For the Week of July 13, 2026:
This Week:
- AI and semiconductor shipments continue driving air cargo demand
- Industry groups urge preservation of USMCA
- Early peak season fuels transpacific ocean freight rates
- Ports of Indiana receive record federal infrastructure grant
- U.S. prioritizes trade talks over new aircraft tariffs
AI and Semiconductor Shipments Keep Air Cargo Demand Strong
Global air cargo demand remained resilient in June, with artificial intelligence infrastructure and semiconductor shipments continuing to drive volume growth across key trade lanes. Strong demand for high-value technology products helped offset slower activity in other sectors, supporting healthy cargo volumes despite broader economic uncertainty.
Airlines continue prioritizing capacity on routes serving major technology manufacturing hubs in Asia, while semiconductor production and AI investment remain key contributors to premium air freight demand. Although spot rate growth has begun to moderate, technology-driven shipments are expected to remain a major force shaping the air cargo market throughout the year.
JMR Takeaway: AI and semiconductor supply chains continue supporting strong air cargo demand, reinforcing the importance of capacity planning for high-value shipments.
Industry Groups Push to Preserve USMCA
Retail, manufacturing, and apparel organizations are urging policymakers to preserve the U.S.-Mexico-Canada Agreement (USMCA) as the agreement enters its formal review process. Business leaders argue the trade agreement has strengthened North American supply chains, improved regional competitiveness, and provided greater certainty for cross-border commerce.
Industry groups warn that significant changes to the agreement could increase costs, disrupt established sourcing strategies, and create unnecessary uncertainty for businesses operating throughout North America. Many companies are closely following the review process as discussions continue.
JMR Takeaway: USMCA remains one of the most important trade agreements for North American manufacturers and importers. Businesses should continue monitoring developments throughout the review process.
Early Peak Season Pushes Ocean Rates Higher
Transpacific ocean freight rates continue climbing as importers accelerate shipments ahead of expected tariff changes and the traditional peak shipping season. Strong frontloading activity has tightened available vessel space, placing additional pressure on carriers and driving higher spot market pricing.
While additional capacity has entered some trade lanes, demand continues to outpace available space in many markets. Industry analysts expect freight rates to remain elevated until cargo volumes begin to normalize later in the season.
JMR Takeaway: Early peak season demand continues affecting transportation costs. Importers should secure capacity early and build additional flexibility into shipping schedules.
Ports of Indiana Receive Record Infrastructure Investment
Ports of Indiana has secured its largest federal grant to date, receiving $32 million to expand the Jeffersonville Port. The project will improve cargo handling capabilities, modernize infrastructure, and strengthen multimodal connections between river, rail, and highway transportation networks.
The investment reflects continued efforts to strengthen domestic freight infrastructure and improve supply chain resilience across inland transportation corridors. Once completed, the expansion is expected to support increased cargo volumes while creating greater efficiency for regional manufacturers and shippers.
JMR Takeaway: Infrastructure investments continue strengthening domestic logistics networks and expanding long-term transportation capacity.
Administration Prioritizes Trade Talks Over New Aircraft Tariffs
The Trump administration has chosen to pursue trade negotiations rather than immediately imposing new tariffs following its investigation into aircraft-related trade issues. The decision signals a willingness to seek negotiated solutions before introducing additional trade restrictions that could affect the aerospace industry and broader international supply chains.
While the investigation remains active, the shift toward negotiations may provide temporary stability for manufacturers, suppliers, and importers operating within the aerospace sector. Businesses will continue watching for future developments as discussions progress.
JMR Takeaway: Trade negotiations remain an important tool alongside tariffs. Companies should continue monitoring ongoing investigations, as negotiated outcomes can significantly influence future sourcing and trade strategies.
Stay Ahead of Supply Chain Changes
As supply chain conditions continue to evolve, understanding the impact on your operations is critical. For immediate questions or guidance, contact our team.
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