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The coming year will be marked by the divergence in container growth in North America and the rest of the world amid a shipping down cycle anticipated to deepen as carriers take delivery of more tonnage. Container volumes globally rose 5% year over year in September, while North American volumes dipped 5% in the same period, according to data from Container Trades Statistics. Global container volumes will end the year up 2.5% to 3.5% compared to 2024, and will expand at a similar clip in 2026, according to BIMCO. But with new capacity coming online in 2026, the supply-demand gap could widen, and in the process dampen ocean carrier earnings. This webcast, led by Journal of Commerce executive editor Mark Szakonyi, will analyze the outlook for the global containerized shipping market, with a specific focus on US economic trends, the state of ocean capacity and the impact of growing overcapacity on BCOs, and updates on the major US ocean trades.

Moderator:

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

Speaker(s):

Ines Nastali, Senior Supply Chain Analyst, S&P Global Market Intelligence

John McCauley, Consultant and Cargill (Ret)

John D. McCown, Author, The McCown Report

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Partner:

Trucking’s “peak” season traditionally ran from Labor Day through Thanksgiving, when holiday goods needed to be in stores for Black Friday sales. That schedule has been upended and extended over the past decade by e-commerce and now by fluctuations in freight scheduling caused by US tariffs. The peak now may run beyond the holidays and into January, though the extended shipping season is sometimes less “peaky.” The fourth quarter for trucking this year looks more like a bump in the road than a peak, with excess capacity and weak demand for both truckload and less-than-truckload (LTL) service. But what are the chances for a “November surprise”? Will consumers prove resilient in the face of economic uncertainty and increase their spending? Will they change how and where they spend in a search for greater value? Or will they cut back? How much of an increase in demand is needed to shrink retail inventories to the point of replenishment? Are factories using up raw materials at a pace that could spark higher demand for inputs? On the supply side, will tighter enforcement of truck driver licensing laws finally reduce excess capacity and lead to spot market rate hikes in late 2025 or early 2026? Are there signs in this year’s trucking peak of a market inflection in 2026? This webcast will examine all of these questions and more as shippers plan their transportation strategies for the new year and beyond.

Moderator:

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

Speaker(s):

Dean Croke, Principal Analyst, DAT Freight & Analytics

Keith Prather, Managing Partner and Co-Founder, Armada Corporate Intelligence

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Virtually every single discussion about logistics technology today eventually circles around to one subject: AI. The topic is everywhere as the industry wrestles with what AI means to core processes and the future workforce at shippers and their service providers. But peel back the layers a bit, and the discussion gets even more complicated. Questions arise left, right and center:

- Do shippers need an AI layer across our existing systems?

- Are partners equipped, from a data quality perspective, to support automation goals?

- Are new, AI-native solutions better than incumbent products that are adding AI features?

- Should shippers invest in these tools themselves, or rely on 3PLs to innovate on their behalf?

- What is the ROI from these tools?

- And, of course, how does this affect current employees?

In this one-hour session, the Journal of Commerce will discuss all this and more with a panel of technology experts across disciplines in the global logistics industry.

Moderator:

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

Speaker(s):

Jaison Augustine, EVP & Business Unit Head – Shipping & Logistics, WNS Global Services

Bryn Heimbeck President and Co-Founder, Trade Tech

Maneet Singh, Chief Information Officer and Chief Digital Officer, Odyssey Logistics

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Tariffs, intensifying conflict in the Middle East and Ukraine, a slowing global economy and increased competition from the container shipping fleet are all driving heightened uncertainty in the multipurpose and heavy-lift market. Project investors started the year with a wait-and-see attitude and shippers rushed to frontload some commodities in the first half even as charter indices rose, fell and rose again.

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. Joining Susan will be well-known industry analysts Niclas Prehm, head of research at Toepfer Transport, publisher of the Toepfer Multipurpose Index (TMI) and numerous other reports and indices; and Peter Molloy, Senior Associate - Breakbulk & Heavylift with Drewry. Peter is the main contributor to Drewry’s Multipurpose Shipping Forecaster and produces the Drewry Breakbulk Sea Transport Indices. They will discuss their indices and their expectations for the remainder of the year.

Moderator:

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

Speaker(s):

Peter Molloy, Senior Associate - Breakbulk & Heavylift, Drewry

Susan Oatway, Senior Research Analyst-Breakbulk and Project Cargo, Journal of Commerce by S&P Global

Yorck Niclas Prehm, Head of Research, Toepfer Transport,

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Partner:

US truck shippers have enjoyed a historic stretch of pricing power since 2022 and the start of a three-year freight downturn. That downturn has dragged on, despite multiple predictions of its end, well into 2025, as uncertainty over tariffs and trade and rising costs keep a lid on US economic growth. Is that about to change as 2025 draws to a close and 2026 begins? Shippers and trucking suppliers are looking for hard evidence of future demand. Will lower taxes and interest rate cuts make 2026 look more like 2018 than 2025? Will US manufacturing generate more demand for goods shipping? How are shippers and carriers thinking about the market as they approach talks for 2026 contracts? Do they foresee, finally, a significant change in the supply-demand equation for trucking? This hour-long webcast will address these questions and more in the run-up to the Journal of Commerce Inland Distribution Conference on Sept. 29-Oct. 1 in Chicago.

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

Speaker(s):

Paul Bingham, Director, Global Insight, Transportation Consulting, S&P Global Market Intelligence

Keith Prather, Managing Partner and Co-Founder, Armada Corporate Intelligence

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