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
When Quotes Lie: What Paid Rates, Index Choice, and Volatility Are Telling Us Now
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Rates are rolling over earlier than expected, and the gap between quoted and paid freight rates is widening again.
In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down what’s driving the post–Chinese New Year slowdown, why quoted spot rates tend to exaggerate both peaks and troughs, and what that means for shippers heading into contract season. Lars also shares a concrete example showing how index choice alone can materially change freight costs—especially when proxies are used instead of actual loaded-rate data.
The conversation then turns to trade policy and geopolitics, including fresh tariff threats, the EU–India trade deal, Q4 carrier earnings, Panama Canal developments, and renewed uncertainty in the Red Sea.
For anyone planning budgets, contracts, or capacity in 2026, this episode offers timely perspective on where the market may head next—and where hidden risk still lives.