Rates in Freefall, Capacity Crunch, and What’s Next After Golden Week
Update: 2025-09-22
Description
In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the latest volatility in container shipping. Asia–Europe rates continue their seasonal slide, while the Pacific faces a dramatic collapse in demand just as carriers push blank sailings.
Lars explains why the gap between quoted and paid spot rates matters, why blank sailings may slow—but not stop—rate erosion, and how Golden Week timing is shaping strategy.
The conversation also covers the looming U.S.–China tariff pause deadline, MEPC decarbonization politics, and CMA-CGM’s latest move in intermodal rail.
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