Supply Chain Secrets: Recent Episodes
NYSHEX
The Supply Chain Secrets podcast will explore how shippers and carriers can develop strategic relationships to help achieve meaningful business outcomes. We’ll be discussing a wide range of topics including contracting strategies, negotiations, allocation strategies, and much more.
NYFI 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 Caroline Weaver cover:
- Why NYFI and SCFI track different things by design (SCFI is a forward-looking quote, NYFI reflects cargo already loaded), and how to spot a phantom GRI before you pay for one
- June CTS data showing Transpacific demand and capacity both flat year over year, while Asia-Europe, Asia-South America, and Asia-Africa post double-digit growth
- Red Sea normalization signals: OOCL's new Bab el-Mandeb service and Maersk/Hapag-Lloyd shifting the AE15 and AE19 Gemini services back to Suez
- Panama Canal draft cuts ahead of El Niño, plus low water on the Rhine and Amazon squeezing inland moves
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Ocean 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 which number actually reflects the market.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why NYFI and SCFI measure fundamentally different things, and how to spot a "phantom GRI" before it costs you
- What index-linked contracts actually protect you from, and how to pick the right index for your business
- The current East Coast/West Coast rate divergence and what's driving it
- Escalating Middle East shipping risk, including the attack on tankers in Damietta, and why carrier profits aren't proof of market manipulation
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Global 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 reliability data: global on-time performance down to 63% from 65% in May, holding well below pre-pandemic norms for months running
- The alliance breakdown: Gemini at 93.4%, its best showing since launch, versus MSC around 80%, Ocean Alliance around 70%, and Premier Alliance down near 55%
- How Sea-Intelligence actually measures reliability, including the three to four week lock-in window and why plus/minus one calendar day is the right yardstick, not the wrong one
- NYFI this week: Asia-USWC down 1% to $5,818, Asia-USEC up 7% to $7,793, driven by a capacity split between the two coasts, and Asia-NEUR down 3% at $4,797.
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Ocean 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 East risk map. Even Lars's connection from France needed a reroute this week: his audio came through rough enough that part of the episode runs on AI voiceover instead. Turns out signal disruption isn't just a shipping lane problem.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why Northeast Asia is pushing USWC rates up 14.6% while pulling USEC rates down 1.6%, in the same week
- The Houthis' newly declared blockade on Saudi Arabia, and why it threatens the last working bypass route around the Strait of Hormuz
- Rising bunker costs, a new 25% Section 301 tariff on Brazil, and a US inventory picture that Lars calls "walking on a knife edge"
- Low water surcharges now hitting the St. Lawrence Seaway, the Rhine, and the Amazon, all at once
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President 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 Caroline Weaver cover:
- The math behind why a 20% Hormuz toll could work out to record freight rate highs, and why no shipper would pay it.
- Who would even be billed, and why the US has no realistic way to collect if a carrier just refuses.
- Seven attacks on commercial vessels in the Strait of Hormuz this week alone, and what "open" actually means when ships are still getting hit.
- Asia-USWC rates flatten, but the shipper-to-shipper spread nearly tripled in a month.
- Maersk extends its Suez return with two more services despite the Hormuz risk.
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Pacific 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 normalization after two and a half years of disruption.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why Asia-USWC rates are flatlining around $5,200 while the futures curve still points sharply lower, and what that means for the rest of July
- The Gemini alliance's AE15 service switching back to Suez routing and what it signals about carrier confidence in Red Sea stability
- Panama Canal draft restrictions tightening through August as El Niño risk grows, and what history says about the ceiling on disruption
- Maersk's upward earnings revision and why it says more about Maersk's earlier pessimism than the overall market
- USMCA uncertainty and what a US pullback could mean for deeply intertwined North American supply chains
- EU shipping emissions data: container vessels down 6.7% per TEU year over year, even as total emissions remain elevated versus 2023 due to Red Sea rerouting
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Transpacific 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 week of missile exchanges between Iran and the US.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why Asia-US West Coast spot rates are approaching East Coast levels and what that historically signals about market instability
- What the $1,600 gap between current Pacific spot rates and July futures is telling the market
- The latest in the Hormuz crisis, including the attack on the Ever Lovely and what the "evacuation" language from IMO actually means for container shipping
- Port connectivity winners and losers: how Khor Fakkan, Fujairah, and Sharjah are absorbing volume while Gulf ports go dark
- Tariff uncertainty heading into July 24, when Section 122 tariffs expire with no clear successor
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Asia-North Europe rates are up another $400 week over week, the futures curve points higher still, and the Strait of Hormuz is open, closed, and open again depending on which hour you check. Lars Jensen and Caroline Weaver cut through the noise on all of it.
In this episode, Lars Jensen and Caroline Weaver cover:
- NYFI update: Asia-North Europe spot rates at $3,563 and climbing, with July futures pointing $740 higher than current levels and August expectations also revised up. Asia-USWC at $4,264, up 6.3% week over week, with futures suggesting the Pacific apex may already be here
- Why the spread on Asia-USEC has widened to $2,000 between the 10th and 90th percentile -- and what that means for how you interpret the index relative to your own rates
- The Hormuz situation: an MoU, a declaration it was open, a declaration it was closed, vessels doing U-turns, and talks ongoing in Switzerland all within 72 hours
- Why CMA-CGM permanently shifting its FAL 3 service back to Suez on the backhaul is about capitalizing on peak season capacity, not just route normalization
- A fifth piracy attempt in two weeks in the Gulf of Aden, why ultra-large container ships have a natural defense, and why smaller vessels are at greater risk
Click here to access detailed NYFI PRO charts discussed in this episode
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Rates on Asia-North Europe and Asia-US West Coast are surging, a US-Iran memorandum of understanding has been signed, and El Niño is now official with an 88% chance of being historically severe. This week Lars Jensen and Caroline Weaver cut through the noise on all three.
In this episode, Lars Jensen and Caroline Weaver cover:
- NYFI update: Asia-North Europe spot rates up $1,000 in a month with futures pointing higher still, and Asia-USWC breaking above $4,000 per 40-foot with a volatility spike driving record hedging activity using the NYFI index
- Why the rate rally is being driven by supply and demand fundamentals, not Hormuz fuel surcharges, and what CMA-CGM's $4,000 peak season surcharge announcement signals about carrier confidence
- The US-Iran memorandum of understanding: what it says, what it does not say, and why AIS data showed no change in vessel movement through the strait in the first 48 hours
- Piracy resurgence in the Gulf of Aden and three attacks in two days including one on a Maersk feeder vessel
- El Niño confirmed and now forecast as potentially the strongest on record: what Panama Canal shippers need to plan for now
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Spot rates on Asia-Europe and Transpacific are climbing fast. The easy explanation is Hormuz. The right explanation is supply and demand, and the data Lars Jensen pulled this week makes the case clearly.
In this episode, Lars Jensen and Caroline Weaver cover:
- NYFI update: Asia-North Europe spot rates have now exceeded the Chinese New Year peak and are closing in on summer 2025 levels, with futures pointing higher. Asia-USWC and USEC continue their sustained upward trend
- Why the rate surge is driven by demand outpacing capacity, not fuel surcharges: Asia-Europe demand up 12%, Transpacific up 11% in April, with capacity failing to keep pace on both trades
- Why the 22% capacity injection planned for Asia-Med in July is a Hormuz spillover effect, not a true demand signal, and what it means for peak season
- Hormuz update: Iran-Israel escalation, EU sanctions on the Iranian Revolutionary Guard, Houthi re-entry into the conflict, and what closing Bab el-Mandeb would mean for Persian Gulf bypass routes
- Panama Canal draft restrictions effective July 3rd, what El Niño means for Lake Gatun water levels, and why Lars sees the early action as a positive sign
- Why Panamanian flag vessel registrations are dropping 1% per month and what the US-China geopolitical battle has to do with it
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Asia-North Europe
Asia-USWC/USEC
Rates are climbing, carriers are piling on surcharges, and peak season is arriving ahead of schedule. This week Lars Jensen runs the numbers on why the market is where it is and it has everything to do with the Red Sea and almost nothing to do with how consumers are feeling.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why Pacific and Asia-Europe spot rates continue their upward momentum and what the futures curve is signaling for peak season, including a sharp expected pullback as early as September
- The statistical relationship between US consumer sentiment and container volumes: Lars ran the analysis and the correlation coefficient is 0.3. There effectively isn't one.
- Hormuz update: no deal, drone strikes on Kuwait, a suspected mine in Omani waters, and an MSC 18,000 TEU vessel that went dark for five days and reappeared off West Africa
- How CMA-CGM continues to quietly expand its Suez routing while every other carrier goes around Africa
- China PMI at exactly 50, and why the raw materials sub-index shooting above 60 post-Hormuz is the inflation signal worth watching
- Global trade imbalances since 2019: full containers up 17%, fleet up 43%, TEU miles up 41% and empty container movements up 102%
Freight rates on both Asia-Europe and Transpacific are strengthening and this week Lars breaks down why the driver is fundamentals, not Hormuz. Meanwhile, a vessel explosion in the Gulf of Oman adds fresh tension to an already fragile situation.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why capacity injection on Asia-North Europe and Transpacific is running well below demand growth, and what that means for peak season rates
- A breaking report of a vessel explosion in the Gulf of Oman and what it signals about the state of the Hormuz conflict
- The five and a half billion dollar added fuel cost burden on the container shipping industry over the past three months and how it compares to total industry EBIT
- Gemini Alliance reliability bouncing back to 85% and a standout 98.5% on Asia-US West Coast
- The UK ETS taking effect July 1st and the loophole it closes for carriers routing through UK ports
- US consumer sentiment hitting its lowest reading since 1952, and whether that translates to freight demand
Transpacific rates are grinding higher into peak season while the Hormuz crisis shows no sign of resolution, and a new weather risk is quietly building for the Panama Canal.
In this episode, Lars Jensen and guest host Don Davis cover:
- NYFI spot rate momentum on Asia-US West Coast and Asia-Europe, and what futures rates suggest for the next two months
- Iran's tightening grip on Strait of Hormuz traffic, including vessel seizures and a potential threat to subsea data cables
- CMA CGM and Hapag-Lloyd suspending Cuba bookings following new US sanctions
- A NOAA upgrade placing a 67% probability on a strong or very strong El Niño, and what that means for Panama Canal capacity heading into 2027
- Q1 2026 carrier results: Maersk gained market share; Hapag-Lloyd volume declined year-on-year
Pacific rates are flatlining but peak season signals are building, with freight futures pointing to a $900 per FEU jump on Asia-North Europe by July. Meanwhile, the Strait of Hormuz remains effectively closed, global container demand fell 2.4% year-on-year in March, and Maersk posted a second consecutive quarter of negative EBIT.
In this episode, Lars Jensen and Caroline Weaver cover:
- Rate movements across Asia-US West Coast, Asia-US East Coast, and Asia-North Europe, including what freight futures are signaling for peak season
- The latest Hormuz developments including two new vessel attacks and the short-lived US military escort operation
- March global demand data: why the headline -2.4% masks a world that is otherwise still growing at 5-8%
- Maersk Q1 results and what two consecutive quarters of negative EBIT signals for carrier health
The Strait of Hormuz has been closed for two months, yet TransPacific and Asia-Europe freight rates are barely moving compared to the disruptions of 2024-2025. This week, Lars and Caroline put the Hormuz crisis in proper context and cover the other headlines reshaping ocean freight.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why Pacific and Asia-Europe spot rates are rising on seasonality, not the Hormuz crisis, and what the futures market is signaling for peak season
- Live updates from the Strait of Hormuz: vessel escorts, Iranian attacks, and why seafarers face higher risk inside a military convoy than outside one
- How Khor Fakkan scaled from 100 to 6,000 trucks per day to route cargo around a closed strait
- China's new blocking statutes, the EU analog that already exists, and why compliance is now a lose-lose for many companies
- The MEPC decision expanding ECA coverage to the Northeast Atlantic and the net zero framework clinging to life support ahead of November
Iran has seized two MSC vessels in the Strait of Hormuz, bookings into the Persian Gulf have collapsed 66% year over year, and Somali pirates are back. The maritime risk picture is deteriorating fast.
In this episode, Lars Jensen and Caroline Weaver cover:
- Transpacific NYFI movements by subtrade, including why Northeast Asia rates are more volatile than other origins
- Why 20-foot and 40-foot rates on the Transatlantic have completely decoupled -- and what that means if you're shipping dense cargo
- Asia-North Europe spot rates weakening toward pre-crisis levels, while futures markets signal a recovery into May
- Iran seizing MSC vessels, the Hormuz closure, and the return of Somali piracy
- Plastics supply risk: why a Dow Chemical warning about ethylene and polyethylene shortages should be on every importer's radar
- Ocean carrier reliability at 62% -- why the industry has systematically underperformed pre-pandemic norms, and what that means for global capacity
Ocean freight markets are sending mixed signals this week: Asia-Europe spot rates are falling, Pacific rates are ticking up, and Atlantic rates jumped sharply, but the bigger story is the widening spread between what different shippers are paying and what that uncertainty means.
In this episode, Lars Jensen and Caroline Weaver cover:
- Why expanding rate spreads across Asia-Europe, Transpacific, and Atlantic trades signal growing market uncertainty
- The Strait of Hormuz situation: the failed opening, vessel U-turns, Iranian attacks on ships, and what comes next
- Bunker fuel prices in context: why current levels, while high, are not the crisis they appear to be
- U.S. consumer sentiment hitting a 66-year record low and what that means for container volumes
Freight markets are reacting to the Strait of Hormuz crisis, but not in the way many expected.
In this week’s episode of Supply Chain Secrets, we break down why rate increases have been relatively modest so far, despite major geopolitical disruption, and what signals to watch beneath the surface.
This episode covers:
• Why Asia–US and Asia–Europe rates are rising gradually, not sharply
• The role of bunker fuel in driving current rate increases
• What early NYFI-linked futures activity is telling us about market expectations
• How rerouting and limited transit through Hormuz are shaping capacity
• The risk of escalation and what it could mean for key logistics gateways
• Demand trends, including strong global growth and continued bifurcation
Plus, insights on OOCL’s latest earnings and what they reveal about volume vs. rate performance.
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 in a more structured way.
This episode covers:
• What freight futures are and how they differ from physical freight contracts
• Why hedging is gaining traction now after years of limited adoption
• How futures can be used alongside existing procurement strategies
• What a first hedge can look like and how to start small
• How procurement and finance teams can work together on freight risk
As volatility continues to shape the market, the industry is beginning to adopt new tools designed to operate within it.
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 divergence between 20-foot and 40-foot pricing and what it signals
• What forward curves are indicating for peak season across major trades
• How rerouting via Oman and the Red Sea is reshaping capacity
• The latest developments in the Strait of Hormuz and who can still transit
• Why disruption remains highly regional for containers, but global for energy
Plus, a look at tariffs, IMO developments, and new trade agreements shaping global flows.
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 competing forces?
Topics covered:
• Forward price expectations across Asia–US and Asia–Europe trades
• How much of the expected increase is already explained by fuel surcharges
• Why rates may face both upward pressure from costs and downward pressure from demand
• What a “semi-permanent” disruption in Hormuz could mean for freight markets
• How to think about planning in a market where the range of outcomes is widening
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 complement traditional freight procurement strategies.
In this episode:
• Why the Strait of Hormuz is effectively closed to container shipping
• How fuel spikes and emergency surcharges are spreading across global trades
• Why freight indices have not yet fully captured the market shock
• What freight futures actually are and why adoption is accelerating
• How procurement teams can use hedging as a complement to carrier relationships and market expertise
The big takeaway: volatility is no longer rare. The industry is beginning to develop tools designed to operate in it.
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 pricing
- How parcel and DTC trade lanes are shifting as brands rethink sourcing and resilience
- The latest on IEEPA being ruled unlawful, what “refunds” might actually mean, and why the importer of record matters
- Section 122 tariffs, the 150 day clock, and what comes next
- The Strait of Hormuz disruption, end-of-voyage declarations, cargo being discharged at alternate ports, and the surge of emergency surcharges
- Why some fuel surcharges risk being blunt, not trade-specific, and potentially duplicative for shippers already paying variable fuel mechanisms
- How index-linked contracts and freight derivatives can help manage exposure when markets reprice fast
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 like NYFI can help separate market sentiment from what shippers actually pay.
Finally, NYSHEX CEO Gordon Downes joins to outline how index-linked contracts and hedging tools can help shippers and NVOCCs manage structural volatility, including practical first steps and how to get started.
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 planning extraordinarily difficult.
Beyond tariffs, we cover:
- Post Chinese New Year rate declines across the Pacific and Asia-Europe
- Why Pacific spreads are tightening and what that signals about market certainty
- Reliability reaching a six-year high
- CMA-CGM’s apparent new Japan-to-North Europe service
- What this means for TPM contract negotiations
If you are managing exposure, negotiating contracts, or trying to interpret conflicting market signals, this episode provides structured clarity in a chaotic week.
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 competitive dynamics in the Transpacific and beyond. Lars breaks down why the deal matters strategically (fleet composition, charter vs. owned tonnage, and network implications), and why shippers, NVOCCs and carriers should be watching service reshuffles closely this contract season.
If you want data-forward insight into where rates are actually moving, how to read market spreads (not just headlines), and what consolidation means for your routing and negotiation strategy — press play.
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 or narrow spreads reveal market uncertainty, negotiating power, and whether shippers are truly “in market.”
The conversation then shifts to the latest on tariffs, global demand bifurcation, carrier earnings, and early steps toward a Red Sea reopening, including Gemini network moves and what a gradual return could look like in practice.
A data-driven look at where the market is weakening, where risk remains, and how alignment—not headlines—matters most heading deeper into 2026.
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 proxies are used instead of actual loaded-rate data.
The conversation then turns to trade policy and geopolitics, including fresh tariff threats, the EU–India trade deal, Q4 carrier earnings, Panama Canal developments, and renewed uncertainty in the Red Sea.
For anyone planning budgets, contracts, or capacity in 2026, this episode offers timely perspective on where the market may head next—and where hidden risk still lives.
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 conversation then turns to tariffs and the Red Sea, where new signals—from carrier routing decisions to a fresh Houthi warning—suggest risk may not be fully behind us yet.
A practical discussion on what shippers should watch as volatility continues into 2026.
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 why volatility remains structural. Finally, Lars unpacks the latest developments around the Red Sea reopening, geopolitical risks tied to Iran and Greenland, and how quickly trade lanes could shift again in 2026.
A timely discussion on how shippers are navigating uncertainty—and why flexibility and alignment matter more than ever.
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 mean for global shipping lanes, capacity, and pricing. Finally, the conversation returns to a familiar conclusion: volatility isn’t going away, and understanding the gap between quoted and paid rates is becoming more critical than ever.
A timely look at what’s shaping early 2026 — and why shippers should stay alert.
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 uneven
- How tariffs reshaped shipper behavior toward more just-in-time ordering and priority services
- Don’s view from ZIM: strong and growing interest in index-linked contracts, including first-time adopters asking how structures work
- The outlook for 2026 rate volatility: continued big swings driven by uncertainty, capacity rebalancing, and potential routing changes
A clear wrap on what defined 2025—and what could make 2026 even harder to forecast!
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 Pacific
- Why 20’ > 40’ pricing persists on TA eastbound
- The slowdown in Asia–Europe demand
- Mexico’s new tariffs on China
- Red Sea ceasefire signals & alliance decision-making
- Rising maritime risks in the Black Sea, Hormuz, and Southeast Asia
- Northern Sea Route reality vs. media hype
- The latest on ONE Henry Hudson
Clear, fast insight into the forces shaping 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 Pacific
- A rare 20′ > 40′ price inversion on TA Eastbound
- Global demand dropping sharply — and why Asia–Europe is the culprit
- Tariff investigations and the impact on food imports
- Renewed Thailand–Cambodia tensions and supply chain rerouting
- A vessel attack in Bab el-Mandeb — but not the kind you think
- What a return to the Red Sea would do to TEU miles and capacity
A fast, focused update for shippers, NVOs, and anyone watching the 2026 outlook.
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 trades
- How investors model volatility in shipping equities
- Why futures and hedging could lower financing risk
- Updates on reliability, general average, and Red Sea traffic
A fast, digestible look at the forces shaping container shipping and financial markets heading into 2026.
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 trades
- How new tools and freight rate derivatives can help manage volatility
- Import trends suggesting major inventory reductions across U.S. retail sectors
- A deep dive into the Los Angeles vessel fire — and why such incidents happen more often than you think
- The astonishing root cause behind the Baltimore bridge collapse: a mislabeled signal wire
It’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.
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 origin
- Why the Trans-Pacific is splitting into multiple micro-markets
- South America’s sharp rate collapse and what it signals
- The Red Sea reopening wildcard and the contract risks shippers are missing
- The tariff updates that matter — and the ones that don’t
- Why Hapag-Lloyd gained volume without giving up rate
- What carrier Q3 results reveal about next year’s landscape
For shippers and NVOs planning 2026, this episode delivers the clearest read yet on where the market is headed.
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 crisis
- Why NYFI data shows loaded spot rates collapsing again
- The widening gap between 20’ and 40’ rates
- What’s behind North America’s lagging demand
- And yes — the return of Somali piracy.
Because in container shipping, stability isn’t the new normal — adaptability is.
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 unsettled market.
Topics include:
- Pacific rate patterns after Golden Week
- MSC’s mega-vessels reshaping the Atlantic
- The U.S.–China tariff “ceasefire” and its 12-month deadline
- Renewed piracy risks off East Africa
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 Caribbean port closure could trigger ripple effects across the Americas.
🎙️ In This Episode:
- Why inflation makes “stable” rates a hidden discount for shippers
- SCFI vs. NYFI: What’s really happening in loaded cargo rates
- The growing role of politics in U.S. trade policy
- Regional risks: how weather and regulation shape reliability
- What shippers should watch in the months ahead
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, and
- The latest on the Red Sea ceasefire and tariff tension between the U.S. and China.
This episode proves that when you can’t stop recording, you might just capture your best conversation yet.
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 where volumes are really headed.
What you’ll learn:
- How (and whether) to front-load, and what carriers’ GRI filings signal vs. what’s likely to stick
- The operational ripple effects of China’s mirror rules—beyond US–China lanes
- MEPC carbon levy timing (2027 processes, 2028 payments), plus U.S. retaliation talk and practical impact
- Playbook: procurement timing for port equipment, contract/GRI strategy, and communicating risk to your CFO
Actionable guidance in under 30 minutes—so you can protect margins before the next headline hits.
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 episode also explores:
- Why “booked vs. shipped” rates can tell two very different stories — and how indices like NYFI reveal what’s actually moving in the market
- How the IMO’s new charcoal transport regulations aim to prevent vessel fires
- The latest on Red Sea security after another Houthi attack on a Dutch multipurpose vessel, and the EU’s ongoing Operation Aspides response
Packed with context, clarity, and real-world insights, this episode breaks down how data, policy, and geopolitics continue to collide across the global supply chain.
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 why 2027 could mark the bottom of the cycle.
In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the latest volatility in container shipping. Asia–Europe rates continue their seasonal slide, while the Pacific faces a dramatic collapse in demand just as carriers push blank sailings.
Lars explains why the gap between quoted and paid spot rates matters, why blank sailings may slow—but not stop—rate erosion, and how Golden Week timing is shaping strategy.
The conversation also covers the looming U.S.–China tariff pause deadline, MEPC decarbonization politics, and CMA-CGM’s latest move in intermodal rail.
In this week’s episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the latest shifts across major trades.
- Asia–Europe: Spot rates dip below spring levels, but Lars explains why it’s not yet a full collapse.
- Trans-Pacific: A striking bifurcation—rates out of Southeast Asia/China erode while Northeast Asia (Korea, Japan) surges by $500/FEU.
- Atlantic: After months of stability, head-haul rates slide from $1,800 to $1,500 per FEU.
- Capacity Updates: Carriers move beyond blank sailings, with Gemini canceling an entire service for Q1 2025.
- Tariff Watch: Mexico considers hikes on Chinese imports, raising the specter of retaliation.
- Safety & Compliance: Nearly 11% of cargo is misdeclared—new AI initiatives aim to reduce fires, accidents, and container losses.
Get the latest maritime news here!
In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack the latest twists in global trade. They cover falling Asia–Europe spot rates, unexpected tariff exemptions affecting hundreds of commodities, and the stark divide between booming global container demand and declining U.S. volumes.
Lars also sheds light on rumors around HMM’s ownership shift and the sudden tightening of U.S. visa rules for seafarers—changes that could complicate crew logistics for ocean carriers.
On this week’s Supply Chain Secrets, Caroline and Lars dive into the latest on global shipping markets. From sliding Asia–Europe spot rates and a short-lived Pacific GRI, to an unexpected Atlantic downturn, Lars explains what the numbers actually mean for shippers.
The discussion expands to Red Sea security risks, the balance between freedom of navigation and seafarer safety, and what a surprising China–India–Russia meeting signals about a rapidly multipolar world. Packed with insights right after Labor Day, this episode helps you separate seasonal noise from structural change.
What’s harder than catching Lars Jensen on stable Wi-Fi? Predicting what’s next in global supply chains.
Fresh off summiting Mount Kilimanjaro, Lars’ next stop was Comoros — and let’s just say the Wi-Fi didn’t make the climb. But a spotty signal can’t stop Supply Chain Secrets. This week’s update is packed with hard-hitting market realities for shippers, forwarders, and carriers alike:
- Trans-Pacific spot rates slipping into unsustainable territory
- Tariff risks that could shake demand just before the holidays
- Service cancellations tied to USTR fees and alliance shifts
- Air freight providers pulling back on small parcels under new rules
- A fiery disruption at Hamburg adding to Europe’s bottlenecks
From mountain peace to market pressure, this episode captures the contrast between digital detox and supply chain chaos.
While Lars laces up his boots to climb Mount Kilimanjaro, he and Caroline dive into the latest global shipping news.
They cover sliding Asia–Europe and Pacific spot rates, uncertainty around reciprocal and Section 232 tariffs, and the U.S. pushback on IMO’s decarbonization measures.
They also analyze H1 financials from major carriers, with Hapag-Lloyd’s standout 12% volume growth raising big questions. Tune in for timely insights delivered from the slopes of Tanzania.
In this episode, Caroline Weaver and Lars Jensen break down the latest shifts in ocean freight rates, revealing why long-term contracts offer far less insulation from spot market volatility than many shippers think.
They compare NYFI and CTS data to show the hidden correlation between contract and spot pricing, then dive into a volatile week in trade policy—from unpredictable “reciprocal” tariffs to a surprise penalty on Indian imports that could hit cargo loaded before the rules even existed.
In this episode, Lars and Caroline break down the unexpected lull in Trans-Pacific rates, the true state of peak season in Asia–Europe, and the looming tariff deadlines that could disrupt global trade.
They discuss how forward-looking indicators like the NYFI expose weak market fundamentals despite high quotes, and they unpack the IMF’s latest trade outlook revisions. The episode closes with key insights on OFAC sanctions impacting container shipping and what they signal for shippers worldwide.
This week on Supply Chain Secrets, Lars Jensen and Caroline Weaver dive deep into the tariff chaos rattling US importers, a collapse in 20-foot container rates with big implications for US exporters, and why equipment shortages could blindside your bookings. Plus, we unpack reliability stats, looming Q4 deadlines, and the twist in the Hutchison Ports deal that’s reigniting geopolitical tension in Panama.
Is peak season already over? In this no-holds-barred episode of Supply Chain Secrets, guest host Don Davis and industry veteran Lars Jensen deliver a firehose of insight. They expose the vanished Trans-Pacific peak, decode the chaos behind West vs. East Coast rate disparities, and unpack what looming tariffs and overcapacity mean for your freight strategy.
Lars dives deep into real NYFI spot rate data, global emissions trends, and the shipping industry's dirty secret: a structural overcapacity problem that scrapping and slow steaming can’t solve. Don adds frontline insight into customer booking behavior, holiday crunch risks, and why shippers may be gambling too long on a “wait-and-see” strategy.
Key Takeaways for Shippers:
- Peak season came—and went. Are you behind already?
- Why East Coast rates are holding—but West Coast optimism vanished.
- 16% fleet growth vs. 10% TEU growth = long-term overcapacity warning.
- How new EU emissions data proves carriers are speeding up—but still late.
- The October Chinese Golden Week could cause a crunch. Are you ready?
If you ship cargo, this is the insider episode you can’t afford to miss.
This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the rollercoaster of recent Trans-Pacific rates—why they surged, why they collapsed just as quickly, and how tariffs are reshaping peak season entirely. They explore how geopolitical uncertainty and shifting trade policy are leaving both carriers and shippers scrambling. Plus, Lars explains why August 1 could be a breaking point for U.S. importers trying to plan amid chaos.
From a 15% Trans-Pacific volume drop to an unclear U.S. tariff deadline, uncertainty dominates the trade landscape. In this week's episode of Supply Chain Secrets, Lars and Caroline unpack alarming CTS data, sharp spot rate shifts, and a dramatic Red Sea attack on a commercial vessel. Will July 9 spark a global trade war—or more mixed messaging? Tune in to understand how shifting demand, container imbalances, and geopolitical flashpoints are reshaping global shipping in real time.
In this episode of Supply Chain Secrets, Caroline Weaver returns from Iceland to catch up with Lars Jensen on a whirlwind of global trade developments. They unpack the escalating U.S.-Canada dispute triggered by Canada’s Digital Services Tax, analyze softening Trans-Pacific rates despite high quotes, and spotlight a surprise spike in Atlantic westbound rates. Lars also breaks down the unusually tight Asia–East Coast South America market and a sudden border closure between Thailand and Cambodia. Plus, for once—some good geopolitical news as tensions ease in the Iran–Israel conflict.
In this episode, guest host Don Davis joins Lars Jensen to unpack what he calls the most drastic market swing since the financial crisis. Spot quotes from Asia to the USWC surged—then plummeted in real-world execution, with a $1,500 per FFE drop in just one week.
Lars breaks down the data gap between quotes and actual bookings, and how mismatched timing between demand and capacity triggered a rapid unwinding. They also explore the geopolitical implications of rising Middle East tensions and how it could impact shipping lanes and oil prices. A must-listen for anyone watching rates, risk, and reliability in today’s supply chain.
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 planning. Amid all the volatility, one thing is clear: the supply chain is strained—but still standing.
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, and demand front-loading could whiplash the market by August.
Sign up for free NYFI freight rate data at nyshex.com/indices
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
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 preview the FMC’s new fact-finding mission.
Don't miss out on freight insights like these! Sign up to receive the free NYFI data at nyshex.com/indices!
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 volatility
-What makes NYFI different from other indices when market pressure builds
-A breakdown of the USTR revision and its overlooked inland impacts
-The UK–EU trade deal as a sign of more non-U.S. alliances to come
Get the facts. Spot the trends. Subscribe to the NYFI:
👉 nyshex.com/indices
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 Index (NYFI) data and what it reveals about rates, equipment risk, and demand distortions. From peak season panic to port bottlenecks, this episode helps shippers brace for what’s next.
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 coming to a halt (spoiler: it’s not)
• Why toilet paper isn’t your biggest worry
Expect clarity, nuance, and straight talk on what’s signal and what’s spin.
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 event at the New York Stock Exchange, this conversation covers what’s changing, what’s not, and how shippers and NVOs can regain control in unpredictable times.
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 strategies
- Why carriers are blanking like it's Chinese New Year
- What front-loading frenzy and equipment shortages could really mean
And if that weren’t enough? We explore how DHL’s suspension of China parcels hints at bigger B2C chaos to come.
If you’re trying to make smart moves in the middle of regulatory whiplash, this episode is your must-listen.
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:
-Why front-loading isn’t always the answer
-How exporters are being squeezed
-What’s stalling long-term planning
-And how IMO’s latest emissions ruling barely made a blip in the chaos
If you're trying to make smart supply chain decisions in the fog of tariff uncertainty, this episode gives you perspective—and permission to pause.
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 miles, export competitiveness, and the political tightrope that global shipping companies now face. Despite the chaos, there’s a sliver of optimism: new alliances are rolling out with improved service reliability.
Topics covered:
- What’s behind the recent export slump
- The real risk of supply chain yo-yoing
- How shippers are reacting to trade policy whiplash
- Why long-term supply chain shifts aren’t happening—yet
- Positive trends in carrier reliability
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
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 for shippers. Plus: What’s happening with the USTR's proposed vessel fees on Chinese-built ships, and why smaller ports and niche carriers may be hit hardest.
We wrap with a hard look at Red Sea disruption, asymmetric conflict risk, and why stability—not speed—is top of mind for global carriers right now.
Join the conversation and stay informed—subscribe, listen, and watch at nyshex.com/podcast
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 terminal sale in China and the ongoing Red Sea crisis. Tune in to understand where the real choke points are and what businesses can do to mitigate disruption.
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 shippers need to do now to stay ahead of major industry shifts
Want to be a part of the show? Register to attend a live recording here and ask your questions in real time!
https://nyshex.com/attend-podcast-live
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
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 Red Sea reopens? Should importers rethink their carrier strategies with the new alliances? And how should shippers balance risk in their long-term contracts?
Join us as we tackle these questions, plus a live audience Q&A. And if you're at TPM, don’t miss our live podcast session at the NYSHEX booth on Monday at 3 PM Pacific!
🔗 Register for future live episodes: nyshex.com/podcast
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
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 on the forces shaping ocean freight today! Register to attend the show live at nyshex.com/podcast/attend-live
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 cause a massive congestion crisis in Europe? How will it impact U.S. shippers? And could we be heading toward a market crash?
Stay ahead of the curve! Subscribe via your favorite podcast app or YouTube today.
Want to be a part of the show? Register to attend live and ask your burning questions: https://nyshex.com/attend-podcast-live
Bryan, Caroline and Don discuss the shipper strategies they're seeing going into the contracting season and the pros and cons.
It's a new year with a new guest on the Supply Chain Secrets Podcast! Well-known and respected in our industry, Betsy Ducat is certainly not new to honing world-class supply chains and deeply understanding the needs of the world's leading shippers.
While Donald Davis may have again picked up the baton to run the carrier race at ZIM Lines, the show goes on! He, Caroline Weaver, and Bryan Most discuss with Betsy, the key trends from a #3pl perspective and 2024 season predictions.
In this episode, the Supply Chain Secrets team interviews Kevin Parkerson, who is the President and Founder of KP Global Logisitics. In this episode, you will hear about:
- Kevin's background in supply chain
- Current top pain points for shippers
- Impact of blank sailings
- Insights into shipper forecasts
...and much, much more! Let us know what you think of the episode and if there are any new topics you want us to cover!
In this episode, Caroline Weaver is on vacation, so it's Bryan and Don talking about the current market condition. In this episode, you'll learn about:
- What does the current market look like for shippers?
- Given the market condition, what does that mean for ocean carriers?
- What do these things mean for rest of the year and what can anyone do about it?
and much much more! Let us know what you think of the episode and if there are any topics that are top of mind for you!
This week we are happy to have back the podfather of Supply Chain Secrets - Bryan Most!
In this episode, Bryan talks about what he's been doing in his time away and what he sees as the missed opportunities during the pandemic period. He talks about the current state of the shipping industry and we compare notes on tech requirements and developments. And, of course, we give more thoughts on what it takes to be a shipper of choice!
It’s our 50th show! In this episode, our hosts sit down with Ian Weiland, who is the COO of JCT and aka ‘The Container Daddy’.
In this episode, you will learn:
- How does the current market condition impact truckers?
- Are match backs possible or just a unicorn of shipping?
- How are environmental requirements impacting trucking?
And much, much more!
In this episode, you will learn more about:
- Jason’s journey on how he became the managing director at Ardent Global Logistics
- His thoughts on that latest in the market and where it’s headed
- What are the requirements from technology and what to look for when choosing a provider
And plenty more advice!!
This week, our hosts Don and Caroline chat with Rosemary Coates, who is the Founder, Executive Director and Chairman of the Board of the Reshoring Institute
In this episode, you’ll learn:
- What’s changed to drive companies to reshoring versus offshoring?
- Are there any industries that we see more aggressively changing now versus others?
- How should a company get started on thinking about what and when to reshore?
And much, much more!
In this episode, our hosts Don and Caroline have a conversation about everyone’s favorite shipping topic – surcharges!
In this episode, you’ll learn:
- What’s the background on why carriers have so many surcharges
- What’s the point of view of shippers, carriers and NVOs on surcharges
- What Don and Caroline think about alternatives to surcharges
And much, much more!
Title – Lynn Wong on ‘Health Matters’
In this episode, we have a quick update on the market post-TPM 2023 and then dive into the conversation with Lynn Wong!
Lynn is a NYSHEX alumni, a returning guest and currently doing coaching and talking about why health is so important in today’s working environment.
In this episode, you’ll learn:
- It’s a changing environment - healthy people are more than just “not sick” or “not on medication” or “no allergies” – there’s a lot more to it!
- What should you be looking for as ‘signs’ where health may be a concern and what you can do about it.
- What’s happening this year for International Women’s Day and what Lynn, Don and Caroline are doing to embrace equity
And much, much more!
2022 was a crazy year for the container shipping industry.
But how can we take these learnings to adjust our strategies for the coming year?
In our latest episode, Don brings back Caroline Weaver, Account Manager at NYSHEX, to review what happened in 2022 and what lessons we can bring into the new year.
In this episode, you'll learn about:
- What happened in 2022 and notable observations
- Learnings from 2022 and how we can think differently in 2023
- Some ideas for the podcast in 2023 (that we’d love to get your feedback on!)
And much more!
After all the positive feedback from our first podcast, Don decided to get this group back together to discuss and reflect on how global shipping can continue to empower women and strategies on how to navigate the industry as a woman.
In this podcast, Don sits down with April Zobel, Krissy Van Neikerk, and Karin Bridges to discuss strategies to navigate the container shipping industry as a woman.
In this episode, you'll learn:
- How leaders can be more conscious in the workplace around exclusion in the workplace
- What we need from leaders to have more diversity of thought in our organizations
- The importance of talented young women inspiring other young women to take on new challenges
And much more!
In order to know where we're heading, we have to know where we came from!
In our latest podcast, Don Davis sits down with Caroline Weaver, Account Manager at NYSHEX to discuss the history of container shipping and what we can learn from the past.
In the episode, you learn about:
- The conference era of shipping and how the industry used to operate
- The Ocean Reform Act of 1998 and how it changed the industry
- The current Ocean Reform Act and what it means for container shipping
And much more!
How do we expect carriers to innovate following the disruptions of the last few years?
With service and reliability taking a major hit during the pandemic, carriers are now center-stage with an opportunity to prove themselves as both business partners and technology providers.
Last week Don Davis sat down with Pete Mento, former Global Head of Procurement & Products at Wayfair, to discuss the role carriers could play in the next decade and why their relationships with shippers are changing.
But what should their focus be and why?
In this week’s episode, you'll get to hear about:
✔️ Opportunities for standardization and innovation
✔️ Market reactions to the global recession
✔️ The biggest objectives of shippers today
✔️ How carriers should look at differentiation
And plenty more 🔥 advice!
supplychainmanagement
logistics #technology
freight
History may not repeat itself, but it most certainly rhymes.
Last week Donald Davis sat down with the esteemed Lars Jensen to discuss what has been happening in the markets and what to expect going forward. Strikes, disruptions, reduced capacity, rate changes, IMO, new alliances. This episode covers a ton and provides some market context that you wont want to miss.
If you’re looking for an efficient way to stay up to date, go give it a listen.
In this week’s episode, you'll get to hear about:
✔️ The next 12 months for spot and contract rates
✔️ Carrier alliance and potential scenarios for networks next
✔️ New capacity and the outlook for IMO 2023
And plenty more 🔥 advice!
supplychainmanagement
logistics #technology
freight
How are shippers thinking about this market?
With everything going on from freight strikes to rates slipping, we sat down with James Thatcher from Totes Isotoner to hear how one shipper is handling the changes and strategizing for the future.
Don Davis asks the important questions as always on moving containers, carrier differentiation, and whether new services affect shippers perspective when picking carriers.
In this week’s episode, you'll get to hear about:
✔️ Changes in the industry since 2020
✔️ Tactical solutions to moving containers inland
✔️ Cost-benefit analysis between higher rates and better services
✔️ Carrier differentiation and technology for shippers
And plenty more 🔥 advice!
supplychainmanagement
logistics #technology
freight
One of the biggest challenges in the supply chain for retailers and cargo owners has been the fluctuations in the ocean market and the significant variability in contract performance. As rates and fees continue to adjust, what can retailers do to secure predictability and performance reliability?
Hear from Matt Marshall from NYSHEX, Jenny Bartolf from BARK, and Sherry Liu from CarParts.com to hear what to expect in the future of ocean contracting and how forward-thinking retailers are shifting their strategies.
supplychainmanagement
logistics #technology
freight
Knowledge doesn’t always translate to power.
In fact, most supply chains struggle to make sense of the massive influx of data and events that occur in global shipping at any given moment.
So Don Davis tried to make it easy for you.
If you’re looking to get your knowledge straight from the tap, check out our latest episode with Peter Tirschwell from S&P Global (who recently merged with the JOC and IHS Markit) to get an update on labor negotiations and more!
In this week’s episode, you'll get to hear about:
✔️ Takeaways from TPM 2022
✔️ Demand outlook for the remainder of 2022
✔️ ILWU, PMA, and OSRA updates for the industry
✔️ IMO 2023 and the new fuel ratings
And plenty more 🔥 advice!
supplychainmanagement
logistics #technology
freight
Let’s talk NVO strategy.
This week Don Davis sat down with Benton Kauffman, SVP of Transpacific Ocean at DSV, and Konrad Torzewski, Senior Director of Account Management, NVO at NYSHEX to talk about the past, present, and future of NVOCCs.
If you rely on NVOs as a key part of your supply chain strategy, you’ll want to give this one a listen.
In this week’s episode, you'll get to hear about:
✔️ Defining the modern NVOCC for the industry
✔️ The evolution of NVOCCs over the last decade
✔️ Becoming an “NVO of Choice”
✔️ How to manage both shipper and carrier relationships
And plenty more 🔥 advice!
supplychainmanagement
logistics #technology
freight
From the Let's Talk Supply Chain Podcast:
Today I’m joined by NYSHEX, a leading shipping technology company that is creating reliable ocean shipping through effective digital contracts.
NYSHEX was built to restore trust and reliability in global trade. As the leader in two-way committed contracts, their neutral exchange unites shippers and carriers with a predictable, efficient, and accountable system for global commerce.
Today Gordon Downes, co-founder and CEO at NYSHEX, joins me to chat all about the company: what they do; the current challenges faced by the shipping industry; the importance of collaborative relationships; and how improving supply chain reliability will revolutionize the industry.
In this episode we discuss Ocean Shipping and:
[06.22] Gordon’s journey, from working across the world for Maersk to co-founding NYSHEX, and what he learned along the way.
“I started to question – ‘why is the ship full, why do we have to roll these customers?’ And you start to realize, quite quickly, that in our industry – even though contracts get signed and agreements are made – the practice is not to take them as seriously.”
[12.08] A closer look at the landscape of the shipping industry, how it’s changed since NYSHEX was founded, and the current challenges.
“People were telling me ‘this will never work – people are too stuck in their ways! It’s such an old, legacy industry’… but through the pandemic, and even prior, the mindset of the industry was starting to change.”
[16.42] An overview of NYSHEX – what they do, and how they help their customers – and exactly how NYSHEX benefits ocean shippers.
“The average contract fulfilment rate – and this is data from pre-pandemic, it’s got worse during the pandemic – is about 65%. We’re seeing fulfilment rates through our application of around 98%.”
[23.45] The impact of NYSHEX’s benefits on shippers, and on the industry.
[27.11] A look at the integration and onboarding process for shippers.
[31.18] How NYSHEX works for carriers and the benefits the product brings.
[38.19] The ideal client for NYSHEX.
“Collaboration and trust is paramount… so, for us, it’s the shippers and carriers who really have the intention to make good on the terms of their agreements with their customers, because not everyone is like that.”
[41.12] A case study, showing how NYSHEX helped one key customer ‘save Halloween.’
[44.56] The future for NYSHEX, and for the ocean shipping and industry at-large.
“Coming out of the pandemic, as bumpy and disruptive as it’s been, it’s going to result in a much more robust, more resilient shipping and logistics industry, coupled with the supply chain that runs on top.”
Want to watch this on YouTube? 👀 Click here!
Head over to NYSHEX’s website now to find out more and discover how they could help you too. You can also connect with NYSHEX and keep up to date with the latest over on LinkedIn, Twitter, Facebook, or Instagram, or you can connect with Gordon on LinkedIn.
Check out our other podcasts HERE.
Do you like strawberries?
Even if you don’t, odds are that some of the food you’re going to eat today arrived in your country in a shipping container. Temperature-controlled supply chain networks are an integral part of global trade and last week we sat down with Steve Statler from Wiliot to discuss the future of cold chains and how they are being operated today.
If you’re looking for a fascinating episode that puts our day-to-day into the perspective of supply chain management, look no further.
In this week’s episode, you'll get to hear about:
✔️ IoT and how digital technology is being integrated into supply chains
✔️ The environmental impact of cold chain technologies
✔️ How the future of IoT and supply chain may merge
✔️ Successful companies using IoT and wireless technology to manage freight
And plenty more 🔥 - I mean, 🥶 - advice!
supplychainmanagement
logistics #technology
freight
From The Logistics of Logistics Podcast:
Gordon Downes and Joe Lynch discuss the NYSHEX story. Gordon is the Co-founder and CEO at NYSHEX, a company that exists to help restore trust and reliability to global trade so everybody wins.
About Gordon Downes
Prior to starting NYSHEX with the mission to enable more reliable shipping, Gordon spent 12 years with a carrier at Maersk and 3 years with a shipper at SABMiller (now ABInbev). He holds an MBA from Cambridge University in the UK, and degrees in economics and law from the University of Natal in South Africa.
About NYSHEX
NYSHEX is the leader in two-way committed contracts. Our neutral exchange unites shippers and carriers with a predictable, efficient, and accountable system for global commerce. They are building a better tomorrow; they are a truly revolutionary company that’s transforming logistics for good. They are providing market infrastructure to help restore trust and reliability and make global trade work so everyone wins.
Key Takeaways: The NYSHEX Story
- Gordon Downes is the Co-founder and CEO of NYSHEX, a company that exists to help restore trust and reliability to global trade so everybody wins.
- In the podcast interview, Gordon and Joe discussed Gordon’s personal and entrepreneurial story along with the story of how NYSHEX was founded.
- Founded in 2015, NYSHEX is a digital trading platform, which enables shippers and ocean carriers to enter into digital forward contracts.
- NYSHEX has developed a standardized contract template that can be used by both ocean shippers and ocean carriers.
- NYSHEX provides shippers and carriers with an independent monitoring service to ensure compliance with the terms of the transaction, issue determinations of fault, and facilitate the collection of payment or liquidated damages when appropriate.
- NYSHEX ensures guaranteed rates and space allocation from six of the top ten global carriers, which drastically increases contract reliability between both parties.
- NYSHEX’s platform also offers real-time data analytics, allowing shippers to view and monitor all outstanding contracts from various carriers on a single platform.
- NYSHEX is the leader in two-way committed contracts and a neutral exchange that unites shippers and carriers with a predictable, efficient, and accountable system for global commerce.
- NYSHEX helps shippers improve supply chain reliability and landed cost certainty through committed ocean contracts.
- NYSHEX helps carriers maximize vessel utilization and provide a better experience to their customers.
Learn More About The NYSHEX Story
Gordon’s LinkedIn
NYSHEX LinkedIn
NYSHEX
The Logistics of Logistics Podcast
- If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues.
Digital infrastructure is all around us.
But it hasn’t always been that way. From the backbone of the internet to the evolution of cloud services, many other industries have witnessed periods of rapid digitization in order for opportunity, growth, and innovation to be experienced.
This week we sat down with the Co-Founder and CEO of NYSHEX, Gordon Downes, and Executive Chairman, Jesper Præstensgaard, to discuss how the global shipping industry has reached a tipping point toward establishing common standards through harmonized digital infrastructure.
In this week’s episode, you'll get to hear about:
✔️ what digital infrastructure looks like today and how it relates to global shipping
✔️ the evolution of digital infrastructure over the last twenty years
✔️ why digital infrastructure is essential to any market
✔️ how global shipping is entering a new age of harmonized digitization
And plenty of other 🔥 insights!
supplychainmanagement
logistics #technology
freight
According to Gartner, women account for only 15% of executive-level roles in the supply chain workforce.
So this week Don sat down with three mavericks from the industry: Krissy Van Niekerk of Maersk, April Zobel from The Andersons, and Karin Bridges from NYSHEX to discuss their experience as women working in the shipping industry and the importance of bringing diverse perspectives to the executive table.
It’s one of the best talks we’ve had surrounding #ESG in global shipping and proved super insightful for our own team, so go give it a listen!
In this week’s episode, you'll get to hear about:
✔️ How global shipping can continue to empower women
✔️ Strategies on how to navigate the industry as a woman
✔️ Why diversity at the executive level leads to innovation
✔️ The future of communities for women in shipping
And plenty more 💪 🙋♀️ advice!
Feel free to also listen to the episode on Apple Podcasts, Spotify, or your favorite podcasting app 🎧
supplychainmanagement
logistics #technology
freight
It’s a bittersweet moment for the Supply Chain Secrets team.
In this episode, we say farewell to our co-host and friend, Bryan Most, as he departs for his new endeavor. While Donald Davis and Bryan reminisce we also welcome Lynn Wong to the show to discuss new allocation management strategies being developed by enterprise shippers today.
There’s a ton of great insight in this episode and it’s a sneak peek of what’s to come this season on Supply Chain Secrets.
In this week’s episode, you'll get to hear about:
✔️ Where Bryan is headed next in his journey
✔️ Allocation and forecasting methods of shippers in 2021
✔️ How supply chains are rethinking allocation tools via contracting
✔️ Common pain points among shippers and carriers
And plenty more 🔥 advice!
🎧 Feel free to listen to the full episode on Apple Podcasts, Spotify, or your favorite podcasting app 🎧
👇 Link to the episode is in the comment section👇
supplychainmanagement
logistics #technology
freight
Promise and action.
Last week Don and Bryan sat down with Gary Downes, Product Owner of Maersk Eco Delivery at A.P. Moller - Maersk, to talk about the green solutions that Maersk and other carriers are beginning to deploy in maritime shipping. This is a bit of a follow-up from our previous episode with Lee Kindberg, where we cover some of the products and solutions carriers offer shippers in today’s market and how they have a direct impact on both the environment and cost.
If you’re interested in sustainability and the green wave that is rolling through our industry, this is for you.
In this week’s episode, you'll get to hear about:
✔️ the environmental impacts of the shipping industry and how they are measured
✔️ what costs carriers and shippers incur with their green initiatives
✔️ multiple pathways to net-zero emissions and determining which is best for your business
✔️ top carbon strategies for shippers and how they gain traction
And plenty more earthly advice!
logistics #technology
supplychainmanagement
freight
What can trade associations do for our industry?
Last week Donald Davis and Bryan Most sat down with Dan Varroney, CEO of Potomac Core and author of Re-imagining Industry Growth: Strategic Partnership Strategies in an Era of Uncertainty.
Dan is an expert on bridging the gap between trade associations and high-growth companies. His deep understanding of policy and regulatory influence on industries has shaped his approach to organizational relevance and growth. Through his own management experience—and nearly a decade advising association clients—Dan has applied his data-driven strategic process to the business and market challenges of trade groups and the companies they represent.
This episode is a fantastic deep dive into how strategic partnerships can provide solutions for entire industries and help to heal markets.
In this week’s episode, you'll get to hear about:
✔️ why trade associations won’t hurt your competitive advantage
✔️ the process of re-shoring and what it means for global trade
✔️ legislative and regulatory policies impact on ocean shipping
✔️ the frameworks used by CEO’s who leverage trade associations
✔️ pre-competitive solutions that allow industries to innovate
And plenty more 🔥 advice!
logistics #technology
supplychainmanagement
freight
The results from TPM are in!
Donald Davis and Bryan Most are back after spending time at one of their favorite events of the year, #TPM22, and they’ve got plenty to talk about. If you didn’t get a chance to be in-person with everyone this year (or were frazzled by the sheer number of exciting conversations had in Long Beach), don’t worry – our latest episode has got you covered.
Consider it the highlight reel.
In this week’s episode, you'll get a recap on:
✔️ Key takeaways from conversations at TPM
✔️ How emerging technologies are infiltrating the industry
✔️ Whether a “return to normal” is good for ocean shipping
✔️ Shipper and carrier strategies to consider this year
And plenty more 🔥 advice!
logistics #technology
supplychainmanagement
freight
Shoes, supply chains, and strategy.
Last week we sat down with Mary McNelly and Greg Mau, two innovative leaders on the logistics team at Crocs, to discuss how they handled disruptions and found success in importing over 100 million pairs of shoes in 2021 alone. As always, Don and Bryan asked the tough questions and teased out some shipper solutions you won’t want to miss.
In this week’s episode, you'll get to hear about:
✔️ The value of a strong brand when disruptions occur
✔️ The biggest challenges US importers face today
✔️ How to get your executive team to embrace logistics change
✔️ Using flexible and committed multi-year contracts for growth
✔️ Best practices as a top BCO in ocean shipping
And plenty more 🔥 advice!
technology
logistics
supplychainmanagement
freight
👇Here are the timestamps for their discussion👇
00:00 – Introductions
07:30 – The value of brand in Croc’s global growth
11:30 – Croc’s biggest challenge as a BCO in today’s market
15:00 – Best practices as a leading shipper
21:00 – How to get your executives to embrace change
25:00 – How to maintain a strategic advantage throughout disruptions
33:30 – Becoming a shipper-of-choice through flexible contracting
41:00 – Advice for the industry on innovation and growth
If it bleeds, it leads.
In preparation for #TPM22 and TPM Tech, Donald Davis and Bryan Most sat down with Mark Szakonyi, Executive Editor for the JOC, to talk about the influx of information and media buzz that is currently engrossing supply chains. They also reflect on how industry leaders and organizations can better provide audiences and customers with practical advice and accurate coverage in the coming years.
Whether or not you plan on being in Long Beach in two weeks, you’ll want to give this episode a listen to hear about:
✔️ How has the consumption of media in the supply chain industry evolved?
✔️ Capturing nuance and predicting where the industry is headed
✔️ Will incoming capacity cause major shifts in the market?
✔️ How live events and TPM deliver value to the industry
✔️ Maritime reform and potential legislation changes in the industry
And plenty more sage advice!
technology
logistics
supplychainmanagement
freight
The future of emissions and sustainability has arrived.
Following Maersk’s impressive announcement to accelerate their decarbonization targets by 10 years and achieve net-zero emissions by 2040, Donald Davis and Bryan Most sat down with Lee Kindberg, Head of Environment and Sustainability for North America at Maersk to discuss what this could mean for the industry.
In this week’s episode, you'll get to hear about:
✔️ How carriers adopt new strategies toward emissions targets
✔️ The role of IMO in container shipping
✔️ The differences between biofuels and fossil fuels
✔️ Potential upcoming requirements for vessels
And plenty more advice to help save the 🌎!
technology
logistics
supplychainmanagement
sustainability
It’s been quite the year for supply chains…
This week at NYSHEX, Donald Davis and Bryan Most sat down to deliver our Year in Review episode. While 2021 has been a doozy for global logistics, were feeling a bit sentimental as we look back at our first year of coverage, insight, and predictions in the world of ocean shipping.
In this week’s episode, you'll get to hear about:
✔️ The Ghost of Congestion Past, Present, and Future
✔️ Customer of Choice Theory + Strategy
✔️ The Ascension of Two-Way Committed Contracts
✔️ Reliable Inventory Model vs. Just-in-Time
And plenty of other holiday 🎁!
technology
logistics
supplychainmanagement
freight
Got #tech?
This week Donald Davis and Bryan Most sat down with Eric Johnson, Senior Editor for Technology at the JOC, to discuss the rise and run of technology in the global supply chain. Eric shared with us his experience as a journalist in the field and the changes he has witnessed over the last two years in the industry.
If you’re looking for a rundown on technological trends and where the industry may be innovating – give it a listen.
In this episode, you'll also get to hear about:
✔️ The Evolution of the Supply Chain Since 2001
✔️ Which Logistics Sectors Are Moving Forward the Fastest
✔️ How Venture Capital is Influencing the Industry
✔️ TPM Tech + the Future of the Supply Chain
And plenty more 🔥 topics!
supplychain #logistics #technology #innovation
Retail is on fire.
The holidays and gift-giving are set in motion. This week Donald Davis and Bryan Most sat down with Jon Gold, VP of Supply Chain and Customs Policy at the National Retail Federation, to discuss how consumer demand has had a massive impact on the supply chain over these last two years.
If you’re curious why some shelves may be empty this year, go and have a listen to their discussion.
In this week’s episode, you'll get to hear about:
✔️ How The $1.2T Infrastructure Bill Means Growth for Supply Chains
✔️ Why Retailers Have Changed Their Strategy in 2021
✔️ How Shippers and Carriers Prepare for the Future of Logistics
✔️ Who Will Win the Super Bowl
And plenty more 🔥 advice!
supplychain #logistics #technology #innovation
This week Donald Davis and Bryan Most sat down with our new SVP of Commercial, Matt Marshall, to talk all-things-supply-chain.
Matt, a former Deloitte consultant who worked previously at Flexport as Head of Global Key Accounts, shared his insight on the deals being struck today and the future of ocean contracting in a fresh and insightful way.
This week you’ll get nothing but solid strategic thinking from these three mavericks.
In this episode, they discuss:
✔️ Multi-Year Advice for Shippers
✔️ How to Customize Contracts for Performance in 2022
✔️ Carrier Focus on Long-Term Deals After 2021
✔️ End-to-end Reliability and the Cost of Non-Performance
And plenty of more 🔥 topics!
supplychain #logistics #technology #innovation
This week we managed to hunt down Donald Davis and Bryan Most and have them drill into what has been going on in the world of #ocean contracts.
Historically, we've seen contracts signed in #Q1 of any given year, but with all the disruptions that have been happening, Carriers and Shippers are now filling capacity far into 2022 and 2023. In fact, from what we’ve seen, the remaining capacity for the next 12-36 months is much, much lower than anyone expected.
In this episode, Bryan offers some expertise on how Shippers can deal with #capacity shortages while Don delivers a perspective on Carrier relationships that can help everyone better manage their supply chain.
They also cover:
✔️ Spot-market price fluctuations
✔️ NVO strategies and how to diversify your supply chain
✔️ Emissions Regulations and Labor in 2022
✔️ What restocking inventory could mean for 2022 and 2023
…and plenty of other questions you might have about the market!
🎧 Feel free to listen to the full interview on Apple Podcasts, Spotify, or your favorite podcasting app
supplychain #logistics #technology #innovation
With current events and forecasts for the supply chain continuing to look dreary, we’ve decided to switch focus for the week and take a moment to dive deep into strategies and lessons learned from over 25+ years of working in the industry.
From leading teams to managing relationships and navigating change, Donald Davis and Bryan Most will take a stab at distilling a lifetime of container-shipping-wisdom into more digestible lessons for those looking to create and maintain a successful career in the business.
In this special episode, you'll get to hear about:
✔️ Why Change is Good and How to Embrace It as a Leader
✔️ The Key Characteristics Top Talent Look for in Their Managers
✔️ How to Use Data and Technology to Motivate Your Team
And plenty more 🔥 advice!
🎧 Feel free to listen to the full interview on Apple Podcasts, Spotify, or your favorite podcasting app
containershipping #supplychain #logistics
As the holiday season quickly approaches and uncertainty in the labor market continues, retailers and shippers will benefit from investing in supply chain efficiency today - not tomorrow.
With port congestion and capacity shortages only adding to the stress, carriers are beginning to plan ahead in order to stay abreast of demand. But what does this mean for shippers?
In our latest episode, Donald Davis and Bryan Most begin to unpack some of the reasons why the next Ocean Contracting Cycle might be sooner than we think…
In this episode, you'll learn about:
✔️ The ongoing challenges of capacity and what that could mean for the market.
✔️ Why the spot market could continue to remain high and how to avoid getting caught up in bidding wars.
✔️ The importance in becoming a “Shipper of Choice” as we head into 2022 and beyond.
And plenty more!
Companies like Clark Associates have recognized that when disruptions occur and the market changes, you have to adapt and think through different strategy to move your goods.
In our latest episode, Don and Bryan sat down with one of our NYSHEX members Jeremy Wells, Director of Inbound Transportation at Clark Associates to learn how his organization is adapting to the current environment and ensure their most important cargo moved as planned.
In this episode, you'll learn about:
- How the recent disruptions affected Clark Associate's supply chain.
- The risk mitigation strategies Jeremy implemented to adapt to the current market demands.
- How Clark Associates is using NYSHEX to help hedge against supply chain volatility.
And much more!
🔴 Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
🔴 Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
If you look at the challenges the European market is facing, you'll see a true copy of what's happening in the US.
So the question becomes how can European shippers solve some of the structural issues that are plaguing them?
In this episode, Bryan and Don sit down with Jeremy Haycock, Managing Director of Europe for NYSHEX and former Managing Director of UK and Ireland for Maersk to diagnose the challenges that European shippers are facing and strategies to mitigate disruptions.
You'll learn about:
- What Jeremy believes is the number #1 issue in the European Market.
- Why Jeremy believes multi-year ocean contracts are going to become more common in Europe.
- Why Jeremy decided to leave his amazing role at Maersk to join NYSHEX.
And much more!
🔴 Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
🔴 Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
Has the 2022 ocean contracting season begun?
The short answer is yes.
In this episode, Don and Bryan breakdown what shippers need to consider in the coming months to set themselves up for success going into 2022 and be proactive around future disruptions.
You'll learn about:
- What are shippers and carriers thinking half-way through the year while getting ready to approach peak season?
- What are the short, medium, and long-term strategies shippers should be thinking about to build resilience into their supply chain?
- How can shippers sign multi-year ocean contracts to create long-term stability in their supply chain?
And much more!
🔴 Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
🔴 Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
When it comes to supply chain and logistics, typically these responsibilities have been left to the transportation professionals.
However, with supply chain disruptions directly impacting the bottom line for major retailers, finance personas are getting more involved in the supply chain and ocean strategy.
In this episode, Don and Bryan sit down with Ryan Lockwood, SVP of Finance at CarParts.com to get a finance executive's perspective on supply chain and container shipping.
In this episode, you'll learn about:
- How CarParts.com managed their supply chain through the pandemic
- How CarParts.com uses their supply chain as a competitive advantage
- What's missing in the container shipping industry from a financial point of view
And much more!
🔴 Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
🔴 Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
When Jewel Jennings-Wright worked at the Federal Maritime Commission, a lot of shippers, carriers, and NVOs would come into the commission to voice their concerns around contract disputes.
The challenge was more often than not the shipper and carrier weren't even clear on what the rules were!
Each side was not clear on what they had to fulfill and it was almost like the two parties were having completely different conversations.
In our latest episode, Don and Bryan sit down with Jewel Jennings-Wright, Head of Compliance at NYSHEX, to discuss how shippers and carriers can create trust and transparency in their ocean contracting process.
In this episode, you'll learn about:
- The main challenges both shippers and carrier face when it comes to contract compliance.
- How to create clarity and trust in your contracts to ensure your supply chain runs smoothly.
- An inside look at NYSHEX's governance structure and how its sets shippers and carriers up for fair and transparent contracting.
And much more!
🔴 Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
🔴 Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
A couple of weeks ago, Don and Bryan diagnosed what was going on in the container shipping industry and some strategies to help shippers through these turbulent times.
There was a lot of feedback and questions on this episode, so Don and Bryan dove deeper into some of the topics they touched on in the first episode.
In the episode, you'll learn about:
- How importers can take advantage of opportunities to get space relief.
- Strategies exporters can implement to become a shipper of choice with their carrier partners.
- How shippers can take advantage of two-way commitments to protect their interests while strengthening relationships with their carrier partners.
And much more!
COVID-19, Suez Canal Blockage, Port of Yantian closure...
These are all new event that have instigated the turmoil we're seeing right now.
However, what's not new is that disruptions have consistently occurred in the past that impact supply chains internationally and they create havoc every time.
In this episode, Bryan and Don sit down with Jesper Praestensgaard, Managing Director at Humanostics to discuss why the system is not designed to deal with these sudden disruptions and ways shippers and carriers can think about fixing it.
In this episode, you'll learn about:
- The fundamental challenges the container shipping industry has been dealing with for over 30 years.
- Why incentives are misaligned for shippers and carriers
- Why Jesper is excited about two-way committed ocean contracts and how they can help shippers and carriers with reliability.
And much more!
With continued ripple effects occurring that are causing issues for supply chains, it can be useful to take step back and take a holistic view at what's happening in the market.
In this episode, Don and Bryan diagnose what's going on in the market today and how shippers can best prepare to overcome the challenges they are experiencing.
You'll learn about:
- The current status of the container shipping industry and how did we got here.
- What Don and Bryan believe the future looks like and if the current rates are the new normal.
- When they believe the market will soften and that will look like.
And much more!
Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
Have you ever wondered what it takes to build a fast-growing startup in the shipping and logistics space?
This is a special episode where Don and Bryan got the opportunity to interview their own boss: Gordon Downes, CEO and Founder of the New York Shipping Exchange (NYSHEX).
In this episode, you'll learn about:
- Gordon's background working in container shipping for 15+ years and how it lead him to start NYSHEX.
- How to create an exchange where both shippers and carriers win as opposed to operating in a zero-sum game.
- The advice Gordon would now give to his younger self before starting a business.
And much more!
Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
Now that annual contract signings have been wrapped up, shippers have a degree of comfort knowing some of their volume is covered.
However, BCOs committed 25% less volume to long-term contracts this year, sending almost twice as much via short-term and spot deals.
In this episode, Don and Bryan give their perspectives on what shippers should be thinking about as they go into the summer months before the peak season starts.
You'll learn about:
- How shippers can position themselves to take advantage of extra loaders.
- Why being a shipper of choice will benefit you during peak season.
- How premium services can help shippers during peak and overflow season.
And much more!
Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
Here from Peter Tirschwell, Vice President at IHS Markit discussing how the container shipping industry has transformed over his 30 year career at the Journal of Commerce and where he sees the future of the industry heading.
In this episode, you'll learn about:
- How Peter got his start at the Journal of Commerce.
- Peter's opinion on what type of technology would create the most value for the container shipping industry.
- His most memorable moments from past TPM conferences. (I guarantee this will make you laugh!)
And much more!
Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
As supply chain disruptions continue to impact shippers, now is the time to think through more creative and versatile solutions.
In this episode, Don and Bryan sit down with Anthony Fullbrook, CEO of OEC Group to get his thoughts on how shippers can think differently to solve their supply chain challenges.
In this episode, you'll learn about:
-Anthony's thoughts on the current market conditions and what his prediction is for the rest of the year.
-How NVOs have become a more long-term strategy for BCOs and how you can use them for space relief.
-Why MQC/52 weeks is an old model and what the new model for shippers should look like.
And much more!
🔴 Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
🔴 Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
If you are a shipper entering your ocean contract cycle and want to incorporate two-way committed agreements into your tender process, what should you consider?
In this episode, Don and Bryan discuss the value of two-way committed ocean contracts and how you can incorporate them into your annual agreements.
You'll learn:
- What to use two-way commitments as a diversification alternative.
- How to two-way commitments will help both shippers, carriers, and the industry as a whole.
- How to negotiate flexibility into your contract through two-way commitments.
🔥 You can listen to this full interview on Apple Podcasts or on your favorite podcasting app. 👇
https://supplychainsecrets.buzzsprout.com/1717053/8060546-episode-1-learnings-from-2020-and-how-to-apply-them-in-2021
🔴 Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
🔴 Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
In this episode, we brought on Lars Jensen, CEO & Founder of SeaIntelligence to discuss recent headlines and to get his thoughts on the current state of the container shipping industry.
In this episode, we discussed:
- The ripple effects that the Suez Canal Blockage will cause for the container shipping industry and how shippers can think through the challenges they may face.
- Why supply chain resilience is the name of the game in 2021 and how the Suez Canal Blockage emphasizes this further.
- Why Lars believes the pandemic and recent port congestion is just "large-scale noise" that is just accelerating an underlying fundamental shift in the container industry.
🔴 Subscribe to the NYSHEX YouTube channel for more valuable (free) content on ocean contracting and supply chain best practices:
YouTube ► https://www.youtube.com/channel/UCpAbLM5WE0YJP7c8mZZjDVw
🔴 Subscribe to The Supply Chain Secrets podcast. Perfect for people that are on the go:
Podcast ► https://supplychainsecrets.buzzsprout.com/1717053
Connect with NYSHEX:
LinkedIn ► https://www.linkedin.com/company/7930436/
Facebook ► https://www.facebook.com/NYSHEX/
Instagram ► https://www.instagram.com/nyshex/?hl=en
Twitter ► https://twitter.com/NYSHEX
Website ► https://www.nyshex.com/
✅ For questions or feedback on the podcast direct message Don and Bryan on LinkedIn: https://www.linkedin.com/in/bryan-most/
https://www.linkedin.com/in/donaldadavis/
SupplyChain
ContainerShipping
Logistics
Your supply chain executive just asked you for 2021 ocean strategy, now what?
Here from Don and Bryan on how they would approach presenting their 2021 ocean strategy to their executive team and the corrections they'd make to ensure they don't have the same issues as last year.
In the episode, Don and Bryan discuss:
- How to take a different approach to your 2021 ocean strategy
- How carriers are planning for 2021 and how shippers can align with their initiatives
- How to build resilience into your supply chain strategy to prepare for the potential volatility this year
In this episode, Bryan and Don discuss their three most impactful takeaways from the volatility we saw in the container shipping industry last year and the changes they would make this year to have a successful ocean strategy in 2021.
Want to get inside the minds of experienced supply chain executives?
The Supply Chain Secrets podcast will explore how shippers and carriers can develop strategic relationships to help achieve meaningful business outcomes. We’ll be discussing a wide range of topics including contracting strategies, negotiations, allocation strategies, and much more.