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 unevenHow tariffs reshaped shipper behavior toward more just...
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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 unevenHow tariffs reshaped shipper behavior toward more just...
Inflation’s Hidden Freight Discount: Why Rates Are Lower Than You Think
Supply Chain Secrets
19 minutes
2 months ago
Inflation’s Hidden Freight Discount: Why Rates Are Lower Than You Think
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...
Supply Chain Secrets
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 unevenHow tariffs reshaped shipper behavior toward more just...
