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As 2025 closes, freight demand remains soft, and many indicators suggest the first half of 2026 may bring even slower patterns before a rebound takes shape. To help shippers plan with confidence, this session breaks down what the data is signaling and how those trends translate into real-world supply chain impacts.

Lee Klaskow, senior analyst for transportation at Bloomberg Intelligence, will unpack the economic forces shaping the 2026 outlook and the metrics that matter most. Gary Cornelius, vice president of business development at TCW, will provide the motor carrier perspective and highlight what shippers can expect from capacity, service models and carrier response as conditions shift.

Join us for a practical, data-backed look at what early 2026 may hold and how your supply chain can prepare for what is ahead.

 Moderator:

Ariane Herrera, Senior Associate Editor, Special Projects, Journal of Commerce by S&P Global

Speakers:

Gary Cornelius, Vice President, Business Development, TCW

Lee Klaskow, Senior Freight Transportation & Logistics Analyst, Bloomberg Intelligence

As 2025 drew to a close, project cargo and breakbulk freight demand remained stable, with high hopes that a positive pipeline for mining, power generation for data centers, and LNG projects would keep the market busy. But not everything in the outlook is rosy. With falling oil prices threatening to knock a revitalization of oil and petrochemical projects on the head and the long tail of tariff confusion continuing into 2026, uncertainty could drag on all-important project final investment decisions. Engineering, procurement and construction companies speaking with the Journal of Commerce anticipate a busy 2026, but whereas previous years have been laser-focused on planning, the objective now is speed, putting pressure on the supply chain. This build- it-now mentality is forcing shippers to book ship capacity further out to ensure readiness when the go button on a project is pressed. Add to this, pressures on seaborne chokepoints, congestion and that ever-present specter of geopolitics, and it stands to reason that 2026 will continue to see challenges on project timescales and punctuality.

This hourlong webcast will take a practical, data-backed look at what 2026 may hold and how your breakbulk and project cargo supply chain can prepare for what is ahead.

Moderator:

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

Speaker(s):

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

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Moderator:

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

Speakers - TBC

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Moderator:

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

Speaker(s): TBC

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Moderator:

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

Speaker(s):

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

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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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Moderator:

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

Speakers - TBC

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Moderator:

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

Speakers - TBC

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Moderator:

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

Speakers - TBC

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Moderator:

Ari Ashe, Senior Editor-Intermodal Rail, Journal of Commerce by S&P Global

Speakers - TBC

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Moderator:

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

Speakers - TBC

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Partner:

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Moderator:

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

Speakers - TBC

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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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Moderator:

Laura Robb, Associate Editor-Americas Container Market, Journal of Commerce by S&P Global

Speakers - TBC

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Moderator:

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

Speakers - TBC

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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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Moderator:

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

Speakers - TBC

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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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Moderator:

Laura Robb, Associate Editor-Americas Container Markets, Journal of Commerce by S&P Global

Speakers - TBC

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Moderator:

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

Speakers - TBC

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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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