Name: JOC Uncharted: Episode 17
Uploaded: Sep 16, 2020, 9:37 AM EDT

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The latest episode of JOC Uncharted, available at 11 a.m. Eastern, features a one-on-one conversation with Ruthi Amaru, CEO of Freightos.com. Small shippers have been thrust into unchartered waters in 2020 due to a mixture of e-commerce growth and the COVID-19 pandemic. But many aren't fully equipped to handle their global logistics requirements, which is why freight marketplaces have seen an uptick this year. Amaru discusses this phenomenon and how logistics marketplace models have matured over the past few years. Lars Jensen, CEO and partner of SeaIntelligence Consulting, provides the JOC Uncharted weekly commentary. Jensen offers his insights on the state of container shipping, how long the current bull run will last, and what the inevitable market correction might look like. For more information on all current and future episodes, please CLICK HERE . Total Run Time: 28:37 JOC News Update  0:13  Mark Szakonyi, Executive Editor, The Journal of Commerce and JOC.com, Maritime & Trade, IHS Markit Ad Spot 2:53 JOC Uncharted One-On-One with Freightos.com CEO Ruthie Amaru 3:19 Eric Johnson, Senior Editor, Technology, JOC, Maritime & Trade, IHS Markit Ruthie Amaru, CEO, Freightos.com Commentary 23:28 Lars Jensen, CEO and Partner, SeaIntelligence Consulting

<div class="phx-topic abstract-wrapper"><p>Data from consultants Trade and Transport Group shows the impact of regulatory changes as de minimis traffic fell significantly while regular air cargo increased.</p></div>

Data from consultants Trade and Transport Group shows the impact of regulatory changes as de minimis traffic fell significantly while regular air cargo increased.

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Rising US air freight imports from Taiwan, Vietnam offset drop in China trade 

<div class="phx-topic abstract-wrapper"><p>As economists question whether the US consumer is finally pulling back as tariff costs increasingly show in store prices, another major generator of freight  manufacturing orders is showing signs of sputtering.</p></div>

As economists question whether the US consumer is finally pulling back as tariff costs increasingly show in store prices, another major generator of freight manufacturing orders is showing signs of sputtering.

US freight industry enters 2026 with low growth expectations

<div class="phx-topic abstract-wrapper"><p>Rising e-commerce volume out of Vietnam is being piled on top of sustained and heavy demand for high-tech shipments, with space on freighters in short supply.</p></div>

Rising e-commerce volume out of Vietnam is being piled on top of sustained and heavy demand for high-tech shipments, with space on freighters in short supply.

Black Friday demand tightens trans-Pacific air cargo capacity, elevates rates

<div class="phx-topic abstract-wrapper"><p>Group CEO Tobias Meyer said DHL’s freight division was affected by a weak global economy as well as a peak season in ocean freight that “failed to materialize.”</p></div>

Group CEO Tobias Meyer said DHL’s freight division was affected by a weak global economy as well as a peak season in ocean freight that “failed to materialize.”

DHL Global Forwarding sees Q3 revenue drop on lower ocean rates

<div class="phx-topic abstract-wrapper"><p>With calculations based on weight, the burden of CO2 emissions generated by passenger aircraft is being unfairly placed on the freight carried below decks, forwarders say. </p></div>

With calculations based on weight, the burden of CO2 emissions generated by passenger aircraft is being unfairly placed on the freight carried below decks, forwarders say.

Belly freight shouldering airlines’ CO2 emissions burden: forwarders

<div class="phx-topic abstract-wrapper"><p>The Taiwanese carrier said the box orders were split between three different suppliers, including its own manufacturing subsidiary.</p></div>

The Taiwanese carrier said the box orders were split between three different suppliers, including its own manufacturing subsidiary.

Evergreen to invest $174 million on new containers 

<div class="phx-topic abstract-wrapper"><p>Although the timeline is still uncertain, a resumption of the shorter Suez routing brings its own risks, with analysts warning of the potential for significant port disruption and upward rate pressure.</p></div>

Although the timeline is still uncertain, a resumption of the shorter Suez routing brings its own risks, with analysts warning of the potential for significant port disruption and upward rate pressure.

Red Sea return poses disruption threat to Asia-Europe trade

<div class="phx-topic abstract-wrapper"><p>Current anti-trust protections “have enabled foreign-owned shipping lines to exert disproportionate control over pricing and service levels” in Australia’s maritime industry, the head of a leading shipper group in the country says. </p></div>

Current anti-trust protections “have enabled foreign-owned shipping lines to exert disproportionate control over pricing and service levels” in Australia’s maritime industry, the head of a leading shipper group in the country says.

Australian shippers call for end to ocean carrier anti-trust immunity

<div class="phx-topic abstract-wrapper"><p>The carrier is now including calls at Malta, Port Said (Egypt) and Beirut on the weekly Medex itinerary, replacing Valencia and Barcelona in Spain and For-sur-Mer in France.</p></div>

The carrier is now including calls at Malta, Port Said (Egypt) and Beirut on the weekly Medex itinerary, replacing Valencia and Barcelona in Spain and For-sur-Mer in France.

CMA CGM reworks India-Med loop rotation to streamline Red Sea operations

<div class="phx-topic abstract-wrapper"><p>Hapag-Lloyd’s investment in the Aracruz terminal project in Brazil is part of a plan announced by CEO Rolf Habben Jansen last March to expand the carrier’s ports network to more than 30 terminals by 2030.</p></div>

Hapag-Lloyd’s investment in the Aracruz terminal project in Brazil is part of a plan announced by CEO Rolf Habben Jansen last March to expand the carrier’s ports network to more than 30 terminals by 2030.

Hapag-Lloyd, ONE expand terminal networks with deals in Brazil, China

<div class="phx-topic abstract-wrapper"><p>The change, effective Jan. 2, allows importers to digitally designate customs brokers to receive bills, checks and liquidation notices on behalf of clients. </p></div>

The change, effective Jan. 2, allows importers to digitally designate customs brokers to receive bills, checks and liquidation notices on behalf of clients.

CBP to let importers tie ‘notify parties’ to key portal communications

<div class="phx-topic abstract-wrapper"><p>The US’ de minimis program, which ended in May, allowed importers one shipment per day valued at $800 or less to clear customs duty-free and with minimal data elements. </p></div>

The US’ de minimis program, which ended in May, allowed importers one shipment per day valued at $800 or less to clear customs duty-free and with minimal data elements.

Revenue from low-value shipment duties crosses $1 billion mark: CBP

<div class="phx-topic abstract-wrapper"><p>Port officials say the next Army Corps spending bill needs to make sure that dredging funds set aside under a 2020 law actually get distributed. </p></div>

Port officials say the next Army Corps spending bill needs to make sure that dredging funds set aside under a 2020 law actually get distributed.

Big US ports ask Congress to ensure fair funding for dredging

<div class="phx-topic abstract-wrapper"><p>Zvi Schreiber oversaw key milestones such as Freightos’ public listing and a transformative acquisition of air freight booking platform WebCargo, but the company has yet to turn a profit. </p></div>

Zvi Schreiber oversaw key milestones such as Freightos’ public listing and a transformative acquisition of air freight booking platform WebCargo, but the company has yet to turn a profit.

Freightos founder to step down as CEO as company moves into ‘next phase’

<div class="phx-topic abstract-wrapper"><p>Those factors will lift volumes, but true organic expansion depends on a recovery in the truckload market. </p></div>

Those factors will lift volumes, but true organic expansion depends on a recovery in the truckload market.

Domestic intermodal to benefit from new lanes, faster service in 2026

<div class="phx-topic abstract-wrapper"><p>Whatever capacity might exit the market in 2026, most analysts believe a strong resurgence in freight volumes is needed to enable a true rebound in truckload rates. </p></div>

Whatever capacity might exit the market in 2026, most analysts believe a strong resurgence in freight volumes is needed to enable a true rebound in truckload rates.

Persistent supply-demand imbalance to keep US truckload rates in check

<div class="phx-topic abstract-wrapper"><p>ONE and SM Line are ocean carrier partners to Union Pacific on the West Coast, and a majority of UP’s international intermodal volume originates at the Port of Los Angeles. </p></div>

ONE and SM Line are ocean carrier partners to Union Pacific on the West Coast, and a majority of UP’s international intermodal volume originates at the Port of Los Angeles.

Carriers, POLA back UP-NS deal, citing lower transit times, costs

<div class="phx-topic abstract-wrapper"><p>Union Pacific sent a 6,000-plus page application to US regulators Friday seeking formal approval for its closely watched merger proposal with Norfolk Southern that would create the country’s first transcontinental railroad.</p></div>

Union Pacific sent a 6,000-plus page application to US regulators Friday seeking formal approval for its closely watched merger proposal with Norfolk Southern that would create the country’s first transcontinental railroad.

UP, in merger filing, vows to convert millions of loads to intermodal annually

<div class="phx-topic abstract-wrapper"><p>The acquisition of Malherbe will enable Geodis to develop the French road freight market for truckload and less-than-truckload, and to increase its presence in the agri-food and mass retail sectors. </p></div>

The acquisition of Malherbe will enable Geodis to develop the French road freight market for truckload and less-than-truckload, and to increase its presence in the agri-food and mass retail sectors.

Geodis inks takeover deal to expand French trucking coverage

<div class="phx-topic abstract-wrapper"><p>Pierre Garreau, CEO of Searoutes, joins TPM Today to address where carbon measurement still matters in international shipping.</p></div>

Pierre Garreau, CEO of Searoutes, joins TPM Today to address where carbon measurement still matters in international shipping.

<div class="phx-topic"><p>Decarbonization isn’t going away — but is it losing momentum?</p><p>Pierre Garreau, PhD, CEO of Searoutes, is on TPM Today with host Eric Johnson to break down the state of carbon measurement in international shipping and what shippers need to pay attention to right now.</p><p>•  Are shippers quietly de-prioritizing their decarbonization goals?</p><p>•  What the IMO’s postponement of carbon taxes really means for global climate targets.</p><p>•. How carriers are choosing their fuel of the future — and why those decisions matter more than ever for their customers.</p><p>This episode was streamed live on December 5, 2025 on <a href="https://letstalksupplychain.com/tpm-today/">TPM Today</a>.</p><p></p><div class="wrapper-full"><dynamic-object type="youtube" resource-id="bNweOCfoB8c"></dynamic-object></div></div>

Decarbonization isn’t going away — but is it losing momentum? Pierre Garreau, PhD, CEO of Searoutes, is on TPM Today with host Eric Johnson to break down the state of carbon measurement in international shipping and what shippers need to pay attention to right now. • Are shippers quietly de-prioritizing their decarbonization goals? • What the IMO’s postponement of carbon taxes really means for global climate targets. •. How carriers are choosing their fuel of the future — and why those decisions matter more than ever for their customers. This episode was streamed live on December 5, 2025 on TPM Today .

TPM TODAY | Future Fuel or False Start? Inside Shipping’s Big Bet

<div class="phx-topic abstract-wrapper"><p>Tirschwell and Szakonyi discuss 2026 overcapacity outlook. Container lines have multiple tools to mitigate, and external forces may blunt functional capacity.</p></div>

Tirschwell and Szakonyi discuss 2026 overcapacity outlook. Container lines have multiple tools to mitigate, and external forces may blunt functional capacity.

<div class="phx-topic"><p>Container lines have multiple tools, including idling and scrapping ships, to mitigate mounting overcapacity; external forces, such as port congestion, may also blunt functional capacity amid a wave of new ship deliveries in 2026. Analysis by Journal of Commerce by S&amp;P Executive Editor Mark Szakonyi and Vice President Peter Tirschwell .</p><p></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6385953457112"></dynamic-object></div></div>

Container lines have multiple tools, including idling and scrapping ships, to mitigate mounting overcapacity; external forces, such as port congestion, may also blunt functional capacity amid a wave of new ship deliveries in 2026. Analysis by Journal of Commerce by S&P Executive Editor Mark Szakonyi and Vice President Peter Tirschwell .

Major container tonnage overcapacity in 2026 not foregone conclusion

<div class="phx-topic abstract-wrapper"><p>Sr. Editor Eric Johnson spotlights AI challenge facing logistics sector. Despite increasing adoption, most still in early-stage development. </p></div>

Sr. Editor Eric Johnson spotlights AI challenge facing logistics sector. Despite increasing adoption, most still in early-stage development.

<div class="phx-topic"><p>The logistics sector is increasingly adopting AI technologies to enhance efficiency and capacity, prompting significant industry attention. However, Journal of Commerce reporting has found that most of the industry is in early-stage development, determining what it should mean for their individual businesses. </p><p></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6385801806112"></dynamic-object></div></div>

The logistics sector is increasingly adopting AI technologies to enhance efficiency and capacity, prompting significant industry attention. However, Journal of Commerce reporting has found that most of the industry is in early-stage development, determining what it should mean for their individual businesses.

AI transforming logistics industry dynamics

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<div class="phx-topic abstract-wrapper"><p>The latest episode of JOC Uncharted features a one-on-one conversation with Ruthie Amaru, CEO of Freightos.com. The weekly commentary will be provided by Lars Jensen, CEO and partner of SeaIntelligence Consulting.</p></div>

The latest episode of JOC Uncharted features a one-on-one conversation with Ruthie Amaru, CEO of Freightos.com. The weekly commentary will be provided by Lars Jensen, CEO and partner of SeaIntelligence Consulting.

<div class="phx-topic"><p></p><p>The latest episode of JOC Uncharted, available at 11 a.m. Eastern, features a one-on-one conversation with Ruthi Amaru, CEO of Freightos.com. Small shippers have been thrust into unchartered waters in 2020 due to a mixture of e-commerce growth and the COVID-19 pandemic. But many aren't fully equipped to handle their global logistics requirements, which is why freight marketplaces have seen an uptick this year. Amaru discusses this phenomenon and how logistics marketplace models have matured over the past few years.</p><p></p><p>Lars Jensen, CEO and partner of SeaIntelligence Consulting, provides the JOC Uncharted weekly commentary. Jensen offers his insights on the state of container shipping, how long the current bull run will last, and what the inevitable market correction might look like. </p><p></p><p>For more information on all current and future episodes, please <a href="https://subscribe.joc.com/uncharted/">CLICK HERE</a>.</p><p></p><p><b>Total Run Time: 28:37 </b></p><h4>JOC News Update  </h4><p><b>0:13</b>        Mark Szakonyi, Executive Editor, The Journal of Commerce and JOC.com, Maritime &amp; Trade, IHS Markit </p><h4>Ad Spot  </h4><p><b>2:53</b>        JOC Uncharted </p><h4>One-On-One with Freightos.com CEO Ruthie Amaru </h4><p><b>3:1</b><b>9 </b>       Eric Johnson, Senior Editor, Technology, JOC, Maritime &amp; Trade, IHS Markit </p><p>Ruthie Amaru, CEO, Freightos.com </p><h4>Commentary  </h4><p><b>23:28</b>      Lars Jensen, CEO and Partner, SeaIntelligence Consulting </p></div>

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