Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing divergence across Asia and why the Trans-Pacific feels like multiple markets stitched together. Here’s what we break down this week: The $25 drop vs. $700 jump in 20-foot rates depending on originWhy the Trans-Pacific is splitting into multiple micro-marketsSouth...
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Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing divergence across Asia and why the Trans-Pacific feels like multiple markets stitched together. Here’s what we break down this week: The $25 drop vs. $700 jump in 20-foot rates depending on originWhy the Trans-Pacific is splitting into multiple micro-marketsSouth...
Digital Detox on Kilimanjaro, Then Back to Shipping’s Reality
Supply Chain Secrets
15 minutes
3 months ago
Digital Detox on Kilimanjaro, Then Back to Shipping’s Reality
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 territoryTariff risks that could shake demand just befo...
Supply Chain Secrets
Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and Caroline walk through the extreme pricing divergence across Asia and why the Trans-Pacific feels like multiple markets stitched together. Here’s what we break down this week: The $25 drop vs. $700 jump in 20-foot rates depending on originWhy the Trans-Pacific is splitting into multiple micro-marketsSouth...
