📌 Weekly Logistics Highlights (June 27 – July 3, 2026)
Strait of Hormuz partial traffic recovery plateaued at 16% of pre-crisis throughput with strict Iranian single-lane navigation rules; Red Sea Houthi missile threats temporarily paused but full Suez resumption delayed to mid-July; July 1 global peak season surcharges (PSS) fully implemented by all major carriers; European port strike backlogs fully cleared by July 1; Middle East air cargo capacity held steady with marginal air rate softening; China NEV exports hit monthly record; Korean transshipment volumes stayed all-time highs; US west coast import frontloading wound down; South Asia inland rail networks reached full commercial operation; global ocean spot rates stabilised after 8 consecutive weeks of hikes.
China
Hong Kong, China
🔹 HK Green Shipping Fund Phase 10 Construction Progress 42%, Carbon Cut Target Confirmed for Q4 Completion (Jun 29)
All 61 awarded green shipping projects entered construction, covering 16 methanol retrofits and 14 shore power upgrades. On completion, annual carbon abatement will hit 9,300 tons; cumulative funding disbursement remains HK$6.1B across 124 green projects, 46 global carriers locked into Hong Kong’s 2030 carbon neutrality roadmap.
🔹 HKIA June Full-Month Cargo Hits 2.27M Tons, Pharma Cool Chain Up 46% MoM (Jul 3)
June total throughput reached 2.27 million tons, driven by SEA-North America semiconductor transshipment and biopharma export peak. Temperature-controlled pharmaceutical cargo rose 46% month-on-month, backed by expanded dedicated cold storage zones. Night freighter slot utilisation sustained 95%; July forward bookings rose 25% on pre-peak season stock-up demand.
Shenzhen, China
🔹 Yantian Port Q2 Green Methanol Bunkering Carbon Cuts Reach 14,600 Tons, July Supply Target 10,800 Tons (Jun 28)
Yantian completed June’s 10,200-ton methanol bunkering target with 26 weekly green fuel vessel calls covering all Asia-Europe and 10 fixed Middle East liner services. Q2 cumulative emissions reduction hit 14,600 tons; long-term fuel supply agreements lock stable methanol pricing through 2035, cementing South China’s top green bunkering hub status. July methanol supply target set at 10,800 tons to cope with peak season vessel surge.
🔹 Shenzhen Full Q2 Cross-Border E-Commerce Up 57% YoY, Middle East Overseas Warehouses Fully Occupied (Jul 2)
Complete Q2 cross-border e-commerce throughput rose 57% YoY, dominated by NEVs, consumer electronics and smart home appliances. Dubai, Riyadh and Kuwait overseas warehouse occupancy hit 100% as exporters fully pre-stocked inventory to avoid Red Sea & Hormuz transit risks. Shenzhen port Q2 total container throughput grew 33% YoY, export momentum unbroken amid global maritime disruptions.
Guangzhou, China
🔹 Nansha Port June NEV Exports Hit Record 86,700 Units, 11 Weekly Middle East Ro-Ros 100% Loaded (Jul 1)
Nansha’s 11 weekly Middle East ro-ro sailings to Jeddah, Dubai, Abu Dhabi, Kuwait and Doha operated at full capacity all month. Cumulative June NEV export volume hit a new record of 86,700 units; automated vehicle loading systems kept average vessel berth time at 4.8 hours. Pearl River Delta EV manufacturing output lifted monthly NEV exports 60% MoM, Middle East buyers accounted for 45% of all auto shipments.
🔹 Baiyun Airport 8 Daily Middle East Freighters Stabilise Air Tariffs, Cool Chain Premium Unchanged (Jul 3)
China Southern Cargo and SF Airlines’ 8 daily dedicated Middle East freighters maintained regional weekly cargo volume 65% above pre-crisis levels. Electronic components, medical raw materials and finished pharmaceuticals made up 83% of tonnage. General air cargo spot rates stayed $3.5–4.5/kg; premium pharmaceutical cool chain freight remained $6.0–8.0/kg without seasonal surcharge hikes.
Shanghai, China
🔹 COSCO Cape Route Booking Window Extended to April 2027, War Risk Surcharges Valid Until Mid-October (Jun 29)
COSCO’s 14 Asia-Middle East Cape rerouted lines retained 99.5% berth utilisation, forward bookings stretching into April 2027. Detour transit times remain 13–16 days longer than pre-conflict Suez routing; Jeddah and Salalah handle 68% of all Gulf-bound feeder containers. Surcharge standards unchanged: $1,700–2,200 per 20GP, $3,200–4,200 per 40HC through mid-October 2026.
🔹 Yangshan AI Berth System Monthly Efficiency Up 52% MoM, Vessel Turnaround Stabilised at 17.2 Hours (Jul 2)
Yangshan Deep Water Port’s AI intelligent berth management platform finished its first full month of full operation across all 42 container berths. Terminal-wide efficiency rose 52% MoM, manual on-site intervention cut to 28%. Predictive equipment maintenance fully deployed; average vessel turnaround of 17.2 hours is 27% faster than China’s national port average.
Tianjin, China
🔹 Tianjin Green Corridor Coverage Hits 70%, Q3 Decarbonisation Target Achieved Ahead of Schedule (Jul 3)
Green shipping corridor throughput share climbed to 70% of total port volume, with 160 weekly LNG/methanol eco-vessel calls. Sixty new shore power hookups brought total onshore power points to 462; June carbon emissions reduction reached 9,100 tons. Port authorities confirmed the Q3 70% green corridor coverage target was completed one month early.
🔹 Binhai Airport 13 Weekly Jeddah Freighters Absorb 62% Sea-to-Air Diversions, Auto Parts Remain Core Cargo (Jun 28)
Tianjin Binhai’s 13 weekly B747 freighter rotations to Jeddah deliver stable weekly capacity of 3,500 tons with end-to-end transit capped at 8 hours. Auto spare parts, construction machinery and industrial electronics account for 65% of cargo tonnage. The expanded air route continues handling 62% of Tianjin’s Gulf-bound sea-to-air diverted cargo, mitigating maritime disruption bottlenecks.
Qingdao, China
🔹 Qingdao Port Q2 Green Fuel Throughput 3.8x YoY, Weekly Methanol/LNG Bunkering Kept at 41 Calls (Jul 3)
Forty-one weekly green fuel bunkering stops for methanol and LNG vessels supplied over 5,100 tons of clean alternative fuels for the week ending July 3. May cumulative green vessel subsidies reached RMB 8.9 million; Q2 green fuel throughput surged 380% YoY, solidifying Qingdao’s position as North China’s core green fuel distribution hub.
🔹 Qingdao–Osaka 11 Weekly Cargo Flights Lift Seafood Exports 42% MoM, Cold Chain Lanes Fully Utilised (Jun 29)
Qingdao Airlines’ 11 weekly B737-800BCF freighters to Osaka provide 1,650 tons weekly capacity, with exclusive refrigerated lanes for fresh seafood and precision semiconductors. Shandong fresh seafood exports to Japan rose 42% MoM amid summer seasonal demand, driving steady bilateral air cargo expansion.
Vietnam
🔹 Haiphong Full June Throughput Hits 2.61M TEUs, Electronics Exports Up 49% YoY; July Capacity Expansion Launched (Jul 2)
Total June container throughput at Haiphong Port reached 2.61 million TEUs, representing 41% YoY growth. US and EU-bound electronics and textile shipments grew 49% YoY. Round-the-clock terminal shifts and streamlined customs clearance kept average container dwell time at 1.5 days. Phase 2 terminal expansion broke ground July 1 to handle peak season supply chain relocation cargo influx.
🔹 $2B National Logistics Upgrade Remains 40% Complete, Two ICD Construction On Track for Q4 2027 Delivery (Jun 30)
Vietnam’s USD 2 billion national logistics infrastructure project stayed at 40% overall completion through July 3. Cai Mep ICD expansion and Tan Cang-Moc Bai inland depot construction secured full USD 450 million investment from South Korean and Japanese developers. Both inland terminals will finish construction Q4 2027, targeting a national 15% reduction in aggregate logistics costs by 2030.
South Korea
Busan, South Korea
🔹 Busan Weekly Transshipment Hits New Record 958,000 TEUs, Chip Express Lane Up 62% WoW (Jun 28)
Busan Port set a fresh weekly transshipment all-time high of 958,000 TEUs, marking 16 consecutive weeks of volume expansion. Twenty-seven additional container gantry cranes and extended terminal shifts eliminated yard congestion. Dedicated semiconductor “Chip Express” throughput retained a 62% week-on-week increase amid global tech inventory restocking cycles ahead of autumn electronics launches.
🔹 Busan AI Logistics System Full Deployment Cuts Vessel Waiting Time 30%, Q1 2027 45% Efficiency Target Locked (Jul 3)
Microsoft-backed AI intelligent management platform fully live across Busan’s five core container terminals, slashing vessel anchorage waiting time by 30%. Port authorities formalised the Q1 2027 full optimisation target of 45% overall terminal operational efficiency uplift, with real-time data fully synchronised with Incheon Port’s smart logistics platform.
Incheon, South Korea
🔹 Incheon Airport Middle East Air Cargo Sustains 55% WoW Growth, Pharma Cold Chain Capacity +65% MoM (Jul 2)
Eight full-load round-trip dedicated freighters maintained 55% week-on-week growth in Middle East-bound air cargo tonnage; high-value electronics and pharmaceuticals made up 87% of total loads. Post-expansion 5,000 sqm temperature-controlled warehouse lifted monthly pharmaceutical handling capacity by 65%, supporting rerouted sea-to-air medical shipments from Asia to Gulf nations.
🔹 Incheon–Busan Cross-Port Digital Integration 99% Complete, Unified National Port Platform to Launch Q1 2027 (Jun 27)
Incheon Port’s smart logistics platform cumulatively processed more than 35,000 TEUs across 650 local logistics firms, cutting document processing duration by 72% and lifting supply chain information visibility to 99.8%. Cross-port digital interconnection joint debugging with Busan finished 99%; the unified nationwide Korean port digital operation system will officially launch Q1 2027.
United States
🔹 Second Batch CAPE Tariff Refunds Scheduled Mid-July, 132,000 Importers Filed $166B Claims (Jun 30)
U.S. CBP released the first round of verified CAPE tariff refunds on June 15; second batch disbursement scheduled mid-July. The White House retained the 180-day review window for temporary 10% supplementary tariffs, with three new Section 301 trade investigations set to launch early July. Pre-tariff import frontloading tapered off as summer retail inventory stocking concluded.
🔹 LA Port Full June Throughput Reaches 2.03M TEUs, Trucking Capacity Eases Post-Peak (Jul 3)
Port of Los Angeles recorded full June throughput of 2.03 million TEUs. Automated yard equipment and extended gate hours kept truck turnaround under 50 minutes; rail yard container inventory held steady at 29,500 TEUs with consistent 3-day dwell time. Cargo originating from China accounted for 31% of total port volumes; inland trucking spot rates dipped 8% WoW as import rush faded.
Bangladesh
🔹 Chittagong Port Remains 160% Over Design Capacity, New Mooring Terminal Operator Handover Dec 2026 Confirmed (Jun 28)
Chittagong operated at 160% of engineered handling capacity through early July to meet summer garment export peak demand, with extra quay cranes and overtime shifts deployed. Average container dwell time maintained at 2.3 days. Global operator for the New Mooring Container Terminal confirmed; official asset handover scheduled December 2026, with annual designed capacity of 2.5 million TEUs.
🔹 Dhaka–Chittagong 32 Daily Container Trains Cut Highway Congestion by 40%, Fixed 5-Hour Transit (Jul 2)
Bangladesh Railway’s 32 daily dedicated container trains between Dhaka ICD and Chittagong Port each carry 60 TEUs on a guaranteed 5-hour transit schedule. The inland rail expansion reduced coastal highway freight congestion by 40%, lowering overland logistics costs for domestic garment manufacturers amid peak export shipments.
Myanmar
🔹 Yangon Port June China Imports Up 61% MoM, Average Customs Clearance Stabilized at 11 Hours (Jul 3)
Yangon Port’s monthly import tonnage from China rose 61% month-on-month, dominated by consumer goods, construction raw materials and electronic spare parts. Simplified four-document verification and bilingual advance declaration systems kept average customs clearance time at 11 hours; all 72 scheduled China-origin container vessels arrived as planned in June, sustaining bilateral cross-border trade recovery.
🔹 Yangon–Mawlamyine 10 Weekly Parcel Trains Prioritise Agricultural Exports; Mandalay–Yangon 12 Daily Night Freight Rotations (Jun 27)
Myanmar Railways ran 10 weekly special parcel trains on the Yangon–Mawlamyine corridor with 300-ton load capacities, prioritising rice, pulses and construction materials to ease daytime road congestion. Twelve daily night freight rotations between Mandalay and Yangon maintained agricultural products as priority cargo to stabilise domestic commodity supply chains.
Middle East: Red Sea & Strait of Hormuz (June 27 – July 3, 2026)
🔹 Strait of Hormuz Partial Recovery Plateaus at 16% Pre-Crisis Volume; Iran Mandates Exclusive Northern Transit Lane (Jul 3)
Post-June 20 partial reopening traffic growth stalled; average daily vessel transits stabilised at 21 vessels, merely 16% of pre-conflict daily throughput of 128. Iran formally enforced mandatory northern-lane navigation, banning all vessels from the central/Oman-managed southern channel; 12 tankers were diverted back to Gulf anchorages for non-compliance. Around 2,100 vessels remain stranded on the Gulf side; major carriers retain full Cape rerouting contingency plans. Jebel Ali and Dammam vessel berthing delays shortened moderately to 6–8 days. War-risk insurance premiums fell 40% week-on-week but stay 3x pre-blockade levels. Joint Iran-Oman maritime working group held first negotiation on June 30 with no breakthrough on multi-lane transit access.
🔹 Red Sea Houthi Attacks Paused Temporarily, Suez Canal Container Traffic Still Down 90%; Full Resumption Expected Mid-July (Jun 30)
Houthi missile strikes suspended for the week June 27–July 3 amid regional mediation talks, yet comprehensive blockade orders remain active targeting all Israel-linked vessels regardless of flag, cargo or crew. Suez Canal container navigation remained 90% suppressed; nearly all Asia–Europe and Asia–Mediterranean liners kept Cape detour schedules. July 1 global Peak Season Surcharges pushed Asia-Europe 40HC spot rates to $6,200–6,700 per unit, hitting a 24-month high.
🔹 Egypt–Saudi Land Bridge Weekly Cargo Rises to 2,920 TEUs, 6-Day Transit Beats Cape 40–45 Day Voyage (Jun 28)
Cross-border Egypt–Saudi overland logistics corridor weekly throughput climbed to 2,920 TEUs, moving refrigerated food and pharmaceuticals (48% of total tonnage) via Damietta and Safaga to Gulf terminals. Fixed 6-day transit time drastically outperforms Cape routing’s long voyage; corridor on-time delivery rate held at 99.7%, emerging as the primary high-priority cargo alternative to disrupted maritime lanes for pharma, electronics and fresh produce.
🔹 Middle East Regional Air Cargo Capacity Plateaus 54% Above Pre-Crisis, General Air Rates Soften to $2.5–3.5/kg (Jul 3)
After weeks of capacity expansion, Middle East intercontinental air freight supply stabilised at 54% above pre-conflict levels, supported by 50 incremental weekly China/Europe freighter rotations. General cargo spot rates stayed $2.5–3.5/kg; high-value electronics and pharmaceutical priority freight retained pricing of $5.0–7.0/kg. Asia–Europe air freight rates fell 25% MoM, full market balance projected late July 2026 as extra air capacity absorbs diverted sea cargo.
European Port Strike Full Aftermath (June 27 – July 3)
All strike-related vessel backlogs across Rotterdam, Hamburg, Antwerp and Le Havre fully cleared by July 1. Terminal gate congestion for reefer and ro-ro cargo resolved by July 3; carriers withdrew emergency blank sailings effective July 2. Combined Hormuz/Red Sea disruptions plus July 1 PSS kept Asia-Europe ocean rates elevated, with carriers flagging potential supplementary August surcharges if Middle East waterway tensions do not ease by mid-July.
