AJOT Insights

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


FedEx SC purchase, strategic partnership, take CMA CGM to a new level in US
CMA CGM’s $1.4 billion acquisition of FedEx Supply Chain will sharply expand its U.S. warehousing footprint, deepen its FedEx partnership, and accelerate its strategy to build more resilient, integrated ocean, air, and logistics networks.
Before 2026 diesel spike: US zero emission trucks deployments were rising
Zero-emission truck deployments surged in the second half of 2025 as U.S. fleets accelerated adoption, with rising diesel prices, improved battery-electric models, and charging infrastructure needs shaping the next phase of freight decarbonization.
Even if peace deal holds, freight and logistics industry set for permanent change in the Gulf
CMA CGM’s $400M Sohar logistics investment underscores a lasting Gulf supply chain shift as carriers bypass the Strait of Hormuz and expand resilient trade routes through Oman and Saudi Arabia’s Red Sea ports.
China’s Hengli Shipyard meteoric rise includes world’s longest drydock
China’s Hengli Heavy Industry is planning the world’s longest drydock after transforming a bankrupt Dalian shipyard into a global shipbuilding powerhouse, offering lessons for U.S. efforts to revive domestic maritime manufacturing.
Hormuz: IMO evacuation plan put on hold following ship attack until further notice
The IMO has paused its Strait of Hormuz evacuation plan for more than 11,000 stranded seafarers after an Evergreen-operated cargo ship was attacked, renewing concerns over crew safety, shipping security, and Iran’s control of the vital trade route.
‘China Shock 2.0’: EU primed for action?
Europe is weighing tougher trade defenses as surging Chinese exports widen the EU trade deficit, disrupt automotive supply chains, and intensify pressure for new tariffs, stronger industrial policy, and faster investment in European manufacturing.
Port of Long Beach volumes surge 32% in May
In May, the Port of Long Beach moved 842,000 TEUs, nearly 32% higher compared with last year, making it “our third busiest May on record,” according to Noel Hacegaba, CEO, Port of Long Beach.
The tariff environment changed the FTZ math. Here’s why the numbers finally work
With U.S. tariffs at historic highs, Foreign-Trade Zones offer importers a proven way to eliminate or defer duties, consolidate customs fees, improve cash flow, and recover millions in supply chain profitability.
Suspension of de minimis in EU: What awaits China-Europe e-commerce trade?
When the US suspended its de minimis exemption for goods under $800 in August 2025, it led to an immediate and significant decline in cross-border e-commerce traffic.
Trump administration lifts pause on wind energy permitting but buys out one more developer
Despite a legal win clearing the way for wind permitting, offshore wind developers remain cautious as federal lease buybacks, policy uncertainty, and delayed port investments threaten clean energy growth, grid reliability, and thousands of potential jobs.

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