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Cargomatic

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Short-haul freight intelligence for shippers and logistics teams.

Cargomatic is a short-haul logistics platform connecting shippers to a network of 35,000+ trucks across 50 markets, including the top 20 U.S. ports. The company publishes content on freight efficiency, drayage operations, and supply chain visibility for logistics managers and procurement teams. Its MarketScale channel offers operational insight for companies moving goods in the final and first mile.

59 episodes
Channel Brief·Cargomatic · 59 episodes
Updated Oct 20, 2023

U.S. ports face West Coast congestion; East Coast captures diverted cargo

Cargomatic tracks how shifting trade routes, regulatory burdens, and infrastructure investments are reshaping North American container flows. The channel grounds its argument in port throughput data, executive testimony, and policy analysis.

Cargomatic argues that West Coast port congestion and regulatory constraints are driving a structural shift in container routing toward East Coast and Gulf gateways, creating sustained competitive advantage for ports willing to invest in infrastructure. The channel supports this claim through port executive interviews, monthly throughput comparisons, and analysis of cargo diversion patterns tied to labor uncertainty and environmental legislation.

Drawn from Port Everglades steps up its game in the inter… and 3 more

The work of the supply chain is mostly taken for granted. It is underappreciated and undervalued.

John McLaurin, President of the Pacific Merchant Shipping Association

By the numbers

450,000

intermodal lifts per year at Port Everglades ICTF

1 million

TEU per year handled by Port Everglades

1,078,538

TEU of empty containers through top ten U.S. ports Jan-May 2023

1.93 million

TEU handled by U.S. ports in May 2023

What the channel argues

DataPort Everglades ICTF expanded FEC capacity from 100,000 to 450,000 lifts annually when unveiled in 2014.
InsightCargo diverted to East and Gulf ports during peak season is reversing back to West Coast as labor uncertainty eases.
DataU.S. saw 1,078,538 TEU of empty containers pass through top ten ports in first five months of 2023, about 7% of throughput.
DataAugust 2023 imports expected to peak but still down 18% year-over-year from August 2022 per National Retail Federation.
InsightPort of Virginia benefits from new trade lanes via Suez Canal driven by shipper concerns over West Coast labor disputes.
DataCalifornia Air Resources Board passed Advanced Clean Fleets rule prohibiting sale of medium and heavy-duty diesel trucks by 2036.

What you'll learn

How port infrastructure investments, particularly intermodal capacity, directly enable carriers to capture market share during supply chain disruptions.
Why regulatory burden on West Coast operations creates sustainable competitive advantage for compliant East Coast and Gulf alternatives.
How real-time port throughput data reveals cargo routing shifts weeks before they become visible in headline import figures.
What role data standardization and AI play in solving visibility gaps across the fragmented maritime supply chain ecosystem.

What to do about it

Monitor monthly port throughput reports and empty container flows as leading indicators of seasonal demand shifts before NRF projections.
Evaluate diversification of container routing toward East Coast ports if West Coast labor negotiations or environmental regulations create operational risk.
Invest in data collection and standardization infrastructure now; AI tools cannot function without foundation of clean, connected port and carrier data.

Who and what shows up

Stephen Edwards

CEO and Executive Director, Virginia Port Authority

Articulated Port of Virginia's strategic positioning for Suez Canal trade lanes and discussed infrastructure investments and chassis management innovation.

John McLaurin

President, Pacific Merchant Shipping Association

Stated that California ports are underappreciated and limited by political governance and environmental legislation.

Sunil Sharma

Chief Product and Technology Officer, Cargomatic

Explained that AI requires high-quality data as its foundation and that data is the fuel powering the modern supply chain.

Carl Bentzel

Federal Maritime Commissioner

Led the Maritime Transportation Data Initiative assessment and found data sharing in maritime commerce was not where it should be.

Daniel Walsh

President and CEO, TRAC Intermodal

Discussed TRAC's growth, sustainability initiatives, and AI technology applications in the chassis market.

Questions this channel answers

Q

Are West Coast ports losing permanent market share to other gateways?

Cargo diverted during peak season shows signs of returning to West Coast, but persistent regulatory burdens and labor uncertainty continue to push shippers toward East Coast and Gulf alternatives for baseline capacity.

U.S. imports up in September as West Coast sees return o…
Q

How much capacity do alternative East Coast ports actually have?

Port Everglades alone handles one million TEU per year and its ICTF expanded FEC intermodal capacity to 450,000 lifts annually; Port of Virginia is positioned for growth via Suez Canal trade lanes.

Port Everglades steps up its game in the international s…
Q

Will U.S. import volumes recover in 2023?

Industry analysts expect a downturn to reverse in third or fourth quarter 2023, with August expected to peak but still down 18% year-over-year from August 2022; retailers have been reducing imports due to overstocking.

U.S. imports remain down but an uptick is on the horizon…
Q

What is blocking adoption of AI in supply chain operations?

AI requires a foundation of high-quality, abundant data; current data sharing in the maritime industry falls short of where it should be, according to the Federal Maritime Commission's Maritime Transportation Data Initiative.

Cargomatic’s many-bladed ‘Swiss Army Knife’ eases data c…
Topics:Port infrastructure and intermodal capacityContainer throughput and cargo diversionEnvironmental regulation and clean energyData, AI, and supply chain visibilityLabor negotiations and operational uncertainty
Themes:Infrastructure as competitive moat in fragmented port marketsData standardization as prerequisite for industry-wide AI adoptionRegulatory divergence reshaping continental logistics networks

Industry context

Global port infrastructure investment is accelerating as supply-chain restructuring, larger vessel deployment, and automation drive capacity and modernization demands. The market is forecast to grow from $178.5B in 2026 to $292.68B by 2036, with competitive advantage increasingly tied to digital integration and multimodal connectivity rather than throughput alone.

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