This week's Supply Chain Secrets doubles as Caroline Weaver's send off as co-host, and she goes out with the market question everyone's been asking: why have Pacific spot rates gone so volatile?
In this episode, Lars Jensen and Caroline Weaver cover:
Why June and July cargo data show no demand boom on the Pacific, and why the recent spot rate spikes are capacity driven instead
How the Asia-Europe rate cooldown is following a normal seasonal pattern this time, backed by genuine demand growth
Escalation in the Strait of Hormuz and new attacks on container vessels in the Black Sea
Why direct port to port service is less commoditized across alliances than most shippers assume
Thank you to Caroline for your energy and insights on the show!
And, don't worry listeners. The show will go on!
Rich Heath, NYSHEX's VP of Financial Products, takes over alongside Lars Jensen starting next week.
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