Tariff Whiplash, Demand Surprises, and Crew Change Chaos

In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack the latest twists in global trade. They cover falling Asia–Europe spot rates, unexpected tariff exemptions affecting hundreds of commodities, and the stark divide between booming global container demand and declining U.S. volumes. 

Lars also sheds light on rumors around HMM’s ownership shift and the sudden tightening of U.S. visa rules for seafarers—changes that could complicate crew logistics for ocean carriers.