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
Hormuz, Oil Prices, and Why Rates Aren’t Spiking (Yet)
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Freight markets are reacting to the Strait of Hormuz crisis, but not in the way many expected.
In this week’s episode of Supply Chain Secrets, we break down why rate increases have been relatively modest so far, despite major geopolitical disruption, and what signals to watch beneath the surface.
This episode covers:
• Why Asia–US and Asia–Europe rates are rising gradually, not sharply
• The role of bunker fuel in driving current rate increases
• What early NYFI-linked futures activity is telling us about market expectations
• How rerouting and limited transit through Hormuz are shaping capacity
• The risk of escalation and what it could mean for key logistics gateways
• Demand trends, including strong global growth and continued bifurcation
Plus, insights on OOCL’s latest earnings and what they reveal about volume vs. rate performance.