Supply Chain Secrets · 2026-06-22 · 22 min
Asia-North Europe rates are up another $400 week over week, the futures curve points higher still, and the Strait of Hormuz is open, closed, and open again depending on which hour you check. Lars Jensen and Caroline Weaver cut through the noise on all of it. In this episode, Lars Jensen and Caroline Weaver cover: NYFI update: Asia-North Europe spot rates at $3,563 and climbing, with July futures pointing $740 higher than current levels and August expectations also revised up.
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