Contents
Delivering Global Trade and Logistics Intelligence. Since 1827. December 1, 2025 • Vol 26 • Issue 12
COLUMNS
4 Imbalance absorption By Mark Szakonyi
26 Limited correlation By Jeremy Masters
42 Relationship realignment By Ari Ashe
52 At the rail split By Larry Gross
54 A path to premium By Peter Tirschwell
EVERY ISSUE
6 Spotlight 50 By the Numbers 53 Classifieds
ADVERTORIALS 44 AI in Logistics
10 Cover Story A hard winter
A deepening slowdown is putting the trans-Pacific trade on ice
SPECIAL REPORTS
20 Global Maritime Focus Red Sea relaxing
A pause in Houthi shipping attacks is lowering tensions, but risk remains
Time to talk
The US and China have agreed to suspend reciprocal port fees for one year
DEPARTMENTS
16 International Maritime First things first
A Los Angeles harbor bridge redecking project will begin in early 2026
Twin terminals
Panama’ s bicoastal port project attracted interest from 22 carriers and operators
White-glove growth
The new Charleston port CEO is looking to regain container“ momentum”
32 Government Upgraded requirements
Increased supply chain scrutiny is at odds with customs enforcement capability
34 Air Cargo Nonstop flight
Air freight growth remains solid as verticals support a positive outlook
‘ No perfect methodology’
Forwarders say belly freight is shouldering airlines’ CO2 emissions burden
36 Technology‘ No visibility, no contract’
Carrier onboarding challenges are hindering EU truckload tracking, shippers say
38 Surface Transportation Dumping trucks
Large US truckload carriers are trimming tractor counts to control capacity
End of the track?
Increasing intermodal savings might not yield higher rates in 2026
Less
than certain
The US LTL“ land rush” is reaching end amid a long-term freight decline www. joc. com December 1, 2025 | Journal of Commerce 3