AJOT Insights

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


US tariff uncertainty dogs IANA conference
US tariffs dominate IANA 2025 as experts warn of declining trade, flat intermodal growth, cargo theft risks, and AI’s impact on logistics security.
Greenville-Spartanburg and Frankfurt-Hahn team up on cargo
Greenville-Spartanburg Airport (GSP) strengthens its global air cargo role with a new partnership with Frankfurt-Hahn Airport, expanding beyond automotive into aerospace, perishables, e-commerce, and more.
American Chemistry Council opposes Union Pacific/Norfolk Southern merger
Reacting to Union Pacific’s merger plans with Norfolk Southern, the ACC argues the consolidation would diminish rail competition and raise shipping costs for manufacturers, farmers, and energy producers. The ACC is calling on regulators to reject the merger unless it demonstrably enhances competition and service reliability.
Anthropic says its AI Claude Code was used to attack 17 organizations in one month
Anthropic revealed that its Claude Code was exploited to launch large-scale data extortion campaigns impacting 17 organizations across healthcare, government, and emergency services.
McCown: Trump tariffs may be costing the US $125 billion per month
The impact of the Trump administration tariffs could be generating a loss of $125 billion per month to the US economy, according to John McCown, publisher of the McCown Report.
CMA CGM upgrades Port of Lyon operations as Propeller Club convention arrives
The Port of Lyon, France’s second-largest economic hub, is set for a €40M, CMA CGM upgrade to expand multimodal freight transport. By strengthening barge and rail operations, the investment supports Europe’s shift toward sustainable inland port logistics.
Are Trump’s cutbacks in renewables undermining the AI race with China?
China’s rapid expansion of wind and solar power is fueling its AI race against the U.S.—potentially offsetting less efficient chips with abundant green energy.
Suez Canal continues to feel the pinch from Red Sea shipping disruption
With traffic halved and revenue down 60%, the Suez Canal battles crisis as Houthi attacks, diversions, and geopolitical tensions reshape trade.
State-imposed ‘cost burden’ hampering the German aviation industry
Germany’s airlines face rising taxes, job losses, and weaker connectivity. Industry calls for urgent cost relief to stay competitive.
Port of Oakland harbor truckers speak out
Harbor trucking executives at the Port of Oakland warn that problems with the eModal appointment system, rising costs, and cargo diversions threaten the port’s future competitiveness.

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