Thue Barfod, refrigerated container business development manager at Maersk Line Hong Kong, discusses Maersk's new no-show clause with Stephanie Nall of Cool Cargoes while attending TPM Asia in Shenzhen. He also offers his thoughts on the challenges that reefer shippers face from ultra show-steaming. TPM Asia Videos [Editorial note: image removed/no longer available] POHA's Moseley Talks Panama Canal Progress, Port Challenges in 2012 [Editorial note: image removed/no longer available] Damco CEO Expects a Soft Market, Idled Ship Capacity in 2012 [Editorial note: image removed/no longer available] Jefferies' Leung on Shipping Prospects for 2012

<div class="phx-topic abstract-wrapper"><p>Airlines will continue to adjust capacity to account for shifts in volume, but the volatility of US trade policy and continued demand growth fueled by the AI boom will make this more difficult.</p></div>

Airlines will continue to adjust capacity to account for shifts in volume, but the volatility of US trade policy and continued demand growth fueled by the AI boom will make this more difficult.

Feature image

E-commerce, AI demand to keep ex-Asia air freight under pressure

<div class="phx-topic abstract-wrapper"><p>Data from consultants Trade and Transport Group shows the impact of regulatory changes as de minimis traffic fell significantly while regular air cargo increased.</p></div>

Data from consultants Trade and Transport Group shows the impact of regulatory changes as de minimis traffic fell significantly while regular air cargo increased.

Rising US air freight imports from Taiwan, Vietnam offset drop in China trade 

<div class="phx-topic abstract-wrapper"><p>As economists question whether the US consumer is finally pulling back as tariff costs increasingly show in store prices, another major generator of freight  manufacturing orders is showing signs of sputtering.</p></div>

As economists question whether the US consumer is finally pulling back as tariff costs increasingly show in store prices, another major generator of freight manufacturing orders is showing signs of sputtering.

US freight industry enters 2026 with low growth expectations

<div class="phx-topic abstract-wrapper"><p>Rising e-commerce volume out of Vietnam is being piled on top of sustained and heavy demand for high-tech shipments, with space on freighters in short supply.</p></div>

Rising e-commerce volume out of Vietnam is being piled on top of sustained and heavy demand for high-tech shipments, with space on freighters in short supply.

Black Friday demand tightens trans-Pacific air cargo capacity, elevates rates

<div class="phx-topic abstract-wrapper"><p>Group CEO Tobias Meyer said DHL’s freight division was affected by a weak global economy as well as a peak season in ocean freight that “failed to materialize.”</p></div>

Group CEO Tobias Meyer said DHL’s freight division was affected by a weak global economy as well as a peak season in ocean freight that “failed to materialize.”

DHL Global Forwarding sees Q3 revenue drop on lower ocean rates

<div class="phx-topic abstract-wrapper"><p>Stakeholders say a contract with Harbor Industrial Services to manage the state’s only box terminal should herald a new era of stability and cargo growth. </p></div>

Stakeholders say a contract with Harbor Industrial Services to manage the state’s only box terminal should herald a new era of stability and cargo growth.

Operator switch gives renewed hope to Portland’s Terminal 6

<div class="phx-topic abstract-wrapper"><p>The storm is bringing fierce winds and Arctic conditions to the region, impacting ocean, road and rail freight transport.</p></div>

The storm is bringing fierce winds and Arctic conditions to the region, impacting ocean, road and rail freight transport.

Severe winter storm disrupts North Europe port, inland operations

<div class="phx-topic abstract-wrapper"><p>The delay in adopting the IMO’s net-zero emissions framework has injected more uncertainty into an alternative fuel market that was already struggling to attract crucial investment from both the public and private sectors.</p></div>

The delay in adopting the IMO’s net-zero emissions framework has injected more uncertainty into an alternative fuel market that was already struggling to attract crucial investment from both the public and private sectors.

Regulatory uncertainty weighs heavy on green fuel investment as 2026 dawns

<div class="phx-topic abstract-wrapper"><p>The move by the Chinese-Polish operator will help meet growing demand for wind and energy storage systems cargoes.</p></div>

The move by the Chinese-Polish operator will help meet growing demand for wind and energy storage systems cargoes.

Chipolbrok scales up heavy-lift multipurpose fleet with new ship orders

<div class="phx-topic abstract-wrapper"><p>With inflation increasing, consumer confidence declining and unemployment on the rise, US imports from Asia are not expected to see the typical pre-Lunar New Year surge in January and February.</p></div>

With inflation increasing, consumer confidence declining and unemployment on the rise, US imports from Asia are not expected to see the typical pre-Lunar New Year surge in January and February.

Soft volumes to keep West Coast ports congestion-free in early 2026

<div class="phx-topic abstract-wrapper"><p>The action is tied to WiseTech’s acquisition of E2open in 2025, which included software that Australia’s competition commission deemed gave WiseTech too much control of the market.</p></div>

The action is tied to WiseTech’s acquisition of E2open in 2025, which included software that Australia’s competition commission deemed gave WiseTech too much control of the market.

Australian regulators force WiseTech to sell software vendor

<div class="phx-topic abstract-wrapper"><p>The acquisition continues a wave of supply chain consolidation seen in Australia and New Zealand in recent years as service providers search for inorganic growth in a highly competitive market. </p></div>

The acquisition continues a wave of supply chain consolidation seen in Australia and New Zealand in recent years as service providers search for inorganic growth in a highly competitive market.

MSC’s Medlog Oceania inks deal for Seaway’s intermodal business

<div class="phx-topic abstract-wrapper"><p>The integration will allow small truckload brokers to automate a range of load processes within their existing transportation management system.</p></div>

The integration will allow small truckload brokers to automate a range of load processes within their existing transportation management system.

DAT, AscendTMS push Convoy load automation into small broker world

<div class="phx-topic abstract-wrapper"><p>While the new delay — on products reliant on wood imports — provides a respite for importers of the affected goods, it prolongs for another year a period of uncertainty over how tariffs might impact the cost of what they sell.</p></div>

While the new delay — on products reliant on wood imports — provides a respite for importers of the affected goods, it prolongs for another year a period of uncertainty over how tariffs might impact the cost of what they sell.

Latest tariff delay by Trump echoes postponement from November

<div class="phx-topic abstract-wrapper"><p>Contract shippers have not felt the impact of the surge last month in spot market truckload rates, but that could change amid market uncertainty as 2026 begins.</p></div>

Contract shippers have not felt the impact of the surge last month in spot market truckload rates, but that could change amid market uncertainty as 2026 begins.

US truckload pricing remains unsettled despite red-hot December

<div class="phx-topic abstract-wrapper"><p>Intermodal marketing companies have long been at a disadvantage because rail-owned containers lacked the real-time tracking and tracing capabilities that are standard among private fleets.</p></div>

Intermodal marketing companies have long been at a disadvantage because rail-owned containers lacked the real-time tracking and tracing capabilities that are standard among private fleets.

North American rail container fleet fully outfitted with GPS devices

<div class="phx-topic abstract-wrapper"><p>Dan Bailey, CEO of Nexcade, joins TPM Today to talk about how AI agents might change the nature of ocean freight pricing, quoting and procurement. </p></div>

Dan Bailey, CEO of Nexcade, joins TPM Today to talk about how AI agents might change the nature of ocean freight pricing, quoting and procurement.

<div class="phx-topic"><p>Eric Johnson converses with Dan Bailey, CEO of Nexcade, on how AI agents might fundamentally change the nature of ocean freight pricing, quoting, and procurement. </p><p>• Whether logistics teams are currently spending too much time on manual pricing and procurement tasks. </p><p>•  Whether AI can truly reflect the subtle nuances of the market like a seasoned industry professional. </p><p>•  Whether the current market is sustainable and if all the emerging AI agent companies can coexist and succeed.</p><p>If you’re interested in freight technology, artificial intelligence, or the future of procurement strategies, this is a conversation you don’t want to miss.</p><p>This episode was streamed live on December 12th, 2025 on <a href="https://letstalksupplychain.com/tpm-today/">TPM Today.</a></p><p></p><div class="wrapper-full"><dynamic-object type="youtube" resource-id="LllIYMO-I0o"></dynamic-object></div></div>

Eric Johnson converses with Dan Bailey, CEO of Nexcade, on how AI agents might fundamentally change the nature of ocean freight pricing, quoting, and procurement. • Whether logistics teams are currently spending too much time on manual pricing and procurement tasks. • Whether AI can truly reflect the subtle nuances of the market like a seasoned industry professional. • Whether the current market is sustainable and if all the emerging AI agent companies can coexist and succeed. If you’re interested in freight technology, artificial intelligence, or the future of procurement strategies, this is a conversation you don’t want to miss. This episode was streamed live on December 12th, 2025 on TPM Today.

TPM TODAY | The End of Manual Pricing? How AI Agents Are Rewriting Ocean Freight

<div class="phx-topic abstract-wrapper"><p>Pierre Garreau, CEO of Searoutes, joins TPM Today to address where carbon measurement still matters in international shipping.</p></div>

Pierre Garreau, CEO of Searoutes, joins TPM Today to address where carbon measurement still matters in international shipping.

<div class="phx-topic"><p>Decarbonization isn’t going away — but is it losing momentum?</p><p>Pierre Garreau, PhD, CEO of Searoutes, is on TPM Today with host Eric Johnson to break down the state of carbon measurement in international shipping and what shippers need to pay attention to right now.</p><p>•  Are shippers quietly de-prioritizing their decarbonization goals?</p><p>•  What the IMO’s postponement of carbon taxes really means for global climate targets.</p><p>•. How carriers are choosing their fuel of the future — and why those decisions matter more than ever for their customers.</p><p>This episode was streamed live on December 5, 2025 on <a href="https://letstalksupplychain.com/tpm-today/">TPM Today</a>.</p><p></p><div class="wrapper-full"><dynamic-object type="youtube" resource-id="bNweOCfoB8c"></dynamic-object></div></div>

Decarbonization isn’t going away — but is it losing momentum? Pierre Garreau, PhD, CEO of Searoutes, is on TPM Today with host Eric Johnson to break down the state of carbon measurement in international shipping and what shippers need to pay attention to right now. • Are shippers quietly de-prioritizing their decarbonization goals? • What the IMO’s postponement of carbon taxes really means for global climate targets. •. How carriers are choosing their fuel of the future — and why those decisions matter more than ever for their customers. This episode was streamed live on December 5, 2025 on TPM Today .

TPM TODAY | Future Fuel or False Start? Inside Shipping’s Big Bet

<div class="phx-topic abstract-wrapper"><p>Tirschwell and Szakonyi discuss 2026 overcapacity outlook. Container lines have multiple tools to mitigate, and external forces may blunt functional capacity.</p></div>

Tirschwell and Szakonyi discuss 2026 overcapacity outlook. Container lines have multiple tools to mitigate, and external forces may blunt functional capacity.

<div class="phx-topic"><p>Container lines have multiple tools, including idling and scrapping ships, to mitigate mounting overcapacity; external forces, such as port congestion, may also blunt functional capacity amid a wave of new ship deliveries in 2026. Analysis by Journal of Commerce by S&amp;P Executive Editor Mark Szakonyi and Vice President Peter Tirschwell .</p><p></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6385953457112"></dynamic-object></div></div>

Container lines have multiple tools, including idling and scrapping ships, to mitigate mounting overcapacity; external forces, such as port congestion, may also blunt functional capacity amid a wave of new ship deliveries in 2026. Analysis by Journal of Commerce by S&P Executive Editor Mark Szakonyi and Vice President Peter Tirschwell .

Major container tonnage overcapacity in 2026 not foregone conclusion

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Video

<div class="phx-topic abstract-wrapper"><p>Thue Barfod, refrigerated container business development manager at Maersk Line Hong Kong, discusses Maersk's new no-show clause with Stephanie Nall of Cool Cargoes while attending TPM Asia in Shenzhe</p></div>

Thue Barfod, refrigerated container business development manager at Maersk Line Hong Kong, discusses Maersk's new no-show clause with Stephanie Nall of Cool Cargoes while attending TPM Asia in Shenzhe

<div class="phx-topic"><p>Thue Barfod, refrigerated container business development manager at Maersk Line Hong Kong, discusses Maersk's new no-show clause with Stephanie Nall of Cool Cargoes while attending TPM Asia in Shenzhen. He also offers his thoughts on the challenges that reefer shippers face from ultra show-steaming.  </p><p></p><p><b>TPM Asia Videos </b></p><p></p><p><u><a href="http://www.joc.com/tpm/pohas-moseley-talks-panama-canal-progress-port-challenges-2012-video">[Editorial note: image removed/no longer available] POHA's Moseley Talks Panama Canal Progress, Port Challenges in 2012  </a></u></p><p></p><p><u><a href="http://www.joc.com/tpm/damco-ceo-discusses-ship-capacity-withdrawal-possible-effects-market-video">[Editorial note: image removed/no longer available] Damco CEO Expects a Soft Market, Idled Ship Capacity in 2012 </a></u></p><p></p><p><u><a href="http://www.joc.com/tpm/jefferies-leung-shares-2012-forecast-thoughts-peak-season-video">[Editorial note: image removed/no longer available] Jefferies' Leung on Shipping Prospects for 2012  </a></u></p><div class="wrapper-full"><dynamic-object type="youtube" resource-id="2HvdfjCHrQ4?rel=0"></dynamic-object></div></div>

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