AJOT Insights features expert analysis and opinion on transportation, logistics, maritime, ports, air cargo, trucking, rail, intermodal and international trade.
President Trump’s new customs enforcement order signals a tougher era for import compliance, pushing importers, customs brokers, and logistics providers to strengthen tariff classification, country-of-origin controls, audit readiness, and trade data management.
The Port of Los Angeles posted a 17% cargo surge in May as importers moved quickly amid tariff uncertainty, higher fuel costs, and global supply chain risks, while weak exports continued to pressure U.S. farmers and producers.
Middle East air cargo operations are showing signs of recovery after renewed U.S.-Iran strikes briefly disrupted regional schedules, with Lufthansa Cargo, Gulf carriers, and DHL cautiously restoring capacity as ceasefire stability improves.
IATA’s Willie Walsh used his final AGM speech to call out aircraft manufacturers, engine makers, airports, and regulators as airlines face higher fuel costs, weaker cargo growth, delayed fleet renewals, and mounting pressure on the industry’s 2050 net-zero target.
Prolonged Middle East conflict and Strait of Hormuz disruption could threaten AI-driven air cargo growth by raising energy, fuel, and freight costs while constraining semiconductor, helium, and data center supply chains worldwide.
As IMO Secretary General Arsenio Dominguez seeks compromise on the delayed Net-Zero Framework, shipowners at Posidonia are pushing back against carbon pricing plans they warn could raise costs and reshape the economics of global maritime trade.
Despite growing challenges from BRICS initiatives, digital currencies, rising debt, and geopolitical tensions, the U.S. dollar remains the world's dominant reserve currency—though economists warn its long-term supremacy can no longer be taken for granted.
Rising fuel prices and prolonged oil supply disruptions could accelerate electric vehicle adoption across emerging markets, potentially capping future oil demand growth and creating unexpected challenges for the global tanker shipping industry.
Rising diesel prices and lower battery costs are accelerating interest in battery-powered inland shipping, as companies like ZES and Heineken invest in zero-emission vessels and swappable marine battery technology to transform European freight transport.