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
Rates in Freefall, Capacity Crunch, and What’s Next After Golden Week
In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the latest volatility in container shipping. Asia–Europe rates continue their seasonal slide, while the Pacific faces a dramatic collapse in demand just as carriers push blank sailings.
Lars explains why the gap between quoted and paid spot rates matters, why blank sailings may slow—but not stop—rate erosion, and how Golden Week timing is shaping strategy.
The conversation also covers the looming U.S.–China tariff pause deadline, MEPC decarbonization politics, and CMA-CGM’s latest move in intermodal rail.