AJOT Insights

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


‘China Shock 2.0’: EU primed for action?
Europe is weighing tougher trade defenses as surging Chinese exports widen the EU trade deficit, disrupt automotive supply chains, and intensify pressure for new tariffs, stronger industrial policy, and faster investment in European manufacturing.
Port of Long Beach volumes surge 32% in May
In May, the Port of Long Beach moved 842,000 TEUs, nearly 32% higher compared with last year, making it “our third busiest May on record,” according to Noel Hacegaba, CEO, Port of Long Beach.
The tariff environment changed the FTZ math. Here’s why the numbers finally work
With U.S. tariffs at historic highs, Foreign-Trade Zones offer importers a proven way to eliminate or defer duties, consolidate customs fees, improve cash flow, and recover millions in supply chain profitability.
Suspension of de minimis in EU: What awaits China-Europe e-commerce trade?
When the US suspended its de minimis exemption for goods under $800 in August 2025, it led to an immediate and significant decline in cross-border e-commerce traffic.
Trump administration lifts pause on wind energy permitting but buys out one more developer
Despite a legal win clearing the way for wind permitting, offshore wind developers remain cautious as federal lease buybacks, policy uncertainty, and delayed port investments threaten clean energy growth, grid reliability, and thousands of potential jobs.
Presidential EO signals intent to tighten import compliance enforcement
President Trump’s new customs enforcement order signals a tougher era for import compliance, pushing importers, customs brokers, and logistics providers to strengthen tariff classification, country-of-origin controls, audit readiness, and trade data management.
Port Los Angeles throughput jumps 17% in May
The Port of Los Angeles posted a 17% cargo surge in May as importers moved quickly amid tariff uncertainty, higher fuel costs, and global supply chain risks, while weak exports continued to pressure U.S. farmers and producers.
Healthcare & Lab Logistics: Rethinking Last-Mile as Clinical Infrastructure
Healthcare & Lab Logistics: Rethinking Last-Mile as Clinical Infrastructure
Middle East conflict: Ceasefire extension buoys air cargo recovery
Middle East air cargo operations are showing signs of recovery after renewed U.S.-Iran strikes briefly disrupted regional schedules, with Lufthansa Cargo, Gulf carriers, and DHL cautiously restoring capacity as ceasefire stability improves.
Walsh holds nothing back in parting speech at IATA AGM
IATA’s Willie Walsh used his final AGM speech to call out aircraft manufacturers, engine makers, airports, and regulators as airlines face higher fuel costs, weaker cargo growth, delayed fleet renewals, and mounting pressure on the industry’s 2050 net-zero target.

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