<div class="phx-topic abstract-wrapper">OTTAWA &amp;mdash; Canada took the first step Thursday in challenging the United States before the World Trade Organization on its COOL food labeling legislation said to cost Canada hundreds of millions o</div>

OTTAWA &mdash; Canada took the first step Thursday in challenging the United States before the World Trade Organization on its COOL food labeling legislation said to cost Canada hundreds of millions o

<div>OTTAWA &amp;mdash; Canada took the first step Thursday in challenging the United States before the World Trade Organization on its COOL food labeling legislation said to cost Canada hundreds of millions of dollars in reduced cattle and swine exports.The federal government announced that a request has gone to the WTO for consultations with the United States on its 2008 Country Of Origin Labeling legislation. If consultations do not resolve the dispute within 60 days, Canada would take the United States before a WTO disputes panel for a decision. Mexico is filing a similar WTO request, the announcement said.Canada&amp;rsquo;s complaint is...

OTTAWA &mdash; Canada took the first step Thursday in challenging the United States before the World Trade Organization on its COOL food labeling legislation said to cost Canada hundreds of millions of dollars in reduced cattle and swine exports. The federal government announced that a request has gone to the WTO for consultations with the United States on its 2008 Country Of Origin Labeling legislation. If consultations do not resolve the dispute within 60 days, Canada would take the United States before a WTO disputes panel for a decision. Mexico is filing a similar WTO request, the announcement said. Canada&rsquo;s complaint is against the legislation but also particularly against a February 20 letter from U.S. Agriculture Secretary Tom Vilsack to the U.S. food processing industry saying plants should go beyond the legislation and label meat and some fresh produce as coming specifically from Canada or Mexico rather than from North America. If they do not, he said, he would move to have COOL provisions rewritten. Country-of-origin labeling is required under the June, 2008, Food, Conservation and Energy Act, implemented from September 30, 2008, on an interim basis and since March 16 this year on a final basis. Consumers have to be told on labels the country of origin for beef, pork, lamb, chicken and goat meat and for some fresh produce. Canada says U.S. processors are choosing not to buy Canadian animals, or are trying to buy them at a reduced price. Cattle and swine exporting associations, especially, claim exporters are losing sales in the hundreds of millions of dollars. An example given of additional costs imposed on U.S. purchasers of Canadian animals is that feedlots and slaughter plants must now segregate Canadian animals in separate facilities. Canada started the WTO process last year but suspended it in January when the U.S. government revised the final version to allow labels to say the product comes from North America. But then Secretary Vilsack&rsquo;s letter to the industry says products should be identified as coming from Canada or Mexico. Canada exports roughly $3.4 billion in hogs and cattle to the United States yearly, part of $13.2 billion in agricultural sales (excluding fish). Canada takes from the United States about $14 billion in consumer food imports. Contact Courtney Tower at ctower@sympatico.ca .

Transport, Trade and Regulation News

Canada Challenges COOL

<div class="phx-topic abstract-wrapper">The new vessels are shorter and narrower than most 400-meter megaships that are mostly confined to the Asia-Europe trade, giving the carrier more deployment options across its global network. </div>

The new vessels are shorter and narrower than most 400-meter megaships that are mostly confined to the Asia-Europe trade, giving the carrier more deployment options across its global network.

Feature image

<div class="phx-topic">Maersk has opted for greater flexibility around vessel deployment in a new order for eight 18,600-TEU dual-fuel ships that are part of its ongoing fleet renewal program, the carrier announced Monday. The new vessels — to be delivered in 2029 and 2030 — are shorter and narrower than most 400-meter megaships that are mostly confined to the Asia-Europe trade, giving Maersk more deployment options across its global network. “Deployment flexibility has been a key factor in our decision-making,” Anda Cristescu, head of chartering and newbuilding at Maersk, said in a statement. “Although these vessels are large, they offer greater flexibility than the largest ships currently being built in our industry. This provides us with multiple deployment options across both our current and future network.” The eight vessel-order was signed with China’s New Times Shipbuilding Co. The ships will be equipped with dual-fuel engines able to operate on conventional bunker fuel or liquified natural gas (LNG). Financial terms of the order were not disclosed. Maersk now has 33 ships on order, four of which are scheduled to be delivered this year. Following 4.3% growth in its fleet in 2025, Maersk’s total in-service capacity reached 4.6 million TEUs. The increase in capacity was attributed to an early 2025 injection to support strong demand when the Gemini Cooperation with Hapag-Lloyd was launched a year ago, with utilization of 94% in the third quarter continuing through the fourth quarter. “We seek to protect the high asset turns we have achieved with Gemini, which will allow us to carry more containers with our existing fleet so we can grow with minimal fleet expansion,” Maersk CEO Vincent Clerc said during an earnings call with analysts last week. Maersk’s volume in 2025 increased 4.9% to just shy of 13 million FEUs. <h3>Fast-expanding global order book </h3>The global container shipping order book is sitting around 10.7 million TEUs, or 32% of the current in-service fleet, according to Sea-web, a sister company of the Journal of Commerce within S&amp;P Global. Just over 1 million TEUs of capacity via ships above 10,000 TEUs is scheduled to be delivered this year. But 2.3 million TEUs is due for delivery in 2027, with 3.4 million TEUs due to come online in 2028, equal to all the tonnage received in 2022 and 2023. While new ships steadily sail into service, the number of cellular container vessels scrapped in 2025 was the lowest in 20 years, according to Alphaliner, with only 12 ships recycled with a total capacity of just 8,172 TEUs.Maersk believes its capacity is at an optimal level to serve both its standalone services and Gemini’s needs, but the carrier’s CFO Patrick Jany remains <a href="https://www.joc.com/article/gemini-benefits-face-looming-challenge-from-oversupplied-market-maersk-ceo-6164887">concerned over the excess tonnage in container shipping</a> and believes scrapping levels simply must increase. “We have all the tools across the industry to get this back in whack,” Jany said on last week’s earnings call, noting that for the past six years carriers have been in an abnormal supply-and-demand cycle. “The question is how long for the industry to get back to what was normal,” he added. “If it takes long for the discipline to come, then you will see rates at a difficult level for a while. If there is good discipline and people do what needs to be done, then this could resorb itself quite fast.” Contact Greg Knowler at <a href="mailto:greg.knowler@spglobal.com">greg.knowler@spglobal.com</a>. </div>

Maersk has opted for greater flexibility around vessel deployment in a new order for eight 18,600-TEU dual-fuel ships that are part of its ongoing fleet renewal program, the carrier announced Monday. The new vessels — to be delivered in 2029 and 2030 — are shorter and narrower than most 400-meter megaships that are mostly confined to the Asia-Europe trade, giving Maersk more deployment options across its global network. “Deployment flexibility has been a key factor in our decision-making,” Anda Cristescu, head of chartering and newbuilding at Maersk, said in a statement. “Although these vessels are large, they offer greater flexibility than the largest ships currently being built in our industry. This provides us with multiple deployment options across both our current and future network.” The eight vessel-order was signed with China’s New Times Shipbuilding Co. The ships will be equipped with dual-fuel engines able to operate on conventional bunker fuel or liquified natural gas (LNG). Financial terms of the order were not disclosed. Maersk now has 33 ships on order, four of which are scheduled to be delivered this year. Following 4.3% growth in its fleet in 2025, Maersk’s total in-service capacity reached 4.6 million TEUs. The increase in capacity was attributed to an early 2025 injection to support strong demand when the Gemini Cooperation with Hapag-Lloyd was launched a year ago, with utilization of 94% in the third quarter continuing through the fourth quarter. “We seek to protect the high asset turns we have achieved with Gemini, which will allow us to carry more containers with our existing fleet so we can grow with minimal fleet expansion,” Maersk CEO Vincent Clerc said during an earnings call with analysts last week. Maersk’s volume in 2025 increased 4.9% to just shy of 13 million FEUs. Fast-expanding global order book The global container shipping order book is sitting around 10.7 million TEUs, or 32% of the current in-service fleet, according to Sea-web, a sister company of the Journal of Commerce within S&P Global. Just over 1 million TEUs of capacity via ships above 10,000 TEUs is scheduled to be delivered this year. But 2.3 million TEUs is due for delivery in 2027, with 3.4 million TEUs due to come online in 2028, equal to all the tonnage received in 2022 and 2023. While new ships steadily sail into service, the number of cellular container vessels scrapped in 2025 was the lowest in 20 years, according to Alphaliner, with only 12 ships recycled with a total capacity of just 8,172 TEUs. Maersk believes its capacity is at an optimal level to serve both its standalone services and Gemini’s needs, but the carrier’s CFO Patrick Jany remains concerned over the excess tonnage in container shipping and believes scrapping levels simply must increase. “We have all the tools across the industry to get this back in whack,” Jany said on last week’s earnings call, noting that for the past six years carriers have been in an abnormal supply-and-demand cycle. “The question is how long for the industry to get back to what was normal,” he added. “If it takes long for the discipline to come, then you will see rates at a difficult level for a while. If there is good discipline and people do what needs to be done, then this could resorb itself quite fast.” Contact Greg Knowler at greg.knowler@spglobal.com .

Container lines

Asia-Europe

Container Shipping News

Maritime

Maersk widens deployment options with order for ‘flexible’ new ships

<div class="phx-topic abstract-wrapper">The likely sale this year of the Port of New York and New Jersey’s largest marine terminal portends possible changes to how it will be operated in the long run. </div>

The likely sale this year of the Port of New York and New Jersey’s largest marine terminal portends possible changes to how it will be operated in the long run.

<div class="phx-topic">The potential sale of Maher Terminal at the Port of New York and New Jersey will require a buyer to navigate stricter lease terms, billions in new costs, and decisions on how to grow capacity and service its customers, all portending further changes in container handling at the port. A source told the Journal of Commerce that marine terminal operators including DP World, PSA International, SSA Marine, and Terminal Investment Limited have inquired about a potential acquisition of Maher from private equity firm Macquarie Infrastructure Partners. Maher, the largest container terminal at NY-NJ, could fetch $3 billion, according to the Wall Street Journal. The sale of Maher, which could be announced later this year, comes after the Macquarie fund that owns Maher negotiated <a href="https://www.joc.com/article/macquarie-seals-deal-for-new-maher-lease-at-nynj-through-2063-6137751">a new 33-year lease with the Port Authority of New York and New Jersey that starts in 2030</a>. The potential buyers have also contacted the Port Authority, the source said, because the agency would have to sign off on any deal. The new lease means Maher’s buyer faces a variable monthly rent that is based solely on container volume, the source said, rather than the previous lease’s largely fixed-cost base rent. In addition, the new operator will have to share with the Port Authority a greater portion of its “excess revenue,” which generally comes from the demurrage it charges on containers. Outside of the direct rental costs, Maher’s buyer could face at least $3 billion in capital and maintenance costs under the new lease, the source said. <h3>Capacity upgrades</h3>A big chunk of that will be the cost of berth maintenance and repairs that the Port Authority has begun shifting over to tenants under the new leases. Maher, with four berths capable of handling super-post-Panamax ships, faces an estimated $2 billion in such repairs.The new lease also requires Maher to add “demand-induced” capacity as part of the port’s overall plan to double capacity by 2050, Port Director Beth Rooney said after the lease’s December signing. Maher, which can currently handle just over 3 million TEUs, could double its capacity through densification, she said. Densification, though, will require the buyer to rethink signature features of the terminal that have made it preferred among ocean carriers, shippers and motor carriers. The densification process could cost another $1 billion. Maher currently uses a fleet of over 200 straddle carriers to sort containers and bring them to trucks waiting at a parking spot, what the facility bills as a “concierge service,” according to shippers. Maher has won multiple awards from local motor carriers and ocean carriers for its service levels. Densifying the facility would mean gradually rolling out a smaller fleet of gantry cranes, either on rubber tires or rail mounted, for handling higher and wider container stacks. The process would require that yard space within Maher be closed on a rotating basis while the underlying concrete is reinforced and container stacks are remade for the larger machines. It’s not clear how the switch to gantry crane operations will affect service times for trucks, although it would likely mean fewer loading spaces. An equipment change at the terminal will also trigger a clause in the contract with the International Longshoremen’s Association (ILA) over implementing new technology, requiring negotiations with the union. Along with larger yard equipment, a new buyer for Maher will face decisions on how it optimizes space. Maher has a massive truck gate with some 30 inbound lanes and 20 outbound lanes. The large gate complex allows Maher to handle trucks without requiring appointments, a free-flow operation that allows truckers to quickly enter the facility. But the gate complex also occupies about a quarter of its land, making it a potential target for reclamation to container yard space. A smaller gate, though, might require Maher to rethink the free-flow model Maher will also have to share more of its daily operational data under the new lease terms, which require the terminal to provide data about key metrics and other measures. The data sharing will “enable the Port Authority and its terminal operators to better collaborate on port efficiency initiatives,” the agency said in a statement to the Journal of Commerce.Contact Michael Angell at <a href="mailto: michael.angell@spglobal.com">michael.angell@spglobal.com</a>. </div>

The potential sale of Maher Terminal at the Port of New York and New Jersey will require a buyer to navigate stricter lease terms, billions in new costs, and decisions on how to grow capacity and service its customers, all portending further changes in container handling at the port. A source told the Journal of Commerce that marine terminal operators including DP World, PSA International, SSA Marine, and Terminal Investment Limited have inquired about a potential acquisition of Maher from private equity firm Macquarie Infrastructure Partners. Maher, the largest container terminal at NY-NJ, could fetch $3 billion, according to the Wall Street Journal. The sale of Maher, which could be announced later this year, comes after the Macquarie fund that owns Maher negotiated a new 33-year lease with the Port Authority of New York and New Jersey that starts in 2030 . The potential buyers have also contacted the Port Authority, the source said, because the agency would have to sign off on any deal. The new lease means Maher’s buyer faces a variable monthly rent that is based solely on container volume, the source said, rather than the previous lease’s largely fixed-cost base rent. In addition, the new operator will have to share with the Port Authority a greater portion of its “excess revenue,” which generally comes from the demurrage it charges on containers. Outside of the direct rental costs, Maher’s buyer could face at least $3 billion in capital and maintenance costs under the new lease, the source said. Capacity upgrades A big chunk of that will be the cost of berth maintenance and repairs that the Port Authority has begun shifting over to tenants under the new leases. Maher, with four berths capable of handling super-post-Panamax ships, faces an estimated $2 billion in such repairs. The new lease also requires Maher to add “demand-induced” capacity as part of the port’s overall plan to double capacity by 2050, Port Director Beth Rooney said after the lease’s December signing. Maher, which can currently handle just over 3 million TEUs, could double its capacity through densification, she said. Densification, though, will require the buyer to rethink signature features of the terminal that have made it preferred among ocean carriers, shippers and motor carriers. The densification process could cost another $1 billion. Maher currently uses a fleet of over 200 straddle carriers to sort containers and bring them to trucks waiting at a parking spot, what the facility bills as a “concierge service,” according to shippers. Maher has won multiple awards from local motor carriers and ocean carriers for its service levels. Densifying the facility would mean gradually rolling out a smaller fleet of gantry cranes, either on rubber tires or rail mounted, for handling higher and wider container stacks. The process would require that yard space within Maher be closed on a rotating basis while the underlying concrete is reinforced and container stacks are remade for the larger machines. It’s not clear how the switch to gantry crane operations will affect service times for trucks, although it would likely mean fewer loading spaces. An equipment change at the terminal will also trigger a clause in the contract with the International Longshoremen’s Association (ILA) over implementing new technology, requiring negotiations with the union. Along with larger yard equipment, a new buyer for Maher will face decisions on how it optimizes space. Maher has a massive truck gate with some 30 inbound lanes and 20 outbound lanes. The large gate complex allows Maher to handle trucks without requiring appointments, a free-flow operation that allows truckers to quickly enter the facility. But the gate complex also occupies about a quarter of its land, making it a potential target for reclamation to container yard space. A smaller gate, though, might require Maher to rethink the free-flow model Maher will also have to share more of its daily operational data under the new lease terms, which require the terminal to provide data about key metrics and other measures. The data sharing will “enable the Port Authority and its terminal operators to better collaborate on port efficiency initiatives,” the agency said in a statement to the Journal of Commerce.Contact Michael Angell at michael.angell@spglobal.com .

Marine terminals

Longshore labor

North American ports

Maher’s next buyer faces billions in upgrades, decisions on capacity

<div class="phx-topic abstract-wrapper">While linehaul performance has largely returned to normal for US Class I railroads, delays and bottlenecks triggered by the severe winter storm two weeks ago have now moved downstream to terminals in Chicago, Cincinnati and Memphis.</div>

While linehaul performance has largely returned to normal for US Class I railroads, delays and bottlenecks triggered by the severe winter storm two weeks ago have now moved downstream to terminals in Chicago, Cincinnati and Memphis.

<div class="phx-topic">Rail terminals at key inland hubs have become congested with containers two weeks after a severe winter storm slammed a large portion of the US, slowing both the handoff of import boxes to trucks and the start of export moves. While port-to-rail service and linehaul performance have largely returned to normal for US Class I railroads, the delays and bottlenecks triggered by the storm have now moved downstream to terminals in Chicago, Cincinnati and Memphis. “We’ve had drivers spending up to five hours just in line, consistently missing deliveries and having containers going into [demurrage],” said one Chicago-based trucker who asked not to be identified. “The customers refuse to pay and are getting frustrated. Drivers are getting frustrated.” Truckers say the terminal delays are eroding productivity and adding costs, particularly as railroads assess fees during extended container dwell times. For drayage providers, profitability depends on delivering cargo, making hours-long delays inside terminals costly. Frustration has been directed at BNSF Railway, Norfolk Southern Railway (NS) and Union Pacific Railroad (UP). Slowdowns are common during frigid temperatures because heavy equipment such as overhead cranes and hostler vehicles can malfunction. Outdoor terminal crews also must battle the harsh conditions. In Memphis, drivers have raised concerns after UP began stacking ocean containers inside the terminal on Feb. 4 because of a chassis shortage, according to a UP advisory circulated to drivers and shared with the Journal of Commerce. A UP spokesperson declined to confirm the advisory’s authenticity, although two independent sources provided copies to the Journal of Commerce. “Union Pacific does not own chassis and works closely with customers and their carriers to ensure availability,” the UP spokesperson said in a statement to the Journal of Commerce. “Following the unprecedented storm, Union Pacific recovered exceptionally well and maintained a fluid rail network.” Truckers object to UP’s decision, prompted by the post-storm conditions, to charge a fee to lift containers out of stacks. The so-called “flip fee” traditionally applies when transferring a container from a perfectly usable pool chassis to a trucker’s privately owned chassis. Other North American Class I railroads do not assess a fee in similar circumstances, and major US ports similarly do not charge simply to lift a container from a stack onto a truck. Cargo owners are not covering the cost, so UP’s decision is a financial hit for truckers, provoking angry e-mails from truckers that were shared with the Journal of Commerce. Data from technology provider E-Dray shows that the average time to unload an ocean container and make it available at UP’s Memphis terminal has increased from less than one (0.7) day before the storm to 2.9 days as of this week. <h3>Frustrations with BNSF, Norfolk Southern </h3>Drivers report similar frustrations at BNSF’s Memphis and Logistics Park Chicago terminals, where E-Dray data shows container availability times have doubled from approximately one day to two days in both locations. The delays are not driven by chassis shortages, but by extended waits for crane availability. “Turn times at both facilities are about 30%, or 20 minutes longer,” Jon Gabriel, BNSF’s group vice president of consumer products, told the Journal of Commerce. “We expect that turn times [will] return back to normal at both facilities next week, likely Memphis a little sooner.” In Chicago, drivers have also voiced concerns about Norfolk Southern terminals, although E-Dray data shows no material deterioration in terminal efficiency metrics there. Norfolk Southern, however, acknowledged congestion in Cincinnati. “We are taking proactive steps to improve the driver experience, reduce dwell, and maintain service reliability,” NS wrote in a Feb. 3 advisory posted online. “Our focus is on restoring smooth terminal flow and improving the driver experience as quickly as possible.” Congestion also remains elevated in Louisville, where a disruption that began more than a month ago persists. <h3>Linehaul performance rebounds </h3>Moving containers into major inland hubs is no longer an issue for the railroads. BNSF’s transit times between Floyd, Mississippi, and Plaines, Illinois, nearly doubled to 19 hours in the immediate aftermath of the storm, but had fallen back to about 10 hours as of Feb. 5, according to rail visibility provider RailState. UP’s transit times between Edwardsville, Kansas, and Mazonia, Illinois, spiked to nearly 80 hours after the storm before declining to approximately 35 hours this week, RailState data showed. NS’ transit times between Mishawaka, Indiana, and East Palestine, Ohio, jumped about 50% during the storm but have since returned to historical norms. (The RailState data used in this report was the 75th percentile of transit times, as calculated by RailState, to better capture “outlier” instances created by the storm.) Contact Ari Ashe at <a href="mailto:ari.ashe@spglobal.com">ari.ashe@spglobal.com</a>.</div>

Rail terminals at key inland hubs have become congested with containers two weeks after a severe winter storm slammed a large portion of the US, slowing both the handoff of import boxes to trucks and the start of export moves. While port-to-rail service and linehaul performance have largely returned to normal for US Class I railroads, the delays and bottlenecks triggered by the storm have now moved downstream to terminals in Chicago, Cincinnati and Memphis. “We’ve had drivers spending up to five hours just in line, consistently missing deliveries and having containers going into [demurrage],” said one Chicago-based trucker who asked not to be identified. “The customers refuse to pay and are getting frustrated. Drivers are getting frustrated.” Truckers say the terminal delays are eroding productivity and adding costs, particularly as railroads assess fees during extended container dwell times. For drayage providers, profitability depends on delivering cargo, making hours-long delays inside terminals costly. Frustration has been directed at BNSF Railway, Norfolk Southern Railway (NS) and Union Pacific Railroad (UP). Slowdowns are common during frigid temperatures because heavy equipment such as overhead cranes and hostler vehicles can malfunction. Outdoor terminal crews also must battle the harsh conditions. In Memphis, drivers have raised concerns after UP began stacking ocean containers inside the terminal on Feb. 4 because of a chassis shortage, according to a UP advisory circulated to drivers and shared with the Journal of Commerce. A UP spokesperson declined to confirm the advisory’s authenticity, although two independent sources provided copies to the Journal of Commerce. “Union Pacific does not own chassis and works closely with customers and their carriers to ensure availability,” the UP spokesperson said in a statement to the Journal of Commerce. “Following the unprecedented storm, Union Pacific recovered exceptionally well and maintained a fluid rail network.” Truckers object to UP’s decision, prompted by the post-storm conditions, to charge a fee to lift containers out of stacks. The so-called “flip fee” traditionally applies when transferring a container from a perfectly usable pool chassis to a trucker’s privately owned chassis. Other North American Class I railroads do not assess a fee in similar circumstances, and major US ports similarly do not charge simply to lift a container from a stack onto a truck. Cargo owners are not covering the cost, so UP’s decision is a financial hit for truckers, provoking angry e-mails from truckers that were shared with the Journal of Commerce. Data from technology provider E-Dray shows that the average time to unload an ocean container and make it available at UP’s Memphis terminal has increased from less than one (0.7) day before the storm to 2.9 days as of this week. Frustrations with BNSF, Norfolk Southern Drivers report similar frustrations at BNSF’s Memphis and Logistics Park Chicago terminals, where E-Dray data shows container availability times have doubled from approximately one day to two days in both locations. The delays are not driven by chassis shortages, but by extended waits for crane availability. “Turn times at both facilities are about 30%, or 20 minutes longer,” Jon Gabriel, BNSF’s group vice president of consumer products, told the Journal of Commerce. “We expect that turn times [will] return back to normal at both facilities next week, likely Memphis a little sooner.” In Chicago, drivers have also voiced concerns about Norfolk Southern terminals, although E-Dray data shows no material deterioration in terminal efficiency metrics there. Norfolk Southern, however, acknowledged congestion in Cincinnati. “We are taking proactive steps to improve the driver experience, reduce dwell, and maintain service reliability,” NS wrote in a Feb. 3 advisory posted online. “Our focus is on restoring smooth terminal flow and improving the driver experience as quickly as possible.” Congestion also remains elevated in Louisville, where a disruption that began more than a month ago persists. Linehaul performance rebounds Moving containers into major inland hubs is no longer an issue for the railroads. BNSF’s transit times between Floyd, Mississippi, and Plaines, Illinois, nearly doubled to 19 hours in the immediate aftermath of the storm, but had fallen back to about 10 hours as of Feb. 5, according to rail visibility provider RailState. UP’s transit times between Edwardsville, Kansas, and Mazonia, Illinois, spiked to nearly 80 hours after the storm before declining to approximately 35 hours this week, RailState data showed. NS’ transit times between Mishawaka, Indiana, and East Palestine, Ohio, jumped about 50% during the storm but have since returned to historical norms. (The RailState data used in this report was the 75th percentile of transit times, as calculated by RailState, to better capture “outlier” instances created by the storm.) Contact Ari Ashe at ari.ashe@spglobal.com .

Rail News

North-American rail

Surface

Key inland rail terminals battle post-storm congestion, driver complaints

<div class="phx-topic abstract-wrapper">The subsidiary of Manila-headquartered International Container Terminal Services said the agreement extends the lease expiration from 2040 to 2066.</div>

The subsidiary of Manila-headquartered International Container Terminal Services said the agreement extends the lease expiration from 2040 to 2066.

<div class="phx-topic">Australia’s Victoria International Container Terminal (VICT) has signed a 26-year extension to its existing contract with the Port of Melbourne to operate and manage the port’s Webb Dock East terminal, the company said Friday. VICT, a subsidiary of Manila-headquartered operator International Container Terminal Services Inc. (ICTSI), said the agreement extends the lease expiration from 2040 to 2066. VICT is currently midway through a US$165 million expansion of its fully automated terminal that will increase capacity to 1.5 million TEUs when completed late next year. The quay length has already been extended to 2,523 feet, and work is underway to develop two container stacking areas. The lease extension comes as Melbourne is preparing to kick off the development of the Webb Dock North terminal, which VICT is hoping to integrate into its Webb Dock East facility. Talks are already taking place between VICT and the port authorities for the company to develop and operate the $343 million North terminal, which would double VICT’s capacity at the port. The Port of Melbourne is aiming for construction to start on the new terminal in 2028, with phased completion by 2036. VICT is the port’s largest container and general cargo terminal. Melbourne handled 3.1 million TEUs last year, down from 3.4 million TEUs in the prior year. Contact Keith Wallis at <a href="mailto:keithwallis@hotmail.com">keithwallis@hotmail.com</a>.</div>

Australia’s Victoria International Container Terminal (VICT) has signed a 26-year extension to its existing contract with the Port of Melbourne to operate and manage the port’s Webb Dock East terminal, the company said Friday. VICT, a subsidiary of Manila-headquartered operator International Container Terminal Services Inc. (ICTSI), said the agreement extends the lease expiration from 2040 to 2066. VICT is currently midway through a US$165 million expansion of its fully automated terminal that will increase capacity to 1.5 million TEUs when completed late next year. The quay length has already been extended to 2,523 feet, and work is underway to develop two container stacking areas. The lease extension comes as Melbourne is preparing to kick off the development of the Webb Dock North terminal, which VICT is hoping to integrate into its Webb Dock East facility. Talks are already taking place between VICT and the port authorities for the company to develop and operate the $343 million North terminal, which would double VICT’s capacity at the port. The Port of Melbourne is aiming for construction to start on the new terminal in 2028, with phased completion by 2036. VICT is the port’s largest container and general cargo terminal. Melbourne handled 3.1 million TEUs last year, down from 3.4 million TEUs in the prior year. Contact Keith Wallis at keithwallis@hotmail.com .

Port News

International ports

Australia’s VICT extends terminal concession at Port of Melbourne to 2066

<div class="phx-topic abstract-wrapper">Inland water transport offers a lower-emission alternative routing for out-of-gauge cargoes, with cost-efficiency, lower energy consumption, and fewer accidents, among other advantages.</div>

Inland water transport offers a lower-emission alternative routing for out-of-gauge cargoes, with cost-efficiency, lower energy consumption, and fewer accidents, among other advantages.

<div class="phx-topic">As demand grows for infrastructure projects including data centers, power plants and mining facilities, inland waterways are emerging as a greener and more efficient alternative for breakbulk and project cargo shippers. Hans Vermij, port hinterland logistics professional for international consultancy Haskoning, told the Journal of Commerce that project cargo is well positioned to expand the role of inland waterways for transport, especially when it comes to moving cargo for energy, mining and construction projects. Along with production of bulk raw materials that require inland water access to ship large volumes, mining companies also transport oversized project cargo such as mining or port handling equipment. “Transport by road [faces] severe restrictions regarding the dimensions of the load,” Vermij said. Vermij cited the Rhine River as a key inland route for regularly transporting project cargo across parts of Europe. The Rhine runs from the Alps in Switzerland to the North Sea in the Netherlands and is regularly used to ship machinery, mining equipment and transport vehicles. “As equipment becomes more specialized and the motorway networks in Western Europe are more and more congested, we expect more shipments of project cargo by inland water,” Vermij said. Sustainability, cost-efficiency, lower energy consumption, and fewer accidents are among the advantages of inland water transport, Vermij said. “However, there are still many cases where these advantages are unexplored or need justification to be demonstrated to convince shippers and cargo owners,” he said. <h3>Inland transport supports mining </h3>In South America, increased mining activity necessitated a landmark heavy-lift operation and inland transport by multipurpose vessel (MPV) operator AAL Shipping in December. In its most complex engineering operation to date, AAL transported a fleet of 16 bulk-commodity transport barges on a single heavy-lift vessel from Brazil to Uruguay. According to AAL, the barges will enable South American mining shipments via inland waterways and will be deployed to transport iron and manganese ore for export over 1,500 miles along the Paraguay-Paraná Waterway from Brazil to Uruguay. “We’re seeing growing interest in inland waterways as part of mining and bulk supply chains in South America,” Eugene Nutovych, senior chartering manager for AAL Americas, told the Journal of Commerce. Considered southern South America’s equivalent of the US’ Mississippi River, the Paraguay-Paraná Waterway links Brazil, Bolivia, Paraguay, Argentina, and Uruguay with the Atlantic Ocean. Nutovych said the use of inland waterways delivers benefits beyond logistics. “Economically it supports industrial activity in Brazil — including the reopening of the Enseada Shipyard in Bahia — and stimulates employment and growth in mining regions and along the waterway corridor,” he said. For mining companies, inland waterway transport can provide greater carrying capacity, reduce logistics costs, and accelerate product flow to market by scaling cargo movement. “It also supports a shift away from road-heavy transportation toward more efficient waterborne solutions, aligning with the broader push for cleaner, more sustainable bulk movement,” Nutovych said. The fleet of barges is expected to increase capacity for more eco-efficient water-bound transport while elevating Brazil’s presence in the global commodities market. Nutovych said AAL anticipates more operations of this kind, particularly as inland corridors develop. According to the Rosario Board of Trade, the large-scale mining development projected in the Cuyo and Northwest Argentine regions will likely require river transport via the Paraguay-Paraná Waterway of processed lithium, copper, silver, gold, zinc, and lead — which often ship as breakbulk cargo — for export, along with the transport of equipment to support production. <h3>Global expansions take shape </h3>Investments in global inland waterways range from targeted projects in the US to massive expansions in Asia and Europe. In the US, inland waterway infrastructure has been expanding in recent months to support supply chains, critical infrastructure, and maritime workforce development. In July, the US Department of Transportation added 848 new miles of navigable waterways to the US Marine Highway Program. The network now covers 27,139 miles across 35 designated routes. On Feb. 5, the Northwest Seaport Alliance (NWSA) of Seattle and Tacoma and the inland ports of Benton, Pasco and Walla Walla in Washington signed an agreement to develop an inland logistics hub in the southeastern part of the state. Along with leveraging railroads and major highways with connections to coastal ports, the hub will rely on the region’s Columbia-Snake River system, which stretches from British Columbia, Canada, to the Pacific Ocean in Oregon, and through Washington, Idaho, and Wyoming. One objective of the hub is to ease truck congestion in the Puget Sound metro area and improve supply chain efficiency. The NWSA has been implementing a growth plan since 2020 that includes infrastructure expansion and intermodal enhancements to extend the gateway’s reach into the US interior. In Europe, work is underway on the 66-mile Seine-Nord Europe Canal, touted as Europe’s answer to the Suez Canal and France’s first new waterway to be built since the 1970s. The $6 billion canal will allow super barges weighing up to 4,400 tons — the equivalent of 400 trucks of cargo — to travel between France, Belgium and the Netherlands. David Edwards-May, consultant, publisher and former president of UK nonprofit Inland Waterways International (IWI), told the Journal of Commerce that the canal could serve as a key route for breakbulk and project cargo while helping shift oversized freight off European roadways. “That means you’ve got one-fifth of France — the whole Paris region down to Normandy — that will henceforth be linked to the Rhine [River],” May said. In southern China, construction is nearing completion on the 82-mile Pinglu Canal, one of the world’s largest canal construction projects and the country’s first river-to-sea canal to be built since the founding of the People’s Republic of China in 1949. The $10 billion canal will cross mountains and plains to connect China’s inland waterways with the South China Sea. The canal is set to open to navigation by the end of 2026. The Pinglu Canal project marks the beginning of China’s larger overall push to expand inland shipping, as the country plans to establish a 15,500-mile network of inland waterways by 2035. “The bet the Chinese are making is that the temporary upheaval involved with developing new waterways for modern inland water transport will be compensated by the long-term benefits of a lower carbon imprint,” May said. <h3>Taking weight off roads </h3>In the UK, inland waterways, particularly the Manchester Ship Channel, are playing an increasing role in reducing road congestion by moving heavy and oversized cargo to waterways. Jamie Gray, senior project director for Haskoning, cited the 2024 transport of a large hydrogen-powered furnace from India to the Port of Liverpool. UK port operator Peel Ports transferred the furnace to a barge and moved the cargo via the Manchester Ship Canal to reduce road miles and public disruption. Gray said Peel Ports is investing heavily in warehousing and logistics hubs along its waterways. “The aim is to process goods closer to the final destination, and thus lower carbon emissions,” he said. May said inland waterway barges will eventually be adapted to run on electric propulsion, making them less reliant on fossil fuels. “Inland water transport could evolve to being carbon-neutral much more quickly than road transport,” he said. Another emerging technology is AI-powered self-steering barges, which could help lower personnel costs and is already being tested in Belgium, Germany and the Netherlands. “Obviously a lot of caution is required in proceeding on that basis, but it is a trend that I think clearly is on the way and will help to rationalize that mode of transport,” May said. In any case, May said inland transport is able to maintain a low profile, not only because it produces less noise pollution than trucks, but also because it means fewer oversized shipments taking up space on the road. “It is so incredibly discreet,” he said. “People are not even really aware of the service that is rendered to the economy.” Contact Autumn Cafiero Giusti at <a href="mailto:autumn@autumngiusti.com">autumn@autumngiusti.com</a>.</div>

As demand grows for infrastructure projects including data centers, power plants and mining facilities, inland waterways are emerging as a greener and more efficient alternative for breakbulk and project cargo shippers. Hans Vermij, port hinterland logistics professional for international consultancy Haskoning, told the Journal of Commerce that project cargo is well positioned to expand the role of inland waterways for transport, especially when it comes to moving cargo for energy, mining and construction projects. Along with production of bulk raw materials that require inland water access to ship large volumes, mining companies also transport oversized project cargo such as mining or port handling equipment. “Transport by road [faces] severe restrictions regarding the dimensions of the load,” Vermij said. Vermij cited the Rhine River as a key inland route for regularly transporting project cargo across parts of Europe. The Rhine runs from the Alps in Switzerland to the North Sea in the Netherlands and is regularly used to ship machinery, mining equipment and transport vehicles. “As equipment becomes more specialized and the motorway networks in Western Europe are more and more congested, we expect more shipments of project cargo by inland water,” Vermij said. Sustainability, cost-efficiency, lower energy consumption, and fewer accidents are among the advantages of inland water transport, Vermij said. “However, there are still many cases where these advantages are unexplored or need justification to be demonstrated to convince shippers and cargo owners,” he said. Inland transport supports mining In South America, increased mining activity necessitated a landmark heavy-lift operation and inland transport by multipurpose vessel (MPV) operator AAL Shipping in December. In its most complex engineering operation to date, AAL transported a fleet of 16 bulk-commodity transport barges on a single heavy-lift vessel from Brazil to Uruguay. According to AAL, the barges will enable South American mining shipments via inland waterways and will be deployed to transport iron and manganese ore for export over 1,500 miles along the Paraguay-Paraná Waterway from Brazil to Uruguay. “We’re seeing growing interest in inland waterways as part of mining and bulk supply chains in South America,” Eugene Nutovych, senior chartering manager for AAL Americas, told the Journal of Commerce. Considered southern South America’s equivalent of the US’ Mississippi River, the Paraguay-Paraná Waterway links Brazil, Bolivia, Paraguay, Argentina, and Uruguay with the Atlantic Ocean. Nutovych said the use of inland waterways delivers benefits beyond logistics. “Economically it supports industrial activity in Brazil — including the reopening of the Enseada Shipyard in Bahia — and stimulates employment and growth in mining regions and along the waterway corridor,” he said. For mining companies, inland waterway transport can provide greater carrying capacity, reduce logistics costs, and accelerate product flow to market by scaling cargo movement. “It also supports a shift away from road-heavy transportation toward more efficient waterborne solutions, aligning with the broader push for cleaner, more sustainable bulk movement,” Nutovych said. The fleet of barges is expected to increase capacity for more eco-efficient water-bound transport while elevating Brazil’s presence in the global commodities market. Nutovych said AAL anticipates more operations of this kind, particularly as inland corridors develop. According to the Rosario Board of Trade, the large-scale mining development projected in the Cuyo and Northwest Argentine regions will likely require river transport via the Paraguay-Paraná Waterway of processed lithium, copper, silver, gold, zinc, and lead — which often ship as breakbulk cargo — for export, along with the transport of equipment to support production. Global expansions take shape Investments in global inland waterways range from targeted projects in the US to massive expansions in Asia and Europe. In the US, inland waterway infrastructure has been expanding in recent months to support supply chains, critical infrastructure, and maritime workforce development. In July, the US Department of Transportation added 848 new miles of navigable waterways to the US Marine Highway Program. The network now covers 27,139 miles across 35 designated routes. On Feb. 5, the Northwest Seaport Alliance (NWSA) of Seattle and Tacoma and the inland ports of Benton, Pasco and Walla Walla in Washington signed an agreement to develop an inland logistics hub in the southeastern part of the state. Along with leveraging railroads and major highways with connections to coastal ports, the hub will rely on the region’s Columbia-Snake River system, which stretches from British Columbia, Canada, to the Pacific Ocean in Oregon, and through Washington, Idaho, and Wyoming. One objective of the hub is to ease truck congestion in the Puget Sound metro area and improve supply chain efficiency. The NWSA has been implementing a growth plan since 2020 that includes infrastructure expansion and intermodal enhancements to extend the gateway’s reach into the US interior. In Europe, work is underway on the 66-mile Seine-Nord Europe Canal, touted as Europe’s answer to the Suez Canal and France’s first new waterway to be built since the 1970s. The $6 billion canal will allow super barges weighing up to 4,400 tons — the equivalent of 400 trucks of cargo — to travel between France, Belgium and the Netherlands. David Edwards-May, consultant, publisher and former president of UK nonprofit Inland Waterways International (IWI), told the Journal of Commerce that the canal could serve as a key route for breakbulk and project cargo while helping shift oversized freight off European roadways. “That means you’ve got one-fifth of France — the whole Paris region down to Normandy — that will henceforth be linked to the Rhine [River],” May said. In southern China, construction is nearing completion on the 82-mile Pinglu Canal, one of the world’s largest canal construction projects and the country’s first river-to-sea canal to be built since the founding of the People’s Republic of China in 1949. The $10 billion canal will cross mountains and plains to connect China’s inland waterways with the South China Sea. The canal is set to open to navigation by the end of 2026. The Pinglu Canal project marks the beginning of China’s larger overall push to expand inland shipping, as the country plans to establish a 15,500-mile network of inland waterways by 2035. “The bet the Chinese are making is that the temporary upheaval involved with developing new waterways for modern inland water transport will be compensated by the long-term benefits of a lower carbon imprint,” May said. Taking weight off roads In the UK, inland waterways, particularly the Manchester Ship Channel, are playing an increasing role in reducing road congestion by moving heavy and oversized cargo to waterways. Jamie Gray, senior project director for Haskoning, cited the 2024 transport of a large hydrogen-powered furnace from India to the Port of Liverpool. UK port operator Peel Ports transferred the furnace to a barge and moved the cargo via the Manchester Ship Canal to reduce road miles and public disruption. Gray said Peel Ports is investing heavily in warehousing and logistics hubs along its waterways. “The aim is to process goods closer to the final destination, and thus lower carbon emissions,” he said. May said inland waterway barges will eventually be adapted to run on electric propulsion, making them less reliant on fossil fuels. “Inland water transport could evolve to being carbon-neutral much more quickly than road transport,” he said. Another emerging technology is AI-powered self-steering barges, which could help lower personnel costs and is already being tested in Belgium, Germany and the Netherlands. “Obviously a lot of caution is required in proceeding on that basis, but it is a trend that I think clearly is on the way and will help to rationalize that mode of transport,” May said. In any case, May said inland transport is able to maintain a low profile, not only because it produces less noise pollution than trucks, but also because it means fewer oversized shipments taking up space on the road. “It is so incredibly discreet,” he said. “People are not even really aware of the service that is rendered to the economy.” Contact Autumn Cafiero Giusti at autumn@autumngiusti.com .

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