Global container rates are sliding fast — and volatility is here to stay. In this week’s Supply Chain Secrets, Caroline and Lars break down what’s happening across key trades and what it means for shippers heading into 2026. In this episode: NYFI and SCFI data showing sharp rate declines across Pacific and South American tradesHow new tools and freight rate derivatives can help manage volatilityImport trends suggesting major inventory reductions across U.S. retail sectorsA deep dive into the ...
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Global container rates are sliding fast — and volatility is here to stay. In this week’s Supply Chain Secrets, Caroline and Lars break down what’s happening across key trades and what it means for shippers heading into 2026. In this episode: NYFI and SCFI data showing sharp rate declines across Pacific and South American tradesHow new tools and freight rate derivatives can help manage volatilityImport trends suggesting major inventory reductions across U.S. retail sectorsA deep dive into the ...
Contracts, Tariffs, and Turbulence: Why “Fixed” Ocean Rates Aren’t Fixed
Supply Chain Secrets
20 minutes
3 months ago
Contracts, Tariffs, and Turbulence: Why “Fixed” Ocean Rates Aren’t Fixed
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 e...
Supply Chain Secrets
Global container rates are sliding fast — and volatility is here to stay. In this week’s Supply Chain Secrets, Caroline and Lars break down what’s happening across key trades and what it means for shippers heading into 2026. In this episode: NYFI and SCFI data showing sharp rate declines across Pacific and South American tradesHow new tools and freight rate derivatives can help manage volatilityImport trends suggesting major inventory reductions across U.S. retail sectorsA deep dive into the ...
