Supply Chain Secrets

Author: NYSHEX

The Supply Chain Secrets Podcast cuts through the noise to bring you real, unfiltered insights from the front lines of global logistics. Whether youre 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!
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Language: en-us

Genres: Business, Technology

Contact email: Get it

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Rate Spreads, Hormuz Chaos, and a 66-Year Consumer Confidence Low
Monday, 20 April, 2026

Ocean freight markets are sending mixed signals this week: Asia-Europe spot rates are falling, Pacific rates are ticking up, and Atlantic rates jumped sharply, but the bigger story is the widening spread between what different shippers are paying and what that uncertainty means.In this episode, Lars Jensen and Caroline Weaver cover:Why expanding rate spreads across Asia-Europe, Transpacific, and Atlantic trades signal growing market uncertaintyThe Strait of Hormuz situation: the failed opening, vessel U-turns, Iranian attacks on ships, and what comes nextBunker fuel prices in context: why current levels, while high, are not the crisis they appear to beU.S. consumer sentiment hitting a 66-year record low and what that means for container volumes