AJOT Insights

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


Even if peace deal holds, freight and logistics industry set for permanent change in the Gulf
CMA CGM’s $400M Sohar logistics investment underscores a lasting Gulf supply chain shift as carriers bypass the Strait of Hormuz and expand resilient trade routes through Oman and Saudi Arabia’s Red Sea ports.
China’s Hengli Shipyard meteoric rise includes world’s longest drydock
China’s Hengli Heavy Industry is planning the world’s longest drydock after transforming a bankrupt Dalian shipyard into a global shipbuilding powerhouse, offering lessons for U.S. efforts to revive domestic maritime manufacturing.
Hormuz: IMO evacuation plan put on hold following ship attack until further notice
The IMO has paused its Strait of Hormuz evacuation plan for more than 11,000 stranded seafarers after an Evergreen-operated cargo ship was attacked, renewing concerns over crew safety, shipping security, and Iran’s control of the vital trade route.
‘China Shock 2.0’: EU primed for action?
Europe is weighing tougher trade defenses as surging Chinese exports widen the EU trade deficit, disrupt automotive supply chains, and intensify pressure for new tariffs, stronger industrial policy, and faster investment in European manufacturing.
Port of Long Beach volumes surge 32% in May
In May, the Port of Long Beach moved 842,000 TEUs, nearly 32% higher compared with last year, making it “our third busiest May on record,” according to Noel Hacegaba, CEO, Port of Long Beach.
The tariff environment changed the FTZ math. Here’s why the numbers finally work
With U.S. tariffs at historic highs, Foreign-Trade Zones offer importers a proven way to eliminate or defer duties, consolidate customs fees, improve cash flow, and recover millions in supply chain profitability.
Suspension of de minimis in EU: What awaits China-Europe e-commerce trade?
When the US suspended its de minimis exemption for goods under $800 in August 2025, it led to an immediate and significant decline in cross-border e-commerce traffic.
Trump administration lifts pause on wind energy permitting but buys out one more developer
Despite a legal win clearing the way for wind permitting, offshore wind developers remain cautious as federal lease buybacks, policy uncertainty, and delayed port investments threaten clean energy growth, grid reliability, and thousands of potential jobs.
Presidential EO signals intent to tighten import compliance enforcement
President Trump’s new customs enforcement order signals a tougher era for import compliance, pushing importers, customs brokers, and logistics providers to strengthen tariff classification, country-of-origin controls, audit readiness, and trade data management.
Port Los Angeles throughput jumps 17% in May
The Port of Los Angeles posted a 17% cargo surge in May as importers moved quickly amid tariff uncertainty, higher fuel costs, and global supply chain risks, while weak exports continued to pressure U.S. farmers and producers.

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