Tariffs, Trade Wars & Tipping Points: Supply Chain Volatility in Focus

This week on Supply Chain Secrets, Lars and Caroline unpack the latest twists in global trade policy—from the EU tariff threats to the 90-day ceasefire’s ripple effects across U.S. ports. Lars explains why unpredictability—not the tariffs themselves—is the real disruptor, and how that plays out in vessel deployment, port congestion, and inland supply chains. 

They also dive into NYFI data trends beyond China, explore the political push for domestic shipbuilding in India vs. the U.S., and preview the FMC’s new fact-finding mission. 

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