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