AJOT Insights

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


Trump-China soybean deal may not increase this season’s US soybean exports
USDA data shows U.S. soybean exports may stagnate in 2025–26 despite the new China purchase deal, as rising Brazil and Argentina shipments and narrower price advantages offset potential gains.
Forwarders turn to tech amid supply chain uncertainty
A new Descartes benchmark study reveals growing uncertainty for forwarders and brokers — and shows how tech investment, AI adoption, and customer-centric digital tools are widening the competitive gap in 2025.
China’s trade surplus with Europe larger than with U.S. for first time
China’s trade surplus with Europe has overtaken its surplus with the U.S. for the first time, exposing European industry to mounting competitive pressure from an increasingly dominant Chinese manufacturing and export powerhouse.
Port of LA closes on 10 million TEUs in 2025
“With six weeks to go, we are within reach of the 10 million container unit mark for the year,” Port of Los Angeles Executive Director Gene Seroka said at a media briefing on November 18th.
DHL has no plans to merge forwarding and supply chain units
No plans to merge DHL Forwarding and Supply Chain units but greater collaboration in the cards...
Port of Long Beach’s Hacegaba says port stays the course on green energy
Port of Long Beach COO Noel Hacegaba says green shipping, hydrogen, and Pier Wind projects will advance despite Trump policy shifts.
APM’s Los Angeles terminal is making the transition to zero emissions
The APM Terminal at the Port of Los Angeles is making the transition away from fossil fuels cargo handling equipment, and over to zero emissions.
POLB’s Cordero: “Worst scenarios have not occurred”
The Port of Long Beach defied early 2025 trade fears, maintaining near-record cargo levels thanks to front-loaded shipments and strong logistics performance, though U.S. soybean exports and select consumer goods saw notable year-over-year drops.
California harbor trucking chief Loya prepares for a rough ride
U.S. harbor trucking faces deepening challenges as new 2025 tariffs, freight recession pressures, and California clean air mandates strain fleets and drivers, warns Harbor Trucking Association CEO Robert Loya.
SME forwarders not only surviving but flourishing, says WCAworld chief
The twists and turns in the Trump administration’s trade policy and the saga of tariffs on and tariffs off have created a climate of uncertainty in the global economy throughout 2025, exacerbating what was already a period of low growth, and in some cases, one of stagnation.

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