The Disappearing Peak: Capacity Chaos, Tariff Tremors & What Shippers Must Know Now
Is peak season already over? In this no-holds-barred episode of Supply Chain Secrets, guest host Don Davis and industry veteran Lars Jensen deliver a firehose of insight. They expose the vanished Trans-Pacific peak, decode the chaos behind West vs. East Coast rate disparities, and unpack what looming tariffs and overcapacity mean for your freight strategy.
Lars dives deep into real NYFI spot rate data, global emissions trends, and the shipping industry's dirty secret: a structural overcapacity problem that scrapping and slow steaming can’t solve. Don adds frontline insight into customer booking behavior, holiday crunch risks, and why shippers may be gambling too long on a “wait-and-see” strategy.
Key Takeaways for Shippers:
- Peak season came—and went. Are you behind already?
- Why East Coast rates are holding—but West Coast optimism vanished.
- 16% fleet growth vs. 10% TEU growth = long-term overcapacity warning.
- How new EU emissions data proves carriers are speeding up—but still late.
- The October Chinese Golden Week could cause a crunch. Are you ready?
If you ship cargo, this is the insider episode you can’t afford to miss.