Webcasts
Global Congestion and the Impact on Refrigerated Shipping: A TPM Cold Chain Webcast
When the Trump administration in early April announced a 90-day pause on “reciprocal” tariffs with much of the world and a subsequent 90-day pause on China tariffs, it unleashed a torrent of cargo into the global supply chain. Predictably, the spike in demand overwhelmed ports across Asia and Europe, leading to delays in ship berthing ranging from days to, in some cases, two weeks. With much of that cargo heading to the United States ahead of the July and August deadlines, fears of similar congestion are growing at major US gateways. For shippers of refrigerated goods, those delays exponentially increase the risk of spoilage and waste at its worst, but even in the best case can drive up costs rapidly, spark equipment shortages, and lead to shortages and domino-effect delays down the line. In an environment of high uncertainty, refrigerated shippers are living on a knife’s edge as they decide how much, when, and where to ship their goods n with as little risk as possible in a market fraught with it.
This hour-long webcast, led by the industry-leading cold chain experts at Eskesen Advisory, will examine the impact US tariffs are having on temperature-sensitive goods, the disruptive effects of widespread port congestion, and the outlook for the remainder of the year.
Moderator:
Laura Robb, Associate Editor-Americas Container Market, Journal of Commerce by S&P Global
Speaker (s):
Thomas Eskesen, Founder, Eskesen Advisory
Bruce Marshall, Head of Reefer Solutions, A.P. Moller-Maersk
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European Shipping and Trade Outlook: The Trans-Atlantic
Moderator: Greg Knowler, Europe Editor, Journal of Commerce by S&P Global
Speaker(s):
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Breakbulk and Project Cargo Outlook: How Tariffs and Geopolitical Strife Will Impact the Rest of 2025
Tariffs, intensifying conflict in the Middle East and Ukraine, a slowing global economy and increased competition from the container shipping fleet are all driving heightened uncertainty in the multipurpose and heavy-lift market. Project investors started the year with a wait-and-see attitude and shippers rushed to frontload some commodities in the first half even as charter indices rose, fell and rose again.
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. Joining Susan will be well-known industry analysts Niclas Prehm, head of research at Toepfer Transport, publisher of the Toepfer Multipurpose Index (TMI) and numerous other reports and indices; and Peter Molloy, Senior Associate - Breakbulk & Heavylift with Drewry. Peter is the main contributor to Drewry’s Multipurpose Shipping Forecaster and produces the Drewry Breakbulk Sea Transport Indices. They will discuss their indices and their expectations for the remainder of the year.
Moderator:
Carly Fields, Associate Editor-Breakbulk, Project and Heavy-Lift Shipping, Journal of Commerce by S&P Global
Speaker(s):
Peter Molloy, Senior Associate - Breakbulk & Heavylift, Drewry
Susan Oatway, Senior Research Analyst-Breakbulk and Project Cargo, Journal of Commerce by S&P Global
Yorck Niclas Prehm, Head of Research, Toepfer Transport,
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AI and the Shipper: Where Automation is Making a Difference
Moderator:
Eric Johnson, Senior Editor, Technology, Journal of Commerce by S&P Global
Speaker(s):
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Fourth Quarter Trucking Report: Analyzing the Peak Season
Moderator:
William Cassidy, Senior Editor, Trucking and Domestic Transportation, Journal of Commerce by S&P Global
Speaker(s):
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Cold Chain Market Report: 2025 Review and the Outlook for the Year Ahead
Moderator:
Laura Robb, Associate Editor-Americas Container Markets, Journal of Commerce by S&P Global
Speaker(s):
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Global Shipping Report: Analyzing the 2026 Outlook
Moderator:
Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global
Speaker(s):
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Port Performance 2026: The State of North American Cargo Flow
Moderator:
Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global
Speaker(s):
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Recent News and Analysis
Maritime News
- High variance exists in carriers’ cross-trade products
- Looming August tariff deadline prompts carriers to pull trans-Pacific capacity
- Whiplash of US tariff policy forces importers into ‘wait-and-see’ mode
- Reefer fleet growth yet to show in availability of equipment
- Ports ask Congress to help shift the costs of operating local customs offices
Surface News
- Schneider National to ‘dissolve’ Cowan brokerage arm Oct. 1 in rebranding move
- BNSF to use ‘southern’ route to Salt Lake City under UP intermodal deal
- J.B. Hunt says surcharges necessary to maintain peak season service
- J.B. Hunt hits some shippers with big surcharges in Southern California
- Schneider says MMX service delivering four-day Mexico-Chicago transit time
Air Cargo News
- Tariff deal with US lifts high-flying Vietnamese air cargo demand
- Trans-Pacific air cargo market flying into turbulent second half
- Fred Smith, FedEx founder and visionary, dead at 80
- Market seeks to navigate medium-term cuts to heavy-lift air cargo capacity
- Signs of air cargo recovery on the trans-Pacific as freighter aircraft return
Supply Chain News
- Yusen Logistics in talks to acquire European healthcare provider Walden
- Automation, tariff pressures put onus on customs brokers to adapt
- Reefer fleet growth yet to show in availability of equipment
- Ports ask Congress to help shift the costs of operating local customs offices
- Ports fear emissions grants under threat amid EPA budget slashing