Trending on JOC. com
Turn to www. joc. com for the latest breaking news, analysis, special projects and events-related information.
Managing Editor: Benjamin Meyer 916.716.6272, benjamin. meyer @ spglobal. com
WEBCASTS joc. com / webcasts
European Shipping and Trade Outlook: The Trans-Atlantic
September 10, 2026, 10:00 AM EDT
Persistent port congestion in North European ports has held trans-Atlantic schedule reliability below 45 % all year. The delays are limiting available vessel capacity and causing carriers to skip ports or blank sailings, with June on-time performance to the US East Coast falling to 38 % from North Europe and to 30 % out of the Mediterranean. Strong European import volume from Asia is keeping yards under pressure, with Rotterdam and Antwerp regularly exceeding the critical level of 90 %, delaying the loading of US-bound boxes and leading to localized equipment shortages. Demand on the trans-Atlantic has begun to slow into the summer, with rates easing after climbing steadily since March. As shippers look ahead to the last quarter and beyond, what can they expect on the trans-Atlantic? If demand weakens further, will carriers start ramping up blank sailings? And what will that mean for agreed allocations? https:// bit. ly / 4vM6J2v
FEATURED CONTENT
Breakbulk and Project Cargo Market Review and Outlook
September 17, 2026, 10:00 AM EDT
The war in the Middle East continues to disrupt the global economy and crimp business confidence. But the impact on the breakbulk and project cargo sector is lumpy as some regions and cargoes are faring better than others. Demand for wind components, power generators, turbines and battery energy storage systems( BESS) continue to keep the heavy-lift multipurpose fleet busy, while for the breakbulk sector, volumes of steel and forest products remain high. This webcast will examine cargo demand and multipurpose / heavy-lift fleet supply and makeup amid a tumultuous geopolitical environment. Join Breakbulk and Project Cargo Senior Research Analyst Susan Oatway as she presents the latest forecast from the Journal of Commerce Breakbulk Quarterly Report. https:// bit. ly / 3Sgf5Sp
RESOURCES
Top 100 US Importers and Exporters https:// bit. ly / 3ZvpUQG
Managing Editor: Kevin Saville, 347.308.3743, kevin. saville2 @ 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
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
Carly Fields, Associate Editor, + 44.796.621.0030, carly. fields @ spglobal. com
Senior Research Analyst, Project and Breakbulk Cargo: Susan Oatway, FICS, + 44.7930.411659 susan. oatway @ 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
SNEHIT PHOTO / Shutterstock. com
US chassis duties drive out Mexican supplier
A Mexico-based manufacturer of container chassis plans to end US sales after the decision from US trade officials in June to slap hefty duties on imported chassis from that country. https:// bit. ly / 4zDtAAv
Daniel A. Gonzalez / Anadolu via Getty Images
Hutchison seeks $ 1.5 billion from Panama over cancellation of terminal leases
Hong Kong conglomerate CK Hutchison is seeking more than $ 1.5 billion in damages from Panama after formally launching arbitration proceedings against the government following the late-January cancellation of its two terminal leases bookending the Panama Canal. https:// bit. ly / 4qB552y
Sales: Cindy Cronin, Executive Director 954.260.6061, cindy. cronin @ spglobal. com
Allyson Marek, Associate Director US Northeast + Florida, Caribbean, 727.337.3010
Kimberly Davis Guerra, Senior Sales Executive US West, Southwest & Gulf + Illinois, Nebraska, Latin America, 832.370.6350
John Knowles, Sales Manager APAC, Australia, EMEA, + 44.777.997.4677
Elaine Nosaka, Senior Sales Executive East Coast, Midwest, Canada + Alaska, 703.447.9555
UPCOMING EVENTS events. joc. com
For Magazine Subscription Customer Service: www. joc. com / help
55 Water St., 39th Floor, New York, N. Y. 10041
Inland Distribution Conference: September 28-30, 2026 | Chicago, Illinois TPM27: Feb. 28-March 3, 2027 | Long Beach, California Breakbulk & Project Cargo Conference: May 3-5, 2027 | New Orleans, Louisiana
Journal of Commerce( USPS 279 – 060), ISSN 1530-7557, September 7, 2026, Volume 27, Issue No. 9. 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.
Eric Johnson, Editorial Director 213.444.9326, eric. johnson @ spglobal. com
Mark Szakonyi, Editorial Director 202.872.1234, mark. szakonyi @ spglobal. com
Carmen Verenna, Head of Operations
© 2026 Journal of Commerce— All Rights Reserved For more information, visit our website, www. joc. com.
8 Journal of Commerce | September 7, 2026 www. joc. com