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Breakbulk and Project Cargo Market Report: Tariffs, Sanctions and Shipping

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It didn’t take long for President Donald Trump to live up to his campaign promises to impose tariffs on a wide range of imports from multiple countries. Less than two weeks into his second term, Trump’s administration slapped 25% tariffs on North American free trade partners Canada and Mexico, and another 10% on top of already steep tariffs in China. Canada and Mexico quickly retaliated, and soon thereafter the tariffs were put on hold pending negotiations. As the threat of an outright trade war percolates, questions about whether the initial threats were merely negotiating tactics have been answered quickly, but other questions remain.

Understanding the minutiae of importing and supply chains, including cargo valuations, classifications, and country of origins, will be increasingly important for breakbulk importers as the Trump administration imposes and rescinds tariffs. What can businesses do to navigate these challenges? How should importers approach sourcing in China in light of the new environment? Are shippers looking to front load cargo ahead of the April deadline?

Our panel of experts will discuss the pressures on the breakbulk and project cargo market from the tariff announcements.

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

Co-Moderator: Janet Nodar, Senior Editor, Breakbulk, Project, and Heavy-Lift Shipping, Journal of Commerce by S&P Global

Speaker(s):

Neha Dhindsa, Counsel, Venable

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

Chris Rogers, Head of Supply Chain Research – Global Intelligence & Analytics, S&P Global

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Trucking Market: First-Quarter Review and Outlook

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

Speaker(s):

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Container Shipping Outlook: The Asia-Europe Trade

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

Speaker(s):

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Why Logistics Technology Matters: Making the Case for Shippers to Invest

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

Speaker(s):

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Canada Trade and Shipping Outlook

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

Speaker(s):

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Midyear Intermodal Market Report

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

Speaker(s):

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The JOC Top 100 Importers and Exporters: Analyzing the Rankings and Second Half Trade Outlook

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

Speaker(s):

Michael Angell, Senior Editor-Northeast and Gulf Coast Ports, Journal of Commerce by S&P Global

Ari Ashe, Senior Editor-Intermodal and South Atlantic Ports, Journal of Commerce by S&P Global

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

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

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Midyear Container Shipping Report: How the Economy, Consumer Trends, and Logistics Shifts Are Impacting the 2025 Peak Season

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

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Midyear Trucking Report: The Second-Half Outlook

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

Speaker(s):

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Midyear Breakbulk and Project Cargo Outlook

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

Speaker(s):

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European Shipping and Trade Outlook: The Trans-Atlantic

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

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AI and the Shipper: Where Automation is Making a Difference

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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

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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

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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

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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

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

Speaker(s):

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