The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement

When pandemic-era demand collapsed, ocean carriers ordered a record number of new container ships. Those vessels are arriving now — 2025 and 2026 see the biggest delivery wave in maritime history — just as global trade growth has cooled. Lucas and Luna break down how the oversupply is crushing charter rates for mid-sized vessels, why carriers are scrapping older ships earlier than planned, and wha...

Episode 5 drills into a surprising trend in the logistics economy: warehouse rents are outpacing office rents across major US markets. Lucas and Luna examine the post-pandemic demand surge for industrial space, the role of e-commerce and reshoring, and what the data says about the future of goods movement. They reference the latest capacity utilisation and industrial production figures, and discus...

Episode 4 of The Supply Chain Economy with Fexingo. Lucas and Luna explore why ocean carriers are bringing back peak-season surcharges and container detention fees in mid-2026, even as trade volumes grow only modestly. They zero in on a specific data point: the US trade deficit widened to $60.3 billion in March 2026, up from $57.8 billion in February, driven by a surge in import volumes that is st...

Lucas and Luna unpack a surprising disconnect in the 2026 economy: US industrial production is climbing even as the trade deficit widens and the dollar softens. They drill into the March 2026 manufacturers' new orders figure (630 billion dollars, up from 621 billion) and the capacity utilisation rate hitting 76.1 percent, the highest in over a year. But the real story is how reshoring and automati...

Lucas and Luna dive into the latest trade data showing US imports hit a record $4.4 trillion annualized pace in early 2026, even as tariffs remain high. They explore which goods are flooding in — from semiconductors to consumer electronics — and what this means for logistics companies, warehouse demand, and the broader supply chain. Plus, why the US trade deficit widened to $60.3 billion in March,...

On the premiere of The Supply Chain Economy, Lucas and Luna dig into one big number: the U.S. trade deficit widened to $60.3 billion in March, up from $57.8 billion in February. What's behind the gap? They trace the story to a single port — the Port of Savannah — where container imports are surging ahead of new tariffs, while exports of soybeans and aircraft engines lag. Lucas explains why the def...