Rulewave

Sten Svendsen

Freight Forwarding Authority

Why Adaptability Has to Be Built In Not Bolted On

When planning transportation in highly volatile market conditions, the hardest challenge isn't any single disruption; it's the compression of the planning horizon. Twenty years ago, an ocean carrier contract was annual conversations. Today, the assumptions behind those contracts can unravel over a weekend.

The ongoing situation is the perfect example. A single escalation around the Strait of Hormuz or the Bab el-Mandeb, and suddenly carriers invoke EOV clauses (End-of-Voyage), forcing cargo owners into impossible decisions; abandon cargo in India or Sri Lanka, or absorb significant COD (Change of Destination) costs just to get it to its final destination. None of that shows up in a forecast.

The second challenge is concentration. Global trade still runs through a handful of chokepoints, yet most networks were built on the assumption that they stay open. They don't. Leaders who haven't mapped that exposure, by lane, by customer, by product, are essentially flying blind.

Responding to that reality requires a fundamental shift in how organizations are built. Adaptability starts with accepting that disruption is constant, not occasional.  Organizations need to build real optionality into their networks: multiple carriers, alternative routes, and contingency plans that are commercially viable and ready to execute, not just theoretical backups. Speed matters just as much as strategy, which means decision-making has to be decentralized, with regional teams empowered to act quickly.

End-to-end visibility across all modes is critical to understanding downstream impact, while strong coordination between ocean, air, road and rail allows for fast modal shifts when needed. Proactive communication, internally and with customers, is just as important. In volatile markets, adaptability isn’t about perfect planning. It’s about being positioned to respond faster than the disruption unfolds.

Trade-offs, Modal Flexibility and Leading with Calm

Modal flexibility; shifting to sea-air, leveraging rail when ports are congested or on strike, repositioning inland capacity, is one of the few real levers we have when an ocean lane goes sideways. But it only works of data, contracts, and operational handoffs are fully aligned.

Most service failures don’t’ happen on the water, they happen at the seams, where one mode end and another begins.

Coordination has to be both technical and organizational: shared KPIs, joint planning, and a single source of truth for the shipment. Otherwise, you end up with multiple teams optimizing their own piece, while the customer is left wondering why their cargo is stuck at the port.

“Volatility isn’t temporary anymore; it’s the new operating environment. The leaders who accept that and stop waiting for things to “go back to normal,” are the ones who will define where the industry goes next.”

When that coordination is working, the harder question becomes how to balance cost, capacity and customer expectations simultaneously. The honest answer is that you stop pretending you can optimize all three at the same time.

The reality is that you have to tier your approach, by customer, by lane, by product criticality, and make deliberate trade-offs. Premium solutions for what truly matter, and managed expectations for everything else.

The conversation with customers becomes just as important as the execution. In stable markets, rates dominate. In volatile ones, total landed cost, inventory positioning, and reliability matters far more. The customer who understands that becomes long-term partners. The ones who don’t tend to chase the lowest rate, are usually the most exposed when the next disruption hits.

For professionals navigating that reality and looking to lead through it, I would advise three things, after more than thirty years in this industry.

First, build optionality before you need it. Efficiency is what you optimize in calm markets; optionality is what keeps you alive in volatile ones.

Second, invest in your data infrastructure. Decisions based on incomplete or delayed information are just a slower way of making the wrong call.

Third, lead with calm and clarity. You teams, your customers, and your stakeholders take their cues from you. If you panic, they panic, and that’s when costly decisions get made.

Your role is to act as the buffer between your team and the noise from both customers and senior leadership. Without that, everyone ends up reacting instead of thinking, and that’s when things spiral.  Volatility isn’t temporary anymore; it’s the new operating environment. The leaders who accept that and stop waiting for things to “go back to normal,” are the ones who will define where the industry goes next.