The Supply Chain Poker Game: Who Wins in 2026? With Peter Sand of Xeneta

Hosted by Santosh Sankar on October 8, 2025

Show Notes

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/

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