Lars Jensen joins from the Dominican Republic to unpack the latest supply chain headlines—and debunk the noise. From Red Sea escalation and new trade war shocks to unraveling what “reliability” actually means in today’s shipping landscape, this episode dives deep.

We discuss:
 • Record-low bunker fuel prices and what that means for Q3
 • Wildcard tariffs (yes, even on foreign movies)
 • The truth behind blank sailings and “capacity cuts”
 • Whether shipping is really coming to a halt (spoiler: it’s not)
 • Why toilet paper isn’t your biggest worry

Expect clarity, nuance, and straight talk on what’s signal and what’s spin.