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Supply Chain Secrets

NYSHEX
Tariffs
Freight Rates
Shipping Rates
Red Sea
China
Strait Of Hormuz
Supply Chain Management
Container Shipping
Trade War
Asia-Europe Trade
Trans-Pacific Market
Ocean Shipping
Shipping Industry
Trans-Pacific Trade
Gaza
Global Carriers
Spot Rates
Vespucci Maritime
Panama Canal
TPM

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!

PublishesWeeklyEpisodes124Founded5 years ago
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Artwork for Supply Chain Secrets

Latest Episodes

Spot rates on Asia-Europe and Transpacific are climbing fast. The easy explanation is Hormuz. The right explanation is supply and demand, and the data Lars Jensen pulled this week makes the case clearly.

In this episode, Lars Jensen and Caroline Wea... more

Rates are climbing, carriers are piling on surcharges, and peak season is arriving ahead of schedule. This week Lars Jensen runs the numbers on why the market is where it is and it has everything to do with the Red Sea and almost nothing to do with h... more

YouTube

Freight rates on both Asia-Europe and Transpacific are strengthening and this week Lars breaks down why the driver is fundamentals, not Hormuz. Meanwhile, a vessel explosion in the Gulf of Oman adds fresh tension to an already fragile situation.

In ... more

YouTube

Transpacific rates are grinding higher into peak season while the Hormuz crisis shows no sign of resolution, and a new weather risk is quietly building for the Panama Canal.

In this episode, Lars Jensen and guest host Don Davis cover:

• NYFI spot r... more

YouTube

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Recent Guests

Lars Jensen
Guest expert providing market insights
Sea-Intelligence
Episode: Freight Price Predictions for 2026: What the Market Is Pricing In
Peter Stallion
Runs Container Futures at Clarksons
Clarksons
Episode: Hormuz Shock: What the Latest Crisis Means for Freight Rates and Risk
Rathna Sharad
CEO and founder of Flavacamp, cross-border platform enabling global expansion for brands
Flavacamp
Episode: Persian Gulf Shock, Tariff Refunds, and the Next Wave of Surcharges
Gordon Downes
CEO of Nyshex
Nyshex
Episode: TPM Live: Iran Escalation, Phantom GRIs, and a New Playbook for Volatility
Matthew (Matt)
Head of Trade for Hellmann Worldwide Logistics, manages carrier relationships and import/export flows.
Hellmann Worldwide Logistics
Episode: Early 2026 Signals: Rates, Indexing, and the Red Sea Question
Don Davis
A prominent figure in the shipping industry
ZIM
Episode: Year-End 2025: What Changed, What Didn’t, and What’s Coming in 2026
Michael Wray
Director of Transpacific Eastbound Marketing and Pricing for Ocean Network Express North America
Ocean Network Express
Episode: Unsettled Rates, New Tariffs & Rising Maritime Risks: Market Signals for 2026
Mark Hendricks
Partner at Sagil Capital and hedge fund manager with expertise in shipping equities
Sagil Capital
Episode: Freight Rates, Futures, and Investor Risk with Sagil Capital Partner, Mark Hendricks
Rich Heath
Vice President of Freight Products and Services at Nyshex
Nyshex
Episode: Rates, Risk & Reality: Inside the NYSHEX Freight Index Launch

Hosts

Caroline Weaver
Co-host of the podcast focused on supply chain insights and market context
Lars Jensen
Co-host providing market insights and guest interactions

Reviews

4.7 out of 5 stars from 31 ratings
  • Entertaining way to stay on top of the market

    Lars and Caroline do an excellent job bringing industry insights to life!

    Apple Podcasts
    5
    Gordon Downes
    United States6 months ago
  • Who needs consultants ?!

    Just listen to these guys

    Apple Podcasts
    5
    dj vp
    United States5 years ago
  • Love the shipping industry discussion!

    There isn’t anything else like this show - very cool!

    Apple Podcasts
    5
    Cal Naughton
    United States5 years ago
  • Love Bryan and Don

    So nice to have a light hearted and entertaining dialogue yet very valuable information.

    Apple Podcasts
    5
    Gordon Downes
    United States5 years ago
  • Subject Matter Experts

    Unique and deep knowledge on the topic. Very informative.

    Apple Podcasts
    5
    KitMcQ
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests and topics feel timely and highly relevant for planning and budgeting.
Listeners praise the show for turning complex market moves into actionable insights.
The hosts make industry data approachable without sacrificing depth.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#66
South Korea/Technology
Apple Podcasts
#136
Singapore/Technology
Apple Podcasts
#211
Denmark/Technology
Apple Podcasts
#236
Hong Kong/Technology

Talking Points

Recent interactions between the hosts and their guests.

Peak Season Incoming, Hormuz Holds, and Global Demand Takes a Hit
Q: What was the latest on tariffs and how might they affect carriers and importers this quarter?
Tariffs remain unsettled with Court rulings and presidential actions creating a looping pattern of measures and reversals; some refunds may be possible for plaintiffs, but overall the trading environment stays unstable with ongoing adjustments and new tariff schemes anticipated, contributing to continued uncertainty for importers and rate setting.
Early 2026 Signals: Rates, Indexing, and the Red Sea Question
Q: How is Hellmann treating the Red Sea right now? Are you assuming it might normalize?
It is still too early to tell whether everyone will follow suit regarding returning to the Red Sea.
Early 2026 Signals: Rates, Indexing, and the Red Sea Question
Q: With the freight rates softening on the TPEB market, are you approaching your contract pricing discussions sort of business as usual for this time of year?
It's a little early to still talk about what the long-term rates will look like come May; the market is fluctuating a lot currently.
2026 Outlook: Early Rate Signals, Strong Demand, and Rising Geopolitical Risk
Q: What are the updates on the tariff front?
It's a quiet week on the tariff front, but the geopolitical dynamics in regions like Iran are significantly impacting the shipping landscape.
2026 Outlook: Early Rate Signals, Strong Demand, and Rising Geopolitical Risk
Q: Could you talk a little bit about the new CTS demand data?
The global growth in TEU was up 7.2 percent, marking extremely strong demand contrary to the decline observed in North American container volumes.

Audience Metrics

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Frequently Asked Questions About Supply Chain Secrets

What is Supply Chain Secrets about and what kind of topics does it cover?

A data-driven podcast focused on ocean freight, rates, risk, and policy impacts shaping global logistics. Episodes routinely dissect rate movements across trade lanes, geopolitical events (notably Hormuz tensions and Red Sea disruptions), and how hedging tools, futures, and index-linked contracts can stabilize budgets for shippers, carriers, and forwarders. Guests often bring market context or cross-border insight, making practical takeaways for fleet planning, contract design, and risk management. The show stands out for its hands-on analysis, real-time market cues, and clear guidance on when to hedge, how to read forward curves, and what to watch next in a volatile environment.

Where can I find podcast stats for Supply Chain Secrets?

Rephonic provides a wide range of podcast stats for Supply Chain Secrets. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Supply Chain Secrets and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Supply Chain Secrets get?

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What are the audience demographics for Supply Chain Secrets?

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How many subscribers and views does Supply Chain Secrets have?

To see how many followers or subscribers Supply Chain Secrets has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Supply Chain Secrets?

These podcasts share a similar audience with Supply Chain Secrets:

1. The Freight Buyers' Club
2. The Loadstar
3. Børsen Morgenbriefing
4. Odd Lots
5. Hattrick

How many episodes of Supply Chain Secrets are there?

Supply Chain Secrets launched 5 years ago and published 124 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Supply Chain Secrets?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Supply Chain Secrets?

Rephonic pulls ratings and reviews for Supply Chain Secrets from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for Supply Chain Secrets?

Rephonic provides full transcripts for episodes of Supply Chain Secrets. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Supply Chain Secrets?

Recent guests on Supply Chain Secrets include:

1. Lars Jensen
2. Peter Stallion
3. Rathna Sharad
4. Gordon Downes
5. Matthew (Matt)
6. Don Davis
7. Michael Wray
8. Mark Hendricks

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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