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Moderator:

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

Speakers - TBC

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Buckle up, because domestic intermodal is entering one of its most important windows in years. Truckload rates increased in the first quarter, the result of a supply-side recovery more than a surge in demand. As that happened, shippers started shifting incremental volume back to intermodal to capture cost savings. And it showed in March, the third-highest monthly domestic container volume on record, and the strongest performance for any month outside the traditional peak season. Intermodal rates, however, don’t move in lockstep with truckload. There is usually a lag before intermodal rates catch up. That creates a window where savings are at their peak, but it will not stay open for long.

This hourlong webinar, led by Journal of Commerce senior editor Ari Ashe, will break down what changed in the first half, where intermodal is gaining share, and how to think about positioning ahead of a peak season that could look very different from the past two years.

Moderator:

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

Speakers:

Gary Ahlstrom - DBN, Vice President, Pricing, STG Logistics

John Knight, Director of Intermodal Operations, WATCO

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Canada is making moves in an increasingly uncertain world. Port development is in the spotlight thanks to the pivot toward trade diversification led by Prime Minister Mark Carney. But a slowing global economy, driven by rising fuel prices, could derail steady import volume growth and a burgeoning export rebound. And a planned merger to create a US transcontinental railroad could alter the North American competitive rail landscape. What is more certain is that a handful of port labor contracts will expire over the coming 12 months, raising the risk of port actions after bumpy and sometimes disruptive past negotiation cycles.

This webcast, led by Journal of Commerce Executive Editor Mark Szakonyi, will provide attendees with a state of the market of freight shipping in Canda, analysis of major port developments, and an update on port labor negotiations ahead of contract expirations at several gateways.

Moderator:

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

Speakers:

Jolke Helbing, Director-Maritime Economic and Operations, Haskoning

Cherilyn Radbourne, Managing Director-Institutional Research, TD Securities

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Fear is growing that rising inflation across Europe driven by the Middle East war, and worsening economic indicators for the region, will dampen demand, impacting containerized imports through the peak season and beyond. The International Monetary Fund recently slashed the eurozone GDP growth forecast for 2026 from 1.4% to 1.1% as soaring energy prices erode economic prospects. The high price of fuel is heavily impacting ocean carriers that are passing on the costs to customers through rising surcharges and bunker formulas that are being revised regularly. Bunker prices have declined since mid-March highs but remain more than 50% above late-February levels before the Middle East war began. There are hopes that an end to the US-Iran war will also lead to a resumption of safe passage through the Red Sea, cutting two weeks off Asia-Europe transits and generating significant fuel savings for carriers. Although the Red Sea resumption will release capacity into an oversupplied market — the orderbook is closing in on 40% of the in-service fleet — it also will allow carriers to slow ship speeds, mitigating the rate-destroying impact of the capacity injection while lowering fuel costs in a high-priced bunker market.

This hourlong webcast, led by Journal of Commerce Senior Europe Editor Greg Knowler, will dissect the Asia-Europe ocean trade and identify the challenges shippers will need to navigate through the second half of the year.

Moderator:

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

Speakers:

Destine Ozuygur, Senior Market Analyst, Xeneta

Alex Renes, Division Manager International Logistics & Development, REWE Group

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The tail end of 2025 provided a sneak preview for what was a hopeful first quarter for truckload carriers, and a potential concern for truckload shippers. Capacity contracted due to regulatory crackdowns and rising fuel costs, which led to a firming of spot rates. Now the attention turns to whether contract rates will be impacted, or rather the extent to which they will. CH Robinson, North America's biggest freight broker, in late March raised its guidance for rate increases from 10% to 12%. Truckload rate providers are warning shippers to brace themselves for rate increases. But it’s still unclear just how steep those increases will be, and the second quarter will likely be a good guide in answering that critical question. This one-hour webcast, a primer of sorts to the Inland Distribution Conference in September, will examine the fundamentals of a market that has very much turned, with input from a panel of truckload experts.

Moderator:

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

Speakers:

Ben Volkwyn, SVP, Data Analytics & Research, Triumph Financial

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