Container shipping just won’t sit still.This week, Caroline Weaver and Lars Jensen unpack the latest volatility across global trades — from Pacific spot rates showing strange regional “vibrations,” to a 20–30% capacity surge on the transatlantic that’s pushing rates to decade lows.They also break down the temporary pause in the U.S.–China trade war — what it really means for importers heading into 2026 — and why a new uptick in Somali piracy adds one more layer of complexity to an already unsettled market.Topics include:Pacific rate patterns after Golden WeekMSC’s mega-vessels reshaping the AtlanticThe U.S.–China tariff “ceasefire” and its 12-month deadlineRenewed piracy risks off East Africa

Ver todos los episodios