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...
No Stop Button, No Filter: What's Going on in Global Shipping This Week?
Supply Chain Secrets
28 minutes
2 months ago
No Stop Button, No Filter: What's Going on in Global Shipping This Week?
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, andThe latest on the Red Sea ceasefire and tariff tension between the U.S. and China....
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...
