Name: Rethinking container shipping overcapacity
Uploaded: May 14, 2025, 3:13 PM EDT
Channel: JOC Team
Description: As slower volume growth persists, the shipping industry faces a significant influx of deliveries in 2025 due to previously stalled orders, leading to increased global congestion that absorbs functional capacity. While carriers are improving their ability to adjust capacity through measures like idling ships and blanking sailings.

As slower volume growth persists, the shipping industry faces a significant influx of deliveries in 2025 due to previously stalled orders, leading to increased global congestion that absorbs functional capacity. While carriers are improving their ability to adjust capacity through measures like idling ships and blanking sailings.

<div class="phx-topic abstract-wrapper"><p>Following a July volume surge as US importers built inventory ahead of the sweeping US tariff rollout on Aug. 7, freighter airlines must now right-size capacity to match new demand levels. </p></div>

Following a July volume surge as US importers built inventory ahead of the sweeping US tariff rollout on Aug. 7, freighter airlines must now right-size capacity to match new demand levels.

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Air cargo carriers face capacity challenge as tariff frontloading ends

<div class="phx-topic abstract-wrapper"><p>The German integrator was able to offset tariff-driven volatility in the second quarter through cost-cutting measures but is facing “more of the same” in Q3, according to its CFO. </p></div>

The German integrator was able to offset tariff-driven volatility in the second quarter through cost-cutting measures but is facing “more of the same” in Q3, according to its CFO.

DHL posts solid half-year profit despite Q2 drag on express, ocean volumes

<div class="phx-topic abstract-wrapper"><p>Company executives pointed to the rollout of the Trump administration’s tariff policy in April as driving disruption throughout the second quarter. </p></div>

Company executives pointed to the rollout of the Trump administration’s tariff policy in April as driving disruption throughout the second quarter.

CH Robinson cautious on second-half outlook amid trade volatility

<div class="phx-topic abstract-wrapper"><p>While not yet reflected in freight rates, analysts and forwarders report growing space constraints out of Southeast Asian origins. </p></div>

While not yet reflected in freight rates, analysts and forwarders report growing space constraints out of Southeast Asian origins.

Tariff-linked trade flow shift tightens Asian air freight capacity

<div class="phx-topic abstract-wrapper"><p>The 90-day pause in tariffs was long enough for US importers to advance most of their cargo shipments by ocean, according to analysts.</p></div>

The 90-day pause in tariffs was long enough for US importers to advance most of their cargo shipments by ocean, according to analysts.

Ocean frontloading cuts air freight demand on trans-Pacific

<div class="phx-topic abstract-wrapper"><p>A cautious approach to investment in network and terminal infrastructure is not keeping pace with market growth.</p></div>

A cautious approach to investment in network and terminal infrastructure is not keeping pace with market growth.

Underinvestment exposes European ports to systematic bottlenecks

<div class="phx-topic abstract-wrapper"><p>Taiwan-based ocean carriers say US tariffs are taking a toll on trans-Pacific volumes.</p></div>

Taiwan-based ocean carriers say US tariffs are taking a toll on trans-Pacific volumes.

Yang Ming, Wan Hai profits drop on weaker volumes

<div class="phx-topic abstract-wrapper"><p>US tariffs are fuel cost-cutting mandates, heaping pressure on cargo owners to push for lower ocean shipping rates even if at the expense of carrier relations.  </p></div>

US tariffs are fuel cost-cutting mandates, heaping pressure on cargo owners to push for lower ocean shipping rates even if at the expense of carrier relations.

Shipper cost pressures risk further fraying carrier relationships

<div class="phx-topic abstract-wrapper"><p>OOCL’s newest express shuttle service from China to Mexico joins other carrier services linking the two and underscores the ongoing growth in trade between the two countries.  </p></div>

OOCL’s newest express shuttle service from China to Mexico joins other carrier services linking the two and underscores the ongoing growth in trade between the two countries.

OOCL adds service to tap China-to-Mexico trade boom

<div class="phx-topic abstract-wrapper"><p>Exporters’ proclivity for rate shopping leads to choppiness in a market that is also beholden to vessels being pulled into larger ocean freight markets.</p></div>

Exporters’ proclivity for rate shopping leads to choppiness in a market that is also beholden to vessels being pulled into larger ocean freight markets.

Exporter rate ‘shopping’ exacerbating uneven India ocean service

<div class="phx-topic abstract-wrapper"><p>The new 335,000-square-foot facility will reduce border delays and maximize cargo capacity for shippers moving temperature-controlled loads between the US and Mexico.</p></div>

The new 335,000-square-foot facility will reduce border delays and maximize cargo capacity for shippers moving temperature-controlled loads between the US and Mexico.

Americold-CPKC venture expands US-Mexico reefer rail services

<div class="phx-topic abstract-wrapper"><p>The reasons for the increase are largely tariff-related, sources say, as market participants adjust to the possibility of permanently higher tariff levels imposed by the Trump administration.</p></div>

The reasons for the increase are largely tariff-related, sources say, as market participants adjust to the possibility of permanently higher tariff levels imposed by the Trump administration.

Tariff realities prompt growth in ‘origin-controlled’ cargo on trans-Pacific

<div class="phx-topic abstract-wrapper"><p>The National Motor Freight Traffic Association will oversee development of a truckload scheduling initiative among the Scheduling Standards Consortium’s 17 existing members.</p></div>

The National Motor Freight Traffic Association will oversee development of a truckload scheduling initiative among the Scheduling Standards Consortium’s 17 existing members.

Trucking standards group takes control of truckload scheduling consortium

<div class="phx-topic abstract-wrapper"><p>While some planned larger projects are facing delays due to challenging market conditions, new facilities will benefit from renewed fiscal support from Washington. </p></div>

While some planned larger projects are facing delays due to challenging market conditions, new facilities will benefit from renewed fiscal support from Washington.

Extended tax credits for chip manufacturers to boost heavy-lift cargo demand

<div class="phx-topic abstract-wrapper"><p>Union Pacific Railroad is instituting surcharges for the second consecutive year out of Los Angeles, although it’s unclear how long the current uptick in volume will last. </p></div>

Union Pacific Railroad is instituting surcharges for the second consecutive year out of Los Angeles, although it’s unclear how long the current uptick in volume will last.

UP seeks surcharges amid intermodal volumes surge

<div class="phx-topic abstract-wrapper"><p>The fifth-largest freight broker in the US will absorb FreightSaver, which, similar to Echo, focuses on managed transportation services for shippers. </p></div>

The fifth-largest freight broker in the US will absorb FreightSaver, which, similar to Echo, focuses on managed transportation services for shippers.

Echo acquires California 3PL amid flagging US freight market

<div class="phx-topic abstract-wrapper"><p>The latest data from the Intermodal Association of North America shows how railroads have lost US business to over-the-road trucking, writes analyst Larry Gross.  </p></div>

The latest data from the Intermodal Association of North America shows how railroads have lost US business to over-the-road trucking, writes analyst Larry Gross.

US domestic rail intermodal market share shrinks: analyst

<div class="phx-topic abstract-wrapper"><p>The new rule, a second attempt at requiring the so-called ABC test for workers in the state, has drawn opposition from multiple groups, with port trucking among the affected industries.</p></div>

The new rule, a second attempt at requiring the so-called ABC test for workers in the state, has drawn opposition from multiple groups, with port trucking among the affected industries.

New Jersey’s proposed worker classification rule hangs over port truckers

<div class="phx-topic abstract-wrapper"><p>Danielle Chaffin joins TPM Today to discuss her deep dive into the data behind English language proficiency among drivers, what freight brokers and carriers need from the technology world. and why Revenova is focused on a CRM-focused TMS.</p></div>

Danielle Chaffin joins TPM Today to discuss her deep dive into the data behind English language proficiency among drivers, what freight brokers and carriers need from the technology world. and why Revenova is focused on a CRM-focused TMS.

<div class="phx-topic"><p>In this episode of TPM TODAY, host Eric Johnson sat down with Danielle Chaffin, industry expert and VP at Revenova, to unpack the data and technology trends shaping truckload operations.</p><p>• What new data reveals about English language proficiency among drivers</p><p>• How freight brokers are navigating a noisy tech landscape</p><p>• Why Revenova believes TMS and CRM should be inseparable</p><p>Get expert insight into the evolving tech needs of brokers, carriers, and the platforms connecting them.</p><p>This video was streamed live on 7/25/25 on <a href="">TPM Today</a></p><p></p><div class="wrapper-full"><dynamic-object type="youtube" resource-id="EdORr0eO8Ds"></dynamic-object></div></div>

In this episode of TPM TODAY, host Eric Johnson sat down with Danielle Chaffin, industry expert and VP at Revenova, to unpack the data and technology trends shaping truckload operations. • What new data reveals about English language proficiency among drivers • How freight brokers are navigating a noisy tech landscape • Why Revenova believes TMS and CRM should be inseparable Get expert insight into the evolving tech needs of brokers, carriers, and the platforms connecting them. This video was streamed live on 7/25/25 on TPM Today

TPM TODAY | Will Language Rules Trigger a Trucking Talent Gap?

<div class="phx-topic abstract-wrapper"><p> Brendan Dugan, assistant executive director and chief commercial officer at South Jersey Port Corporation, discusses customers’ front-loading of steel imports, increased lumber and plywood cargo, and how the business is reducing carbon emissions.</p></div>

Brendan Dugan, assistant executive director and chief commercial officer at South Jersey Port Corporation, discusses customers’ front-loading of steel imports, increased lumber and plywood cargo, and how the business is reducing carbon emissions.

<div class="phx-topic"><p>Fluctuating trade regulations from the Trump administration have impacted numerous initiatives throughout the industry, one of these being steel commodities. Brendan Dugan, assistant executive director and chief commercial officer at South Jersey Port Corporation, discusses customers’ front-loading of steel imports, increased lumber and plywood cargo, and how the business is reducing carbon emissions.</p><p><i>Breakbulk25, New Orleans, Louisiana</i></p><p><b>Sponsored by South Jersey Port Corporation</b></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6375973340112"></dynamic-object></div></div>

Fluctuating trade regulations from the Trump administration have impacted numerous initiatives throughout the industry, one of these being steel commodities. Brendan Dugan, assistant executive director and chief commercial officer at South Jersey Port Corporation, discusses customers’ front-loading of steel imports, increased lumber and plywood cargo, and how the business is reducing carbon emissions. Breakbulk25, New Orleans, Louisiana Sponsored by South Jersey Port Corporation

Contingency planning

<div class="phx-topic abstract-wrapper"><p>Angi Acocella joins TPM Today to discuss research she's doing in the world of truckload procurement for MIT's FreightLab, how the commercial sector partners with academia, and what's next in freight technology</p></div>

Angi Acocella joins TPM Today to discuss research she's doing in the world of truckload procurement for MIT's FreightLab, how the commercial sector partners with academia, and what's next in freight technology

<div class="phx-topic"><p>On this episode of TPM TODAY, host Eric Johnson connects with Angi Acocella, research scientist at Massachusetts Institute of Technology FreightLab, to explore how academic research is transforming truckload procurement.</p><p>• How procurement is evolving through data and innovation</p><p>• How MIT collaborates with the freight industry</p><p>• What’s next in freight tech</p><p>Get a closer look at how top research is shaping the future of transportation.</p><p><i>This episode was streamed live on July 11, 2025 on </i><a href="https://letstalksupplychain.com/tpm-today/"><i>TPM Today</i></a></p><div class="wrapper-full"><dynamic-object type="youtube" resource-id="rfNhFPPsF4w"></dynamic-object></div></div>

On this episode of TPM TODAY, host Eric Johnson connects with Angi Acocella, research scientist at Massachusetts Institute of Technology FreightLab, to explore how academic research is transforming truckload procurement. • How procurement is evolving through data and innovation • How MIT collaborates with the freight industry • What’s next in freight tech Get a closer look at how top research is shaping the future of transportation. This episode was streamed live on July 11, 2025 on TPM Today

TPM TODAY | What happens when MIT takes on freight trucking?

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Video

<div class="phx-topic abstract-wrapper"><p>Mark Szakonyi, Executive Editor, Journal of Commerce by S&amp;P Global, discusses navigating current capacity challenges.</p></div>

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global, discusses navigating current capacity challenges.

<div class="phx-topic"><p>As slower volume growth persists, the shipping industry faces a significant influx of deliveries in 2025 due to previously stalled orders, leading to increased global congestion that absorbs functional capacity. While carriers are improving their ability to adjust capacity through measures like idling ships and blanking sailings.</p><p></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6372796700112"></dynamic-object></div></div>

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