Name: The 1.5-year impact rule
Uploaded: Oct 29, 2024, 3:22 PM EDT
Channel: JOC Team
Description: Global protectionism and geopolitical shifts are prompting companies to delay real estate decisions. Adam Roth, executive vice president at NAI Hiffman, highlights the inverse relationship between transportation costs and real estate investment and the “rule of 1.5.” Inland24, Chicago, Illinois Sponsored by CenterPoint Properties

Global protectionism and geopolitical shifts are prompting companies to delay real estate decisions. Adam Roth, executive vice president at NAI Hiffman, highlights the inverse relationship between transportation costs and real estate investment and the “rule of 1.5.” Inland24, Chicago, Illinois Sponsored by CenterPoint Properties

<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.”

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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>Even another round of US tariffs and ongoing geopolitical concerns would be unlikely to blunt the growth, with airlines able to rapidly adjust capacity to support shifting trade flows, delegates at a global air cargo forum were told.</p></div>

Even another round of US tariffs and ongoing geopolitical concerns would be unlikely to blunt the growth, with airlines able to rapidly adjust capacity to support shifting trade flows, delegates at a global air cargo forum were told.

Air freight growth remains solid as verticals support nonstop momentum

<div class="phx-topic abstract-wrapper"><p>But the forwarding and logistics company said its ocean freight business dropped amid low demand and high vessel capacity. </p></div>

But the forwarding and logistics company said its ocean freight business dropped amid low demand and high vessel capacity.

Expeditors’ Q3 earnings beat forecast on air freight, customs gains

<div class="phx-topic abstract-wrapper"><p>International lanes that don’t touch the US are growing package volumes faster as higher US tariffs disrupt established patterns, UPS said in its latest earnings report. </p></div>

International lanes that don’t touch the US are growing package volumes faster as higher US tariffs disrupt established patterns, UPS said in its latest earnings report.

UPS volumes grow overseas in Q3 as China-to-US shipments drop 27%

<div class="phx-topic abstract-wrapper"><p>Car carriers and ro/ro operators had been left in limbo since the deal to postpone reciprocal US and Chinese port fees was announced during the meeting of presidents Donald Trump and Xi Jinping in South Korea on Oct. 30.</p></div>

Car carriers and ro/ro operators had been left in limbo since the deal to postpone reciprocal US and Chinese port fees was announced during the meeting of presidents Donald Trump and Xi Jinping in South Korea on Oct. 30.

Vehicle carriers, ro/ro operators relieved to be included in pause on US port fees

<div class="phx-topic abstract-wrapper"><p>The ability to redeploy ships means that no trade operates in a bubble, but in the short term at least, each trade has its own supply and demand dynamics, notes Jeremy Masters. </p></div>

The ability to redeploy ships means that no trade operates in a bubble, but in the short term at least, each trade has its own supply and demand dynamics, notes Jeremy Masters.

In search of the disconnect between freight rates and charter rates

<div class="phx-topic abstract-wrapper"><p>Renewed interest in oil and gas-related projects, as well as power generation infrastructure for data centers, will boost breakbulk cargo volumes.</p></div>

Renewed interest in oil and gas-related projects, as well as power generation infrastructure for data centers, will boost breakbulk cargo volumes.

Increased capital investment to accelerate project cargo demand

<div class="phx-topic abstract-wrapper"><p>Ports that previously had been able to count on more predictable planning and certain cargo types, such as wind project equipment, are finding themselves having to take stock of their capabilities and recalibrate accordingly. </p></div>

Ports that previously had been able to count on more predictable planning and certain cargo types, such as wind project equipment, are finding themselves having to take stock of their capabilities and recalibrate accordingly.

Tariffs, energy policy changes force US ports to rethink project cargo strategies

<div class="phx-topic abstract-wrapper"><p>Trade software vendor Altana released a tool this month designed to help US Customs and Border Protection match its ability to screen import goods at a level on par with new US regulations. </p></div>

Trade software vendor Altana released a tool this month designed to help US Customs and Border Protection match its ability to screen import goods at a level on par with new US regulations.

Increased supply chain scrutiny at odds with customs enforcement capability

<div class="phx-topic abstract-wrapper"><p>Beijing is expected to soon announce the start date of its own 12-month pause on reciprocal port fees on US ships, a deal that was agreed to last week as part of a broad trade framework hammered out by the two superpowers.</p></div>

Beijing is expected to soon announce the start date of its own 12-month pause on reciprocal port fees on US ships, a deal that was agreed to last week as part of a broad trade framework hammered out by the two superpowers.

Year-long pause on US port fees targeting China vessels to start Nov. 10

<div class="phx-topic abstract-wrapper"><p>The <i>Journal of Commerce</i> Truckload Capacity Index hit an all-time low of 72.4% in the third quarter as big carriers culled trucks, expecting a “challenging” end to 2025. </p></div>

The Journal of Commerce Truckload Capacity Index hit an all-time low of 72.4% in the third quarter as big carriers culled trucks, expecting a “challenging” end to 2025.

Large US truckload carriers trim tractor counts to control capacity

<div class="phx-topic abstract-wrapper"><p>LTL carriers are reining in capital spending on property, holding new terminals and doors in reserve as they await a hoped-for turnaround in freight demand in 2026. </p></div>

LTL carriers are reining in capital spending on property, holding new terminals and doors in reserve as they await a hoped-for turnaround in freight demand in 2026.

US LTL ‘land rush’ reaches its end amid long-term freight decline

<div class="phx-topic abstract-wrapper"><p>While intermodal savings remain above 20%, according to the latest Intermodal Savings Index, there is not enough pressure yet in the trucking market to drive up rates across the US on intermodal rail.</p></div>

While intermodal savings remain above 20%, according to the latest Intermodal Savings Index, there is not enough pressure yet in the trucking market to drive up rates across the US on intermodal rail.

Intermodal savings rose in Q3, but might not yield high rates in ‘26

<div class="phx-topic abstract-wrapper"><p>The railroads will make a harder play to capture Dallas-to-East Coast freight after track upgrades come online along the Gulf Coast early next year. </p></div>

The railroads will make a harder play to capture Dallas-to-East Coast freight after track upgrades come online along the Gulf Coast early next year.

CPKC-CSX target 2026 as big year for Mexico-Texas-East Coast trade

<div class="phx-topic abstract-wrapper"><p>Sushanth Raman, CEO of Pallet, joins TPM Today to continue the conversation around AI in logistics, focusing on how workflow efficiency for logistics professionals will change in the years ahead.</p></div>

Sushanth Raman, CEO of Pallet, joins TPM Today to continue the conversation around AI in logistics, focusing on how workflow efficiency for logistics professionals will change in the years ahead.

<div class="phx-topic"><p>"If your logistics day feels like constant chaos—chasing issues, reacting to delays, juggling systems—AI may finally be the game-changer we’ve been waiting for.</p><p>But this isn’t just about automation. It’s about smarter workflows, faster decisions, and eliminating firefighting for good.</p><p>Eric Johnson talks with Sushanth Raman, CEO of Pallet, to unpack:</p><p>• How AI will transform day-to-day logistics work</p><p>• Real examples of AI-powered workflow efficiency</p><p>• Which roles will evolve—and what skills will matter most</p><p>• How to prepare your team BEFORE the AI wave hits</p><p>This episode was streamed live on October 24, 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="eOs6ETIOmm4"></dynamic-object></div></div>

"If your logistics day feels like constant chaos—chasing issues, reacting to delays, juggling systems—AI may finally be the game-changer we’ve been waiting for. But this isn’t just about automation. It’s about smarter workflows, faster decisions, and eliminating firefighting for good. Eric Johnson talks with Sushanth Raman, CEO of Pallet, to unpack: • How AI will transform day-to-day logistics work • Real examples of AI-powered workflow efficiency • Which roles will evolve—and what skills will matter most • How to prepare your team BEFORE the AI wave hits This episode was streamed live on October 24, 2025 on TPM Today

TPM TODAY | No More Firefighting: AI to the (Logistics) Rescue!

<div class="phx-topic abstract-wrapper"><p>Holly Pierce from Otis Elevator Co. highlights the uncertainty and optimism in logistics, emphasizing disaster recovery plans and peer-to-peer conversations at the Inland conference, while advising attendees to monitor consumer trends and spending for effective planning.</p></div>

Holly Pierce from Otis Elevator Co. highlights the uncertainty and optimism in logistics, emphasizing disaster recovery plans and peer-to-peer conversations at the Inland conference, while advising attendees to monitor consumer trends and spending for effective planning.

<div class="phx-topic"><p>Holly Pierce, Otis Elevator Co., highlights the current environment of uncertainty and optimism in the logistics industry, emphasizing the importance of creating disaster recovery plans and engaging in meaningful peer-to-peer conversations at the Inland conference. Holly advises attendees to keep a close watch on consumer trends and spending, as these factors significantly influence the supply chain, and stresses the need for proactive planning to navigate the ongoing volatility in the market.</p><p><i>Inland25, Chicago, Illinois</i></p><p></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6382796663112"></dynamic-object></div></div>

Holly Pierce, Otis Elevator Co., highlights the current environment of uncertainty and optimism in the logistics industry, emphasizing the importance of creating disaster recovery plans and engaging in meaningful peer-to-peer conversations at the Inland conference. Holly advises attendees to keep a close watch on consumer trends and spending, as these factors significantly influence the supply chain, and stresses the need for proactive planning to navigate the ongoing volatility in the market. Inland25, Chicago, Illinois

Highlighting uncertainty and optimism in the logistics industry | Live at Inland

<div class="phx-topic abstract-wrapper"><p>Christian Schwarz, PayCargo’s executive vice president of sales, talks about how the company’s platform is integrating key stakeholders, continuing to make its ecosystem more relevant and the technological innovations he’s most excited about. </p></div>

Christian Schwarz, PayCargo’s executive vice president of sales, talks about how the company’s platform is integrating key stakeholders, continuing to make its ecosystem more relevant and the technological innovations he’s most excited about.

<div class="phx-topic"><p>One of the biggest pain points impacting intermodal cargo movement today is a lack of interconnectedness and integration. PayCargo is aiming to change that. Christian Schwarz, PayCargo’s executive vice president of sales, talks about how the company’s platform is integrating key stakeholders, continuing to make its ecosystem more relevant and the technological innovations he’s most excited about. </p><p><i>Inland25, Chicago, Illinois</i></p><p><b>Sponsored by PayCargo</b></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6384199507112"></dynamic-object></div></div>

One of the biggest pain points impacting intermodal cargo movement today is a lack of interconnectedness and integration. PayCargo is aiming to change that. Christian Schwarz, PayCargo’s executive vice president of sales, talks about how the company’s platform is integrating key stakeholders, continuing to make its ecosystem more relevant and the technological innovations he’s most excited about. Inland25, Chicago, Illinois Sponsored by PayCargo

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Video

<div class="phx-topic abstract-wrapper"><p>Adam Roth, executive vice president at NAI Hiffman, highlights the inverse relationship between transportation costs and real estate investment and the “rule of 1.5.”</p></div>

Adam Roth, executive vice president at NAI Hiffman, highlights the inverse relationship between transportation costs and real estate investment and the “rule of 1.5.”

<div class="phx-topic"><p>Global protectionism and geopolitical shifts are prompting companies to delay real estate decisions. Adam Roth, executive vice president at NAI Hiffman, highlights the inverse relationship between transportation costs and real estate investment and the “rule of 1.5.”</p><p><i>Inland24, Chicago, Illinois</i></p><p><b>Sponsored by CenterPoint Properties</b></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6363936408112"></dynamic-object></div></div>

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