Name: JOC Uncharted: Episode 9
Uploaded: Jul 15, 2020, 9:24 AM EDT

This episode of JOC Uncharted features IHS Markit chief economist Dr. Nariman Behravesh as he gives the economic outlook for the second half of the year. Behravesh will take a deep dive into the economic outlook for the US and its global trading partners, and examine how that might play out in the freight market. Will the recovery be V-, U-, L-, or W-shaped? Following that is a one-on-one conversation with Shipamax CEO Jenna Brown, during which she examines whether the logistics industry has a handle on automation and machine learning, why email remains a tough habit to break, and what value is locked up in unstructured documents. Lastly, Lawrence Gross, president of Gross Transportation Consulting, provides the JOC Uncharted weekly commentary. For more information on all current and future episodes, please CLICK HERE . Total Run Time: 39:01 JOC News Update  0:14  Mark Szakonyi, Executive Editor, The Journal of Commerce and JOC.com, Maritime & Trade, IHS Markit Sponsor Message 3:11  UKA Transportation  The Second-Half Economic Outlook with HIS Markit Chief Economist Nariman Behravesh 3:45  Peter Tirschwell, Vice President, Maritime & Trade, IHS Markit Dr. Nariman Behravesh, Chief Economist, IHS Markit One-On-One with Jenna Brown 13:16  Eric Johnson, Senior Editor, Technology, Maritime & Trade, IHS Markit Jenna Brown, CEO, Shipamax Ad Spot 29:48  JOC Uncharted Commentary  29:49 Lawrence Gross, President, Gross Transportation Consulting For information on all current and future episodes, please CLICK HERE .

<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 Hamburg-based carrier will share the tender with feeder carrier North Sea Container Line that will operate e-ammonia services on a northern intra-Europe trade lane. </p></div>

The Hamburg-based carrier will share the tender with feeder carrier North Sea Container Line that will operate e-ammonia services on a northern intra-Europe trade lane. 

Hapag-Lloyd wins second green tender from global shipper group 

<div class="phx-topic abstract-wrapper"><p>But a spokesperson for ONE would not be drawn on whether the agreement was a precursor to the carrier relaunching its own services through the Red Sea and Suez Canal.</p></div>

But a spokesperson for ONE would not be drawn on whether the agreement was a precursor to the carrier relaunching its own services through the Red Sea and Suez Canal.

ONE returns to Red Sea under slot charter deal with Thailand’s RCL, partners

<div class="phx-topic abstract-wrapper"><p>Unless shipowners significantly postpone or cancel orders, the wallops of new tonnage added in 2027 and 2028 will dwarf the deliveries made this year and next.</p></div>

Unless shipowners significantly postpone or cancel orders, the wallops of new tonnage added in 2027 and 2028 will dwarf the deliveries made this year and next.

Easing container tonnage delivery in 2026 belies signs of saturation

<div class="phx-topic abstract-wrapper"><p>Along with funding through 2029, the reauthorization codified new responsibilities for the agency under OSRA-22.</p></div>

Along with funding through 2029, the reauthorization codified new responsibilities for the agency under OSRA-22.

House reauthorizes FMC and adds to its oversight powers

<div class="phx-topic abstract-wrapper"><p>The handling and transportation of space components is opening up new opportunities for project cargo forwarders. </p></div>

The handling and transportation of space components is opening up new opportunities for project cargo forwarders.

Space logistics newbuilding to service booming project cargo sector

<div class="phx-topic abstract-wrapper"><p>The ubiquity of WiseTech’s flagship platform in the forwarding market has placed a target on its back — one that grew larger with a significant change last week in how it prices its product.</p></div>

The ubiquity of WiseTech’s flagship platform in the forwarding market has placed a target on its back — one that grew larger with a significant change last week in how it prices its product.

CargoWise’s pricing model change could mark final milestone in market ascent

<div class="phx-topic abstract-wrapper"><p>A study commissioned by Freightos finds truckload shippers fail to use 70% of the contracted capacity they negotiate.</p></div>

A study commissioned by Freightos finds truckload shippers fail to use 70% of the contracted capacity they negotiate.

Reliance on contracts results in unused truckload, ocean capacity: study

<div class="phx-topic abstract-wrapper"><p>The move into transportation management expands Transfix’s scope from its current focus on brokerage pricing technology. </p></div>

The move into transportation management expands Transfix’s scope from its current focus on brokerage pricing technology.

Transfix targets ‘unbundled’ chaos of truckload brokerage with TMS product

<div class="phx-topic abstract-wrapper"><p>The head of one opposition union says the job protection deals agreed to by other unions in exchange for their support of the merger have “loopholes big enough to traverse freight trains through.”</p></div>

The head of one opposition union says the job protection deals agreed to by other unions in exchange for their support of the merger have “loopholes big enough to traverse freight trains through.”

Two large rail unions say they oppose planned UP-NS merger

<div class="phx-topic abstract-wrapper"><p>The US Department of Transportation estimates there are about 200,000 holders of non-domiciled commercial driver’s licenses, most of whom would lose eligibility under a proposed rule that would bar certain immigrants from operating commercial vehicles.</p></div>

The US Department of Transportation estimates there are about 200,000 holders of non-domiciled commercial driver’s licenses, most of whom would lose eligibility under a proposed rule that would bar certain immigrants from operating commercial vehicles.

Impact of non-domiciled CDL enforcement splits US trucking sector

<div class="phx-topic abstract-wrapper"><p>While dry-van spot rates typically climb in December, this year’s increase is the highest for early December in more than five years, according to DAT Freight &amp; Analytics. </p></div>

While dry-van spot rates typically climb in December, this year’s increase is the highest for early December in more than five years, according to DAT Freight & Analytics.

US truckload rates jump on poor weather, shorter holiday shopping season

<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

<div class="phx-topic abstract-wrapper"><p>JOC.com editors on the IMO Net-Zero Framework and the setback to container-shipping industry decarbonization goals.</p></div>

JOC.com editors on the IMO Net-Zero Framework and the setback to container-shipping industry decarbonization goals.

<div class="phx-topic"><p>Journal of Commerce by S&amp;P Global's Executive Editor Mark Szakonyi and Vice President Peter Tirschwell discuss the impact of the International Maritime Organization’s mid-October failure to adopt the Net-Zero Framework. This move will significantly set back the container shipping’s industry decarbonization goals.</p><p></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6385521479112"></dynamic-object></div></div>

Journal of Commerce by S&P Global's Executive Editor Mark Szakonyi and Vice President Peter Tirschwell discuss the impact of the International Maritime Organization’s mid-October failure to adopt the Net-Zero Framework. This move will significantly set back the container shipping’s industry decarbonization goals.

IMO fails zero-emissions signal to energy majors, investors

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Video

<div class="phx-topic abstract-wrapper"><p>This episode of JOC Uncharted features a one-on-one conversation with Shipamax CEO Jenna Brown, and a second-half economic outlook from IHS Markit chief economist Dr. Nariman Behravesh. </p></div>

This episode of JOC Uncharted features a one-on-one conversation with Shipamax CEO Jenna Brown, and a second-half economic outlook from IHS Markit chief economist Dr. Nariman Behravesh.

<div class="phx-topic"><p>This episode of JOC Uncharted features IHS Markit chief economist Dr. Nariman Behravesh as he gives the economic outlook for the second half of the year. Behravesh will take a deep dive into the economic outlook for the US and its global trading partners, and examine how that might play out in the freight market. Will the recovery be V-, U-, L-, or W-shaped?</p><p>Following that is a one-on-one conversation with Shipamax CEO Jenna Brown, during which she examines whether the logistics industry has a handle on automation and machine learning, why email remains a tough habit to break, and what value is locked up in unstructured documents.</p><p></p><p>Lastly, Lawrence Gross, president of Gross Transportation Consulting, provides the JOC Uncharted weekly commentary. 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: 39:01 </b></p><h4>JOC News Update  </h4><p><b>0:14 </b>       Mark Szakonyi, Executive Editor, The Journal of Commerce and JOC.com, Maritime &amp; Trade, IHS Markit  </p><h4>Sponsor Message</h4><p><b>3:11</b>        UKA Transportation </p><p><a href="https://www.ukatransportation.com/"><image></image></a></p><h4>The Second-Half Economic Outlook with HIS Markit Chief Economist Nariman Behravesh </h4><p><b>3:45</b>        Peter Tirschwell, Vice President, Maritime &amp; Trade, IHS Markit </p><p>Dr. Nariman Behravesh, Chief Economist, IHS Markit </p><h4>One-On-One with Jenna Brown </h4><p>13:16        Eric Johnson, Senior Editor, Technology, Maritime &amp; Trade, IHS Markit </p><p>Jenna Brown, CEO, Shipamax </p><h4>Ad Spot  </h4><p><b>29:48</b>        JOC Uncharted </p><h4>Commentary   </h4><p><b>29:49</b>       Lawrence Gross, President, Gross Transportation Consulting </p><p>For information on all current and future episodes, please <a href="https://subscribe.joc.com/uncharted/">CLICK HERE</a>. </p><p></p><p></p></div>

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