AJOT Insights

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


CMA CGM upgrades Port of Lyon operations as Propeller Club convention arrives
The Port of Lyon, France’s second-largest economic hub, is set for a €40M, CMA CGM upgrade to expand multimodal freight transport. By strengthening barge and rail operations, the investment supports Europe’s shift toward sustainable inland port logistics.
Are Trump’s cutbacks in renewables undermining the AI race with China?
China’s rapid expansion of wind and solar power is fueling its AI race against the U.S.—potentially offsetting less efficient chips with abundant green energy.
Suez Canal continues to feel the pinch from Red Sea shipping disruption
With traffic halved and revenue down 60%, the Suez Canal battles crisis as Houthi attacks, diversions, and geopolitical tensions reshape trade.
State-imposed ‘cost burden’ hampering the German aviation industry
Germany’s airlines face rising taxes, job losses, and weaker connectivity. Industry calls for urgent cost relief to stay competitive.
Port of Oakland harbor truckers speak out
Harbor trucking executives at the Port of Oakland warn that problems with the eModal appointment system, rising costs, and cargo diversions threaten the port’s future competitiveness.
Deminimis – Caught in the crosshairs of partisanship
Peter Friedman explains the history and controversy of the U.S. deminimis trade rule, showing how a once-simple customs exemption has become a partisan flashpoint in today’s tariff debates.
Air freight, buffeted by US tariffs, is losing business to ships
U.S. tariffs and the end of the de minimis rule are forcing air cargo to shift to sea freight, impacting carriers like FedEx and UPS and reshaping global trade routes.
The Port of Los Angeles moved 1M containers in July
The Ports of Los Angeles and Long Beach set July cargo records as importers rushed goods ahead of tariff hikes, but officials warn volumes may have peaked and higher prices are on the horizon.
Footwear retailers’ Priest says Trump tariffs cast gloom on sales
Trump-era tariffs are reshaping the footwear industry, says FDRA’s Matt Priest, with higher prices, sourcing struggles, and nervous retailers bracing for the year’s second half.
Saildrone sea drones expand from ocean research to naval surveillance
Saildrone, led by retired US Navy Vice Admiral John Mustin, is advancing unmanned ocean drones for defense, hurricane tracking, and deep-sea mapping, with rising demand from U.S. maritime security missions.

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