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Global Shipping Report: Analyzing the 2025 Outlook

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Partner (s):

When 2024 dawned, many industry analysts and stakeholders expected the market to follow a familiar track: new, additional capacity would outpace modest inventory restocking in North America and Europe. It hardly played out that way. Instead, diversions prompted by Houthi rebel attacks in the Red Sea led to longer sailings, dramatically altering the ship capacity equation. Tariffs and longshore labor threats -- ultimately leading to a three-day strike at East and Gulf coast ports that could recur in January -- along with inventory concerns increased demand for services from Asia to North America and Europe earlier than expected. It all added up to a rapid turn of the market that the industry seldom sees. Is it a sign of a newfound commitment by carriers to control capacity more effectively. How it plays out is something shippers will need to watch closely, as is the degree to which the reforming of two new alliance networks increases competition.

This webcast, a preview of sorts for the types of discussions that will occur at TPM25 in March, will analyze the container shipping landscape as of December and the myriad issues and events that will determine where the market goes in the coming year and beyond.

Moderator:

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

Speaker(s):

Lars Jensen, CEO and Partner, Vespucci Maritime

John McCauley, Former Vice President-Transportation & Logistics, Cargill

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Port Performance North America: The State of Flow as a New Year Approaches

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Buffeted by global geopolitical events that have disrupted their supply chains, and a dockworker strike that forced a re-routing of discretionary cargo to the West Coast, North American container ports must develop more effective ways to flex up for unexpected cargo surges. The ongoing Red Sea crisis that is forcing a re-routing of some Asia-US East Coast services to longer voyages around the southern tip of Africa is disrupting sailing schedules and contributing to vessel bunching at the ports. The short but disruptive strike by the International Longshoremen’s Association on the US East and Gulf coasts in October, and a second strike threatened for Jan. 15, continue to push discretionary cargo to the West Coast. The Seattle-Tacoma port complex this summer experienced serious congestion issues and extended rail container dwell times as terminal operators struggled to handle a 30% increase in import volumes. In turn, import volumes are being diverted to Los Angeles-Long Beach, resulting in rail congestion that even the largest US port complex is struggling to handle. These events highlight the need for US ports to develop buffers so they can handle unexpected cargo surges. What are the long-term implications of these developments for North American ports as they plan their future capacity requirements?

This webcast, led by Journal of Commerce senior editor Bill Mongelluzzo, will feature port planning and rail experts who will present their views on how North American ports can develop and implement effective strategies for responding to current and future disruptions.

Moderator:

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

Speaker(s):

Lawrence Gross, President, Gross Transportation Consulting

Daniel Hackett, Partner, Hackett Associates

Mark Sisson, Senior Port Planner and Analyst, AECOM

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Making AI Count: Real-World Answers for Global Logistics

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Partner

Artificial Intelligence has had a white-hot run at the top of the IT hype machine. The potential is high, and the technology is maturing, but it’s still early. Scarbrough Global’s use of AI in freight forwarding operations for many years has enabled the company to achieve a rare level of AI maturity in the industry. This interactive discussion and audience Q&A, led by Journal of Commerce by S&P Global Editor Alessandra Barrett, will explore where things sit today, how AI is making a difference in global logistics, and what’s on the horizon as AI becomes a standard part of the technology portfolio.

Key Takeaways:

• Tools to separate AI hype from reality; the strategy required for success

• Real-world examples of how AI is deployed and running at scale today

• The emerging value that is drivering freight forwarders and the logistics industry

Moderator:

Alessandra Barrett, Associate Director, Journal of Commerce by S&P Global

Speakers:

Adam Hill, Chief Executive Officer, Scarbrough Global

Nisarg Mehta, Chief Technology Officer, Raft

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Future-Proof Your Freight: Key Strategies for Dedicated in 2025

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Partner

Your business depends on freight, getting where it needs to be when it needs to be there. Reliable, safe, and consistent delivery of your goods can quickly become a logistical headache when managing a fleet and coordinating drivers. For many companies, a dedicated freight partner can solve complex logistics challenges and create a strategy built for long-term success.

Join us for a partnership webinar with leaders from Werner® to discuss the state of dedicated freight and key points for shippers to consider in preparing for transportation needs in 2025 and beyond. Led by Journal of Commerce Senior Associate Editor Ariane Herrera, the session will explore the industry trends driving increased adoption of dedicated freight solutions and offer a live audience Q&A to examine pressing concerns.

Key takeaways will include:

• Best practices for companies to set up their freight for success.

• Examples of dedicated solution use to streamline operations, enhance reliability, and reduce costs.

• Key considerations to remember when selecting a dedicated provider to ensure maximum efficiency, cost-effectiveness, and sustainability.

Moderator:

Ariane Herrera, Senior Associate Editor, Special Projects, Journal of Commerce by S&P Global

Speakers:

Eric Downing, Executive Vice President & Chief Operating Officer, Werner®

Jim Waszak, Senior Vice President, Dedicated Services, Werner Enterprises

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2025 Project and Breakbulk Shipping Outlook

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Moderator:

Janet Nodar, Senior Editor, Breakbulk, Project, and Heavy-Lift Shipping, 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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The 2025 Trans-Pacific Shipping Outlook

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Moderator:

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

Speakers:

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Trade Policy: What a Second Trump Presidency Means for Global Shippers

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Moderator:

Speaker(s):

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Breakbulk and Project Cargo Outlook: Finding Stability in an Unstable Market

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Moderator: Janet Nodar, Senior Editor, Breakbulk, Project, and Heavy-Lift Shipping, 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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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

Speaker(s):

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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

Speaker(s):

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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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