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
Peak Season Incoming, Hormuz Holds, and Global Demand Takes a Hit
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Pacific rates are flatlining but peak season signals are building, with freight futures pointing to a $900 per FEU jump on Asia-North Europe by July. Meanwhile, the Strait of Hormuz remains effectively closed, global container demand fell 2.4% year-on-year in March, and Maersk posted a second consecutive quarter of negative EBIT.
In this episode, Lars Jensen and Caroline Weaver cover:
- Rate movements across Asia-US West Coast, Asia-US East Coast, and Asia-North Europe, including what freight futures are signaling for peak season
- The latest Hormuz developments including two new vessel attacks and the short-lived US military escort operation
- March global demand data: why the headline -2.4% masks a world that is otherwise still growing at 5-8%
- Maersk Q1 results and what two consecutive quarters of negative EBIT signals for carrier health