Webcasts

The tail end of 2025 provided a sneak preview for what was a hopeful first quarter for truckload carriers, and a potential concern for truckload shippers. Capacity contracted due to regulatory crackdowns and rising fuel costs, which led to a firming of spot rates. Now the attention turns to whether contract rates will be impacted, or rather the extent to which they will. CH Robinson, North America's biggest freight broker, in late March raised its guidance for rate increases from 10% to 12%. Truckload rate providers are warning shippers to brace themselves for rate increases. But it’s still unclear just how steep those increases will be, and the second quarter will likely be a good guide in answering that critical question. This one-hour webcast, a primer of sorts to the Inland Distribution Conference in September, will examine the fundamentals of a market that has very much turned, with input from a panel of truckload experts.

Moderator:

William Cassidy, Senior Editor-Trucking and Domestic Transportation, Journal of Commerce by S&P Global

Speakers:

Matt Harding, Senior VP, Market Intelligence, Triumph

Scott Preneau, CEO, ITS Logistics

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As the calendar turned to June and the prelude to the summer-fall peak shipping season, US importers and exporters again were trying to get ahead of market- and policy-driven price hikes and disruption. Specifically, US importers again find themselves frontloading shipments on the eastbound trans-Pacific as they race to head off rising bunker fuel surcharges, increasing prices from Asian suppliers, and a new round of tariff uncertainty. That surge in demand is spurring a jump in spot rates and tightening capacity. In fact, capacity has tightened enough to prompt forwarders to warn customers that they must book at least three weeks in advance amid the surge in frontloading of fall and end-of-year holiday merchandise. The increased demand stems in part from uncertainty among shippers about possible further tariff moves by the Trump administration. Following the Supreme Court’s March decision to strike down President Donald Trump’s widespread tariffs implemented in April 2025, the US Trade Representative imposed temporary Section 122 tariffs on all imports. Widespread tariffs tied to forced labor quickly followed. Shippers also are racing to get ahead of expected price increases from Asian suppliers. The S&P Global Market Intelligence Purchasing Managers’ Index™ (PMI®) released in late May saw readings on price pressures and supply shortages reach highs not seen since 2022 as the war in the Middle East keeps the price of oil and related commodities elevated. All of this adds up to another turbulent time for shippers importing to and exporting from the United States.

This hourlong webcast will analyze the state of the market, how it is likely to play out through the fall, and highlight the major findings from the Journal of Commerce’s ranking of Top 100 Importers and Exporters special report.

Moderator:

Eric Johnson, Senior Editor, Technology, Journal of Commerce by S&P Global

Speakers:

Michael Angell, Senior Editor, Northeast and Gulf Coast Ports, Journal of Commerce by S&P Global

Ari Ashe, Senior Editor-Intermodal Rail, Journal of Commerce by S&P Global

Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global

Alan Murphy, CEO & Founder, Sea Intelligence

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

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Moderator:

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

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Moderator:

William Cassidy, Senior Editor-Trucking and Domestic Transportation, Journal of Commerce by S&P Global

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Moderator:

Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

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Moderator:

Carly Fields, Associate Editor-Breakbulk and Project Cargo, Journal of Commerce by S&P Global

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Moderator:

Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

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Moderator:

Eric Johnson, Senior Editor, Technology, Journal of Commerce by S&P Global

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Moderator:

William Cassidy, Senior Editor-Trucking and Domestic Transportation, Journal of Commerce by S&P Global

Speakers: TBC

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Moderator:TBC

Speakers - TBC

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Moderator:

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

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Moderator:

Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global

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