x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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!

technology

All Episodes

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...

en-us

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...

en-us

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...

en-us

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 ...

en-us

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...

en-us

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...

en-us

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...

en-us

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...

en-us

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 ...

en-us

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...

en-us

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...

en-us

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 ...

en-us

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...

en-us

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...

en-us

18:53

Unsettled Seas: China Tariffs, Rate Shifts, and the...

Supply Chain Secrets ·

2025/11/03

Container shipping just won’t sit still. This week, Caroline Weaver and Lars Jensen unpack the latest volatility across global trades — from Pacific spot rates showing strange regional “vibrations,” to a 20–30% capacity surge on the transatlantic that’s pushing rates to decade lows. They also break down the temporary pause in the U.S.–China trade war — what it really means for importers heading into 2026 — and why a new uptick in Somali piracy adds one more layer of complexity to an already u...

en-us

19:31

Inflation’s Hidden Freight Discount: Why Rates Are...

Supply Chain Secrets ·

2025/10/28

Freight rates might look like they’re holding steady — but when you adjust for inflation, the real story tells a very different tale. In this week’s Supply Chain Secrets, Caroline Weaver and Lars Jensen break down why inflation-adjusted freight rates on major trade lanes have quietly slipped below pre-pandemic levels, even as indices like the SCFI show nominal increases. They also discuss how politically charged tariffs are blurring the line between trade policy and politics, and why a single...

en-us

28:05

No Stop Button, No Filter: What's Going on in Global...

Supply Chain Secrets ·

2025/10/21

What happens when AWS failures disable your Stop Recording button? You let Lars Jensen keep talking — and you get one of the most in-depth updates yet. In this week’s Supply Chain Secrets, Caroline Weaver and Lars unpack: Why IMO’s “Net Zero” framework just became a zombie proposal,How that decision could stall billions in green-fuel investment,Why spot-rate spikes may be more sentiment than substance, andThe latest on the Red Sea ceasefire and tariff tension between the U.S. and China....

en-us

26:19

Firehose Week: Tariffs, “China’s USTR,” MEPC Carbon...

Supply Chain Secrets ·

2025/10/14

Tariff whiplash, “China’s USTR,” and a carbon levy vote—yet spot rates look oddly calm. Caroline Weaver and Lars Jensen cut through the chaos: Trump’s 100% tariff warning vs. the Nov 10 tariff snap-back, China’s mirror policy (including the 25% ownership twist), and last-minute U.S. duties on ship-to-shore cranes (with 150% proposed on terminal gear). We also unpack why Trans-Pac spot rates paid are at ~12-month lows despite $3k GRI filings, and what CTS load-date demand says about wher...

en-us

22:07

Trade Shifts, Rate Slides, and Real Market Signals:...

Supply Chain Secrets ·

2025/10/06

In this week’s Supply Chain Secrets podcast, hosts Caroline Weaver and Lars Jensen unpack the latest developments shaping container shipping and global trade. Lars calls in from Curaçao with an update on freight rates across the Pacific and how carriers’ blank sailings are reshaping capacity as Golden Week slows volumes. He dives into the USTR’s new restrictions on Chinese-owned vessels — and how China’s maritime legislation hints at potential retaliation against U.S. shipping interests. The ...

en-us

23:00

From Phantom Peaks to Tariff Uncertainty: Why Rates...

Supply Chain Secrets ·

2025/09/29

The latest Supply Chain Secrets dives into the widening gap between quoted rates and what’s actually paid. Lars Jensen explains how the NYFI reveals a “phantom peak” that never materialized on the Trans-Pacific, the sharp declines on Asia–South America, and why Golden Week isn’t offering carriers relief. We also break down Trump’s tariff announcements, what the upcoming USTR fees mean for carriers (and how Seaspan and Hede Shipping are reacting), and look ahead at the vessel order book and wh...

en-us

109 results

Similar Podcasts

Lead With AI

Tamara Nall

Linux in the Ham Shack

Black Sparrow Media

Data Engineering Podcast

Tobias Macey

Eye On A.I.

Craig S. Smith

Reflections

Livewire Labs