New Co-Host, Same Data: Rich Heath Joins the Pod as Pacific Rates Spike
Rich Heath, NYSHEX's VP of Financial Products, joins Lars Jensen as the new co-host this week, stepping in as Caroline Weaver moves on to her next chapter. And there's plenty to dig into on his first episode.
In this episode, Lars Jensen and Rich Heath cover:
Why Asia-US East Coast rates jumped ro…
Pacific Rates Near 2024 Levels and What's Driving Them
Pacific rates on both U.S. coasts are near 2024 levels, and the data Lars Jensen reviews points to carrier capacity management as the driver.In this episode, Lars Jensen and Rich Heath cover:
How Pacific vessel utilization has shifted upward since before the pandemic, and what that means for rates…
Congestion Eats 8.5% of Supply as Tender Season Looms
Port congestion is now absorbing 8.5% of the global container fleet, roughly four times the pre-pandemic norm, and it may not clear before the Chinese New Year peak. On NYFI, Asia to US East Coast rates sit at an all-time high, with rates to both US coasts still climbing.
In this episode, Lars Jens…
Record Arbitrage, No Clear Direction, and NYFI Options Go Live
Asia to North Europe rates are still falling, Transpacific rates keep climbing, and the gap between the two lanes is at a record high. With the data and the market narrative pointing in different directions, the new NYFI options contracts on Asia to North Europe and Asia to USWC arrive at the right…
Transpacific Peaks, Demand Splits, Middle East Risks Mount
Transpacific rates appear to have peaked, Asia to North Europe keeps sliding toward a floor, and the risk picture across the Middle East is getting harder to plan around.
In this episode, Lars Jensen and Rich Heath cover:
Signs of a Transpacific peak, with USWC easing and USEC flattening, and the …
Spreads Narrow, Northeast Asia Swings, Hormuz Heats Up
Transpacific spreads are tightening as the summer rally flattens, while risk in the Strait of Hormuz climbs.
In this episode, Lars Jensen and Rich Heath cover:
Why the narrowing Asia-USWC spread, now about $1,500 per 40-foot, points to growing certainty on price
How carriers prioritizing China loa…
Africa: container shipping's biggest opportunity
In the fourth episode of Straight Talk, maritime journalist Janet Porter speaks with Rolf Habben Jansen, CEO of Hapag-Lloyd, and container shipping analyst Lars Jensen about Africa. The episode marks a special occasion: Hapag-Lloyd celebrates 20 years in South Africa this year.
Lars joins from the…
Asia-Med Rates Turn Up as Suez Hits 60%
NYFI adds two new indices this week, Asia-Mediterranean and Asia-US Gulf, as Asia-Med rates post their first increase in some time.
In this episode, Lars Jensen and Rich Heath cover:
Asia-Med’s turn, and whether the Europe trades have found a floor
Red Sea normalization at 60% of Asia-Europe capac…
Asia-Europe Rates Bottom Out as Threats to Shipping Spread
Asia-Europe rates appear to have found their seasonal floor while security threats to shipping spread across three regions.In this episode, Lars Jensen and Rich Heath cover:-Why Lars reads Asia-Europe as bottomed out, and what the widening spread between high and low rates signals about a market tu…
Red Sea Reopens, Hormuz Stalls, Black Sea Heats Up
Asia-Europe spot rates have flattened at the bottom, yet new loading data shows demand growing far faster than rates suggest.
In this episode, Lars Jensen and Rich Heath cover:
Why Asia-Europe rates have bottomed out with no real seasonal uptick yet, and how forward trading on Asia-North Europe mo…
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