Category: Uncategorized

Truckload capacity index turns upward as carriers cautiously add trucks But the increase in truck counts at large truckload providers is more about anticipated growth than any change in current demand. Go to journal of commerce

Ocean carriers still have cards to play despite weakening container market Trans-Pacific rates are falling sharply, but the ability of carriers to withdraw capacity, the potential for continued diversions away from the Red Sea, and long-term changes to the global trade landscape due to US tariff policy mean liners have levers to pull. Go to…

Red Sea ‘revival’ taking place as regional carriers lead the way The number of unique services on routes navigating through Houthi-controlled waters has doubled since the third quarter of last year, according to data from eeSea, as carriers who do not call Israel feel growing comfort sailing the Bab-el-Mandeb Strait. Go to journal of commerce

US policy, investments line up for project cargo-dependent nuclear buildout A resurgence of nuclear projects in the US should provide a steady stream of project cargo work through the end of the decade. Go to journal of commerce

Big US ports ask Congress to follow law for equal funding of dredging work Ports say they stand to lose about $1 billion in funding for maintenance work because the US Army Corps of Engineers’ budget is not treating so-called donor ports equally. Go to journal of commerce

New US sanctions on Iran cut SeaLead’s vessel fleet by one-third The sanctions list targets the shipping interests of Mohammad Hossein Shamkhani, son of Ali Shamkhani, a political adviser to Iran’s Supreme Leader Ayatollah Ali Khamenei. Go to journal of commerce

Matson expects dampened peak season after tariff-driven rush in Q2 The trans-Pacific carrier said China volumes were whipsawed by the Trump administration’s trade policy, with shippers likely to slow their ordering during the third quarter. Go to journal of commerce

ONE cuts profit forecast as falling rates, excess capacity weigh on carriers Trade uncertainties are limiting visibility for the latter half of the carrier’s fiscal year, prompting it to significantly reduce its profit expectations. Go to journal of commerce

Looming US tariffs put economic viability of STS cranes in doubt Marine terminal operators may be forced to resell or even abandon cranes if the tariffs take effect, which would further erode US port productivity. Go to journal of commerce

DB Schenker adds to DSV coffers as multi-year integration begins DSV will start adding the first few country operations of DB Schenker into its network from Aug. 1 in an integration process expected to be completed by 2028. Go to journal of commerce

CH Robinson cautious on second-half outlook amid trade volatility Company executives pointed to the rollout of the Trump administration’s tariff policy in April as driving disruption throughout the second quarter. Go to journal of commerce

Busan aims to boost transshipment volumes with new $573 million feeder terminal Development of the new terminal comes as gains in transshipment volumes are outpacing the increase in gateway cargo at Busan, where transshipment business has been bolstered by the launch of the Gemini Cooperation earlier this year. Go to journal of commerce

LTL carriers expanding US networks despite low freight demand Well-financed LTL trucking companies are investing in network expansion despite flat revenues and falling shipment counts as shippers demand more speed. Go to journal of commerce

India-US carriers likely to kill August rate hikes amid new tariff uncertainty Local liner sources who spoke with the Journal of Commerce signaled that carriers would cancel increase notices scheduled for Aug. 1 and instead extend existing prices through the first half of the month. Go to journal of commerce

Tariff-linked trade flow shift tightens Asian air freight capacity While not yet reflected in freight rates, analysts and forwarders report growing space constraints out of Southeast Asian origins. Go to journal of commerce

MPV shippers adopt ‘strategic inaction’ operating model to counter instability Cargo movers are holding back on executing breakbulk and project cargo shipments as much as possible until there is a clearer picture of costs in the current unsettled market. Go to journal of commerce

Code generation tools altering efficiency, capacity for logistics technology providers A wave of AI-based tools for software developers is likely to raise shipper expectations around the effectiveness and cost of logistics software applications. Go to journal of commerce

US tariff volatility no longer driving trans-Pacific trade plans As tariff fatigue sets in, US retailers are concentrating more on their product delivery needs rather than adjusting their supply chains on the fly to the vagaries of the Trump administration’s trade policy. Go to journal of commerce

Truckload carriers balance networks as tariff uncertainty shifts demand J.B. Hunt Transport and Knight-Swift Transportation — the largest US truckload providers — are shifting assets within their networks as shippers react to supply chain challenges created by higher US tariffs on imports. Go to journal of commerce

New Houthi attacks slash MPV northbound transits via Red Sea Having tentatively returned to Red Sea transits, multipurpose and heavy-lift vessels are again shunning the route in favor of the safer, but longer, passage around southern Africa. Go to journal of commerce

CMA CGM’s Q2 earnings slide as geopolitics, tariffs hit shipping business The Marseilles-based carrier said the unstable operating environment was disrupting trade flows and leading to growing uncertainty about demand in the major markets. Go to journal of commerce