This week, Caroline and Lars break down another volatile shift in the market — from weakening global demand to unusual rate distortions and rising geopolitical risks.In this episode:NYFI loaded spot rates for Asia–North Europe and the PacificA rare 20′ > 40′ price inversion on TA EastboundGlobal demand dropping sharply — and why Asia–Europe is the culpritTariff investigations and the impact on food importsRenewed Thailand–Cambodia tensions and supply chain reroutingA vessel attack in Bab el-Mandeb — but not the kind you thinkWhat a return to the Red Sea would do to TEU miles and capacityA fast, focused update for shippers, NVOs, and anyone watching the 2026 outlook.

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