AJOT Insights

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


Is US trade at risk from Strait of Hormuz disruption?
New analysis from Descartes Systems Group shows the Strait of Hormuz closure poses outsized risk to U.S. supply chains, with heavy dependence on Middle East routes for fertilizers and aluminum driving potential shortages, delays, and rising costs.
Taiwan analyst says China’s ascendancy In the Pacific aided by Iran War
The decision by the Trump administration to withdraw naval assets from the Pacific and send them to support the Iran War is the most recent sign of US withdrawal from the Pacific with profound national security implications for the United States, according to Peter Enav, Publisher Taiwan Strait Risk Report.
Port of Baltimore’s Daniels says Baltimore is back
Daniels and Mark Schmidt, CEO Ports America Chesapeake, spoke to AJOT in a video interview about modernization projects at the Port of Baltimore that are speeding recovery.
Sidelining ‘Big Oil’ and decarbonizing shipping: Progress on the ‘Net-Zero Framework’
“While not perfect, in its current form the Net-Zero Framework is the IMO’s most ambitious emissions reductions mechanism to date…” Michael Petroni, Policy Analyst, Climate Action Tracker
Will military conflict hasten structural change in Middle East supply chains/logistics networks?
Middle East conflict is forcing a rapid rethink of Gulf supply chains—where costly reroutes, alternative hubs like Jeddah and Muscat, and rising risk exposure are accelerating a shift from pure cost efficiency toward resilience-driven logistics strategies.
Canadian government boosts container vision of Port of Quebec
For brief period up to the late 1970s and early 1980’s, the Port of Quebec, though focussed traditionally on bulk traffic, was handling moderate volumes of container cargo on a regular basis with liner services.
Port of Stockton’s DeJesus says resolving dredging challenges will increase growth
Continued dredging issues related to U.S. Army Corps of Engineer (USACE) practices have frustrated the Port of Stockton.
The future of supply chain technology is the ecosystem, not the platform
Klaveness Digital highlights how ecosystem-driven technology and AI-powered scenario modeling are helping supply chain leaders move beyond data overload to real, decision-ready insights.
Port of Long Beach is busiest US port in March
Despite a 5.2% dip in March volumes, the Port of Long Beach led U.S. ports with nearly 775,000 TEUs, as tariffs, fuel surcharges, and global conflicts reshape supply chains and drive rising costs for shippers and consumers.
Port of LA navigating past first-quarter decline
Despite a 5% Q1 volume decline, the Port of Los Angeles shows steady throughput and export strength while tariff uncertainty, Middle East tensions, and shifting trade flows redefine import strategy and 2026 cargo forecasts.

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