AJOT Insights

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


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.
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.

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