April 22, 2024 | Page 3

Contents
Delivering Global Trade and Logistics Intelligence . Since 1827 . April 22 , 2024 • Vol 25 • Issue 9
COLUMNS
4 Manageable disruptions By Mark Szakonyi
44 Inescapable shortages By Lawrence Gross
46 In the crosshairs By Peter Tirschwell
EVERY ISSUE
6 Spotlight 42 By the Numbers
10 Cover Story Made in India
An India sourcing boom is driving US import container growth
SPECIAL REPORT
20 Gulf Trade : Top Carriers and Ports Bayou buildout
Industrial expansion is driving an increase in New Orleans project cargo volumes
Southbound and down
Seaboard Marine is expanding its US Gulf – Central America short-sea service
32 Top 40 Truckload and LTL Carriers Downward shift
The LTL sector ’ s revenues are dropping despite the Yellow “ distortion ”
Out of gas
The largest truckload carriers are running on empty after the 2023 plunge
Growth , interrupted
The Baltimore port closure is putting the brakes on its positive momentum
Backing
off blanks
Ocean carriers are curbing trans-Pacific skipped sailings while boosting capacity
28 Air Cargo Trading places
The USPS is switching from FedEx to UPS , seeking lower costs and longer reach
Chockablock
Asia air cargo block space has sold out for 2024 as e-commerce fills export capacity
30 Government Warning shots
FMC filings are signaling strong enforcement of detention and demurrage rules
40 Surface Transportation ‘ Three steps backwards ’
A lack of progress in Canadian rail labor talks is raising the possibility of a May strike
DEPARTMENTS
16 International Maritime Setting the floor
The top US retailers are signing service contracts at significantly higher rates than in 2023 – 24 www . joc . com April 22 , 2024 | Journal of Commerce 3