Supply Chain Secrets
by NYSHEX
Latest episode
Red Sea Reopens, Hormuz Stalls, Black Sea Heats Up
Red Sea Reopens, Hormuz Stalls, Black Sea Heats Up
About this podcast
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!
Episodes
The newest 20 of 146 episodes
- Red Sea Reopens, Hormuz Stalls, Black Sea Heats Up · 25 minAsia-Europe spot rates have flattened at the bottom, yet new loading data shows demand growing far faster than rates suggest. In this episode, Lars Jensen and Rich Heath cover…
- Asia-Europe Rates Bottom Out as Threats to Shipping Spread · 26 minAsia-Europe rates appear to have found their seasonal floor while security threats to shipping spread across three regions. In this episode, Lars Jensen and Rich Heath cover…
- Asia-Med Rates Turn Up as Suez Hits 60% · 25 minNYFI adds two new indices this week, Asia-Mediterranean and Asia-US Gulf, as Asia-Med rates post their first increase in some time. In this episode, Lars Jensen and Rich Heath…
- Spreads Narrow, Northeast Asia Swings, Hormuz Heats Up · 30 minTranspacific spreads are tightening as the summer rally flattens, while risk in the Strait of Hormuz climbs. In this episode, Lars Jensen and Rich Heath cover: Why the narrowing…
- Transpacific Peaks, Demand Splits, Middle East Risks Mount · 31 minTranspacific rates appear to have peaked, Asia to North Europe keeps sliding toward a floor, and the risk picture across the Middle East is getting harder to plan around. In this…
- Record Arbitrage, No Clear Direction, and NYFI Options Go Live · 44 minAsia to North Europe rates are still falling, Transpacific rates keep climbing, and the gap between the two lanes is at a record high. With the data and the market narrative…
- Congestion Eats 8.5% of Supply as Tender Season Looms · 25 minPort congestion is now absorbing 8.5% of the global container fleet, roughly four times the pre-pandemic norm, and it may not clear before the Chinese New Year peak. On NYFI…
- Pacific Rates Near 2024 Levels and What's Driving Them · 26 minPacific rates on both U.S. coasts are near 2024 levels, and the data Lars Jensen reviews points to carrier capacity management as the driver. In this episode, Lars Jensen and…
- New Co-Host, Same Data: Rich Heath Joins the Pod as Pacific Rates Spike · 27 minRich Heath, NYSHEX's VP of Financial Products, joins Lars Jensen as the new co-host this week, stepping in as Caroline Weaver moves on to her next chapter. And there's plenty to…
- Caroline's Final Episode Cracks the Pacific Rate Mystery · 19 minThis week's Supply Chain Secrets doubles as Caroline Weaver's send off as co-host, and she goes out with the market question everyone's been asking: why have Pacific spot rates…
- Reliability Just Hit Its Worst Mark Since Before the New Alliances · 22 minOcean carrier reliability just hit its lowest point since before the current alliance structure took effect, with typhoon-driven port congestion in Asia dragging Shanghai down to…
- Panama Canal Tightens Transits Ahead of Chinese New Year Rush · 28 minNew restrictions from the Panama Canal Authority are cutting daily transits starting in September, well ahead of the Chinese New Year peak season shippers depend on that route to…
- Overcapacity Looks Unavoidable in 2027-2028: Here's the Math. · 25 minPacific spot rates are flatlining on average, but the spread between the highest and lowest payers just hit its widest point in months, a sign the market has no real conviction…
- Rates Flatline as Red Sea Starts Reopening · 29 minNYFI held flat for a fourth straight week, and the June CTS data explains why the Transpacific demand story isn't what the headlines suggest. In this episode, Lars Jensen and…
- Same Trade Lane, Different Numbers: Decoding Freight Indices · 23 minOcean freight rates are past peak season on the Transpacific and Asia-North Europe, but a widening gap between the NYFI and SCFI on Asia-US West Coast is raising questions about…
- Reliability Stalls: Why Gemini and Premier Are Nearly 40 Points Apart · 22 minGlobal schedule reliability slipped again in June, and the gap between carrier alliances is now too wide to ignore. In this episode, Lars Jensen and Caroline Weaver cover: June…
- From Hormuz to the Amazon: A Market Under Pressure · 16 minOcean 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…
- Why the Hormuz Toll Doesn't Survive the Math · 22 minPresident 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…
- Pacific Peak or Phantom Spike? And the Return to Suez Begins. · 27 minPacific spot rates are holding flat while futures signal the peak may already be over, and Maersk and Hapag-Lloyd just made a move that could mark the beginning of a Red Sea…
- West Coast Rates Entangle East Coast: What That Signal Means · 21 minTranspacific spot rates are skyrocketing while Asia-North Europe tells a completely different story, and the Strait of Hormuz remains closed to most container traffic after a…
