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...
Year-End 2025: What Changed, What Didn’t, and What’s Coming in 2026
Supply Chain Secrets
31 minutes
1 week ago
Year-End 2025: What Changed, What Didn’t, and What’s Coming in 2026
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...
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...
