Breakbulk & Project Cargo
June 2026 • A special supplement of Journal of Commerce
Contents
COLUMNS
4 From survival to scale By Carly Fields
22 A new point of view By Susan Oatway
6 Cover story Balloon effect
A massive drop in Middle East helium production is driving alternative projects
SPECIAL REPORTS
10 2026 Breakbulk and Project Cargo Conference
Risk adjustments
Geopolitical volatility is clouding an otherwise sunny project cargo outlook
14
Features Counting cars
Growth in energy-linked project cargo is exacerbating a US rail car shortage
18 News Reconstruction and resupply
Oilfield services majors are banking on a flood of war-linked oil and gas projects
Policy blowback
A US onshore wind halt is the latest headwind for project cargo
Tactical response
Shippers are being urged to pivot from their typical view of tariffs and trade compliance www. joc. com June 2026 | Journal of Commerce 3