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Supply Chain Secrets
NäringslivTeknologi

2025-26 Geopolitical Outlook

27 min•10 mars 2025

In this hot-off-the-press episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the biggest takeaways from TPM 2025—including the USTR 301 proposal that could impose a $1M+ fee per vessel per US port call for Chinese-built ships, a move that could reshape shipping as we know it.

This jam-packed episode also covers:
*Recently announced carrier infrastructure investments
*The evolving geopolitical landscape—From Red Sea disruptions to shifts in global trade policy
*What shippers need to do now to stay ahead of major industry shifts

Want to be a part of the show? Register to attend a live recording here and ask your questions in real time!

https://nyshex.com/attend-podcast-live

Fler avsnitt av Supply Chain Secrets

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April 7 Launch: Container Freight Futures Go Live on ICE
•36 min
Hormuz Impact: Rates Rise, But Not How You’d Expect
•26 min
Freight Price Predictions for 2026: What the Market Is Pricing In
•21 min
Hormuz Shock: What the Latest Crisis Means for Freight Rates and Risk
•27 min
Persian Gulf Shock, Tariff Refunds, and the Next Wave of Surcharges
•33 min
TPM Live: Iran Escalation, Phantom GRIs, and a New Playbook for Volatility
•29 min
Tariff Shock and Post-CNY Signals: What It Means for Rates and Contracts
•25 min
Market Rewire — Hapag-Lloyd’s Zim Acquisition & Post-CNY Signals
•33 min
Before the Bottom: Early Rate Declines, Market Spreads, and Red Sea Signals
•21 min
When Quotes Lie: What Paid Rates, Index Choice, and Volatility Are Telling Us Now
•18 min

Supply Chain Secrets med NYSHEX finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.