Contents
Delivering Global Trade and Logistics Intelligence. Since 1827. June 2, 2025 • Vol 26 • Issue 6
COLUMNS
4 Tax avoidance By Mark Szakonyi
18 Weathering the fall By Larry Gross
26 Rail matters By Michael Leue
60 Partially predictable By Lars Jensen
62 Sensing a sea change By Peter Tirschwell
EVERY ISSUE
6 Spotlight 58 By the Numbers 61 Classifieds
ADVERTORIALS
42 Florida Trade & Logistics
52 Freight Payment
10 Cover Story / Special Report: Peak Season Forecast: Ocean, Intermodal, Air and Trucking
Here comes the rush
The US-China tariff pause is boosting bookings and raising disruption risks
On edge
A freighter exodus has left trans-Pacific air cargo in limbo
Made in America
Manufacturing malaise is clouding the outlook for US industrial freight
SPECIAL REPORTS
24 Top 25 North American Ports Costly lifts
Ports are urging the USTR to delay proposed tariffs on Chinese-made cranes
Inbound tilt
US West Coast ports recovered import share amid East and Gulf coast labor woes
DEPARTMENTS
22 International Maritime Twice shy
Claims of a US-Houthi ceasefire are not sufficient for a Red Sea return, carriers say
Pulling out the stops
Ocean carriers are lining up hefty rate hikes on an oversupplied Asia-Europe trade
34 Government‘ Hypothetical’ concerns
The Panama Canal Authority says the FMC’ s chokepoint probe is unwarranted
Regulatory rollback
Truckers sent the Trump administration a long list of rules to rewrite or kill
36 Technology Undiscovered capacity
Logistics vets are bridging the shipper-small carrier divide sans broker
38 Surface Transportation‘ Turbocharged transition’
Lack of accurate data is a threat to US shippers as LTL reclassification nears
Softer savings
US spot intermodal savings dipped in the first quarter amid a largely flat rate environment www. joc. com June 2, 2025 | Journal of Commerce 3