AJOT Insights features expert analysis and opinion on transportation, logistics, maritime, ports, air cargo, trucking, rail, intermodal and international trade.
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.
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.
By James E. Lee, President, Identity Theft Resource Center
Cargo theft is shifting from physical break-ins to identity fraud, as corporate data breaches give organized criminals the credentials, carrier details, and forged documents needed to execute high-value fictitious pickups.
OpenTug is using AI to improve inland waterway logistics by turning fragmented barge data into better ETA forecasts, voyage planning, invoice reconciliation, asset utilization, and demurrage control.