Name: Analyst Lars Jensen on Emergence of Megaships (Video)
Uploaded: Mar 14, 2012, 4:14 PM EDT
Description: SeaIntel Maritime Analysis CEO Lars Jensen says the deployment of megaships brings advantages of economies of scale and environmental benefits, but the larger ships also cut into carrier's flexibility and port call frequency. [Editorial note: image removed/no longer available] Complete TPM Long Beach 2012 coverage

SeaIntel Maritime Analysis CEO Lars Jensen says the deployment of megaships brings advantages of economies of scale and environmental benefits, but the larger ships also cut into carrier's flexibility and port call frequency. [Editorial note: image removed/no longer available] Complete TPM Long Beach 2012 coverage

<div class="phx-topic abstract-wrapper"><p>The tariff framework agreement between Washington and Hanoi, while still short on details, is expected to support Vietnam’s strong air cargo volume growth this year.</p></div>

The tariff framework agreement between Washington and Hanoi, while still short on details, is expected to support Vietnam’s strong air cargo volume growth this year.

Feature image

Tariff deal with US lifts high-flying Vietnamese air cargo demand

<div class="phx-topic abstract-wrapper"><p>The long-term effects of US tariffs and the removal of the de minimis exemption have disrupted established air cargo flows and is clouding the industry outlook for the year.</p></div>

The long-term effects of US tariffs and the removal of the de minimis exemption have disrupted established air cargo flows and is clouding the industry outlook for the year.

Trans-Pacific air cargo market flying into turbulent second half

<div class="phx-topic abstract-wrapper"><p>From his hometown hub of Memphis, Fred Smith built FedEx from a $4 million inheritance to an $88 billion behemoth.  </p></div>

From his hometown hub of Memphis, Fred Smith built FedEx from a $4 million inheritance to an $88 billion behemoth.

Fred Smith, FedEx founder and visionary, dead at 80

<div class="phx-topic abstract-wrapper"><p>The loss of An-124 heavy-lift air capacity will force a modal shift to ocean or a reduction in cargo sizes to fit into smaller craft, experts say.</p></div>

The loss of An-124 heavy-lift air capacity will force a modal shift to ocean or a reduction in cargo sizes to fit into smaller craft, experts say.

Market seeks to navigate medium-term cuts to heavy-lift air cargo capacity

<div class="phx-topic abstract-wrapper"><p>But a rise in demand for general cargo will not be enough to offset the sharp decline in e-commerce shipments that followed the US clampdown in May on low-value imports from China. </p></div>

But a rise in demand for general cargo will not be enough to offset the sharp decline in e-commerce shipments that followed the US clampdown in May on low-value imports from China.

Signs of air cargo recovery on the trans-Pacific as freighter aircraft return

<div class="phx-topic abstract-wrapper"><p>MSC’s orders at two Chinese shipyards continue the carrier’s long association with Chinese shipbuilders, with the liner seemingly undeterred by US proposals to levy hefty port fees on Chinese-built ships. </p></div>

MSC’s orders at two Chinese shipyards continue the carrier’s long association with Chinese shipbuilders, with the liner seemingly undeterred by US proposals to levy hefty port fees on Chinese-built ships.

MSC, Yang Ming lead nearly $4 billion ordering spree for new vessels

<div class="phx-topic abstract-wrapper"><p>US drayage truckers say costs and competition have been on the rise since the pandemic, while at the same time their pricing power is under downward pressure. </p></div>

US drayage truckers say costs and competition have been on the rise since the pandemic, while at the same time their pricing power is under downward pressure.

Drayage stakeholders say industry under threat from falling rates, increased costs

<div class="phx-topic abstract-wrapper"><p>Bigger carriers have more services and transshipment hubs and are generally able to offer more efficient connecting services, although there is still room to prosper for small and midsize carriers, writes Jeremy Masters.</p></div>

Bigger carriers have more services and transshipment hubs and are generally able to offer more efficient connecting services, although there is still room to prosper for small and midsize carriers, writes Jeremy Masters.

High variance exists in carriers’ cross-trade products

<div class="phx-topic abstract-wrapper"><p>US shippers have pulled forward as much cargo as they can ahead of the latest deadlines for higher US tariffs, leaving carriers little choice but to cancel more voyages. </p></div>

US shippers have pulled forward as much cargo as they can ahead of the latest deadlines for higher US tariffs, leaving carriers little choice but to cancel more voyages.

Looming August tariff deadline prompts carriers to pull trans-Pacific capacity

<div class="phx-topic abstract-wrapper"><p>US retailers are, not surprisingly, importing only what is “absolutely necessary” given the frequent changes in new tariffs and tariff deadlines announced by the Trump administration, writes Lars Jensen. </p></div>

US retailers are, not surprisingly, importing only what is “absolutely necessary” given the frequent changes in new tariffs and tariff deadlines announced by the Trump administration, writes Lars Jensen.

Whiplash of US tariff policy forces importers into ‘wait-and-see’ mode

<div class="phx-topic abstract-wrapper"><p>The NYK subsidiary has its sights on a booming third-party logistics provider healthcare market in Europe that is expected to grow 8.1% a year until 2030.</p></div>

The NYK subsidiary has its sights on a booming third-party logistics provider healthcare market in Europe that is expected to grow 8.1% a year until 2030.

Yusen Logistics in talks to acquire European healthcare provider Walden

<div class="phx-topic abstract-wrapper"><p>Artificial intelligence tools can help shippers automate tasks such as entry filing and classification, but it’s unclear whether most importers want to take on that burden. </p></div>

Artificial intelligence tools can help shippers automate tasks such as entry filing and classification, but it’s unclear whether most importers want to take on that burden.

Automation, tariff pressures put onus on customs brokers to adapt

<div class="phx-topic abstract-wrapper"><p>Despite significant injections of reefer capacity in early 2025, US cold chain stakeholders say they continue to face equipment scarcity issues.</p></div>

Despite significant injections of reefer capacity in early 2025, US cold chain stakeholders say they continue to face equipment scarcity issues.

Reefer fleet growth yet to show in availability of equipment

<div class="phx-topic abstract-wrapper"><p>A bill reintroduced in the House of Representatives would require customs fees to be directed to covering building and other capital costs related to inspections. </p></div>

A bill reintroduced in the House of Representatives would require customs fees to be directed to covering building and other capital costs related to inspections.

Ports ask Congress to help shift the costs of operating local customs offices

<div class="phx-topic abstract-wrapper"><p>The National Association of Waterfront Employers has sent a letter to the Senate Appropriations Committee asking for continued support of the $3 billion Clean Ports Program.</p></div>

The National Association of Waterfront Employers has sent a letter to the Senate Appropriations Committee asking for continued support of the $3 billion Clean Ports Program.

Ports fear emissions grants under threat amid EPA budget slashing

<div class="phx-topic abstract-wrapper"><p>But other Class I railroads will likely be vocal in their opposition to any deal and look to rally support from shippers to block the move, setting the stage for a contentious regulatory battle. </p></div>

But other Class I railroads will likely be vocal in their opposition to any deal and look to rally support from shippers to block the move, setting the stage for a contentious regulatory battle.

Potential UP-NS tie-up would cause major shift in US intermodal market

<div class="phx-topic abstract-wrapper"><p>The decision cuts against what Schneider announced when it acquired Cowan last November, that Cowan’s brand would be retained and the company would operate as a wholly owned subsidiary.</p></div>

The decision cuts against what Schneider announced when it acquired Cowan last November, that Cowan’s brand would be retained and the company would operate as a wholly owned subsidiary.

Schneider National to ‘dissolve’ Cowan brokerage arm Oct. 1 in rebranding move

<div class="phx-topic abstract-wrapper"><p>The agreement clears the way for BNSF to move cargo from Los Angeles, Long Beach and Oakland to Salt Lake City for ocean carriers CMA CGM and Mediterranean Shipping Co.</p></div>

The agreement clears the way for BNSF to move cargo from Los Angeles, Long Beach and Oakland to Salt Lake City for ocean carriers CMA CGM and Mediterranean Shipping Co.

BNSF to use ‘southern’ route to Salt Lake City under UP intermodal deal

<div class="phx-topic abstract-wrapper"><p>Some customers and competitors were surprised by the timing of the surcharges, which are typically implemented in August or September, if at all, and only after volume spikes.</p></div>

Some customers and competitors were surprised by the timing of the surcharges, which are typically implemented in August or September, if at all, and only after volume spikes.

J.B. Hunt says surcharges necessary to maintain peak season service

<div class="phx-topic abstract-wrapper"><p>Angi Acocella joins TPM Today to discuss research she's doing in the world of truckload procurement for MIT's FreightLab, how the commercial sector partners with academia, and what's next in freight technology</p></div>

Angi Acocella joins TPM Today to discuss research she's doing in the world of truckload procurement for MIT's FreightLab, how the commercial sector partners with academia, and what's next in freight technology

<div class="phx-topic"><p>On this episode of TPM TODAY, host Eric Johnson connects with Angi Acocella, research scientist at Massachusetts Institute of Technology FreightLab, to explore how academic research is transforming truckload procurement.</p><p>• How procurement is evolving through data and innovation</p><p>• How MIT collaborates with the freight industry</p><p>• What’s next in freight tech</p><p>Get a closer look at how top research is shaping the future of transportation.</p><p><i>This episode was streamed live on July 11, 2025 on </i><a href="https://letstalksupplychain.com/tpm-today/"><i>TPM Today</i></a></p><div class="wrapper-full"><dynamic-object type="youtube" resource-id="rfNhFPPsF4w"></dynamic-object></div></div>

On this episode of TPM TODAY, host Eric Johnson connects with Angi Acocella, research scientist at Massachusetts Institute of Technology FreightLab, to explore how academic research is transforming truckload procurement. • How procurement is evolving through data and innovation • How MIT collaborates with the freight industry • What’s next in freight tech Get a closer look at how top research is shaping the future of transportation. This episode was streamed live on July 11, 2025 on TPM Today

TPM TODAY | What happens when MIT takes on freight trucking?

<div class="phx-topic abstract-wrapper"><p>Amanda Coates, chief commercial officer for the Port of New Orleans, talks about the economic impact of these ports, Port NOLA’s rail connectivity and gateway fluidity, and continued progress on the Louisiana International Terminal. </p></div>

Amanda Coates, chief commercial officer for the Port of New Orleans, talks about the economic impact of these ports, Port NOLA’s rail connectivity and gateway fluidity, and continued progress on the Louisiana International Terminal.

<div class="phx-topic"><p>The Lower Mississippi River ports of New Orleans, Baton Rouge, South Louisiana, St. Bernard and Plaquemines collectively move 500 million tons of cargo annually. Amanda Coates, chief commercial officer for the Port of New Orleans, talks about the economic impact of these ports, Port NOLA’s rail connectivity and gateway fluidity, and continued progress on the Louisiana International Terminal. </p><p><i>Breakbulk25, New Orleans, Louisiana</i></p><p><b>Sponsored by the Port of New Orleans</b></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6375716339112"></dynamic-object></div></div>

The Lower Mississippi River ports of New Orleans, Baton Rouge, South Louisiana, St. Bernard and Plaquemines collectively move 500 million tons of cargo annually. Amanda Coates, chief commercial officer for the Port of New Orleans, talks about the economic impact of these ports, Port NOLA’s rail connectivity and gateway fluidity, and continued progress on the Louisiana International Terminal. Breakbulk25, New Orleans, Louisiana Sponsored by the Port of New Orleans

A collaborative effort

<div class="phx-topic abstract-wrapper"><p>Jane Wong, vice president of customer experience at Century Supply Chain Solutions, discusses how VIZIV, the company’s supply chain optimization platform, is aiding decision making; how Century is combining use of AI with human expertise; and how it fosters collaboration and trust.</p></div>

Jane Wong, vice president of customer experience at Century Supply Chain Solutions, discusses how VIZIV, the company’s supply chain optimization platform, is aiding decision making; how Century is combining use of AI with human expertise; and how it fosters collaboration and trust.

<div class="phx-topic"><p>The logistics industry has been facing a lot of uncertainty, including rising costs and shifting trade policies. Jane Wong, vice president of customer experience at Century Supply Chain Solutions, discusses how VIZIV, the company’s supply chain optimization platform, is aiding decision making; how Century is combining use of AI with human expertise; and how it fosters collaboration and trust.</p><p><i>TPM25, Long Beach, California</i></p><p><b>Sponsored by Century Supply Chain Solutions</b></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6375716067112"></dynamic-object></div></div>

The logistics industry has been facing a lot of uncertainty, including rising costs and shifting trade policies. Jane Wong, vice president of customer experience at Century Supply Chain Solutions, discusses how VIZIV, the company’s supply chain optimization platform, is aiding decision making; how Century is combining use of AI with human expertise; and how it fosters collaboration and trust. TPM25, Long Beach, California Sponsored by Century Supply Chain Solutions

Adaptability and scalability

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Video

<div class="phx-topic abstract-wrapper"><p>SeaIntel Maritime Analysis CEO Lars Jensen says the deployment of megaships brings advantages of economies of scale and environmental benefits, but the larger ships also cut into carrier's flexibility</p></div>

SeaIntel Maritime Analysis CEO Lars Jensen says the deployment of megaships brings advantages of economies of scale and environmental benefits, but the larger ships also cut into carrier's flexibility

<div class="phx-topic"><p>SeaIntel Maritime Analysis CEO Lars Jensen says the deployment of megaships brings advantages of economies of scale and environmental benefits, but the larger ships also cut into carrier's flexibility and port call frequency.</p><p></p><p></p><p>[Editorial note: image removed/no longer available]</p><p><a href="http://www.joc.com/tpm-2012"><u>Complete TPM Long Beach 2012 coverage</u></a></p><p></p><p></p></div>

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