Contents
Delivering Global Trade and Logistics Intelligence. Since 1827. October 5, 2026 • Vol 27 • Issue 10
Camille Delbos / Art In All of Us / Corbis via Getty Images
COLUMNS
4 Strength through labor peace By Mark Szakonyi
18 Spoke signals By Jeremy Masters
20 When more is less By Michael Britton
30 The search for savings By Paul Tonsager
60 Nearly inevitable By Lars Jensen
62 Out of the shadows By Bill Cassidy
EVERY ISSUE
6 Spotlight 58 By the Numbers 61 Classifieds
ADVERTORIALS
52 South Carolina Trade & Logistics
10 Cover Story / Special Report: Container Shipping Quarterly Risky return
The Red Sea route is raising container shipping security and overcapacity risks
Frayed drayage
Frontloading and tighter supply are driving US port drayage rates higher
Cascade of capacity
Newbuild vessel orders will pour tonnage into all east-west lanes
SPECIAL REPORTS
24 Global Logistics Focus Hyper speed, hyper scale
Data center demand offers forwarders value-added services beyond air freight
Net gains
DSV and K + N are scaling up investment to capture AI-driven productivity
36
Ports of the Americas Megamaxxing
MSC is revising its Sentosa service with“ megamax” ships calling Long Beach
Ripe for the picking
New services are upending Chilean fruit delivery to the US East Coast
‘ A real juggernaut’
The US data center buildout is boosting Enstructure’ s Gulf Coast network
DEPARTMENTS
22 Government Turning the screws
Driver school shutdowns are further tightening US truck capacity
48 Surface Transportation Where have all the drivers gone?
Mexico-US trucking rates are spiking on B1 visa driver losses
Breaking through the frost
Green shoots of US surface freight demand are finally appearing www. joc. com October 5, 2026 | Journal of Commerce 3