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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!

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  • 23 episodes
  • weekly
  • Avg 24 min
  • English

Episodes 23

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  • April 13 · 17 min

    Hormuz, Oil Prices, and Why Rates Aren’t Spiking (Yet)

    Freight markets are reacting to the Strait of Hormuz crisis, but not in the way many expected. In this week’s episode of Supply Chain Secrets, we break down why rate increases have been relatively modest so far, despite major geopolitical disruption, and what signals to watch beneath the surface. This episode covers: • Why Asia–US and Asia–Europe rates are rising gradually, not sharply • The role of bunker fuel in driving current rate increases • What early NYFI-linked futures activity is telling us about market expectations • How rerouting and limited transit through Hormuz are shaping capacity • The risk of escalation and what it could mean for key logistics gateways • Demand trends, including strong global growth and continued bifurcation Plus, insights on OOCL’s latest earnings and what they reveal about volume vs. rate performance.

  • April 6 · 36 min

    April 7 Launch: Container Freight Futures Go Live on ICE

    Tomorrow, April 7, container freight futures tied to the NYSHEX Freight Index (NYFI) go live on Intercontinental Exchange (ICE). In this week’s episode of Supply Chain Secrets, the conversation focuses on what that means for the industry and how these new tools fit into freight strategy. Rich Heath, who leads financial products at NYSHEX, joins to break down how freight futures work, how they connect to index-linked contracts, and how companies can begin thinking about managing freight risk in a more structured way. This episode covers: • What freight futures are and how they differ from physical freight contracts • Why hedging is gaining traction now after years of limited adoption • How futures can be used alongside existing procurement strategies • What a first hedge can look like and how to start small • How procurement and finance teams can work together on freight risk As volatility continues to shape the market, the industry is beginning to adopt new tools designed to operate within it.

  • March 30 · 25 min

    Hormuz Impact: Rates Rise, But Not How You’d Expect

    Freight markets are reacting to the crisis in the Strait of Hormuz but not in the way many expected. In this week’s episode of Supply Chain Secrets, Caroline and Lars break down what is actually happening beneath the surface of the rate data. While spot rates are only moving modestly week over week, the cumulative impact is building, and key signals in the market are starting to shift. This episode covers: • Why rate increases so far have been gradual, not explosive • The sharp divergence between 20-foot and 40-foot pricing and what it signals • What forward curves are indicating for peak season across major trades • How rerouting via Oman and the Red Sea is reshaping capacity • The latest developments in the Strait of Hormuz and who can still transit • Why disruption remains highly regional for containers, but global for energy Plus, a look at tariffs, IMO developments, and new trade agreements shaping global flows.

Showing 21–23 of 23 episodes