Will anyone make a move—or are we all just watching and waiting?
In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen welcome Don Davis, SVP Commercial at ZIM, for a frank discussion on how the new wave of tariffs is paralyzing the industry. In a combined 60 years our hosts have in the industry, they've never seen volatility like this.
From 145% shocks out of China to strategic blank sailings, and ripple effects no one’s fully prepared for, this conversation digs into:
-Why front-loading isn’t always the answer
-How exporters are being squeezed
-What’s stalling long-term planning
-And how IMO’s latest emissions ruling barely made a blip in the chaos
If you're trying to make smart supply chain decisions in the fog of tariff uncertainty, this episode gives you perspective—and permission to pause.
En liten tjänst av I'm With Friends. Finns även på engelska.