AJOT Insights

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


France joins Germany to demand scrapping of EU law on ‘ethical’ supply chains
France has joined Germany in demanding an outright withdrawal of an EU law on ‘ethical’ supply chains, which, if supported by other member states, would take the bloc’s pro-business, ‘less-green’ drive to another level and potentially have a positive bearing on negotiations with the Trump administration to secure a trans-Atlantic trade deal.
An interview with James Hookham, director of the Global Shippers Forum
Shippers have arguably never been confronted with such a succession of crises in recent years, resulting in severe disruptions to supply chains – the COVID pandemic, the war in Ukraine, the Houthi attacks on ocean shipping in the Red Sea, and most recently, Donald Trump's mission to ‘rebalance’ international trade.
California offshore wind moves ahead
California has made substantial progress toward creating the infrastructure to support floating offshore wind farms that will generate 10 gigawatts of renewable power to support AI and other next-generation technologies, according to Adam Stern, Executive Director, Offshore Wind California.
Port of LA reports volume down 30% in first week of May
The Port of Los Angeles reported that container volumes are down 30% for the first week in May due to the imposition of tariffs on imports, according to Eugene Seroka, Executive Director Port of Los Angeles.
Jensen predicts China cargo surge
In the aftermath of the U.S.- China agreement to temporarily reduce tariffs, maritime analyst Lars Jensen, Principal at Vespucci Maritime, is predicting: “an immediate surge of cargo from China to U.S.” but others aren’t so sure.
AAPA praises Trump budget for continuing port infrastructure grants but vows to fight $1 billion cut in HMTF
The American Association of Port Authorities (AAPA) praised the proposed Trump Administration Fiscal Year 2026 budget for “significant increases “in the Port Infrastructure Development Program (PIDP) but opposed proposed “deep cuts” to the Harbor Maintenance Trust Fund (HMTF) that will undermine “deep harbors that are properly maintained.”
Keeping it cool in a booming market
Cold chain logistics is the backbone of modern supply chains, ensuring that perishable goods—from vaccines and fresh produce to frozen chicken, seafood, and temperature-sensitive chemicals—reach consumers in optimal condition. As global trade expands and consumer expectations grow, the importance of this sector has never been more critical.
McCown: U.S. ports may see an unprecedented 25% drop in volume by July
Based on current projections, U.S. ports could see an unprecedented year over year reduction in container volumes of 25% by July 2025, according to John McCown, publisher the John McCown Container Report.
CBFANC’S Lee says tariffs impacting small business
New Trump Administration tariffs are likely to raise prices for small businesses that are working on small margins, but the final disposition of the tariffs is still subject to negotiations, according to Sung Wook Lee, President of the Customs Brokers and Forwarders Association of Northern California (CBFANC).
ILWU condemns Trump tariffs as “taxes” triggering job losses & urges resistance
The International Longshore and Warehouse Union (ILWU), which represents U.S. West Coast longshore workers, issued a blistering condemnation of President Trump’s tariffs calling them “taxes” that will trigger job losses.

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