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Supply Chain Secrets

Supply Chain Secrets

Caroline's Final Episode Cracks the Pacific Rate Mystery

Sep 8, 2026 · 19 min · 9 segments

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 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. Sign up for weekly podcast highlights and never miss insider intel!

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…

Speakers: Lars JensenHostCaroline WeaverHost

Top entities: Asia×21 Europe×14 United States×7 Mediterranean Shipping Company×4 Russia×9

Welcome from Casablanca0:01 – 0:54

Caroline WeaverHost

0:01

Hi, everyone.

Caroline WeaverHost

0:02

You're listening to the Supply Chain Secrets Podcast.

Caroline WeaverHost

0:05

I'm your co-host, Caroline Weaver, and with me is Lars Jensen.

Caroline WeaverHost

0:09

Lars, where are you calling from today?

L

Lars JensenHost

0:27

I have just arrived in the wonderful city of Casablanca in Morocco.

L

Lars JensenHost

0:32

So I'm out by the Atlantic coast.

L

Lars JensenHost

0:34

And today is the day where I have now driven more than 10,000 kilometers.

L

Lars JensenHost

0:38

For our US audience, it's not quite that round a number.

L

Lars JensenHost

0:41

It's 6,200 miles.

L

Lars JensenHost

0:42

So I'll let everybody know when we get to the 10,000 miles as

Caroline WeaverHost

0:45

well.

Caroline WeaverHost

0:46

6,000 miles is quite a long distance.

Caroline WeaverHost

0:48

Are you sick of it yet? Are you ready for the next 6,000?

L

Lars JensenHost

0:51

Absolutely not.

L

Lars JensenHost

0:52

I'm ready for the next stage.

Caroline WeaverHost

0:54

That's amazing.

Read the full transcript.

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AsiaContinentContinent
98%21 mentions
EuropeContinentContinent
93%14 mentions
United StatesCountryCountry in North America
88%7 mentions
Mediterranean Shipping CompanyCompanyShipping company
83%4 mentions
RussiaCountryCountry
79%9 mentions
Strait of HormuzBody of WaterStrait
71%10 mentions
Black SeaBody of WaterSea
71%5 mentions
MoroccoCountryCountry in North Africa
64%2 mentions
The New York Shipping Exchange, LLCCompanyChain
60%1 mention
North AmericaContinentContinent
55%2 mentions
IsraelCountryCountry in the Middle East
50%2 mentions
UkraineCountryCountry in Europe
45%4 mentions
Southeast AsiaEntityRegion in Asia
40%1 mention
ZIMCompanyShipping company
36%3 mentions
Hapag-LloydCompanyCompany
31%1 mention
West Coast of the United StatesPlace
24%3 mentions
East Coast of the United StatesPlaceRegion in the United States of America
24%2 mentions
TaiwanCountryCountry in East Asia
17%1 mention
Port of NovorossiyskPlace
12%1 mention
IranCountryCountry in the Middle East
7%2 mentions
Arkas Container TransportCompanyTransport company
2%2 mentions

Market DynamicsBusiness > Trade > Shipping
Freight RatesBusiness > Trade > Shipping > Market Dynamics
Pacific TradeGovernment > International Relations > Geopolitics > Trade Relations
Asia-Europe TradeGovernment > International Relations > Geopolitics > Trade Relations > Pacific Trade
Capacity IssuesEconomics > Supply and Demand > Market Analysis
Freight Rate VolatilityEconomics > Supply and Demand > Market Analysis > Capacity Issues
Carrier AlliancesBusiness > Logistics > Container Shipping
Port OperationsBusiness > Logistics > Container Shipping > Carrier Alliances
Shipping ImpactGovernment > International Relations > Conflict > Russia-Ukraine War
Geopolitical TensionsGovernment > International Relations > Conflict > Russia-Ukraine War > Shipping Impact
International RelationsGovernment
ConflictGovernment > International Relations
ShippingBusiness > Trade
Market AnalysisEconomics > Supply and Demand
GeopoliticsGovernment > International Relations
Supply and DemandEconomics
Container ShippingBusiness > Logistics
Economics
Government
Business
Russia-Ukraine WarGovernment > International Relations > Conflict
Trade RelationsGovernment > International Relations > Geopolitics
TradeBusiness
LogisticsBusiness

Welcome from Casablanca0:01 – 0:54

Caroline WeaverHost

0:01

Hi, everyone.

Caroline WeaverHost

0:02

You're listening to the Supply Chain Secrets Podcast.

Caroline WeaverHost

0:05

I'm your co-host, Caroline Weaver, and with me is Lars Jensen.

Caroline WeaverHost

0:09

Lars, where are you calling from today?

L

Lars JensenHost

0:27

I have just arrived in the wonderful city of Casablanca in Morocco.

L

Lars JensenHost

0:32

So I'm out by the Atlantic coast.

L

Lars JensenHost

0:34

And today is the day where I have now driven more than 10,000 kilometers.

L

Lars JensenHost

0:38

For our US audience, it's not quite that round a number.

L

Lars JensenHost

0:41

It's 6,200 miles.

L

Lars JensenHost

0:42

So I'll let everybody know when we get to the 10,000 miles as

Caroline WeaverHost

0:45

well.

Caroline WeaverHost

0:46

6,000 miles is quite a long distance.

Caroline WeaverHost

0:48

Are you sick of it yet? Are you ready for the next 6,000?

L

Lars JensenHost

0:51

Absolutely not.

L

Lars JensenHost

0:52

I'm ready for the next stage.

Caroline WeaverHost

0:54

That's amazing.