Stacking Surprises: NYFI Price Gaps, Container Crunch & the Tariff Whiplash

This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack the realities behind recent shifts in container pricing and trade policy. With U.S.–China tariffs in limbo, and equipment imbalances starting to ripple across the market, Lars estimates up to 500,000 TEU of cargo could be waiting in China—setting the stage for potential U.S. port congestion and a spot rate surge. Also on deck: -Why 20-foot containers are sometimes more expensive than 40s—and how NYFI reveals the volati...