Contents
Delivering Global Trade and Logistics Intelligence. Since 1827. April 7, 2025 • Vol 26 • Issue 4
40 Gulf Trade: Top Carriers and Ports Capturing an opportunity
US support for carbon capture is in question as Gulf Coast projects boom
Rail mobility
Port Mobile is building two inland rail hubs amid Gulf intermodal growth
Taking the lead
MSC pipped Maersk to the top spot for US Gulf export carriers
DEPARTMENTS
18 International Maritime Free parking
Savannah’ s‘ parking spot’ is targeting idle time for ships
COLUMNS
4‘ Benign’ overcapacity By Mark Szakonyi
28 Disruptions old and new By Lars Jensen
30 Leveling up By Jeremy Masters
52 Good news, for a change By Larry Gross
54 When the bill comes due By Peter Tirschwell
EVERY ISSUE
6 Spotlight 50 By the Numbers
10
Cover Story The big and the beautiful
Trump’ s plan to restore US shipbuilding would upend supply chains
Got ports?
MSC’ s purchase of Hutchison reveals carriers’ thirst for terminal assets
SPECIAL REPORTS
20 Container Shipping Quarterly Too much tonnage
Oversupplied ocean carriers are sailing into new downcycle
Wavering resolve
Tariffs and falling spot rates are undermining the trans-Pacific contract market
Converging factors
New alliance vessel plans are adding to ongoing EU port congestion
Know your rights
A shipper‘ bill of rights’ is taking aim at ocean carrier accountability and transparency
Más México
Small carriers are adding Asia-Mexico capacity despite rate pressure
32 Government‘ Stacking’ the deck
Escalating tariff costs will be a major financial shift for US importers
‘ Holding pattern’
The new US administration has left its IMO membership in flux, DNV says
Choking hazards
The FMC is probing ocean bottlenecks as Trump looks to rule the waves
36 Technology The future is...
The next phase of digital forwarding is on a collision course with an AI revolution
Real-time evolution
FourKites’ exit from Gartner’ s visibility assessment highlights a changing market
48 Surface Transportation‘ Not bad, but not improving’
Tariff uncertainty is casting shadow on US trucking demand and pricing www. joc. com April 7, 2025 | Journal of Commerce 3