AJOT Insights

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


AAPA praises Trump budget for continuing port infrastructure grants but vows to fight $1 billion cut in HMTF
The American Association of Port Authorities (AAPA) praised the proposed Trump Administration Fiscal Year 2026 budget for “significant increases “in the Port Infrastructure Development Program (PIDP) but opposed proposed “deep cuts” to the Harbor Maintenance Trust Fund (HMTF) that will undermine “deep harbors that are properly maintained.”
Keeping it cool in a booming market
Cold chain logistics is the backbone of modern supply chains, ensuring that perishable goods—from vaccines and fresh produce to frozen chicken, seafood, and temperature-sensitive chemicals—reach consumers in optimal condition. As global trade expands and consumer expectations grow, the importance of this sector has never been more critical.
McCown: U.S. ports may see an unprecedented 25% drop in volume by July
Based on current projections, U.S. ports could see an unprecedented year over year reduction in container volumes of 25% by July 2025, according to John McCown, publisher the John McCown Container Report.
CBFANC’S Lee says tariffs impacting small business
New Trump Administration tariffs are likely to raise prices for small businesses that are working on small margins, but the final disposition of the tariffs is still subject to negotiations, according to Sung Wook Lee, President of the Customs Brokers and Forwarders Association of Northern California (CBFANC).
ILWU condemns Trump tariffs as “taxes” triggering job losses & urges resistance
The International Longshore and Warehouse Union (ILWU), which represents U.S. West Coast longshore workers, issued a blistering condemnation of President Trump’s tariffs calling them “taxes” that will trigger job losses.
US-China trade war to give fresh impetus to India-Europe corridor project?
The project was launched on the sidelines of the G20 summit in New Delhi in September 2023 by seven heads of state from India, the United Arab Emirates (U.A.E.), Saudi Arabia, France, Germany, Italy, the United States and the president of the European Union.
Nikkei Asia’s Moriyasu says some Trump tariffs are a “consumption tax”
“Three different types of tariffs institute a "de facto consumption tax “
Port of Redwood City’s Zortman “cautiously optimistic” about 2025
Despite the turmoil surrounding trade, tariffs and shipping, the Port of Redwood City’s executive director Kristine Zortman is “cautiously optimistic” about Port business prospects in 2025
Cognac producers feel the heat from ‘double whammy’ China-U.S. tariffs
Leading French cognac maker Rémy Martin, part of the Cointreau group has put two-thirds of its 390-strong workforce on part-time working as a direct result of a ‘double whammy’ of tariff hikes by China and the U.S. These two countries account for around 80% of the company’s sales.
California Governor sues to nullify Trump tariffs
California Governor Gavin Newsom and California Attorney General Rob Bonta filed a lawsuit in federal court “challenging President Trump’s use of emergency powers to enact broad-sweeping tariffs, alleging they hurt states, consumers, and businesses,” according to an April 16th announcement.

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