AJOT Insights

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


AI vertical among those most exposed to Middle East conflict
Prolonged Middle East conflict and Strait of Hormuz disruption could threaten AI-driven air cargo growth by raising energy, fuel, and freight costs while constraining semiconductor, helium, and data center supply chains worldwide.
Posidonia 2026: Greek shipping tycoon attacks IMO Net Zero Framework for ships 
As IMO Secretary General Arsenio Dominguez seeks compromise on the delayed Net-Zero Framework, shipowners at Posidonia are pushing back against carbon pricing plans they warn could raise costs and reshape the economics of global maritime trade.
Trade and Currency: Is the mighty dollar’s reign coming to an end?
Despite growing challenges from BRICS initiatives, digital currencies, rising debt, and geopolitical tensions, the U.S. dollar remains the world's dominant reserve currency—though economists warn its long-term supremacy can no longer be taken for granted.
Posidonia 2026: Tanker market might be surprised by EV expansion
Rising fuel prices and prolonged oil supply disruptions could accelerate electric vehicle adoption across emerging markets, potentially capping future oil demand growth and creating unexpected challenges for the global tanker shipping industry.
Will high fuel prices boost ZES battery ships?
Rising diesel prices and lower battery costs are accelerating interest in battery-powered inland shipping, as companies like ZES and Heineken invest in zero-emission vessels and swappable marine battery technology to transform European freight transport.
RL Jones streamlines tariff refund process with AI
As tariff volatility and compliance complexity intensify, RL Jones and Amberd.ai are leveraging artificial intelligence to transform customs brokerage workflows, streamline IEEPA refund processing, and give importers faster, more accurate trade compliance support.
Geodis highlights ‘immense untapped potential’ of EU-Mexico trade deals
As companies shift sourcing strategies and diversify global supply chains, Geodis sees the new EU-Mexico trade framework driving stronger freight flows, tariff-free trade growth, and rising logistics demand across key industrial and high-value export sectors.
Port of Hueneme’s Decas plots growth in containers and Ag exports
Port of Hueneme's CEO, Kristin Decas, says booming refrigerated cargo volumes, major clean energy investments, and plans for a new Jones Act-supported agricultural export network are transforming the Southern California port into a modern hub for sustainable trade and cold chain growth.
Supreme Court ruling makes carrier vetting a high priority for brokers
A new U.S. Supreme Court ruling is reshaping freight brokerage liability by stripping key legal protections and forcing brokers to adopt stricter carrier vetting, real-time compliance monitoring, and documented safety processes to reduce litigation risk.
Dr. Noel Hacegaba, CEO, Port of Long Beach, address at Pacific Offshore Wind Summit
Port of Long Beach, CEO, says offshore wind, zero-emissions freight, and clean shipping corridors are critical to California’s energy security and economic future, as the nation’s busiest port complex accelerates its push toward becoming the world’s first zero-emissions port.

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