Post by Navia

What goes into a freight rate? It's a question most importers and exporters deal with every day, but few ever get a clear answer on. In the latest episode of Supply Chain Unchained, host Greg Amanatidis sits down with Johnson Leung, founder of Linerlytica and a 30-year veteran of container shipping and financial markets. Johnson built his career at Maersk before spending two decades trading container shipping stocks at JP Morgan and hedge funds. He now produces freight market intelligence used by ocean procurement managers, freight forwarders, and liner pricing teams globally. In this episode, Johnson breaks down the four cost components that make up every freight rate, explains why COVID permanently raised the ceiling on rate volatility, and shares three signals shippers can use to gauge whether a GRI will stick. His parting advice: freight rates aren't inherently predictable. But that's no reason to stop paying attention. Watch the full episode via the link in the comments.

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