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US refrigerated container volumes have shrunk this year, but the disruption hasn’t let up. Early peak seasons on outbound trades from Asia, coupled with reduced capacity from higher port congestion and tied to the Hormuz Strait, have sent importers scrambling for space; reefer importers included. US tariffs have taken a toll, pulling down laden reefer imports by 14.2% in the first quarter. Increased US consumer demand for protein, driven by GLP-1 uptake, has also hampered meat exports, which make up more than half of containerized reefer outbound shipments. Meat exports fell 7% year over year in the third quarter, while total US reefer exports dropped 8.7% in the same period.

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

Speaker(s):

Grant Daly, Head of Reefer Sales North America, Maersk

Philip D. Gray, Senior Associate, Reefer Shipping, Drewry

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Persistent port congestion in North European ports has held trans-Atlantic schedule reliability below 45% all year. The delays are limiting available vessel capacity and causing carriers to skip ports or blank sailings, with June on-time performance from North Europe to the US East Coast falling to 38% and to 30% out of the Mediterranean. Strong European import volume from Asia is keeping yards under pressure, with Rotterdam and Antwerp regularly exceeding the critical level of 90%, delaying the loading of US-bound boxes and leading to localized equipment shortages. Demand on the trans-Atlantic has begun to slow into the summer, with rates easing after climbing steadily since March. As shippers look ahead to the last quarter and beyond, what can they expect on the trans-Atlantic? Europe congestion is going nowhere, and if demand weakens further, will carriers start ramping up blank sailings? And what will that mean for agreed allocations on the trade lane?

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

Helge Neumann-Lezius, Global Head of FCL, Hellmann Worldwide Logistics

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Moderator:

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

Speakers - TBC

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Description and speakers TBC

Moderator:

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

Speakers: TBC

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Moderator:

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

Speakers - TBC

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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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Moderator:TBC

Speakers - TBC

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Moderator:

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

Speakers:

TBC

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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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