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 ...
Tariff Tensions and Freight Fizzles: Decoding Market Calm Before the Next Storm
Supply Chain Secrets
29 minutes
3 months ago
Tariff Tensions and Freight Fizzles: Decoding Market Calm Before the Next Storm
In this episode, Lars and Caroline break down the unexpected lull in Trans-Pacific rates, the true state of peak season in Asia–Europe, and the looming tariff deadlines that could disrupt global trade. They discuss how forward-looking indicators like the NYFI expose weak market fundamentals despite high quotes, and they unpack the IMF’s latest trade outlook revisions. The episode closes with key insights on OFAC sanctions impacting container shipping and what they signal for shippers wo...
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 ...
