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>As production shifts to counter the impact of US tariffs, the diversification of consumer markets will create new growth opportunities for the air freight industry, observers say.</p></div>

As production shifts to counter the impact of US tariffs, the diversification of consumer markets will create new growth opportunities for the air freight industry, observers say.

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Post-tariff air freight market diversifies into ‘US-plus one’ strategy: Tiaca

<div class="phx-topic abstract-wrapper"><p>Robust international demand was led by the growth on the Asia-Europe trade that IATA attributes to a modal shift from ocean and evolving import rules from Washington that have diverted shipments from the trans-Pacific. </p></div>

Robust international demand was led by the growth on the Asia-Europe trade that IATA attributes to a modal shift from ocean and evolving import rules from Washington that have diverted shipments from the trans-Pacific.

E-commerce, US tariffs drive sharp rise in Asia-Europe air cargo demand

<div class="phx-topic abstract-wrapper"><p>But the expansion of data processing power and storage to facilitate AI algorithms and cloud data will not be an explosive game changer in the manner of e-commerce, according to analysts. </p></div>

But the expansion of data processing power and storage to facilitate AI algorithms and cloud data will not be an explosive game changer in the manner of e-commerce, according to analysts.

Growing appetite for AI technology feeds into air cargo demand

<div class="phx-topic abstract-wrapper"><p>Smaller airports in Europe have positioned themselves as business-friendly entry points for cross-border e-commerce traffic that moves mostly on freighters, according to consultancy Trade and Transport Group.</p></div>

Smaller airports in Europe have positioned themselves as business-friendly entry points for cross-border e-commerce traffic that moves mostly on freighters, according to consultancy Trade and Transport Group.

Air cargo shift from major European hubs underway: report

<div class="phx-topic abstract-wrapper"><p>The role of the Southeast Asian powerhouse in global trade is accelerating, fueled by geographic advantages, a skilled workforce and consistent inflows of foreign investment, says DHL Express.</p></div>

The role of the Southeast Asian powerhouse in global trade is accelerating, fueled by geographic advantages, a skilled workforce and consistent inflows of foreign investment, says DHL Express.

Vietnam tech exports driving air freight capacity injection

<div class="phx-topic abstract-wrapper"><p>At first blush, the fees targeting US entities would affect Matson, Maersk Line and APL, part of the CMA CGM group.</p></div>

At first blush, the fees targeting US entities would affect Matson, Maersk Line and APL, part of the CMA CGM group.

China returns fire with retaliatory port fees targeting US-affiliated ships

<div class="phx-topic abstract-wrapper"><p> It has taken several years for the IMO to get to this point, but the heavily compromised net-zero framework agreement has polarized the shipping industry. </p></div>

It has taken several years for the IMO to get to this point, but the heavily compromised net-zero framework agreement has polarized the shipping industry.

Deep divisions linger as IMO gathers for pivotal decarbonization talks

<div class="phx-topic abstract-wrapper"><p>The carrier’s operational update did not provide profit and loss figures, but the declining revenue is an indication of tough times ahead as liners sail into their financial reporting season.</p></div>

The carrier’s operational update did not provide profit and loss figures, but the declining revenue is an indication of tough times ahead as liners sail into their financial reporting season.

Tumbling rates on trans-Pacific, Asia-Europe drag down OOCL Q3 revenue

<div class="phx-topic abstract-wrapper"><p>A lack of transparency in carbon pricing from carriers is frustrating breakbulk shippers, while the industry must strike a balance that supports environmental goals without undermining the sector’s ability to function.</p></div>

A lack of transparency in carbon pricing from carriers is frustrating breakbulk shippers, while the industry must strike a balance that supports environmental goals without undermining the sector’s ability to function.

Project cargo shippers urge shakeup for inconsistent carbon costs

<div class="phx-topic abstract-wrapper"><p>Gov. Gavin Newsom has until Sunday to sign or veto a bill that ocean carriers and terminal operators say would derail current and future attempts to automate cargo-handling operations in the name of reducing stress on the state’s power grid. </p></div>

Gov. Gavin Newsom has until Sunday to sign or veto a bill that ocean carriers and terminal operators say would derail current and future attempts to automate cargo-handling operations in the name of reducing stress on the state’s power grid.

Fate of future automation at California ports in governor’s hands

<div class="phx-topic abstract-wrapper"><p>The LTL carrier has used technology to drive its financial turnaround, with the latest example being a system that has slashed the number of missed pickups for shippers. </p></div>

The LTL carrier has used technology to drive its financial turnaround, with the latest example being a system that has slashed the number of missed pickups for shippers.

Roadrunner targets ‘ride share-like' shipper experience with new pickup platform

<div class="phx-topic abstract-wrapper"><p>A range of vendors have emerged in recent years with a singular focus on improving coordination of truckload arrivals, keying on load prioritization and performance metrics.</p></div>

A range of vendors have emerged in recent years with a singular focus on improving coordination of truckload arrivals, keying on load prioritization and performance metrics.

Connectivity the key to bypassing hurdles in truckload appointment scheduling

<div class="phx-topic abstract-wrapper"><p>The US Supreme Court has agreed to hear the case, and without a clear ruling from the court, brokers, shippers and manufacturers will face ongoing uncertainty, potentially weakening the national economy, writes trucking expert Matthew Leffler.</p></div>

The US Supreme Court has agreed to hear the case, and without a clear ruling from the court, brokers, shippers and manufacturers will face ongoing uncertainty, potentially weakening the national economy, writes trucking expert Matthew Leffler.

Broker liability in the spotlight in ‘Montgomery v Caribe Transport’

<div class="phx-topic abstract-wrapper"><p>Fewer trucks arriving with imports in Las Vegas, Chicago and other inland hubs means tighter capacity and higher transactional costs for outbound shipments. </p></div>

Fewer trucks arriving with imports in Las Vegas, Chicago and other inland hubs means tighter capacity and higher transactional costs for outbound shipments.

Lower US imports tightening truck capacity at key inland hubs

<div class="phx-topic abstract-wrapper"><p>The overhaul marks the latest in a series of network shakeups among North American railroads competing for international intermodal freight. </p></div>

The overhaul marks the latest in a series of network shakeups among North American railroads competing for international intermodal freight.

Norfolk Southern tweaks international services from West, East coasts

<div class="phx-topic abstract-wrapper"><p>Harish Abbot, CEO of Augment, joins TPM Today to talk about the gold rush currently happening in agentic AI in logistics.</p></div>

Harish Abbot, CEO of Augment, joins TPM Today to talk about the gold rush currently happening in agentic AI in logistics.

<div class="phx-topic"><p>On this episode of TPM TODAY, host Eric Johnson is joined by Harish Abbott, CEO of Augment, to unpack the surge of agentic AI in logistics—what it means for processes, people, and the future of the industry.</p><p>• Why replacing current processes with AI is the wrong way to think about it</p><p>• What happens to humans in the logistics industry</p><p>•  How Harish’s experience building and selling Deliverr shapes his approach to Augment</p><p>This episode was streamed live on August 26, 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="55W5c8393Ig"></dynamic-object></div></div>

On this episode of TPM TODAY, host Eric Johnson is joined by Harish Abbott, CEO of Augment, to unpack the surge of agentic AI in logistics—what it means for processes, people, and the future of the industry. • Why replacing current processes with AI is the wrong way to think about it • What happens to humans in the logistics industry • How Harish’s experience building and selling Deliverr shapes his approach to Augment This episode was streamed live on August 26, 2025 on TPM Today

TPM TODAY | The Gold Rush of Agentic AI in Logistics

<div class="phx-topic abstract-wrapper"><p>The new government of Prime Minister Mark Carney has already passed legislation streamlining major port projects and given a boost to Montreal’s planned C$1.6 billion container terminal.</p></div>

The new government of Prime Minister Mark Carney has already passed legislation streamlining major port projects and given a boost to Montreal’s planned C$1.6 billion container terminal.

<div class="phx-topic"><p>Mark Szakonyi, Executive Editor, speaks on the new government of Prime Minister Mark Carney that has already passed legislation streamlining major port projects and given a boost to Montreal’s planned C$1.6 billion container terminal.</p><p></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6379942714112"></dynamic-object></div></div>

Mark Szakonyi, Executive Editor, speaks on the new government of Prime Minister Mark Carney that has already passed legislation streamlining major port projects and given a boost to Montreal’s planned C$1.6 billion container terminal.

New PM Carney raises Canada shipping hopes

<div class="phx-topic abstract-wrapper"><p>Container lines are removing China-built vessels from US services to avoid a new port fees from the US Trade Representative while the top China-based carrier Cosco Shipping says the tariffs won’t hurt service or competitiveness.</p></div>

Container lines are removing China-built vessels from US services to avoid a new port fees from the US Trade Representative while the top China-based carrier Cosco Shipping says the tariffs won’t hurt service or competitiveness.

<div class="phx-topic"><p>Mark Szakonyi, Executive Editor, speaks on how container lines are removing China-built vessels from US services to avoid a new port fees from the US Trade Representative while the top China-based carrier Cosco Shipping says the tariffs won’t hurt service or competitiveness.</p><p></p><div class="wrapper-narrow"><dynamic-object type="brightcove" resource-id="6379943197112"></dynamic-object></div></div>

Mark Szakonyi, Executive Editor, speaks on how container lines are removing China-built vessels from US services to avoid a new port fees from the US Trade Representative while the top China-based carrier Cosco Shipping says the tariffs won’t hurt service or competitiveness.

Container lines reduce US port fee exposure

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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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