August 10, 2026 admin

Why 47.5 is a scary number for East Coast ports


Rail merger a failure on first sight, shippers protest

American Shipper · The Daily View as web page →
American Shipper — The Daily

The day’s most important moves across every mode — air, rail, road, ocean and the trade that ties them together.

● On the Wire MON · AUG 10 · 2026 5 stories
 
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Container ship transiting the Panama Canal

OCEAN · PANAMA CANAL

Why 47.5 is a scary number for East Coast ports

BY STUART CHIRLS · AMERICAN SHIPPER · AUG 7, 2026

The Panama Canal Authority is cutting the maximum vessel draft from 49.5 feet to 47.5 feet by Sept. 3 as drought lowers Gatun Lake, the fourth and fifth such restriction this year, forcing box ships to sail lighter.

THE TAKE — Carriers have already layered on Canal surcharges as high as $320 per TEU on Asia-to-East and Gulf Coast strings — shippers with discretionary cargo should watch for more of it shifting to West Coast and Canadian gateways and moving inland by rail while the restriction holds.
 
Freight train at a rail yard

RAIL · M&A

Rail merger a failure on first sight, shippers protest

A coalition of chemical, fuel, fertilizer and other industrial shippers filed a joint motion with the Surface Transportation Board opposing the Union Pacific–Norfolk Southern merger, arguing the railroads’ filings still don’t supply enough data to meet the board’s public-interest standard.

THE TAKE — With the STB having already bounced the initial application once and pushed for more documentation this summer, shippers are signaling they’ll keep pressing on competitive-harm and service-disruption safeguards before any deal clears.
 
Trucks crossing a bridge at the US-Mexico border

TRADE · CROSS-BORDER

Mexico plans major expansion of busiest cross-border truck crossing

Tamaulipas plans to expand the World Trade Bridge linking Nuevo Laredo and Laredo, Texas — widening the existing span to 10 lanes and adding a parallel 8-lane bridge for 18 total cargo lanes, more than doubling current capacity.

THE TAKE — About half of Mexico’s cross-border cargo already moves through this crossing, and with two-way U.S.-Mexico trade near $405 billion through May, more lanes could meaningfully cut dwell times for automotive, electronics and agribusiness shippers once construction starts later this year.
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Ship-to-shore cranes at a container terminal

OCEAN · CONTAINER SHIPPING

Asia ocean line in $135M expansion of US box terminal

HMM is spending $135 million to upgrade Washington United Terminals at the Port of Tacoma, contracting HD Hyundai Samho for two new quay cranes and two new yard cranes to replace aging equipment.

THE TAKE — The upgrade would take WUT’s annual box capacity from 590,000 to 880,000 TEUs, nearly 40% more, giving HMM room to run bigger ships on its U.S. West Coast strings once the new cranes arrive in 2028.
 
Small business owner reviewing shipping paperwork

SUPPLY CHAIN · SMALL BUSINESS

The SMB shipping trap: Trying to go it alone

Small and midsize shippers are getting squeezed by tariffs, fuel costs and carrier fee hikes, and ShipStation Global CEO Tom Madine says the costliest mistake in the segment is trying to navigate it all without outside logistics expertise.

THE TAKE — With no one-size-fits-all playbook and costs likely to stay elevated longer than expected, smaller shippers may be better served leaning on outside logistics partners for visibility across systems rather than going it alone.
 
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