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Supply Chain Secrets

Tariff Tensions and Freight Fizzles: Decoding Market Calm Before the Next Storm

30 min • 4 augusti 2025

In this episode, Lars and Caroline break down the unexpected lull in Trans-Pacific rates, the true state of peak season in Asia–Europe, and the looming tariff deadlines that could disrupt global trade. 

They discuss how forward-looking indicators like the NYFI expose weak market fundamentals despite high quotes, and they unpack the IMF’s latest trade outlook revisions. The episode closes with key insights on OFAC sanctions impacting container shipping and what they signal for shippers worldwide. 

Senaste avsnitt

Contracts, Tariffs, and Turbulence: Why “Fixed” Ocean Rates Aren’t Fixed

11 augusti | 21 min

Tariff Tensions and Freight Fizzles: Decoding Market Calm Before the Next Storm

4 augusti | 30 min

Tariffs, Twenty-Foot Trouble, and Terminal Turmoil

28 juli | 20 min

The Disappearing Peak: Capacity Chaos, Tariff Tremors & What Shippers Must Know Now

21 juli | 24 min

Rapid Peaks, Rapid Pivots: Tariff Turbulence & the Broken Peak Season

14 juli | 11 min
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En liten tjänst av I'm With Friends. Finns även på engelska.

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