November 2. 2026 | Page 3

Contents
Delivering Global Trade and Logistics Intelligence. Since 1827. November 2, 2026 • Vol 27 • Issue 11
‘ Meaningful consolidation’
North American logistics M & A is accelerating with the C. H. Robinson-RXO deal
Harvest time
CEVA is targeting $ 1 billion in annual“ value” as its focus shifts to organic growth
36 Logtech Essentials: From Procurement to Payment
Agents of change
Agentic AI will bring outsized capabilities to smaller freight brokers
DEPARTMENTS
14 International Maritime Cloud cover
Uncertainty is shrouding Asia – Europe ocean contract negotiations
COLUMNS
Columns 4 Weighed down
By Mark Szakonyi
30 Conversion concerns By Paul Tonsager
38 Straight to the source By Bertrand Chen
52 Reports from Africa By Lars Jensen
54 The game has changed By John McCauley
EVERY ISSUE
6 Spotlight 50 By the Numbers 53 Classifieds
ADVERTORIALS
44 Houston Trade & Logistics
10
Cover Story Stretched peak
A lengthy import wave is extending tonnage troubles and congestion
SPECIAL REPORTS
18 Port Productivity: 2025 Rankings‘ Direct threats’
Longshore unions are taking their automation ire out on DP World
Tremors from Trenton
NY-NJ port truckers are nervous as a new labor law goes into effect
26 Top 50 Global Transportation Providers
Not if, but when
Ocean carriers are facing a capacity-driven cyclical downturn from 2027
On edge
Rising Suez transits bring a risk of congestion at North Europe hubs
24 Government Back to the drawing board
Hapag-Lloyd’ s revised bid for Zim may need to start again
Roadblocked
Germany is prohibiting a Cosco-Zippel deal over“ security concerns”
40 Surface Transportation Goldfish and elephants
“ Shipper of choice” is taking on new meaning as truck capacity tightens
More than they can chew
Rising volumes could exacerbate the truckload capacity shortage
Drivers wanted
Intermodal growth is putting focus on localized drayage driver shortages www. joc. com November 2, 2026 | Journal of Commerce 3