May 4, 2026

May 4, 2026 • Vol. 27 • Issue 5 • $ 25.00 • www. joc. com
Walmart ✦ Home Depot ✦ Target ✦ Amazon
✦ Dole Food
✦ Lowe’ s
✦ Chiquita Brands International
✦ Ashley Furniture
✦ LG Group
Dollar Tree ✦ IKEA ✦ Fresh Del Monte Produce ✦ Hyundai Motor Company ✦ Ross Stores ✦ Samsung America ✦ Sumitomo Corporation First Solar ✦ GE Appliances, a Haier Company ✦ Toyota Tsusho America ✦ General Motors ✦ Bob’ s Discount Furniture ✦ Rooms to Go Electrolux ✦ Dollar General ✦ Heineken USA ✦ SharkNinja Operating LLC ✦ Tractor Supply Company ✦ John Deere ✦ Sailun Tire Americas Newell Brands ✦ Costco Wholesale ✦ Mercedes Benz USA ✦ Canadian Solar ✦ Yokohama Tire ✦ Hankook Tire America ✦ VF Corp. Kubota Tractor Company ✦ Adidas Group ✦ Midea Group ✦ Goodyear Rubber & Tire ✦ ALDI ✦ Continental Tire ✦ Q Cells ✦ Toyo Tires TMALL ✦ Dole Packaged Foods ✦ Element Electronics ✦ Michelin North America ✦ Tesla ✦ Euromarket Designs ✦ Olam International Best Buy ✦ Dollarama L. P. ✦ Mitsubishi Motors ✦ Southern Glazer’ s Wine & Spirits ✦ Ford Motor Company ✦ ABC Carpet and Home Dorel Industries ✦ Goya Foods ✦ Bissell Homecare ✦ Bridgestone Tire ✦ Tatung Company of America ✦ Subaru of America ✦ LKQ Fiji Water ✦ EGA America Inc ✦ Kumho Tire ✦ Raymour & Flanigan ✦ Curtis International ✦ CMPC Maderas ✦ Keter North America Inc TTE Technology ✦ New Balance Athletics LollicupStore Sentury Tire The Vita Coco ✦ ✦ Company ✦ Sazerac Bechtel ✦ American Furniture Warehouse ✦ Old
Navy ✦ SanMar ✦ Yamaha Motor Corporation ✦ API Tires
Conair LLC Sol Foods ✦ Procter & Gamble ✦ Direct Pack Living Spaces Furniture Tireco ✦ ESWINDOWS Kawasaki
Loblaws Runergy ✦ Medical Depot ✦ QVC ✦ Danone Waters ✦ Cozy Office FUYAO AUTOMOTIVE

TOP 100

Schneider Electric
KEURIG
Dr.
Pepper
Koch Industries ✦ Dow
Chemical ✦
International
ExxonMobil
Chemical
Importers & Exporters
Paper ✦
DeLong
America Chung Nam
Tricon Energy ✦ Shintech
Ravago ✦ WM Recycle
America ✦ POET Nutrition
Archer Daniels Midland
Newport CH International
Scoular ✦ International
Forest
Products ✦
Sims
Metal
Management
JBS
USA ✦
Viterra
US
Frey
Commodities
Cargill ✦
Winfibre ✦
The
Anderson’ s
Inc.
CellMark
Group ✦
Louis
Dreyfus
Company
CHS ✦ Smurfit Westrock
Domtar ✦ BMW of North America Tyson Foods ✦ Olam International Walmart ✦ Montachem International ✦ Vipa Group ✦ Canusa Hershman
Recycling ✦ PriceSmart Eastman Chemical ✦ Staple Cotton ✦ Rayonier Advanced Materials ✦ Cycle Link ✦ AJC International ✦ Prairie Creek Grain ✦ Celanese Vinmar International LTD ✦ Genesis Resource Enterprises ✦ KaMin ✦ Almarai ✦ Valero ✦ International Feed ✦ Smithfield Foods ✦ U. S. Borax Inc. ✦ Al Dahra ACX Inc. ✦ Mitsui & Co. ✦ Stone Arch Commodities ✦ Fornazor International ✦ America Metal Export ✦ Chevron Phillips Chemical ✦ Costco Wholesale ✦ Gildan Activewear ✦ Seaboard Foods ✦ Hawkeye Gold ✦ Global Cellulose Fibers ✦ Michelin North America ✦ Wonderful Pistachios & Almonds ✦ Sappi North America ✦ Procter & Gamble ✦ DuPont ✦ Haykingdom ✦ Potential Industries ✦ Fibre Trade ✦ Bayer CropScience ✦ Ascend Performance Materials ✦ Mercedes Benz USA ✦ Anheuser Busch InBev ✦ Alco Iron and Metal ✦ Perdue ✦ Central National Gottesman ✦ Darling Ingredients ✦ Ekman Group ✦ ECOM USA ✦ GE Healthcare ✦ Chemours Healthy Green Life ✦ Nova Chemicals ✦ Conveyco Technologies ✦ Toyota Tsusho America ✦ Sysco ✦ National Beef ✦ Home Depot Prosper International Trading ✦ Caterpillar ✦ John Deere ✦ SA Recycling ✦ Active Minerals International ✦ Sun International Produce Wheaton Grain ✦ Anderson Hay & Grain ✦ Zen Trading ✦ Ford Motor Company ✦ Linden Trading Company ✦ Border Valley Trading
DRYING UP
Bunker shortages loom as Hormuz remains shut
P 12
CREAKY FLOORS
Weak housing fundamentals flatten US HHG demand
P 30
DRINKING DIFFERENTLY
Shifting consumption habits drain US alcohol imports
P 40
PROCESSING DELAY
US anti-data center push threatens project cargo surge
P 46