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 Escalates, Plastics at Risk, and Reliability Still Broken
•
NYSHEX
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Iran has seized two MSC vessels in the Strait of Hormuz, bookings into the Persian Gulf have collapsed 66% year over year, and Somali pirates are back. The maritime risk picture is deteriorating fast.
In this episode, Lars Jensen and Caroline Weaver cover:
- Transpacific NYFI movements by subtrade, including why Northeast Asia rates are more volatile than other origins
- Why 20-foot and 40-foot rates on the Transatlantic have completely decoupled -- and what that means if you're shipping dense cargo
- Asia-North Europe spot rates weakening toward pre-crisis levels, while futures markets signal a recovery into May
- Iran seizing MSC vessels, the Hormuz closure, and the return of Somali piracy
- Plastics supply risk: why a Dow Chemical warning about ethylene and polyethylene shortages should be on every importer's radar
- Ocean carrier reliability at 62% -- why the industry has systematically underperformed pre-pandemic norms, and what that means for global capacity