Freight Rates, Futures, and Investor Risk with Sagil Capital Partner, Mark Hendricks
Update: 2025-12-01
Description
This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen are joined by Sagil Capital Partner Mark Hendricks to break down how freight rate volatility is affecting both shippers and investors.
They cover the latest NYFI and SCFI movements, widening differences between sub-trades, the newest global reliability numbers, and updates on the ONE Henry Hudson and Red Sea routing. Mark shares how equity investors value shipping companies in unstable markets and why futures and hedging tools matter as 2026 looks increasingly unpredictable.
In this episode:
- Rate swings across Pacific and East Coast trades
- How investors model volatility in shipping equities
- Why futures and hedging could lower financing risk
- Updates on reliability, general average, and Red Sea traffic
A fast, digestible look at the forces shaping container shipping and financial markets heading into 2026.
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