Contracts, Tariffs, and Turbulence: Why “Fixed” Ocean Rates Aren’t Fixed

Supply Chain Secrets
11/08/2025 20 min
Contracts, Tariffs, and Turbulence: Why “Fixed” Ocean Rates Aren’t Fixed

Listen "Contracts, Tariffs, and Turbulence: Why “Fixed” Ocean Rates Aren’t Fixed"

Descargar episodio

Episode Synopsis

In this episode, Caroline Weaver and Lars Jensen break down the latest shifts in ocean freight rates, revealing why long-term contracts offer far less insulation from spot market volatility than many shippers think. They compare NYFI and CTS data to show the hidden correlation between contract and spot pricing, then dive into a volatile week in trade policy—from unpredictable “reciprocal” tariffs to a surprise penalty on Indian imports that could hit cargo loaded before the rules even existed. 

More episodes of the podcast Supply Chain Secrets

Jittery Rates, Softening Demand & New Risks Ahead for 2026 08/12/2025
Freight Rates, Futures, and Investor Risk with Sagil Capital Partner, Mark Hendricks 01/12/2025
Tariff Turmoil, Vessel Fires, and the Small Wire That Took Down a Bridge 24/11/2025
A Jittery Market, A Clear Signal: Lower Rates Ahead? 17/11/2025
Volatility Is Back — And So Are the Pirates 10/11/2025
Unsettled Seas: China Tariffs, Rate Shifts, and the Return of Pirates 03/11/2025
Inflation’s Hidden Freight Discount: Why Rates Are Lower Than You Think 28/10/2025
No Stop Button, No Filter: What's Going on in Global Shipping This Week? 21/10/2025
Firehose Week: Tariffs, “China’s USTR,” MEPC Carbon Tax—and Why Rates Are Still Calm 14/10/2025
Trade Shifts, Rate Slides, and Real Market Signals: The State of Global Shipping This Week 06/10/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA