Asia to North Europe rates are still falling, Transpacific rates keep climbing, and the gap between the two lanes is at a record high. With the data and the market narrative pointing in different directions, the new NYFI options contracts on Asia to North Europe and Asia to USWC arrive at the right moment.

In this episode, Lars Jensen and Rich Heath are joined by Peter Stallion of Clarksons to cover:

  • Why the port congestion story doesn't fit low blank sailing levels or falling Asia to North Europe rates
  • The record arbitrage between the two lanes, and a USWC 10 to 90% spread hovering near $2,000 per 40'
  • How call and put options work, how they differ from futures, and who sells them
  • Using options and futures in 2027 European tenders, and why going unhedged is the real gamble

Plus: Red Sea normalization, escalating Hormuz attacks, and the stalled Hapag-Lloyd and ZIM deal.

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