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Midyear Trucking Market Report: Analyzing the Second-Half Outlook

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An extraordinary reconfiguring of truckload capacity is upsetting what was once a “normal” cyclical cycle in trucking, pushing rates higher despite only moderate, at best, improvement in demand. Shippers are looking at structural changes that will lead to higher trucking costs in the second half and beyond, and they’ll need to adjust strategies to contain costs, where they can. The truckload sector faces regulatory change it hasn’t seen before, with new state and federal laws and court decisions piling on federal rulemakings aimed at getting unsafe truck drivers off the road. Those enforcement efforts are winnowing truckload capacity, which stimulates spot and contract rates. Some freight is shifting to less-than-truckload (LTL) carriers, as well as intermodal rail, as truckload capacity tightens. LTL carriers are positioning themselves to protect rate hikes and to open routes to new types of freight beyond the traditional domestic industrial LTL base. And third parties of various types are increasingly interested in LTL. In this webcast, experts will discuss how these trends will impact shippers and how they can respond.

 

Moderator:

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

Speakers:

Dean Croke, Principal Analyst, DAT Freight & Analytics

Scooter Sayers, Vice President of Business Development, FreightSnap and Founder, Sayers Logistics

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Global Trade, Geopolitics and the Impact on Refrigerated Shipping: A TPM Cold Chain Webcast

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Partner(s)

US refrigerated container volumes have shrunk this year, but the disruption hasn’t let up. Early peak seasons on outbound trades from Asia, coupled with reduced capacity from higher port congestion and tied to the Hormuz Strait, have sent importers scrambling for space; reefer importers included. US tariffs have taken a toll, pulling down laden reefer imports by 14.2% in the first quarter. Increased US consumer demand for protein, driven by GLP-1 uptake, has also hampered meat exports, which make up more than half of containerized reefer outbound shipments. Meat exports fell 7% year over year in the third quarter, while total US reefer exports dropped 8.7% in the same period.

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

Speaker(s):

Grant Daly, Head of Reefer Sales North America, Maersk

Philip D. Gray, Senior Associate, Reefer Shipping, Drewry

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European Shipping and Trade Outlook: The Trans-Atlantic

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Persistent port congestion in North European ports has held trans-Atlantic schedule reliability below 45% all year. The delays are limiting available vessel capacity and causing carriers to skip ports or blank sailings, with June on-time performance from North Europe to the US East Coast falling to 38% and to 30% out of the Mediterranean. Strong European import volume from Asia is keeping yards under pressure, with Rotterdam and Antwerp regularly exceeding the critical level of 90%, delaying the loading of US-bound boxes and leading to localized equipment shortages. Demand on the trans-Atlantic has begun to slow into the summer, with rates easing after climbing steadily since March. As shippers look ahead to the last quarter and beyond, what can they expect on the trans-Atlantic? Europe congestion is going nowhere, and if demand weakens further, will carriers start ramping up blank sailings? And what will that mean for agreed allocations on the trade lane?

Join us for a Journal of Commerce webcast as a panel of experts puts the trans-Atlantic container trade under the spotlight.

Moderator:

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

Speakers:

Chantal McRoberts, Director, Head of Advisory, Dewry Supply Chain Advisors

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Breakbulk and Project Cargo Market Report: Fourth-Quarter Outlook

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Moderator:

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

Speakers - TBC

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The Asia-Europe Container Shipping Outlook: A TPM27 Webcast

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Description and speakers TBC

Moderator:

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

Speakers: TBC

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How Technology is Helping Shippers Find Efficiency and Savings: A TPM Tech Webcast

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Moderator:

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

Speakers - TBC

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Fourth-Quarter Trucking Report: Analyzing the Peak Season

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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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2026 Reefer Review and Outlook: A TPM Cold Chain Webcast

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Moderator:TBC

Speakers - TBC

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Global Shipping Report: Analyzing the 2027 Outlook

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Moderator:

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

Speakers:

TBC

 

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Port Performance and the State of North American Cargo Flow

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Moderator:

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

Speaker(s) - TBC

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