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Conflict in the Red Sea, port congestion, longer voyages, and strong shipping demand are tightening capacity in the multipurpose sector and slowly pushing up rates. There are indications that some mode-malleable cargo is moving back from container to breakbulk modes, although this is expected to dissipate if and when container rates fall. Cargo shippers busy with traditional oil and gas projects as well as energy transition and manufacturing-related projects are coping with extended transit cycles and region-specific challenges finding equipment and vessel coverage.

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 two industry executives who will engage in in-depth discussion about capacity and tonnage availability from the cargo shipper perspective.

Moderator:

Janet Nodar, Senior Editor, Breakbulk, Project, and Heavy-Lift Shipping, Journal of Commerce by S&P Global

Speaker(s):

Phillip Brown, BGL Global Chartering Manager, Bechtel

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

George Vassilas, Head of Chartering Americas Region, DHL USA

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Partner:

The first half of 2024 ended on a stronger note for US trucking demand, with tonnage and spot market rates rising slightly off the baseline set last year. But will they keep climbing? Shippers are getting mixed messages; with some transportation providers warning of tightening capacity and higher rates this fall. But there’s still plenty of truckload capacity in the market, leading others to suggest any increase in spot or contract pricing will be gradual in the second half — not a repeat of the “hockey-stick” recovery of 2020. Meanwhile, shippers are navigating an increasingly complex set of supply chain challenges that require them to develop more control over the truck capacity they use, often lane by lane. They’re seeking the agility needed to move freight between truckload contract and spot trailers and less-than-truckload and even private or dedicated fleet operations. That’s a hallmark of what could be called post-pandemic trucking, and it requires the right technology stack as well as the right trucking providers to keep freight rolling.

This webcast, led by Senior Trucking and Domestic Transportation Editor William Cassidy, will look at where we’re heading in the second half of 2024, and what the major challenges for shippers are likely to be, from pricing and capacity to visibility and technology.

Moderator:

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

Speaker(s):

Andy Dyer, CEO, AFS Logistics

Keith Prather, Managing Director, Armada Corporate Intelligence

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Partner:

North American importers and exporters are entering a precarious period of container shipping volatility the likes of which haven’t been seen since the early days of the COVID-19 pandemic. A combination of events — container shortages in Asia and resulting congestion, increasing blank sailings among carriers, and strong demand that is leading to a spike in rates — is setting the stage for a volatile peak shipping season and perhaps beyond. This hourlong webcast, led by Journal of Commerce Executive Editor Mark Szakonyi, will analyze the state of the container shipping market coming out of the annual service contracting period and take an early look at the summer-fall peak shipping season. In the process, it will answer the following questions:

•    What do the supply-demand fundamentals point to in terms of rates?

•    What impact – and for how much longer – will the Red Sea crisis have during the busiest part of the shipping year?

•    How will worsening congestion in Asia and the western Mediterranean impact capacity?

•    Is the recent demand spike a sign of an early and perhaps extended peak season?

Moderator:      

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

Speaker(s):

Rachael Acker, Senior Director-Global Logistics, Wolverine Worldwide

Jonathan Gold, Vice President, Supply Chain and Customs Policy, National Retail Federation

John McCauley, Consultant and, Cargill (Ret.)

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Partner:

With US retailers raising import forecasts and inbound cargo volumes, pricing power is beginning to return to ocean carriers.  Imports alone, however, aren’t enough to jumpstart US freight demand and pull surface transportation providers out of a two-year slump. Despite some green shoots in manufacturing, the US freight economy outlook for the second half of 2024 is still cloudy, with any improvement likely to be gradual. That means shippers will have another year of pricing power over North American trucking and intermodal rail. On the ocean, however, the tide has shifted after a decline in volumes and crashing prices that fell from unprecedented heights early in the pandemic. It’s unclear, however, whether first-half increases will have second half staying power.  This webcast, featuring several Journal of Commerce senior editorial members, will examine the impact that economic-, geopolitical-, and supply chain-related events have had on importers and exporters, and how that has played out in terms of containerized shipping volumes, as reflected by the Journal of Commerce rankings of Top 100 Importers and Exporters for 2023. It also will include discussion about the dynamics shaping several import and export segments, from consumer goods and electronics to ag products and resins.

Moderator:

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

Speaker(s):

Michael Angell, Senior Editor-Northeast and Gulf Coast Ports, Journal of Commerce by S&P Global

Ari Ashe, Senior Editor-Intermodal and South Atlantic Ports, Journal of Commerce by S&P Global

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

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

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Partner:

The Canadian economy is surprising economists, spurring S&P Global to upgrade its GDP outlook for this year to 1.7% on the back of stronger-than-expected exports and imports at the start of 2024. Rising Asian imports reflect a normalizing container shipping market, although port fluidity hinges on railcar supply and labor peace amid Montreal longshore contact negotiations. At the same time, legislation that would prevent railroads and ports to replace workers during a strike or lockout is gathering apace, the opposite of what the industry is seeking after a two-week-long strike closed British Columbia ports last year. This webcast will offer a broad Canadian economic outlook and implications for trade, followed by the highlighting of major freight developments and supply chain challenges ahead.

Moderator:

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

Speaker(s):

Arlene Kish, Director-Canada Economics, S&P Global Market Intelligence 

Julia E. Kuzeljevich Director, Policy and Regulatory Affairs, CIFFA Corp.

Brian Martin, President and Principal Consultant, BrightChain Consulting

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