AJOT Insights

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


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.
Does the EU’s Emissions Trading System match reality?
New VesselBot analysis shows routing, port sequence and vessel utilization can dramatically change EU (ETS) costs per container, giving shippers a stronger basis to evaluate carbon surcharges and transportation spend.
Foreign-Trade Zones can mitigate high US tariffs & create new economic development
Higher U.S. tariffs are driving more importers and manufacturers to Foreign-Trade Zones, where companies can defer duties, improve cash flow, support domestic production, and reduce overall supply chain costs.
Union Pacific’s Vena urges support for UP-Norfolk Southern rail merger
Union Pacific CEO Jim Vena says the proposed Norfolk Southern merger could cut up to two days from some rail transit times, reduce costly interchanges, and create the first coast-to-coast U.S. railroad.
MARAD’s Carmel calls for US to build a fleet of nuclear-powered ships mobilization
U.S. maritime leaders are pushing for a shipbuilding revival as MARAD argues that nuclear propulsion, AI-enabled logistics, predictable cargo, and new financing tools could reshape American commercial shipping.
The Maldives, a back-door trade route to Russia for sanctioned goods
The Maldives is drawing scrutiny as a suspected transshipment route for sanctioned goods bound for Russia, with reports citing microchips, aerospace components, aircraft parts, and dual-use cargo moving through Malé by air.
Los Angeles reports over 5% cargo shift from Gulf & East Coast ports
Port of Los Angeles cargo volumes remain elevated as Suez Canal disruption, Panama Canal low-water restrictions, resilient imports, and favorable West Coast routing economics shift freight from Gulf and Atlantic gateways.
IMC’s Schneider says cargo theft in costs $35 billion a year
Rising cargo theft is putting pressure on U.S. supply chains as criminals exploit rail congestion, fake DOT numbers, and jurisdictional gaps, prompting industry support for stronger federal coordination through the CORCA Act.
Air cargo trends and what they could mean
Air cargo demand is stabilizing after weeks of volatility, but forwarders warn that de minimis changes, Middle East disruptions, tight freighter capacity, and airport congestion could keep rates and supply chains under pressure.

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