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Supply Chain Secrets
NäringslivTeknologi

Volume Dips, Tariff Deadlines, and a Burning Bulk Carrier

19 min•7 juli 2025

From a 15% Trans-Pacific volume drop to an unclear U.S. tariff deadline, uncertainty dominates the trade landscape. In this week's episode of Supply Chain Secrets, Lars and Caroline unpack alarming CTS data, sharp spot rate shifts, and a dramatic Red Sea attack on a commercial vessel. Will July 9 spark a global trade war—or more mixed messaging? Tune in to understand how shifting demand, container imbalances, and geopolitical flashpoints are reshaping global shipping in real time. 

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Hormuz Shock: What the Latest Crisis Means for Freight Rates and Risk
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Market Rewire — Hapag-Lloyd’s Zim Acquisition & Post-CNY Signals
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Before the Bottom: Early Rate Declines, Market Spreads, and Red Sea Signals
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When Quotes Lie: What Paid Rates, Index Choice, and Volatility Are Telling Us Now
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