EPISODE · Oct 8, 2025 · 30 MIN
The Supply Chain Poker Game: Who Wins in 2026? With Peter Sand of Xeneta
from The Dynamo Show: a Dynamo Ventures Podcast · host The Dynamo Show: a Dynamo Ventures Podcast
Highlights from their conversation include:Peter’s Background and Entry into Shipping (2:19)Lessons from Market Volatility and Crisis Response (3:41)The Shift Toward Data-Driven Decision Making (4:49)Embracing Transparency and Index-Linked Contracts (5:48)Standardization and Hedging in Ocean and Air Freight (9:17)How Index-Linked Contracts Work in Practice (11:58)Advice on Tendering Cycles and Spreading Risk (16:18)Overcapacity, Trade Wars, and 2026 Demand Forecast (20:40)Building a Data-Driven and Trustworthy Culture (25:06)Rapid Fire: Peter’s Favorite Port and Career Alternatives (28:42)If Containers Could Talk: Stories from Around the World (29:15)Final Thoughts and Takeaways (30:02)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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What this episode covers
In this episode, Peter Sand, Chief Analyst at Xeneta, joins Santosh to discuss the evolving landscape of maritime and air freight. The conversation explores the shift toward data-driven decision-making, the rise of transparency and benchmarking in freight markets, and the growing adoption of index-linked contracts. Peter shares insights on market volatility, the impact of global events like COVID-19 and the Red Sea crisis, and offers a sneak peek at Xeneta’s 2026 demand forecast. Key takeaways include the need for trust in data, the benefits of spreading risk in tendering cycles, the importance of embracing both technology and human expertise to navigate an ever-changing supply chain environment, and so much more. Don’t miss this enlightening conversation.
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The Supply Chain Poker Game: Who Wins in 2026? With Peter Sand of Xeneta
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