI and SCFI data showing sharp rate declines across Pacific and South American tradesHow new tools and freight rate derivatives can help manage volatilityImport trends suggesting major inventory reductions across U.S. retail sectorsA deep dive into the ...

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27:22

A Jittery Market, A Clear Signal: Lower Rates Ahead?

Supply Chain Secrets ·

2025/11/17

Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing divergence across Asia and why the Trans-Pacific feels like multiple markets stitched together. Here’s what we break down this week: The $25 drop vs. $700 jump in 20-foot rates depending on originWhy the Trans-Pacific is splitting into multiple micro-marketsSouth...

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20:30

Volatility Is Back — And So Are the Pirates

Supply Chain Secrets ·

2025/11/10

Rates are dropping, pirates are reappearing, and demand is diverging across the globe. In this episode, Lars Jensen and Caroline Weaver unpack what last week’s NYSHEX London event revealed about market volatility — and why the container industry’s “old normal” isn’t coming back. They cover: Sir Richard Dearlove’s surprising optimism on the Red Sea crisisWhy NYFI data shows loaded spot rates collapsing againThe widening gap between 20’ and 40’ ratesWhat’s behind North America’s lagging demandA...

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115 results

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