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Sponsored: The development of smart containers will shape the future of the container shipping industry, according to Maurizio Aponte, executive director of Europe for MSC Mediterranean Shipping Co. Aponte spoke to Senior Editor Alessandra Barrett about industry data standardization, the partnership of shipping lines with neutral platform providers TRAXENS, and the mechanics of smart container data collection and deployment. 2018 JOC Container Trade Europe Conference, Hamburg, Germany

<div class="phx-topic abstract-wrapper"><p>Airlines will continue to adjust capacity to account for shifts in volume, but the volatility of US trade policy and continued demand growth fueled by the AI boom will make this more difficult.</p></div>

Airlines will continue to adjust capacity to account for shifts in volume, but the volatility of US trade policy and continued demand growth fueled by the AI boom will make this more difficult.

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E-commerce, AI demand to keep ex-Asia air freight under pressure

<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.

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>While container trade between the South Pacific and USEC was flat prior to 2021, it has shown growth since then, albeit from a small base. </p></div>

While container trade between the South Pacific and USEC was flat prior to 2021, it has shown growth since then, albeit from a small base.

 CMA CGM’s Oceania–US East Coast service to kick off in February

<div class="phx-topic abstract-wrapper"><p>The fee — generally in the range of $200 per TEU and $450 per FEU — was introduced by the carrier in January 2024 following the industry-wide rerouting of vessels via the Cape of Good Hope in southern Africa.</p></div>

The fee — generally in the range of $200 per TEU and $450 per FEU — was introduced by the carrier in January 2024 following the industry-wide rerouting of vessels via the Cape of Good Hope in southern Africa.

Maersk waives ‘disruption surcharge’ for Red Sea sailing on India–USEC trade

<div class="phx-topic abstract-wrapper"><p>The strength of holiday retail sales in the final month of 2025 and inventory levels approaching the Lunar New Year factory shutdowns in February will be the major factors determining the extent of pricing power in trans-Pacific contract talks. </p></div>

The strength of holiday retail sales in the final month of 2025 and inventory levels approaching the Lunar New Year factory shutdowns in February will be the major factors determining the extent of pricing power in trans-Pacific contract talks.

Shippers to regain leverage in trans-Pacific contract negotiations

<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>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>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 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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Video

<div class="phx-topic abstract-wrapper"><p>Sponsored: The development of smart containers will shape the future of the container shipping industry, said MSC's Maurizio Aponte, who discussed data standardization, partnering with platform providers, and the mechanics of smart container operations.</p></div>

Sponsored: The development of smart containers will shape the future of the container shipping industry, said MSC's Maurizio Aponte, who discussed data standardization, partnering with platform providers, and the mechanics of smart container operations.

<div class="phx-topic"><p><b>Sponsored:</b> The development of smart containers will shape the future of the container shipping industry, according to Maurizio Aponte, executive director of Europe for MSC Mediterranean Shipping Co. Aponte spoke to Senior Editor Alessandra Barrett about industry data standardization, the partnership of shipping lines with neutral platform providers TRAXENS, and the mechanics of smart container data collection and deployment.</p><p><i>2018 JOC Container Trade Europe Conference, Hamburg, Germany</i></p><p></p><div class="wrapper-full"><dynamic-object type="youtube" resource-id="jSuY9ArTWfg?rel=0"></dynamic-object></div></div>

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