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
TPM Live: Iran Escalation, Phantom GRIs, and a New Playbook for Volatility
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Recorded live during TPM26 in Long Beach, this episode breaks down the rapidly escalating situation involving Iran and what it means for ocean shipping immediately. Lars Jensen walks through the on-the-ground implications for the Strait of Hormuz and the ripple effects that can spread congestion and rate spikes far beyond the Middle East.
The team also explains why “Phantom GRIs” show up in quote-based indices, what that means for contract negotiations, and why transaction-based indices like NYFI can help separate market sentiment from what shippers actually pay.
Finally, NYSHEX CEO Gordon Downes joins to outline how index-linked contracts and hedging tools can help shippers and NVOCCs manage structural volatility, including practical first steps and how to get started.