Supply Chain Secrets · 2026-06-01 · 29 min
Rates are climbing, carriers are piling on surcharges, and peak season is arriving ahead of schedule. This week Lars Jensen runs the numbers on why the market is where it is and it has everything to do with the Red Sea and almost nothing to do with how consumers are feeling. In this episode, Lars Jensen and Caroline Weaver cover: Why Pacific and Asia-Europe spot rates continue their upward momentum and what the futures curve is signaling for peak season, including a sharp expected pullback as early as September The statistical relationship between US consumer sentiment and container volumes: Lars ran the analysis and the correlation coefficient is 0.3. There effectively isn't one.
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