AJOT Insights

AJOT Insights features expert analysis and opinion on transportation, logistics, maritime, ports, air cargo, trucking, rail, intermodal and international trade.


Port of Los Angeles tops 1M TEUs in September
The Port of Los Angeles set a new monthly cargo record with 1.04 million TEUs in September as Suez and Panama Canal disruptions, lower tariffs and strong holiday imports shifted more freight to the West Coast.
Moment of truth for EU as it seeks trade reset with China
EU-China trade talks could reshape Europe-Asia freight flows as Brussels considers tariffs, quotas and new trade defenses against Chinese electric vehicles, batteries, steel and other imports.
Port of Corpus Christi plans new container terminal
The Port of Corpus Christi is advancing plans with DP World for a new container terminal targeting up to 1 million TEUs, supported by a 2,000-acre inland port, Class I rail access and expanding Gulf Coast trade capacity.
Port of Corpus Christi’s nuclear power plans
The ports of Corpus Christi and Long Beach are advancing maritime nuclear research with MARAD and private-sector partners, exploring floating nuclear power plants, small modular reactors and future nuclear-powered commercial vessels.
‘Hyperscaler’ boom: 33 freighters a day carrying data center-related air trade to the US
AI and data center expansion is driving a surge in trans-Pacific air cargo, with GPUs, servers and semiconductor equipment tightening Asia-U.S. capacity and pushing high-value technology freight to the front of the market.
UAE’s foreign affairs adviser highlights the Hormuz Strait situation at Asia Society in New York
UAE adviser Anwar Gargash says the Strait of Hormuz remains critical to global shipping, energy flows and supply chains as the US-Iran conflict disrupts trade and pushes Gulf states to diversify transport routes.
AAPA cites delays by House & Senate supporting U.S. port infrastructure investments
AAPA is urging Congress to strengthen U.S. port infrastructure funding as PIDP authorization expires, warning that investment in cargo terminals, dredging, cranes, and freight connectivity is critical to maritime security and supply chain competitiveness.
DHL Express in heavyweight shipment push
DHL Express is accelerating growth in heavyweight air cargo, targeting 50 kg to 3,000 kg industrial shipments as shifting trade lanes and supply chain disruption boost demand for faster, more reliable global delivery.
IMC Logistics will deploy 50 Tesla Semis
IMC Logistics is expanding its clean-trucking fleet with 50 Tesla Semis as part of a blended strategy that combines battery-electric, hydrogen fuel cell, and renewable diesel technologies for California drayage.
BNSF’s Farmer plays the long game
BNSF CEO Katie Farmer says the railroad will prioritize infrastructure, technology, and customer partnerships over consolidation, arguing that investments in intermodal capacity and service can compete with a potential Union Pacific-Norfolk Southern merger.

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