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This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the turbulent state of global trade. From weakening spot rates to dramatic drops in U.S. exports, Lars explains what’s behind the numbers—and what they mean for shippers.

We dive into the ripple effects of escalating tariffs, the cautious (and at times chaotic) responses from governments and shippers alike, and why many are choosing to “wait and see” instead of making bold moves.

Plus, Lars offers clarity on TEU miles, export competitiveness, and the political tightrope that global shipping companies now face. Despite the chaos, there’s a sliver of optimism: new alliances are rolling out with improved service reliability.

Topics covered:

What’s behind the recent export slump
The real risk of supply chain yo-yoing
How shippers are reacting to trade policy whiplash
Why long-term supply chain shifts aren’t happening—yet
Positive trends in carrier reliability