S4E3: Why Predictability Beats Flexibility in Global Trade with Hapag-Lloyd North America President Stuart Sandlin

February 4
38 mins

Episode Description

For the third episode of Season 4, co-hosts Ted Stank and Tom Goldsby are joined by Stuart Sandlin, president of Hapag-Lloyd North America, for a candid conversation about how global supply chains hold together when conditions refuse to stabilize. 

Drawing on extensive experience in ocean shipping and global trade, Sandlin shares insights on Red Sea disruptions, Panama Canal capacity, shifting trade routes, and the operational and financial realities of longer transit times. The conversation centers on why predictability often outperforms flexibility, how leaders can manage expectations when certainty isn’t possible, and which behaviors help organizations execute credibly under pressure. 

This episode offers practical perspective for supply chain professionals and executives navigating risk, reliability, and decision-making in a changing global environment. 

Plus, Ted and Tom break down the latest supply chain signals and headlines, including holiday demand performance, tariff-driven ordering shifts, and more.

The episode was recorded virtually on January 26, 2026.  

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