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Supply Chain Secrets
NäringslivTeknologi

TPM Live: Iran Escalation, Phantom GRIs, and a New Playbook for Volatility

29 min•2 mars 2026

Recorded live during TPM26 in Long Beach, this episode breaks down the rapidly escalating situation involving Iran and what it means for ocean shipping immediately. Lars Jensen walks through the on-the-ground implications for the Strait of Hormuz and the ripple effects that can spread congestion and rate spikes far beyond the Middle East.

The team also explains why “Phantom GRIs” show up in quote-based indices, what that means for contract negotiations, and why transaction-based indices like NYFI can help separate market sentiment from what shippers actually pay.


Finally, NYSHEX CEO Gordon Downes joins to outline how index-linked contracts and hedging tools can help shippers and NVOCCs manage structural volatility, including practical first steps and how to get started.

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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
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
Rates Roll Over, Indexing Gets Real, and Red Sea Risk Returns
•15 min

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