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
Persian Gulf Shock, Tariff Refunds, and the Next Wave of Surcharges
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NYSHEX
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Back from TPM, the team dives into the biggest forces reshaping ocean shipping right now.
This week’s episode covers:
- Demand data and a widening imbalance on Asia to Europe, plus what that means for headhaul pricing
- How parcel and DTC trade lanes are shifting as brands rethink sourcing and resilience
- The latest on IEEPA being ruled unlawful, what “refunds” might actually mean, and why the importer of record matters
- Section 122 tariffs, the 150 day clock, and what comes next
- The Strait of Hormuz disruption, end-of-voyage declarations, cargo being discharged at alternate ports, and the surge of emergency surcharges
- Why some fuel surcharges risk being blunt, not trade-specific, and potentially duplicative for shippers already paying variable fuel mechanisms
- How index-linked contracts and freight derivatives can help manage exposure when markets reprice fast