ABOUT THIS PODCAST 🔗
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!
Hosts:
Update frequency:
weekly
Average audio length:
30 minutes
Guest interviews
Has sponsors
English
United States
146 episodes
since Feb. 24, 2021
episodic
LATEST EPISODE 🔗
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…
SEARCH PAST EPISODES
Search past episodes of Supply Chain Secrets.
PREVIOUS EPISODES 🔗
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…
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…
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…
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 …
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…
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…
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…
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…
This week's Supply Chain Secrets doubles as Caroline Weaver's send off as co-host, and she goes out with the market question everyone's been asking: why have Pacific spot rates gone so volatile?
In this episode, Lars Jensen and Caroline Weaver cover:
Why June and July cargo data sh…
Disclaimer: The podcast and artwork embedded on this page are from NYSHEX, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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