Webcasts

As 2025 drew to a close, project cargo and breakbulk freight demand remained stable, with high hopes that a positive pipeline for mining, power generation for data centers, and LNG projects would keep the market busy. But not everything in the outlook is rosy. With falling oil prices threatening to knock a revitalization of oil and petrochemical projects on the head and the long tail of tariff confusion continuing into 2026, uncertainty could drag on all-important project final investment decisions. Engineering, procurement and construction companies speaking with the Journal of Commerce anticipate a busy 2026, but whereas previous years have been laser-focused on planning, the objective now is speed, putting pressure on the supply chain. This build- it-now mentality is forcing shippers to book ship capacity further out to ensure readiness when the go button on a project is pressed. Add to this, pressures on seaborne chokepoints, congestion and that ever-present specter of geopolitics, and it stands to reason that 2026 will continue to see challenges on project timescales and punctuality.

This hourlong webcast will take a practical, data-backed look at what 2026 may hold and how your breakbulk and project cargo supply chain can prepare for what is ahead.

Moderator:

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

Speaker(s):

Jonathan Cournoyer, Global Discipline Director, Logistics, HATCH

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

Brian Odell,Lead Ocean/Barge/Port Mode Specialist, GE Power

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Partner(s):

The seasonal rush or lack of before factories slow or cease production for two -week long China’s Lunar New Year celebrations will give the trans-Pacific trade a good barometer on just how depressed Asia import volumes will be for the rest of the years. Analysts forecasts Asia import growth in 2026 to be in the very low single-digits to flat compared to last year The materialization of any seasonal rush and how carriers respond with capacity will provide a better sense of first-half demand, reflecting restocking for post-holiday sales and demand for spring wares. While bookings for Asia exports to North America have held up, as measured by maritime visibility provider Vizion and data and analytics company Dun & Bradstreet, the forward-looking demand indicators look lackluster. The National Retail Federation (NRF), in its monthly Global Port Tracker, forecasts the first month-over-month gain in import volumes (January from December) in six months, but noted that year-over-year import volumes would remain negative compared to quite strong import volumes early in 2025 as retailers frontloaded merchandise due to the expectation of higher tariffs. The webcast will provide an outlook on volume demand, ocean reliability and port performance, and annual trans-Pacific service contract negotiations.

Moderator:

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

Speakers - TBC

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Moderator:

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

Speaker(s):

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

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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:

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

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Moderator:

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

Speakers - TBC

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Moderator:

Ari Ashe, Senior Editor-Intermodal Rail, Journal of Commerce by S&P Global

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Moderator:

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

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Moderator:

Mark Szakonyi, Executive Editor, 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:

Laura Robb, Associate Editor-Americas Container Market, Journal of Commerce by S&P Global

Speakers - TBC

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Moderator:

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

Speakers - TBC

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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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Partner(s):

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Moderator:

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

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Moderator:

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

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Moderator:

Laura Robb, Associate Editor-Americas Container Markets, Journal of Commerce by S&P Global

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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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