AJOT Insights

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


UAE to invest US $49B to accelerate local industry growth, reduce imports
As Gulf trade routes face mounting disruption from regional conflict and Strait of Hormuz instability, the UAE is accelerating a $49B industrial strategy to strengthen domestic manufacturing, food security, and supply chain resilience across the GCC.
The UAE bids adieu to OAPEC after exiting OPEC and OPEC+
The UAE’s stunning exit from OPEC, OPEC+, and OAPEC is reshaping the global energy landscape, raising questions about oil prices, Gulf alliances, Hormuz shipping risks, and the future balance of power between Washington and Riyadh.
Port of LA sees 5.5% jump, but U.S. farm woes continue
The Port of Los Angeles posted a strong April 2026 cargo surge as imports climbed and container volumes hit their highest level since August, while ongoing tariff uncertainty, Iran war disruptions, and collapsing soybean exports continue to pressure U.S. farmers and global supply chains.
New Curtin Maritime hybrid-electric tugs paves way for US E-harbor craft
Curtin Maritime and Arc are bringing hybrid-electric tugboats to the Ports of Los Angeles and Long Beach, signaling a major shift from diesel-powered harbor craft to cleaner, lower-cost marine operations with cutting-edge battery technology.
DHL Middle East update: Improving for air freight but ocean shipping remains impacted
DHL Global Forwarding reports improving Middle East air freight capacity and easing rates, while Strait of Hormuz disruptions continue to cripple ocean shipping, congest Gulf ports, and strain global supply chains.
RapidSOS uses AI to facilitate 911 responses that safeguard people & freight
RapidSOS’s Harmony AI is transforming U.S. emergency response by fusing real-time data from smartphones, vehicles, and freight systems into actionable intelligence for 911 operators—raising critical questions about safety, surveillance, and data control.
AWO’s Carpenter says administration’s Jones Act waiver won’t lower gas prices
The decision by the Trump administration to extend an existing waiver of the Jones Act, which it said would reduce US gasoline prices, is not working.
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.

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