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Today's News Overview (2026-10-27, 1580 articles)

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Ports2026-10-27Hapag-Lloyd

Week 43: Savannah Berth Waits Hit 24 Hours, Charleston Import Dwell Reaches 5.7 Days

Hapag-Lloyd's North America operational update for week 43, last revised on 23 October, puts berth waiting at Savannah's Garden City Terminal at up to 24 hours for Gemini and non-Gemini vessels alike, with import dwell of 4.3 days and rail dwell of 0.9 days. Norfolk International Terminal shows up to 18 hours of waiting and 4.5 days of import dwell blamed on a lack of inbound export boxes, with one crane down at both Virginia International Terminal and VIG. Wando Welch is worst at 5.7 days.

#savannah #dwell-time #us-east-coast#berth-waiting

Action Plan

Policy2026-10-27HS Code Match

EU Registers Chinese Silicon From 27 Oct: CN 2804 69 00, Nine Months, Duty 16.3-16.8%

The European Commission has ordered customs to register imports of Chinese silicon metal from 27 October, covering CN code 2804 69 00 for nine months, with provisional anti-dumping duties of 16.3% to 16.8% on the table. Registration costs importers nothing today but keeps the door open to backdated duties, so the decision point is the entry date rather than the ruling date: any entry made from 27 October can be assessed retroactively once the investigation concludes.

#silicon#antidumping#registration#eu

Action Plan

Technology2026-10-27China Economic News

LA Overseas Warehouse: 11,016 Bins in 600 sqm, Storage Up 400%, Labour Cost -75%

A Los Angeles overseas warehouse fitted 11,016 bins into 600 square metres with a gantry robot and a 3D shuttle system, lifting storage capacity by 400% and cutting labour cost per unit by 75%, with pick speed up threefold. The number that matters is not the robot but the density: at roughly 18 bins a square metre the same rent covers four times the stock, which changes how much safety inventory a shipper can hold near the US West Coast.

#warehouse #robotics #automation#overseas

Action Plan

Freight2026-10-27China News Service

China-Europe East Corridor Clears 6,024 Trains in 2026, Up 40.3%, 83.7 a Day

China's eastern corridor, the busiest China-Europe rail route, cleared 6,024 trains in 2026, up 40.3% year on year and averaging 83.7 departures a day, with volume through its main gate already past 7,000 for the year. Growth is running ahead of the classic Alashankou and Khorgos crossings, shifting where westbound inland rail capacity sits and how much of it depends on a single border point. For shippers the question is whether the extra slots land on the lanes they actually use.

#rail#corridor#capacity #europe

Action Plan

Freight2026-10-27Caltrans

Vincent Thomas Bridge Shuts 7 November for 16 Months on the LA Drayage Route

Caltrans fully closes the Vincent Thomas Bridge on 7 November 2026 for about 16 months to replace the deck, reopening early March 2028. The bridge links San Pedro with Terminal Island and carries about 53,000 vehicles a day, 8.8% of them heavy trucks and roughly 4,700 port moves. Traffic officers will cover 18 intersections while trucks detour. Dwell times were already rising: PMSA put September truck dwell at 3.18 days vs 2.95 in August, with rail dwell up from 6.75 to 7.19 days.

#drayage #los-angeles#inland-transport#dwell-time

Action Plan

Express2026-10-27Zhimeitong Research Institute

FedEx Tightens US Air Cargo Filings: Shipper and Recipient Emails Required From November 2026

FedEx will require shipper and recipient email addresses on eligible US-bound air shipments, it said on 21 October, effective November 2026 for FedEx Ship Manager online users and January 2027 for FedEx API users. It implements US Customs and Border Protection's enhanced Air Cargo Advance Screening (ACAS) rule, which also covers the recipient's phone number, the actual consignee and the shipper's validated known consignor status, plus device IP or SKU on some e-commerce orders. ACAS data is due before loading.

#fedex#acas#customs-filing#us-imports

Action Plan

Ocean Freight2026-10-27The Loadstar

Sea-Intelligence: Double Sailings Pushed Golden Week Capacity to a Record 393,000 TEU

Deployed capacity on the transpacific and Asia-Europe trades during Golden Week was the highest on record. Asia-US west coast weekly capacity hit 393,000 TEU vs a normal sub-300,000 TEU, with Asia-Mediterranean up 18% on the third quarter and Asia-US east coast up 15%. Between 2012 and 2019 the same window cut capacity by 8%, 6%, 16% and 21%. Typhoon congestion bunched vessels, and delayed ships cascaded into October and November as double sailings, inflating the sailing base and suppressing the blanked share.

#sea-intelligence#deployed-capacity#double-sailings#schedule-reliability

Action Plan

Ocean Freight2026-10-27Jiufang Logistics

November FAK: CMA CGM and MSC Add Up to $500 a Box on Asia-Med, Maersk $1,000 PSS

From 1 to 14 November, CMA CGM lifts FAK rates from Asian base ports to the West Mediterranean, Adriatic, East Mediterranean and Black Sea by $300 a box, with North Africa up $100 per 20ft and $200 per 40ft. MSC adds $500 per 40ft to the West Mediterranean and Adriatic and $300 to the East Mediterranean and Black Sea, leaving North Europe unchanged. Maersk's Oceania peak season surcharge starts 1 November at $500 per 20ft and $1,000 per 40ft to Australia, non-SPOT bookings only.

#fak#asia-mediterranean#peak-season-surcharge#oceania

Action Plan

Ports2026-10-26Shenzhen News

Shenzhen Port Clears 30m TEU Three Weeks Early: 30.10m by Oct 17, Up 7.7% on 2025

Shenzhen Port passed 30 million TEU three weeks earlier than last year, with cumulative throughput of 30.10 million boxes by 17 October, up 7.7% year on year and 8.0% on laden containers. Yantian handled 28,684 TEU on a single vessel on 2 October, a record for a Chinese port. The port runs more than 270 international liner services and over 30 cross-border e-commerce express lanes, while 33 inland ports feeding 45 rail-sea routes moved 209,000 TEU this year, up 49%.

#shenzhen-port#container-throughput#inland-port#rail-sea-intermodal

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Policy2026-10-26Cailian Press

India Keeps Chinese Seamless Tube Duty for Five Years: $268 a Tonne for All But One Mill

India's Ministry of Commerce and Industry issued a second sunset review finding on 23 October on seamless tubes, pipes and hollow profiles of iron, alloy or non-alloy steel other than cast iron and stainless from China, recommending duties continue for five years at 0 to 268 dollars per tonne. Jiangsu Chengde Steel Tube got zero; all other Chinese producers face the full 268 dollars a tonne. The scope covers hot-worked, cold-drawn or cold-rolled goods up to 355.6 mm, or 14 inches, outside diameter under code 7304.

#antidumping#india#steel-tubes#sunset-review

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Technology2026-10-26China Daily

Shanghai Qingpu Links an AI Container Digital Twin to Customs, Lifting Inspection 50%

An AI container digital twin is wired into customs workflows at Shanghai's Qingpu cross-border e-commerce hub, lifting inspection efficiency by 50% and cutting blind unpacking. Camera arrays compute 3D coordinates of hidden goods, producing a loading map of 90% positioning accuracy that goes to customs. Verification moves to the consolidation warehouse, so screened cargo with a digital stacking diagram goes straight to port. Qingpu's cross-border e-commerce trade hit 11.82bn yuan, or $1.77bn, in 2025, up 108.1%.

#ai#customs-clearance#digital-twin #cross-border-ecommerce

Action Plan

Freight2026-10-26CAAC News

China Southern Cargo Opens Pudong-Miami and Pudong-Amsterdam-Oslo Freighter Loops From Oct 25

China Southern Air Logistics launches two intercontinental freighter loops from Shanghai Pudong as the 2026 winter schedule starts on 25 October: Pudong-Miami-Pudong via Anchorage, aimed at cross-border e-commerce, electronics, auto parts and fashion cargo for the US southeast, and Pudong-Amsterdam-Oslo-Pudong for temperature-controlled Norwegian seafood with priority clearance. Pudong-Seoul moves to a widebody, and Pudong-Urumqi and Pudong-Jiamusi narrowbody flights run Tuesdays, Thursdays and Saturdays.

#air-cargo #freighter#shanghai-pudong#winter-schedule

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Freight2026-10-26Air Cargo News

Air Freight Rates Top the Last Two Peak Seasons as Jet Fuel More Than Doubles

The global Baltic Air Freight Index rose 4.7% in the week to 19 October and stood 26.4% above a year earlier, above the last two peak seasons, TAC data show. IATA's Jet Fuel Price Monitor had fuel up 113.7% year on year to 16 October, a hard floor under rates. China-US lanes led the gains. Europe outbound softened: Frankfurt fell 6.6% on the week but stayed 33.7% up year on year; Heathrow slipped 2.3% but remained 35.2% higher. Rates already started high because of the conflicts in the Middle East and Ukraine.

#air-freight#baltic-air-index#jet-fuel #peak-season

Action Plan

Express2026-10-26PostNL Newsroom

PostNL Asian Parcel Volumes Fall 32% as EU Customs Rules Bite on Direct Mail

PostNL's Q3 trading update of 26 October puts a number on what the EU's new import rules have done to direct mail: international volumes, mainly from Asian webshops, fell almost 32% year on year, which it attributes largely to the customs rules in force since 1 July. Group revenue was EUR 768m against EUR 762m; e-commerce revenue rose to EUR 478m from EUR 466m on 2.4% overall volume growth, with the average price per parcel still climbing. Platforms revenue fell to EUR 173m from EUR 188m as volumes dropped 13.1%.

#postnl#eu-customs-rules#asia-parcels#cross-border-ecommerce

Action Plan

Ocean Freight2026-10-26Yicai

Transpacific Peak Refuses to Break: Ocean Alliance Loops Clear $10,000 a Box

Forwarders at the 140th Canton Fair see a peak season that will not end. Drewry puts Shanghai-Los Angeles at $8,007 per feu on 22 October vs $2,290 a year ago, up 250%, and Shanghai-New York at $10,166, up 197%. Ocean Alliance ordinary loops, quoted near $4,000 before March, have passed $10,000, above Matson's premium service. US September imports reached 2.55m TEU, up 10.3%. Congestion absorbs roughly 12% of vessel capacity, mainliners omit Chinese load ports, with the squeeze seen running to Chinese New Year.

#transpacific #freight-rates#space-shortage#rate-inversion

Action Plan

Ocean Freight2026-10-26Seatrade Maritime News

USTR Moves to Freeze China Ship Port Fees Two More Months, Through 9 January 2027

The notice filed on 23 October and published in the Federal Register on 26 October holds the Section 301 maritime fees at zero from 10 November 2026 through 9 January 2027, two months past the 9 November expiry of the current suspension. It covers the Annex I, II and III service fees - $18 per net ton or $120 per discharged container on Chinese-built tonnage, $50 per net ton on Chinese-owned ships - plus the 100% duty on Chinese ship-to-shore cranes. Comments close 30 October, docket USTR-2026-0694.

#ustr-section-301#china-vessel-fees#port-fee-suspension#ship-to-shore-cranes

Action Plan

Ports2026-10-25IN Supply

Manila Import Dwell Hits 8 Days: 208,000 TEU Excess Inbound, Months to Clear, Officials Warn

Philippine customs deputy commissioner Agaton Uvero said on 19 October Manila congestion could take months to clear: imports average eight days in port against a desired five to six. From January to 18 October, Manila International Container Port handled 1.36m import TEU against roughly 1m exported, or 74%. Both Manila ports plus Batangas handled 2.02m import TEU against 1.81m export, leaving about 208,000 TEU of excess boxes. Sweeper vessels and diversion to Subic and Batangas are proposed; the order is unsigned.

#manila #port-congestion #dwell-time #empty-containers

Action Plan

Policy2026-10-25Agence Europe

CBAM Trilogue Opens 20 October: 180 vs 400 vs 457 Products, Next Round Set for 30 November

Parliament and the Council opened trilogue talks on 20 October to extend CBAM to downstream steel and aluminium goods, and closed without agreement. The Commission proposed 180 products, the Council wants 400 and MEPs 457, including some chemicals and polymers; Parliament's 15 September mandate passed 464-50, with 159 abstentions. Four items went to technical work: an aluminium de minimis threshold, metal scrap, online platforms and default values. The next meeting is 30 November, with a 1 January 2028 start.

#cbam#downstream-goods#trilogue#eu-policy

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Technology2026-10-25Intelligence360

ShipStation Runs 250 AI Agents: 5m Actions in 2026, CSAT 77.5% to 85%, 1.4m Labels a Week

ShipStation Global now runs over 250 AI agents and bots in production, on pace for 5 million agentic actions in 2026. AI support has resolved 117,000 customer conversations this year, lifting satisfaction from 77.5% to 85% and routing cases 60 times faster; an emailed freight request becomes a booked shipment in under 20 minutes, with 100,000 LTL shipments created. Machine learning pre-fills 1.4 million labels a week, cutting label time 35%. Its network spans 350-plus parcel, 75 LTL and 45,000 truckload carriers.

#ai-agents#shipstation#automation#smb-shipping

Action Plan

Freight2026-10-25TIACA

Qatar Airways Cargo Winter Freighters: 100t Copenhagen Oct 25, 435t Poland, 226t JFK Nov 1

Qatar Airways Cargo starts a weekly 777 freighter from Copenhagen on 25 October with 100 tonnes of export capacity, relaunches Warsaw with a Warsaw-Chicago leg on 26 October and adds JFK on 1 November. With two weekly Katowice freighters and 10 weekly widebody flights, Polish capacity tops 435 tonnes each way, New York exceeds 226 tonnes and Dallas takes 250 tonnes in, 150 out. Its 30 777 freighters feed 160-plus destinations. Main-deck space into peak season is opening up: lock bookings and re-quote Q4 rates.

#air-freight#qatar-airways-cargo#winter-schedule#capacity

Action Plan

Freight2026-10-25Kuehne+Nagel

Kuehne+Nagel Q3: Turnover Up 22% to CHF 7.4bn as Air Logistics EBIT Soars 84%

Kuehne+Nagel reported on 22 October that third-quarter net turnover rose 22% to CHF 7.4bn, with EBIT up 53% to CHF 435m. Air Logistics led: turnover jumped 38% to CHF 2.4bn and EBIT 84% to CHF 169m at a 32% conversion rate, with volumes accelerating from 3% growth in Q2 to 10% on cloud and semiconductor demand. Sea Logistics turnover rose 20% to CHF 2.7bn and EBIT 55% to CHF 172m, with 3.3m TEU handled. Full-year recurring EBIT guidance was lifted to CHF 1.5-1.6bn.

#kuehne-nagel#air-freight#sea-freight#results

Action Plan

Express2026-10-25PPC Land

Amazon Makes Jan 31, 2027 Returns Permanent: Nov 1 Buys Get 91 Days, Apple 75

Amazon told sellers on 16 October that its extended holiday return window now applies every year. Goods bought from 1 November to 31 December 2026 can come back until 31 January 2027; a 1 November purchase gets 91 days instead of the standard 30, and Apple products must return by 15 January, 75 days and five times the usual 15. The change applies automatically to FBA and merchant-fulfilled orders. It overlaps Amazon's peak fee window of 15 October to 14 January 2027, so Q4 revenue stays exposed into January.

#amazon#returns#peak-season#fba

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Ocean Freight2026-10-25Africa Ports & Ships

Alphaliner: 63% of Far East-Europe Capacity Back via Suez, 24 of 46 Services Returned

Alphaliner data on 21 October shows 63% of deployed Far East-Europe capacity transited the Red Sea in the month to 15 October, with 24 of the 46 direct services back on the short route. BIMCO, citing Clarksons, put weekly containership capacity through Suez at about 753,000 TEU in early October, just over half the 1.457m TEU of the same 2023 weeks. Evergreen and ZIM are the only large carriers without a return plan. Shorter round trips free vessel days, which is why carriers are blanking eight Asia-Europe sailings.

#red-sea #suez #alphaliner #capacity

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Ocean Freight2026-10-25Hellenic Shipping News

Drewry WCI Up 2% to $4,585: Shanghai Waits Drop to 38 Hours, Asia-Europe Blanks Double to 8

Drewry's World Container Index rose 2% to $4,585 per 40ft on 22 October, with Shanghai-Los Angeles up 2% to $8,007 and Shanghai-New York up 1% to $10,166. Shanghai-Rotterdam gained 3% to $3,632 and Shanghai-Genoa 5% to $4,152. Asia-Europe blank sailings jump to eight next week from two, while the Transpacific halves to two from six. Shanghai waiting time fell from 97 hours in Week 38 to 38 in Week 42. Index-linked contracts face a firmer Asia-Europe print.

#drewry #wci #asia-europe #blank-sailings

Action Plan

Ports2026-10-24Avion Australia

Typhoon Champi Shuts Ningbo and Shanghai Windows: Gates, Pilotage, Then the Backlog

Typhoon Champi is closing East China's loading windows. Ningbo is expected to suspend operations from the evening of 23 October to midday on 25 October, Shanghai from the evening of 24 October to midday on 25 October, and Yangtze estuary pilotage has already stopped, holding up feeder moves into Shanghai. Both ports were congested before the storm, so the closure stacks on existing delays. Airfreight via Taiwan and Shanghai faces 24 to 48 hours of slippage. Pull this week's heavy and high-value boxes forward.

#typhoon #ningbo #shanghai#port-closure

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Policy2026-10-24U.S. Department of the Treasury

Treasury Sanctions Law Firm and Two Ship Agents Behind Iran's Shadow Fleet Paper

Operation Economic Outcast has moved from hulls to the people who paper them. Treasury designated Karnakis and Karnakis, a Panama- and Greece-based law firm that registered shell companies for shadow-fleet vessels, five of its people, Singapore agency Amigoz and Dubai's Whales Shipping Line, plus their vessels, under E.O. 13902. The 50% rule blocks entities owned by designated persons; FinCEN is using a Bank Secrecy Act subpoena on a Greek bank. Re-screen counterparties: agents and lawyers are now in scope.

#sanctions#ofac#compliance#shadow-fleet

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Technology2026-10-24Air Cargo News

CargoAi Pushes HQ Air-Rate Policy Into Branch Booking Screens With 12-Module Hub

CargoAi has launched CargoMART Strategic Hub, 12 modules that push head-office airline preferences straight into the search results local teams book from, so policy stops being a memo. Procurement benchmarking sets negotiated and booked rates against live market conditions; the rate benchmark mixes six months of history with forecasts one, three and six months out, by route, airport, region and weight break. Allocation data puts booked weight against flown weight, the gap where committed capacity leaks.

#air-cargo#procurement#ai#rate-benchmark

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Freight2026-10-24Air Data News

Boeing 777F Line Still Idle: One Supplier, $6.5m a Day, 38 Unfilled Orders

The Boeing 777 freighter line is still down: three employees told Reuters output had not resumed by October 23, nearly two months after Florida supplier Vaero, sole source of the trailing-edge rib kit, stopped deliveries and stalled the Everett wing plant. Boeing's August complaint put the hit at up to $6.5m a day. It pulled two partly built 777Fs off final assembly, one a FedEx airframe per IBA data; 767 and KC-46 output slipped too. Boeing has handed over 21 777Fs in 2026, with 38 unfilled orders.

#777f#air-cargo#supplier-risk#capacity

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Freight2026-10-24Logistics Management

TD Cowen/AFS Index: Parcel, LTL and Truckload Costs All Set Q4 Records on Fuel and Capacity

The Q3 TD Cowen/AFS Freight Index puts parcel, LTL and truckload costs at record highs in Q4 2026. 72% of the 22.25-point rise in fuel surcharges since Q1 2021 comes from carriers redrawing their tables, so even at $2.91 diesel the surcharge would stay at 23.75%, triple its 2021 level. FedEx moves 2,533 ZIP codes to remote on 4 January 2027 at $17.75 a package, doubling residential fees. LTL rate per pound is seen 82.5% above its 2018 baseline; truckload per mile 23.4% above, up 14.7%, the highest since Q1 2022.

#us-freight-index#ltl #truckload #fuel-surcharge

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Express2026-10-24AMZ123

US Peak Surcharges Stack Up: DHL Bills $1.03 a Pound From China, FedEx Hits $117.25

UPS has staged demand surcharges since 27 September and tops out 22 November to 26 December, FedEx lifts additional handling to $11.85 and oversize to $117.25 from 23 November. DHL is the one that bites Chinese shippers: its international time-definite surcharge runs to 5 February 2027 at $1.03 a pound from mainland China, Hong Kong and Macau to the Americas, and fuel applies on top of it. Amazon Shipping starts its three phases on 25 October. Check whether your quote already includes the surcharge.

#peak-surcharge #dhl #fedex#chargeable-weight

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Ocean Freight2026-10-24World Ports Organization

Panama Canal Restores Last-Minute Bookings at 33 Daily Slots After Record 521m Ton Year

Advisory A-39-2026 restored last-minute Panamax reservations on 21 October, but the canal warns the water deficit persists: only the regular Transit Reservation system guarantees a transit date, and unbooked vessels may face extremely extensive delays. FY2026 closed at 13,951 transits and a record 521m PC/UMS tons, past FY2022's 518.8m, with revenue up 16.6%. Rainfall ran 34% below average, cutting Panamax bookings to 23 slots from 15 September; Neopanamax is back to 10, giving 33 slots at 49 feet draft.

#panama-canal#booking-slots#draft-limit#asia-us-east-coast

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Ocean Freight2026-10-24Cnyes

Oct 30 Strike: Unions at 50+ Europe and Mediterranean Ports Link Docks to Trucking

Ports in Action has called a same-day stoppage for 30 October: 10 countries, 11 unions and more than 50 European and Mediterranean ports, each local union choosing a walkout, a demonstration or a refusal to handle cargo. Italy's USB named eight ports and tied the action to a general strike covering logistics, trucking and rail. France's CGT has called a 24-hour national strike; Piraeus has voted to join. One day of stoppage is put at three to five days of schedule slippage, plus demurrage and port-change fees.

#port-strike #europe #mediterranean#schedule-risk

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Ports2026-10-23China Council for the Promotion of International Trade, Zhejiang

Ports in Action Sets 30 October Walkout Across 10 Countries and 50-Plus Ports

Union network Ports in Action has fixed 30 October for action across 10 countries, 11 unions and more than 50 ports, up from the 40-odd claimed when Italy's USB issued the call on 31 July. A Rome briefing on 15 October named eight Italian ports: Ancona, Civitavecchia, Genoa, Gioia Tauro, Livorno, Ravenna, Salerno and Trieste. France's CGT called a national 24-hour strike and Piraeus dockers voted in. Gioia Tauro is the risk point: a relayed box needs its first vessel to hold the slot.

#port strike #europe #mediterranean#schedule risk

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Policy2026-10-23China Tire Business Network / CRIA

EU Tyre CVD Disclosure: Combined AD+CVD Hits 27.50%-57.09%, Ruling Due 5 Dec

The 19 October pre-disclosure on Chinese car and light-truck tyres sets CVD at 24.63%-29.63%, on top of the 7 July anti-dumping rates of 0%-27.46%, for a combined 27.50%-57.09%. Hankook sits at the 27.50% floor with a zero AD rate, Linglong at 31.00%, Yongsheng at 48.02%, and firms that cooperated with both cases at 28.76%. No retroactive collection, so goods already moved are safe; July AD rates hold until the CVD definitive on 5 December. Hearing requests are due within three days, comments close 29 October.

#anti-dumping#countervailing#eu#tyres

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Technology2026-10-23The Loadstar

Ripple Takes Pentagon's Jebel Ali Customs to AI After Cutting UK Prep 1,400 Hours a Week

Ripple said on 20 October that Pentagon Freight Services picked its AI platform to run customs documentation, export paperwork, oilfield pipe inventory and storage billing across its Jebel Ali Free Zone warehouse and yard. It reads invoices, packing lists and Bills of Entry and keeps one auditable record per item: specification, yard location, HS code and declaration. The proof is the UK set, where up to 1,400 hours of manual customs preparation went each week, clearance costs fell 60% and software costs 40%.

#customs ai#warehouse automation#jebel ali#documentation

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Freight2026-10-23World Ports Organization

Hateco, APM Terminals Study Four Vietnam Rail Freight Hubs Under $3.5bn Plan

Hateco Group and APM Terminals signed a non-binding MOU on 20 October 2026 in Denmark to study a rail freight terminal in Hai Phong plus three more northern sites. The Hateco-Maersk pipeline in Vietnam is put at US$2.5bn to $3.5bn; anchor asset HHIT at Lach Huyen has run since April 2025 for ships up to 18,000 TEU, and Da Nang's Lien Chieu is drawn with eight berths and 5.7m TEU a year. Four sites is a study, not a timetable, so exporters should hold off shifting inland legs off road.

#vietnam #rail freight #multimodal#inland hubs

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Freight2026-10-23Zhejiang Logistics Association / 10jqka

Week 42 Air Rates: Shanghai Index +8.4% to 5,802 as US-West Lanes Clear RMB50/kg

Week 42 airport data puts the Shanghai Pudong export air index at 5,802, up 8.4% on the week and 22.3% on the year, with Hong Kong at 4,706, up 5.3% and 26%. The money is in the lanes: AI hardware and new consumer electronics booked out transpacific space, pushing the US West Coast past RMB50 per kilo and the East Coast past RMB60, while Europe sat near RMB40 after Riyadh suspensions pulled capacity out. The market sees late-October restocking pushing rates higher, which colours next year's block-space talks.

#air-freight #rates #transpacific #capacity

Action Plan

Express2026-10-23UPS

UPS Sets 5.9% 2027 Hike From Dec 21, Adds $5 and $10 Paper-Document Fees

UPS 2027 pricing is out: from 21 December 2026, Daily Rates for Ground, Air and International services rise an average net 5.9%, and the Additional Handling minimum billable weight moves from 40 lb to 50 lb. Three charges carry dates: paper Air Shipping Documents and Ground or 3 Day Select documents end 4 January 2027, at $5.00 and $10.00 a package if tendered; PIN-confirmed UPS Protected Delivery starts 16 November at $10.70; fuel changes 2 November. Budget on the stack, not on 5.9%.

#ups#gri-2027#surcharge #parcel

Action Plan

Ocean Freight2026-10-23Sina Finance

Maersk Opens Week 45 at $3,200/FEU, $800 Below Its Own November GRI Target

Maersk opened week 45 Shanghai-Rotterdam at $3,200 per 40ft, $100 below end-October and $800 short of the $4,000 in its own November rate letter; CMA CGM came in at $3,400, some Yang Ming sailings at $2,400. The SCFIS Europe index fell 4.9% on 19 October to 2,154.77, and the EC futures main contract fell over 6% intraday on 21 October as the premium built on a November rise unwound. Blank sailings underpinned the push, but November cuts have thinned. The announced number is a ceiling to negotiate down from.

#fak #maersk #asia-europe#scfis

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Ocean Freight2026-10-23Freightos

Pre-Tender GRIs Lift Asia-North Europe 6% to $3,442/FEU as 2027 Contract Talks Open

Freightos Baltic Index for the week to 20 October shows Asia-North Europe spot up 6% to $3,442/FEU and Asia-Mediterranean up 3% to $3,927/FEU, the first real rebound in months. Timing is no accident: carriers pushed the GRIs as 2027 tenders open, to lift the anchor. Transpacific held at $8,126/FEU west coast and $9,700/FEU east coast; transatlantic added just $200 to $2,850/FEU. Forwarders doubt they hold with demand soft and Red Sea transits adding capacity. Do not sign 2027 rates at the announced level.

#fbx #gri #asia-europe#contract-2027

Action Plan

Ports2026-10-22Transport Canada

Canada Puts C$254m Into Saint John Corridor, Aiming for 850,000 to 1,000,000 TEU a Year

Transport Canada said on 21 October it will put up to C$254m into the Saint John Trade Corridor, the first project paid from the C$5bn Trade Diversification Corridors Fund, on top of C$76m from the National Trade Corridors Fund. New Brunswick adds C$116.5m and partners C$92.5m, making C$463m. The work should take Port Saint John to 850,000 to 1,000,000 TEU a year. Dredging lifts high-water tidal windows by at least 30% for laden ships; 103 km becomes welded track at 64 km/h; a 2,787 m2 CBSA exam shed.

#ports #investment #capacity#dredging

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Policy2026-10-22EUR-Lex / EU Official Journal

EU Scraps Solar Glass Duties of Up to 75.4% From Oct 22, Refunds Back to July 2025

Regulation (EU) 2026/2314, published on 21 October, repeals the anti-dumping duty on Chinese solar glass from 22 October; 2026/2310 repeals the matching countervailing duty. Scrapped rates ran 17.5% to 75.4% for named exporters, 67.1% for everyone else, subsidies 3.2% to 17.1%. Goods sit under CN ex 7007 19 80, TARIC 7007 19 80 12, 18, 80 and 85. Duty on cleared goods since the review opened on 22 July 2025 is repayable on application, no interest. China holds about 3% of the EU market against 30.5% then.

#customs#trade-remedy#anti-dumping#refund

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Technology2026-10-22Aviro360

Aviro360 Folds Yard Gate, Inventory and Security Into One Login: 15-Second Gates, 98% Accuracy

Aviro360 expanded its Yard Visibility System on 20 October so operators can read gate activity, container inventory, security events and exceptions across one site or hundreds from a single login, instead of one software instance per yard. Gate processing runs in under 15 seconds, more than 95% of eligible gate events are automated, inventory accuracy is above 98%, and over 250,000 operational events are handled a day. Incubated inside ConGlobal, it layers onto existing YMS, TMS, WMS, ERP and terminal systems.

#yard#visibility #automation#gate

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Freight2026-10-22Association of American Railroads

U.S. Rail Intermodal Up 12.6% in Week 41 as Diesel and Truck Capacity Push Freight onto Rail

U.S. weekly rail traffic reached 540,135 carloads and intermodal units in the week ending Oct. 17, up 8.5% on 2025, AAR said on 21 October. Carloads rose 3.5% to 232,120, while containers and trailers jumped 12.6% to 308,015. Across nine North American railroads the total gained 7.2% to 731,715, with intermodal up 10.8%. Year to date U.S. intermodal is 11,687,964 units, up 4.6%. Diesel near a five-year high and truck capacity leaving tip long-haul economics toward rail. Lock ramp space and drayage now.

#rail #intermodal #capacity#modal-shift

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Freight2026-10-22Carrier Atlas

One Reefer Load in Five Is Turned Down: SONAR Puts Rejections at 21.44% on Oct 20

Refrigerated truckload tender rejections ran at 21.44% nationally on 20 October, near the 22.13% peak of 17 September and well clear of the 20.89% low on 24 September, per FreightWaves SONAR data. The headline rejection index is 13.9% while accepted tender volume slipped about 2% week over week to roughly 11,000, so capacity, not demand, is doing the work. Reefer spot rates are up about 28% year to date against a 9% contract gain, a 19-point gap that lands at renewal. Tightest: the Pacific Northwest and Midwest.

#reefer #truckload #capacity#spot-rate

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Express2026-10-22快递杂志

Yunda, STO and YTO Split on September Pricing as Parcel ASPs Move Opposite Ways

September filings from three A-listed Chinese parcel carriers show the price war breaking apart. Yunda revenue rose 7.88% to RMB 4.587bn on volume up 1.37% to 2.139bn, lifting revenue per parcel 5.94% to RMB 2.14. STO revenue rose 18.05% to RMB 5.469bn with volume up 15.43% to 2.524bn and ASP up 2.36% to RMB 2.17. YTO went the other way: revenue up 5.86% to RMB 6.138bn on volume up 12.33% to 2.951bn, but ASP down 5.76% to RMB 2.08. Negotiate Q4 rates off the lane, not a national average.

#express#parcel-rate#volume#china

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Ocean Freight2026-10-22界面新闻

IMO Has 44 Days to Land a Net-Zero Deal as Alternative-Fuel Orders Fell 47% in 2025

IMO Secretary-General Arsenio Dominguez told the Global Maritime Forum summit in Shanghai on 21-22 October that member states have 44 days to find a compromise before talks resume on 4 December. Owners are voting with their orderbooks: DNV counts 275 alternative-fuel vessel orders in 2025, down 47% from 515 in 2024, before a rebound to 311 in the first nine months of 2026. ICS says 22.7% have paused decarbonisation plans. Green fuel costs two to three times conventional fuel; BCG puts shippers' premium at 3%.

#imo#net-zero#alternative-fuel#newbuilding

Action Plan

Ocean Freight2026-10-22维运网

USTR Port Fee Pause on China-Linked Ships Ends Nov 9; Talks Point to a Jan 10 Delay

Port fees on China-linked vessels under USTR's Section 301 maritime action run only to 9 November 2026. Platts reported on 19-20 October that Washington is expected to extend the pause to 10 January 2027, with US coal exporters worried about dearer freight. No USTR notice had been filed as of 22 October, so the written rule stands: USD 50 per net ton on ships a Chinese entity owns or operates, and the higher of USD 18 per net ton or USD 120 per container discharged on Chinese-built ships.

#section-301#port-fees#transpacific#vessel-cost

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Ports2026-10-21Maritime News

Singapore waits hit 3-5 days and Shanghai 3.51 as Asian port congestion persists

In the week to 15 October, vessel waiting times at parts of Singapore's PSA network ran three to five days, longer for ships with heavy transhipment volumes, while Shanghai posted a seven-day average of about 3.51 days. Antwerp's seven-day average wait was roughly 1.37 days with barge delays near 24 hours, and Rotterdam's 1.39 days with feeder and barge slips of 12 to 24 hours. Tokyo's Ohi terminals suspended empty loading through 10 October, and Mobile shut on 9 October for Hurricane Isaias.

#congestion #asia #ports #dwell

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Policy2026-10-21PortCalls

EU makes product identifiers mandatory Nov 1, adding EUR 5 per item on small parcels

From 1 November, businesses shipping direct to EU consumers must put product identifiers on the invoice and customs dataset for consignments of EUR 150 or less. The EU charges EUR 5 per item: the EUR 3 flat duty started in July 2026 and runs to July 2028, plus a provisional EUR 2 handling fee. Three identifiers are accepted: M-PID, NS-PID and S-PID, using GTIN, EAN or UPC. Missing data can hold parcels and trigger fines. Dutch customs logged 46% fewer e-commerce declarations in July and August.

#eucustoms#parcel#duty#compliance

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