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 ...
Trade Shifts, Rate Slides, and Real Market Signals: The State of Global Shipping This Week
Supply Chain Secrets
22 minutes
1 month ago
Trade Shifts, Rate Slides, and Real Market Signals: The State of Global Shipping This Week
In this week’s Supply Chain Secrets podcast, hosts Caroline Weaver and Lars Jensen unpack the latest developments shaping container shipping and global trade. Lars calls in from Curaçao with an update on freight rates across the Pacific and how carriers’ blank sailings are reshaping capacity as Golden Week slows volumes. He dives into the USTR’s new restrictions on Chinese-owned vessels — and how China’s maritime legislation hints at potential retaliation against U.S. shipping interests. The ...
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 ...
