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Breakbulk Turning Point: Q4 Review, Risk Watch & Q1 Outlook

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The war in the Middle East continues to disrupt the global economy and crimp business confidence. But the impact on the breakbulk and project cargo sector is lumpy as some regions and cargoes are faring better than others. Demand for wind components, power generators, turbines and battery energy storage systems (BESS) continue to keep the heavy-lift multipurpose fleet busy, while for the breakbulk sector, volumes of steel and forest products remain high.

This webcast will examine cargo demand and multipurpose/heavy-lift fleet supply and makeup amid a tumultuous geopolitical environment. Join Breakbulk and Project Cargo Senior Research Analyst Susan Oatway as she presents the latest forecast from the Journal of Commerce Breakbulk Quarterly Report.

Moderator(s):

Carly Fields, Associate Editor-Breakbulk and Project Cargo, Journal of Commerce by S&P Global

Susan Oatway, Senior Research Analyst-Breakbulk and Project Cargo, Journal of Commerce by S&P Global

Speakers:

Jack Kennedy, Research and Analysis Director, S&P Global Market Intelligence Country Risk

Kevin Kwateng, Founder and CEO, Project Logistics Engineering Solutions

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The Asia-Europe Container Shipping Outlook: A TPM27 Webcast

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Persistent port congestion in North European ports has held trans-Atlantic schedule reliability below 50% for most of the year. The delays are limiting available vessel capacity and forcing carriers to skip ports or blank sailings, with July on-time performance from North Europe to the US East Coast plunging to 28%. Strong European import volumes from Asia are keeping yards under pressure, with Rotterdam and Antwerp regularly exceeding the critical 90% threshold, delaying the loading of US-bound boxes and leading to localized equipment shortages. Demand on the trans-Atlantic is mostly flat going into the second half, and rates are more stable than on the other east-west corridors. Europe congestion has become a standard feature of the trade lane, as are blank sailings, disrupting schedules and impacting agreed-upon allocations. As shippers look ahead to the last quarter and beyond, what can they expect on the trans-Atlantic? Join us for a Journal of Commerce webcast as a panel of experts puts the trans-Atlantic container trade under the spotlight.

Moderator:

Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

Speakers:

Chantal McRoberts, Director, Head of Advisory, Dewry Supply Chain Advisors

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How Technology is Helping Shippers Find Efficiency and Savings: A TPM Tech Webcast

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Partner(s):

If the current AI-obsessed world of technology feels overwhelming, it’s important to strip things back and remember that software is meant to make things easier and better for people responsible for managing freight. There is no denying the shiny object of the moment is and will have an impact on the freight industry, but it is but one set of tools among many that shippers and their service providers can use to make themselves more efficient. Somewhere at the border of bleeding edge tools and incumbent software lies a balance where the industry can be both reliable and innovative in their deployment of technology.

In this one-hour session, Journal of Commerce senior technology editor Eric Johnson and a panel of experts will discuss in practical and tactical terms where shippers can find that balance.

Moderator:

Eric Johnson, Senior Editor, Technology, Journal of Commerce by S&P Global

Speakers - TBC

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Fourth-Quarter Trucking Report: Analyzing the Peak Season

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Moderator:

William Cassidy, Senior Editor-Trucking and Domestic Transportation, Journal of Commerce by S&P Global

Speakers: TBC

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2026 Reefer Review and Outlook: A TPM Cold Chain Webcast

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Partner(s)

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Moderator:TBC

Speakers - TBC

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Global Shipping Report: Analyzing the 2027 Outlook

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Moderator:

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

Speakers:

TBC

 

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Port Performance and the State of North American Cargo Flow

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Moderator:

Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global

Speaker(s) - TBC

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