Contents
Delivering Global Trade and Logistics Intelligence. Since 1827. July 7, 2025 • Vol 26 • Issue 7
34 Ro / Ro Shipping Shifting gears
Car carriers are coping with a growing east-west trade imbalance
Rolling with the punches
The USTR has adapted its planned port fees for ro / ro ships
DEPARTMENTS
16 International Maritime Inorganic evolution
Targeted takeovers are driving M & A among smaller global forwarders
26 Government Americanizing the seas
New US legislation takes aim at China’ s maritime industry
Contract consistency
BIMCO is looking to create a standard clause for passing on USTR port fees
COLUMNS
4 Uphill from here By Mark Szakonyi
21 Implied share loss By Larry Gross
40 Quantum speed By Ari Ashe
52 Profit controls By Jeremy Masters
54 Performance-based results By Peter Tirschwell
EVERY ISSUE
6 Spotlight 50 By the Numbers
ADVERTORIALS
42 Asia Trade Spotlight— Port Tampa Bay
46 Industrial Real Estate
10 Cover Story Peak uncertainty
Trans-Pacific shippers and carriers are unable to plan ahead as tariff deadlines approach
‘ It all depends...’
Robust Asia – Europe demand is emerging as peak season begins
Heating up down south
China – South America spot rates are climbing amid bullish market pressure
SPECIAL REPORTS
18 Top Trans-Pacific Carriers and Ports‘ Safeguarding neutrality’
The Panama Canal could revive the Corozal project to allay Hutchison deal concerns
Bridge therapy
LA port stakeholders are warming to a plan to mitigate the impact of a bridge project
Language barrier
Congress and states are joining USDOT in targeting non-English-speaking truckers
30 Breakbulk and Project Cargo‘ More or less on hold’
Industrial cargo demand is being challenged by regional variation and economic uncertainty
Bigger, heavier, faster
Larger power cargoes are pushing transport and infrastructure limitations
Replacing the titans
The air cargo market is navigating mediumterm cuts to heavy-lift capacity
38 Surface Transportation‘ Any little lift’
Tighter US truckload capacity could fuel a second-half recovery
A grounded approach
UP is stacking ocean containers at its new terminal to keep chassis supply fluid www. joc. com July 7, 2025 | Journal of Commerce 3