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Executive Editor: Mark Szakonyi 202.872.1234, mark. szakonyi @ spglobal. com
WEBCASTS joc. com / webcasts
Global Shipping Report: Analyzing the 2026 Outlook
December 4, 2025, 2:00 PM EST
The coming year will be marked by the divergence in container growth in North America and the rest of the world amid a shipping downcycle anticipated to deepen as carriers take delivery of more tonnage. Container volumes globally rose 5 % year over year in September, while North American volumes dipped 5 % in the same period, according to data from Container Trades Statistics. Global container volumes will end the year up 2.5 % to 3.5 % compared to 2024, and will expand at a similar clip in 2026, according to BIMCO. But with new capacity coming online in 2026, the supply-demand gap could widen, and in the process dampen ocean carrier earnings. This webcast, led by Journal of Commerce executive editor Mark Szakonyi, will analyze the outlook for the global containerized shipping market, with a specific focus on US economic trends, the state of ocean capacity and the impact of growing overcapacity on BCOs, and updates on the major US ocean trades. https:// bit. ly / 47Q9erY
RESOURCES
Top 100 US Importers and Exporters https:// bit. ly / 3ZvpUQG
FEATURED CONTENT
Port Performance 2026: The State of North American Cargo Flow
December 11, 2025, 2:00 PM EST
Container volumes at US ports this year have held relatively strong this fall and yet congestion at the major gateways in the Pacific Northwest, Southern California, New York-New Jersey and the South Atlantic experienced only minimal congestion issues. This is in stark contrast to the supply chain disruptions those gateways experienced during the post-pandemic boom years of 2021 – 22. Vessel backlogs this year were few, truck turnaorund times remained in a reasonable range, container dwell times at the marine terminals were manageable, and warehouses handled seasonal spikes in container volumes with relatively few issues. What lessons did ports and their supply chain partners learn during the post-pandemic rebound of US imports, and how did they incorporate these lessons into their operations? What infrastructure improvements have the ports made to enhance port productivity? Have the marine terminals implemented process improvements such as advance sharing of shipment information, trucker appointment systems and container peel piles? Where will the efforts of the ports and their stakeholders be focused in the months ahead to keep the momentum going? https:// bit. ly / 4o6gy7s
Managing Editor: Benjamin Meyer 916.716.6272, benjamin. meyer @ spglobal. com
Managing Editor: Kevin Saville, 212.488.4282, kevin. saville @ spglobal. com
Senior Editors: William B. Cassidy Trucking and Domestic Transportation 202.872.1228, bill. cassidy @ spglobal. com
Bill Mongelluzzo, West Coast 562.428.5999, bill. mongelluzzo @ spglobal. com
Eric Johnson, Technology 213.444.9326, eric. johnson @ spglobal. com
Janet Nodar, Breakbulk and Heavy Lift 251.408.2090, janet. nodar @ spglobal. com
Greg Knowler, Europe + 44.797.679.8770, greg. knowler @ spglobal. com
Ari Ashe, Southeast Ports, Intermodal Rail 202.548.7895, ari. ashe @ spglobal. com
Michael Angell, Northeast ports, 646.505.4712, michael. angell @ spglobal. com
Laura Robb, Associate Editor 281.216.0456, laura. robb @ spglobal. com
Carly Fields, Associate Editor, + 44( 0) 7966 210030, carly. fields @ spglobal. com
Senior Research Analyst, Project and Breakbulk Cargo: Susan Oatway, FICS, + 44.7930.411659 susan. oatway @ spglobal. com
Senior Contributor: Cathy Morrow Roberson, 732.730.2533, cathy. morrowroberso @ spglobal. com
Data Hub Manager: Marcin Lejk, + 44.58.741.6270, marcin. lejk @ spglobal. com
Shipper Engagement Manager: Annalee Witte, 317.941.8130, annalee. witte @ spglobal. com
Shipper Engagement Manager, Breakbulk: Diana Hamm, 832.499.7368, diana. hamm @ spglobal. com
Senior Editor, Special Projects: Alessandra Gregory Barrett, 860.248.5238, alessandra. barrett @ spglobal. com
Senior Associate Editor, Special Projects: Ariane Herrera, 215.789.7478, ariane. Herrera @ spglobal. com
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Senior Designer: Sue Abt, sue. abt @ spglobal. com
Associate Production Editor: Ivan Klos, ivan. klos @ spglobal. com
Designer: Hannah Kidd, + 44 203 253 2134, hannah. kidd @ spglobal. com
Capacity cuts support series of rate hikes on Asia-Europe ocean trade
The spot market from Asia to North Europe and the Mediterranean is holding on to rate gains made through a series of carrier price increases that have been levied on the trade lanes every two weeks since the beginning of October. https:// bit. ly / 4oQuofy
Maersk Ian Dewar Photography / Shutterstock. com.
BNSF, CSX launch faster crosscountry intermodal service
BNSF Railway and CSX Transportation have partnered to launch service upgrades featuring new trains and faster transits from Southern California to the Ohio Valley and Northeast, in most cases slashing more than a day off prior transits. https:// bit. ly / 4pbHgwk
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Journal of Commerce( USPS 279 – 060), ISSN 1530-7557, December 1, 2025, Volume 26, Issue No. 12. Journal of Commerce is published monthly( 12 issues a year) by JOC Group Inc., 55 Water St., 39th Floor, New York, N. Y. 10041. Subscription price: $ 595 a year. Periodicals postage paid at New York, N. Y., and additional mailing offices. © All rights reserved. No portion of this publication may be copied or reprinted without written permission from the publisher. POSTMASTER: Please send address changes to Journal of Commerce, Subscription Services Department, 55 Water St., 39th Floor, New York, N. Y. 10041.
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