Trending on JOC. com
Turn to www. joc. com for the latest breaking news, analysis, special projects and events-related information.
Executive Editor: Mark Szakonyi 202.872.1234, mark. szakonyi @ spglobal. com
WEBCASTS joc. com / webcasts
European Shipping and Trade Outlook: The Trans-Atlantic
On demand, Free
The 15 % baseline tariff on EU exports to the US agreed upon in July between President Donald Trump and European Commission President Ursula von der Leyen should finally bring clarity to shippers on both sides of the Atlantic. The traditionally stable trade between Europe and the US has faced volatility in rates and demand for much of this year during increasingly fractious negotiations that saw threats of 30 % tariffs from Trump and Brussels preparing to launch its own wide-ranging retaliatory measures. Carmakers in Europe were hammered financially in the first half, halting US sales of some models that were not commercially viable at the tariff levels. Under the new trade agreement, car exports to the US that were taxed at 27.5 % will see tariffs reduced to 15 %, while US exports of cars to Europe will be duty-free. Tariffs on EU steel and aluminum and related products remain at 50 %. The EU appears to have come off second best in what is being described by analysts as an“ asymmetrical deal,” but at least it has averted a destructive trans-Atlantic trade war and allows shippers to get back to business. https:// bit. ly / 4nCNk0R
FEATURED CONTENT
Holtec International
‘ Committed’ federal support key to US nuclear build-out: report
To achieve global dominance, the US nuclear energy sector will need“ committed and sustained federal action” in developing related domestic manufacturing and heavy-lift project supply chains, according to a new report sponsored by a pair of nonprofit public policy and energy reform think tanks. https:// bit. ly / 4gCMxdz
Midyear Trucking Report: The Second-Half Outlook
On demand, Free
US truck shippers have enjoyed a historic stretch of pricing power since 2022 and the start of a threeyear freight downturn. Despite multiple predictions of its impending end, that downturn has dragged on well into 2025, as uncertainty over tariffs and trade and rising costs keep a lid on US economic growth. Is that about to change as 2025 draws to a close and 2026 begins? Shippers and trucking suppliers are looking for hard evidence of future demand. Will lower taxes and interest rate cuts make 2026 look more like 2018 than 2025? Will US manufacturing generate more demand for goods shipping? How are shippers and carriers thinking about the market as they approach talks for 2026 contracts? Do they foresee, finally, a significant change in the supply-demand equation for trucking? https:// bit. ly / 3VxJgT2
RESOURCES
Top 100 US Importers and Exporters https:// bit. ly / 3ZvpUQG
FREDERIC J. BROWN / AFP via Getty Images
LA-LB likely to work with regulator on emissions-cutting plan for ports
The South Coast Air Quality Management District( AQMD) should work with the ports of Los Angeles and Long Beach on developing a joint plan to reduce emissions at the ports rather than unilaterally imposing its own solution, a committee within Southern California’ s clean air regulator has recommended. https:// bit. ly / 4nMAv3w
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
Special Projects Coordinator: Amanda Hunter, 212.205.1226, amanda. hunter @ spglobal. com
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
Sales: Cindy Cronin, Director APAC sales, 954.260.6061
Jean Gibbons, Senior Sales Executive West Coast, FL, GA sales, 706.469.7160
Kimberly Davis Guerra, Senior Sales Executive Midwest, Gulf, Latin America sales, 832.370.6350
John Knowles, Sales Manager EMEA, AU sales, + 44.777.997.4677
Allyson Marek, Senior Sales Executive Northeast sales, 727.337.3010
Elaine Nosaka, Senior Sales Executive VA, NC, SC, Canada sales, 703.447.9555
UPCOMING EVENTS events. joc. com
TPM26: March 1-4, 2026 | Long Beach, California Breakbulk & Project Cargo Conference: April 20-22, 2026 | New Orleans, Louisiana Inland Distribution Conference: September 28-30, 2026 | Chicago, Illinois
Journal of Commerce( USPS 279 – 060), ISSN 1530-7557, October 6, 2025, Volume 26, Issue No. 10. 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.
For Magazine Subscription Customer Service: www. joc. com / help 55 Water St., 39th Floor, New York, N. Y. 10041
Peter Tirschwell, Vice President- Shipping Intellience, S & P Global
Chris Brooks, Executive Director- Shipping Intelligence, S & P Global
Carmen Verenna, Manager, Production
© 2025 Journal of Commerce— All Rights Reserved For more information, visit our website, www. joc. com.
8 Journal of Commerce | October 6, 2025 www. joc. com