AJOT Insights features expert analysis and opinion on transportation, logistics, maritime, ports, air cargo, trucking, rail, intermodal and international trade.
Back on June 25th the AJOT published a two-part story outlining the potential impacts of the Trump Administration’s tariffs and the United States Trade Representative (USTR) 301 “fee” proposals on auto imports and the Ro/Ro (Roll-on/Roll-off) transportation of vehicles.
US import tariffs and the introduction of the de minimis rule have begun to weigh on air cargo traffic and drive changes in individual trade lanes, according to Xeneta, the freight rate benchmarking and market analytics platform.
U.S. port officials have expressed growing frustration with Trump tariff policies, which they say are harming U.S. trade and hurting economic development at their ports and in their states.
European freight forwarders are prioritizing aggressive cost-cutting and restructuring over pursuing further mergers and acquisitions amid soft demand and shrinking margins.
In 2025, three major Northern California ports report forward momentum: Redwood City has achieved record revenue amid cargo declines, Richmond has improved safety and infrastructure, and San Francisco’s cruise business is recovering strongly.
Appearing before a French parliamentary commission recently, Rodolphe Saadé, head of one of the world’s leading ocean shipping lines, France’s CMA CGM, told MPs that the control of the world’s port terminals had become a major concern with geopolitics omnipresent.
The Port of Hueneme is advancing plans for a dedicated container terminal to support surging refrigerated cargo imports from Central and South America.
Global trade experts warn that U.S. tariff instability is pushing international companies and governments to diversify away from the American market while boosting China’s role