Supply Chain Secrets

• Jittery Rates, Softening Demand & New Risks Ahead for 2026

  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 el-Mandeb — but not the kind you thinkWhat a return to the Red Sea would do to TEU miles and capacityA fast, focused update for shippers, NVOs, and anyone watching the 2026 outlook.

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  18:15

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  18:15
• Freight Rates, Futures, and Investor Risk with Sagil Capital Partner, Mark Hendricks

  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 tools matter as 2026 looks increasingly unpredictable.In this episode:Rate swings across Pacific and East Coast tradesHow investors model volatility in shipping equitiesWhy futures and hedging could lower financing riskUpdates on reliability, general average, and Red Sea trafficA fast, digestible look at the forces shaping container shipping and financial markets heading into 2026.

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  27:39

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  27:39
• Tariff Turmoil, Vessel Fires, and the Small Wire That Took Down a Bridge

  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 Los Angeles vessel fire — and why such incidents happen more often than you thinkThe astonishing root cause behind the Baltimore bridge collapse: a mislabeled signal wireIt’s a rapid-fire rundown of the latest forces shaping global trade — from collapsing rates to structural risks — with analysis only Supply Chain Secrets can deliver.

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  19:36

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  19:36
• A Jittery Market, A Clear Signal: Lower Rates Ahead?

  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 America’s sharp rate collapse and what it signalsThe Red Sea reopening wildcard and the contract risks shippers are missingThe tariff updates that matter — and the ones that don’tWhy Hapag-Lloyd gained volume without giving up rateWhat carrier Q3 results reveal about next year’s landscapeFor shippers and NVOs planning 2026, this episode delivers the clearest read yet on where the market is headed.

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  27:22

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  27:22
• Volatility Is Back — And So Are the Pirates

  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 demandAnd yes — the return of Somali piracy.Because in container shipping, stability isn’t the new normal — adaptability is.

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