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Index/Ops/Supply Chain Secrets
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Supply, Demand, and Three Crises: What's Actually Moving Rates Right Now

Supply Chain Secrets · 2026-06-08 · 32 min

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Episode notes

Spot rates on Asia-Europe and Transpacific are climbing fast. The easy explanation is Hormuz. The right explanation is supply and demand, and the data Lars Jensen pulled this week makes the case clearly. In this episode, Lars Jensen and Caroline Weaver cover: NYFI update: Asia-North Europe spot rates have now exceeded the Chinese New Year peak and are closing in on summer 2025 levels, with futures pointing higher.

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