AI and data center expansion is driving a surge in trans-Pacific air cargo, with GPUs, servers and semiconductor equipment tightening Asia-U.S. capacity and pushing high-value technology freight to the front of the market.

UAE adviser Anwar Gargash says the Strait of Hormuz remains critical to global shipping, energy flows and supply chains as the US-Iran conflict disrupts trade and pushes Gulf states to diversify transport routes.

AAPA is urging Congress to strengthen U.S. port infrastructure funding as PIDP authorization expires, warning that investment in cargo terminals, dredging, cranes, and freight connectivity is critical to maritime security and supply chain competitiveness.

DHL Express is accelerating growth in heavyweight air cargo, targeting 50 kg to 3,000 kg industrial shipments as shifting trade lanes and supply chain disruption boost demand for faster, more reliable global delivery.

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.