AJOT Insights

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


Air cargo cartel judicial marathon finally ends after two decades
The European Court of Justice has upheld nearly €800 million in fines against major airlines—including Air France-KLM, British Airways, and Singapore Airlines—ending a 16-year legal battle over a global air freight price-fixing cartel.
Hapag-Lloyd’s Jansen is still hopeful about 2026
Rolf Habben Jansen, CEO, Hapag Lloyd AG and Stuart Sandlin, Managing Director Region North America, Hapag Lloyd AG told a media presentation at the Trans Pacific Maritime Conference (TPM 2026) that 2026 was a promising year until war broke out with Iran.
Could Iran War spike freight rates, oil prices and port congestion?
Unless there is a quick resolution to the US/Israeli war with Iran, global container freight rates could remain high through 2026 accompanied by higher oil prices and port congestion, according to container shipping analyst Lars Jensen, CEO, Vespucci Maritime.
Saving European industry ‘from Chinese steamroller’
France’s strategic advisory body proposes 30% tariffs on Chinese imports and euro devaluation to protect European industry, warning China’s manufacturing dominance threatens exports, jobs, and strategic sectors across the EU.
Port of Long Beach’s Hacegaba says volume down 11% in January
Port of Long Beach CEO Noel Hacegaba reports that January 2026 cargo volumes fell 11% year-over-year as tariffs, Supreme Court rulings, and trade policy uncertainty reshape imports, exports, supply chains, and global shipping outlook.
2026 Air Cargo Conference delivers the goods
The 2026 Air Cargo Conference in ChampionsGate, Florida, welcomed 1,000+ global airfreight professionals and 49 sponsors for three days of expert panels on tariffs, cargo theft, trade policy uncertainty, supply chain risk management, and leadership in air cargo.
From concept to first oil: Contracting challenges in FPSO projects
Expert insight on why sophisticated contracting and risk alignment matter for FPSO project success and timely first oil.
After SCOTUS strikes down Trump tariffs, The Yale Budget Lab sees uncertain 2026
After the Supreme Court blocks IEEPA tariffs, The Budget Lab warns of refund chaos, shifting trade policy, and a slower US economy heading into 2026.
Port of Los Angeles volume down 12% in January
January 2026 volumes at the Port of Los Angeles fell 12%, with imports down 13% and China exports plunging as tariff rulings loom...
New Cathay Cargo chief upbeat on prospect for 2026 despite headwinds
Cathay Pacific Cargo enters 2026 cautiously optimistic after moving 1.6M tonnes in 2025, pivoting to specialized cargo, AI-driven demand, and Greater Bay Area growth despite tariff headwinds.

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