Webcasts

After nearly four years of depressed freight demand, trucking appears poised for a recovery, but how much of a recovery? Freight and economic indicators such as the Cass Freight Shipments Index and the S&P Global US Manufacturing PMI are pointing up. Plenty of containerized freight is waiting to move inland, and retailers are positioning goods near stores. But it's not clear how much additional freight will hit the highway during trucking's peak fall season. It is clear that shippers will have less capacity to call on than in any recent year. Record-breaking fuel prices, a broad-based regulatory crackdown and concerns about accident liability are all tightening capacity. Any wave of demand hitting constrained capacity will push transportation rates even higher -- not the Christmas surprise shippers want.

This webcast will analyze what we know and estimate what we don't know about this year's pre-holiday peak season for trucking and truck shippers.

Moderator:

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

Speakers:

Tim Denoyer, Vice President and Senior Analyst, ACT Research

Matthew Harding, Senior Vice President, Market Intelligence, Triumph

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Co-Sponsor (s)

Refrigerated shipping volumes globally may be expanding at a steady, mid-single-digit pace, but getting reefer containers from Point A to Point B is only becoming more challenging. US tariff-driven capacity pressures, historic port congestion in Asia, and global ocean schedule reliability below 50% are adding complexity. In North America, north-south trades continue to drive stronger refrigerated volume growth than east-west trades, while a widening import-export imbalance creates further operational challenges.

As a preview of the TPM Cold Chain track, this webcast will examine the outlook for major reefer trades in 2027 and highlight the key challenges facing shippers and transportation providers alike.

Moderator:

Thomas Eskesen, Founder-Eskesen Advisory and Chairman, Move to -15C Coalition

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

Speakers:

 Juan Allarcon, CEO, North America - Tropical Division, Fyffes

Chris Swartz, Vice President Transportation & Logistics, AJC Group

Shanmugam Thangavelu (Shane), Products Growth Lead, Accenture Cargo

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Partner(s):

If the current AI-obsessed world of technology feels overwhelming, it’s important to strip things back and remember that software is meant to make things easier and better for people responsible for managing freight. There is no denying the shiny object of the moment is and will have an impact on the freight industry, but it is but one set of tools among many that shippers and their service providers can use to make themselves more efficient. Somewhere at the border of bleeding edge tools and incumbent software lies a balance where the industry can be both reliable and innovative in their deployment of technology.

In this one-hour session, Journal of Commerce senior technology editor Eric Johnson and a panel of experts will discuss in practical and tactical terms where shippers can find that balance.

Moderator:

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

Speakers:

J-Ann Tio Toles, Chief Strategy Officer, Arrive Logistics

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A surprisingly resilient global economy and capacity-sucking port congestion have helped make container shipping far more profitable than most anticipated at the beginning of 2026. Next year, however, is when the long-warned-about wave of new tonnage is set to hit the industry, putting downstream pressure on container rates and ocean reliability. The return of container ships to regular Suez Canal transits is already pumping more functional tonnage back into the market, with transits back to half of what they were before Houthi rebel attacks in late 2023.

The outlook for container shipping also depends on the outcome of the war with Iran and how quickly carriers can move vessels through the Strait of Hormuz. Lower water levels in the Panama Canal could also become a capacity chokepoint. Helping put all these factors into perspective, this webinar will detail the outlook for capacity and demand globally and major ocean trades, and supply chain risk in 2027.

Moderator:

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

Speakers:

John McCauley, Consultant and Cargill (Ret)

Peter Sand, Chief Analyst, Xeneta

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Partner(s):

Check back for description/speakers

Moderator:

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

Speaker(s) - TBC

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