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 ...
The Disappearing Peak: Capacity Chaos, Tariff Tremors & What Shippers Must Know Now
Supply Chain Secrets
23 minutes
4 months ago
The Disappearing Peak: Capacity Chaos, Tariff Tremors & What Shippers Must Know Now
Is peak season already over? In this no-holds-barred episode of Supply Chain Secrets, guest host Don Davis and industry veteran Lars Jensen deliver a firehose of insight. They expose the vanished Trans-Pacific peak, decode the chaos behind West vs. East Coast rate disparities, and unpack what looming tariffs and overcapacity mean for your freight strategy. Lars dives deep into real NYFI spot rate data, global emissions trends, and the shipping industry's dirty secret: a structural overcapacit...
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 ...
