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Episode #6: Red Sea Rumblings (But Rates Are Still Dropping)
Sorry, we kinda said it all in the title.
But you're here so let's keep going. Ceasefire chatter isn’t sending carriers sprinting back through Suez...and even when they do, expect a short scheduling mess, then more capacity and more downward pressure. We break down where rates are (hello, 2023 vibes), the tariff/port‑call fee volley (USTR vs. China, rare earths), who’s actually exposed, and what to do now.
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The skinny
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