Supply Chain Secrets
The Supply Chain Secrets Podcast cuts through the noise to bring you real, unfiltered insights from the front lines of global logistics. Whether you’re a shipper, NVO, carrier, or just someone who needs to stay ahead of market shifts, we deliver analysis and hard-hitting conversations that actually matter. Visit nyshex.com/podcast to register to attend live!
Supply Chain Secrets
Stacking Surprises: NYFI Price Gaps, Container Crunch & the Tariff Whiplash
This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack the realities behind recent shifts in container pricing and trade policy. With U.S.–China tariffs in limbo, and equipment imbalances starting to ripple across the market, Lars estimates up to 500,000 TEU of cargo could be waiting in China—setting the stage for potential U.S. port congestion and a spot rate surge.
Also on deck:
-Why 20-foot containers are sometimes more expensive than 40s—and how NYFI reveals the volatility
-What makes NYFI different from other indices when market pressure builds
-A breakdown of the USTR revision and its overlooked inland impacts
-The UK–EU trade deal as a sign of more non-U.S. alliances to come
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