Castuner

Supply Chain Secrets

NYSHEX

The Supply Chain Secrets Podcast cuts through the noise to bring you real, unfiltered insights from the front lines of global logistics. Whether you’re a shipper, NVO, carrier, or just someone who needs to stay ahead of market shifts, we deliver analysis and hard-hitting conversations that actually matter. Visit nyshex.com/podcast to register to attend live!

Web del podcast

Escolta'l a la teva aplicació

Episodis

146 episodis

  1. Red Sea Reopens, Hormuz Stalls, Black Sea Heats Up 24:40
  2. Asia-Europe Rates Bottom Out as Threats to Shipping Spread 25:55
  3. Asia-Med Rates Turn Up as Suez Hits 60% 25:15
  4. Spreads Narrow, Northeast Asia Swings, Hormuz Heats Up 29:52
  5. Transpacific Peaks, Demand Splits, Middle East Risks Mount 31:02
  6. Record Arbitrage, No Clear Direction, and NYFI Options Go Live 43:45
  7. Congestion Eats 8.5% of Supply as Tender Season Looms 25:27
  8. Pacific Rates Near 2024 Levels and What's Driving Them 26:25
  9. New Co-Host, Same Data: Rich Heath Joins the Pod as Pacific Rates Spike 26:57
  10. Caroline's Final Episode Cracks the Pacific Rate Mystery 19:01
  11. Reliability Just Hit Its Worst Mark Since Before the New Alliances 21:52
  12. Panama Canal Tightens Transits Ahead of Chinese New Year Rush 28:05
  13. Overcapacity Looks Unavoidable in 2027-2028: Here's the Math. 25:22
  14. Rates Flatline as Red Sea Starts Reopening 28:30
  15. Same Trade Lane, Different Numbers: Decoding Freight Indices 22:36
  16. Reliability Stalls: Why Gemini and Premier Are Nearly 40 Points Apart 21:37
  17. From Hormuz to the Amazon: A Market Under Pressure 15:48
  18. Why the Hormuz Toll Doesn't Survive the Math 21:31
  19. Pacific Peak or Phantom Spike? And the Return to Suez Begins. 26:58
  20. West Coast Rates Entangle East Coast: What That Signal Means 21:00
  21. Schrödinger's Strait: Is Hormuz Open, Closed, or Both? 22:16
  22. Rate Rally, Hormuz Memorandum, and an 88% Chance of El Niño 24:51
  23. Supply, Demand, and Three Crises: What's Actually Moving Rates Right Now 31:38
  24. Consumer Sentiment, Container Volumes, and Why the Correlation Doesn't Exist 28:30
  25. Peak Season Is Loading: Supply, Demand, and a New Hormuz Attack 27:45
  26. Hormuz Holds, El Niño Looms: Stacking the Risks for 2027 24:13
  27. Peak Season Incoming, Hormuz Holds, and Global Demand Takes a Hit 17:26
  28. The Crisis That Isn't Moving Global Rates 29:46
  29. Hormuz Escalates, Plastics at Risk, and Reliability Still Broken 23:22
  30. Rate Spreads, Hormuz Chaos, and a 66-Year Consumer Confidence Low 16:16
  31. Hormuz, Oil Prices, and Why Rates Aren’t Spiking (Yet) 17:25
  32. April 7 Launch: Container Freight Futures Go Live on ICE 36:11
  33. Hormuz Impact: Rates Rise, But Not How You’d Expect 25:46
  34. Freight Price Predictions for 2026: What the Market Is Pricing In 20:55
  35. Hormuz Shock: What the Latest Crisis Means for Freight Rates and Risk 27:07
  36. Persian Gulf Shock, Tariff Refunds, and the Next Wave of Surcharges 32:36
  37. TPM Live: Iran Escalation, Phantom GRIs, and a New Playbook for Volatility 29:00
  38. Tariff Shock and Post-CNY Signals: What It Means for Rates and Contracts 24:42
  39. Market Rewire — Hapag-Lloyd’s Zim Acquisition & Post-CNY Signals 32:51
  40. Before the Bottom: Early Rate Declines, Market Spreads, and Red Sea Signals 21:14
  41. When Quotes Lie: What Paid Rates, Index Choice, and Volatility Are Telling Us Now 17:59
  42. Rates Roll Over, Indexing Gets Real, and Red Sea Risk Returns 15:24
  43. Early 2026 Signals: Rates, Indexing, and the Red Sea Question 27:18
  44. 2026 Outlook: Early Rate Signals, Strong Demand, and Rising Geopolitical Risk 18:43
  45. Year-End 2025: What Changed, What Didn’t, and What’s Coming in 2026 31:28
  46. Unsettled Rates, New Tariffs & Rising Maritime Risks: Market Signals for 2026 26:38
  47. Jittery Rates, Softening Demand & New Risks Ahead for 2026 18:15
  48. Freight Rates, Futures, and Investor Risk with Sagil Capital Partner, Mark Hendricks 27:39
  49. Tariff Turmoil, Vessel Fires, and the Small Wire That Took Down a Bridge 19:36
  50. A Jittery Market, A Clear Signal: Lower Rates Ahead? 27:22