In this episode, Kevin and Kevin sit down with Peter Sand, Chief Analyst at Xeneta, to talk about where global ocean shipping stands today and what importers and logistics teams should prepare for as 2026 approaches. After several years of volatility driven by COVID-era surges, trade tensions, shifting tariffs, capacity swings, and the ongoing Red Sea disruption, many shippers are tired and looking for some level of stability. Peter helps frame the realities on the ground as we move into the next contract cycle.

The conversation covers how spot and long-term rates are trending into 2026, whether recent rate “stability” is something companies can actually plan around, and what indicators matter more than headline GDP figures. Peter also breaks down how sourcing strategies are evolving, including the rise of Southeast Asia exports and the growing idea of “US plus one” to complement traditional China plus one approaches. He explains how importers can use capacity data, service reliability performance, and new vessel order books to understand which carriers may be under pressure and where negotiation leverage really exists.

One clear takeaway: even in uncertain markets, shippers have options. Peter encourages importers to treat 2026 as a chance to rethink relationships, create more competitive request for quotes, and come better prepared with real data rather than reacting mid-negotiation. For mid-market importers especially, he recommends testing new partners, gathering more intelligence before bidding, and focusing on being a valued customer of choice over chasing pennies at the finish line.

For more about the 2026 Ocean Outlook, click on the following link:  https://www.xeneta.com/outlook/2026-ocean-freight-outlook

This episode is presented by Xeneta