The Future of Supply Chain: a Dynamo Ventures Podcast The Supply Chain Poker Game: Who Wins in 2026? With Peter Sand of Xeneta
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Oct 8, 2025 In this engaging discussion, Peter Sand, Chief Analyst at Xeneta, dives into the transformative power of data in shipping. He shares insights on navigating market volatility and the industry's shift to index-linked contracts for improved transparency. Peter also discusses the implications of geopolitical issues and overcapacity on future demand, specifically projecting trends for 2026. Unpacking strategies for risk management in tender cycles, he emphasizes the need for a trustworthy, data-driven culture in logistics. Plus, hear his favorite port and career dreams!
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Accidental, Lifelong Shipping Career
- Peter Sand describes his entry into shipping as accidental and lifelong, driven by geography and economics.
- He compares the industry to the "Hotel California": once you arrive, you tend to stay.
Crises Repeat, But Differences Matter
- Long experience teaches that crises repeat with differences; the key is spotting what's different each time.
- Those differences change carrier, shipper, and forwarder behavior and reshape supply-chain responses.
Transparency Shifts Power Balance
- Relationships remain central in shipping, but transparency has shifted bargaining power.
- Xeneta broke carrier data monopolies and made the market less opaque for all players.