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EXTRANS GLOBAL - Weekly Logistics Operation Update - Week 36-2025
📌 Weekly Logistics Highlights
This week’s logistics landscape was shaped by critical policy shifts, major infrastructure launches, and capacity adjustments across key markets. The expiration of U.S. tariff exemptions on Chinese goods (Aug 31) triggered supply chain realignments, while Asia saw new cross-border routes and port upgrades to boost regional connectivity. No major weather or operational disruptions were reported, ensuring steady flows in most trade corridors.
Hong Kong, China
🔹 Transshipment Volume Surges 12% Amid U.S. Tariff Prep: Hong Kong’s Kwai Tsing Container Terminals handled 380,000 TEUs this week, with transshipment to Southeast Asia and the Middle East rising 12% week-over-week. Many shippers accelerated cargo movement before U.S. Section 301 tariff exemptions expired on Aug 31, pushing peak daily throughput to 78,000 TEUs on Aug 30. Customs clearance for high-value goods (electronics, luxury items) was expedited to 3–5 hours to meet deadlines. 🔹 Cathay Pacific Adds Frankfurt Cargo Flights (Sept 1): Starting Sept 1, Cathay Pacific launched a 4x weekly cargo service between Hong Kong and Frankfurt, deploying Boeing 777 freighters with 100-ton capacity. The route targets European demand for Chinese tech components and medical supplies, with 60% of the first flight’s capacity pre-booked by semiconductor firms. The airline plans to increase frequency to daily by Q4 2025 if demand holds.
Shenzhen, China
🔹 Yantian Port’s AI Customs System Cuts Clearance Time by 25%: Yantian Port rolled out an upgraded AI-powered customs clearance system on Sept 2, integrating real-time trade data and automated document verification. Early data shows average clearance time for containers dropped from 9.6 hours to 7.2 hours, with error rates falling to 0.3% (down from 1.8%). The system also alerts shippers to tariff changes, helping 80+ SMEs adjust U.S.-bound shipments before Sept 1 . 🔹 SF Express Expands Cross-Border E-Commerce Hub: SF Express opened a 20,000㎡ cross-border e-commerce warehouse in Shenzhen’s Dachan Bay on Sept 3, focusing on shipments to Southeast Asia. The hub features automated sorting (15,000 parcels/hour) and bonded storage, cutting order fulfillment time by 18% (from 24 hours to 20 hours). It is expected to handle 50,000 parcels daily by the end of September.
Guangzhou, China
🔹 Baiyun Airport’s New Cold Chain Facility Goes Live (Sept 4): Guangzhou Baiyun International Airport activated a 15,000㎡ cold chain terminal on Sept 4, equipped with -25°C freezers for pharmaceuticals and fresh produce. The facility can process 800 tons of temperature-sensitive cargo daily, supporting exports of Guangdong’s seafood and fruits to Australia and Europe. The first shipment—50 tons of lychee to Melbourne—was completed in 6 hours, 30% faster than previous cold chain routes. 🔹 Rail-Sea Intermodal Volume to ASEAN Rises 9%: Guangzhou Port’s rail-sea intermodal service to Vietnam and Thailand moved 75,000 tons of goods this week, up 9% week-over-week. The growth was driven by pre-tariff U.S. bound cargo being rerouted via ASEAN for value-added processing. Optimized rail schedules cut transit time from Guangzhou to Ho Chi Minh City by 12 hours (to 42 hours total).
Shanghai, China
🔹 COSCO Adjusts Transpacific Capacity Post-Tariff (Sept 1): COSCO reduced weekly transpacific sailings from 8 to 6 on Sept 1, in response to weakened U.S. demand after tariff exemptions expired. The company redeployed 3 vessels to Asia-Middle East routes, where spot rates rose 15% (to $2,200/TEU). Shanghai Port’s U.S.-bound throughput fell 7% this week, but Middle East-bound volumes jumped 21% to offset losses. 🔹 Yangshan Port’s 5G AGVs Handle 40% of Containers: Yangshan Deep-Water Port’s 5G-enabled automated guided vehicles (AGVs) now manage 40% of container movements, up from 32% last month. The AGVs, paired with AI route optimization, reduced loading/unloading time per container to 22 minutes (down 12%) and cut fuel consumption by 18%. The port processed 430,000 TEUs this week, maintaining stable throughput despite tariff headwinds.
Tianjin, China
🔹 New Mongolia-Russia Rail Link Launches (Sept 5): Tianjin Port launched a weekly rail-sea intermodal service to Moscow via Mongolia on Sept 5, connecting with Russia’s Trans-Siberian Railway. The first train carried 1,200 tons of construction machinery, with transit time set at 18 days (10% faster than traditional routes). The service aims to tap into Russia’s infrastructure demand, with 5 more trains booked for September. 🔹 Sinotrans’ Digital Platform Onboards 60+ U.S.-Focused Shippers: Sinotrans’ Tianjin-based digital freight platform added 62 shippers this week, mostly exporters affected by U.S. tariff changes. The platform’s tariff calculator tool helps businesses compare costs of direct vs. routed shipments; 45% of new users opted to reroute cargo to Mexico for assembly before entering the U.S.
Qingdao, China
🔹 Qingdao-Busan Joint Transshipment Service Launches (Sept 4): On Sept 4, Qingdao Port and South Korea’s Busan Port officially launched their long-planned joint container transshipment service, with 5 weekly feeder vessels (3,000 TEU each) connecting the two ports. The service cuts transshipment time for Chinese cargo bound for North America/Europe by 18 hours (from 48 hours to 30 hours) and offers a 10% discount on handling fees for shippers using both ports. The first feeder vessel carried 2,800 TEUs of electronics and auto parts, with 70% of capacity pre-booked by local manufacturers . 🔹 Qingdao Port Expands LNG Bunkering Capacity (Sept 2): Qingdao Port completed an expansion of its LNG bunkering terminal on Sept 2, increasing daily refueling capacity from 500 tons to 800 tons. The upgrade supports the port’s growing fleet of LNG-powered container ships (now 12 vessels, up from 8 in July) and aligns with IMO decarbonization goals. This week, the terminal refueled 6 LNG-powered ships bound for Southeast Asia, cutting their carbon emissions by 25% compared to diesel-powered vessels.
Vietnam
🔹 Ho Chi Minh Port’s Transshipment for U.S. Cargo Rises 25%: Ho Chi Minh City’s Cat Lai Port handled 190,000 TEUs this week, with transshipment of Chinese goods to the U.S. up 25%—driven by shippers using Vietnam for minor processing to evade tariffs. The port added 2 feeder services to Shanghai to meet demand, cutting transit time to 36 hours. Customs clearance for transshipment cargo was streamlined to 4 hours. 🔹 VNPT Logistics Launches AI Tracking for Cold Chain: VNPT Logistics introduced an AI-powered cold chain tracking system on Sept 3, monitoring temperature, humidity, and location in real time. The system is being used for pharmaceutical shipments to Europe, with a 99.2% compliance rate for temperature requirements. Initial users report a 30% drop in cargo spoilage.
South Korea
🔹 HMM Expands India-Europe Service (Sept 2): HMM increased frequency of its India-Europe “INX” service from weekly to 10x monthly on Sept 2, deploying 2 additional 6,000 TEU vessels. The route now calls at Mundra (India), Rotterdam (Netherlands), and Hamburg (Germany), with transit time reduced to 28 days (down 7%). The expansion targets growing demand for Indian textiles and electronics components in Europe . 🔹 Incheon Port’s Automated Customs System Cuts Time by 35%: Incheon Port’s new automated customs clearance system (launched Sept 1) reduced average processing time for imports to 2.1 hours, down 35% from 3.2 hours. The system uses blockchain to verify documents, eliminating 80% of manual checks. This week, the port processed 220,000 TEUs, with 92% of shipments cleared within 3 hours.
United States
🔹 U.S. Section 301 Tariff Exemptions Expire: As of Aug 31, 178 Chinese products lost U.S. tariff exemptions, exposing them to 7.5–25% additional duties. By Sept 2, 12 major U.S. importers (including 3 electronics firms) announced price hikes of 8–15% to offset costs. Ports of Los Angeles/Long Beach reported a 10% drop in Chinese imports this week, with 40% of incoming containers held for duty reassessment. Shippers are urging USTR to extend exemptions for medical supplies . 🔹 Amazon Expands Mexico Rerouting Hubs: Amazon opened 2 new logistics hubs in Mexico City on Sept 3, enabling Chinese sellers to ship goods to Mexico for repackaging before entering the U.S. The hubs can process 150,000 parcels daily, cutting delivery time to the U.S. West Coast by 2 days (to 5 days total). Amazon reports a 40% increase in Chinese sellers using the rerouting service since Aug 31.
Bangladesh
🔹 World Bank Approves $350M for Chittagong Bay Terminal (Sept 1): On Sept 1, the World Bank approved a €350M loan to build breakwaters and access channels for Chittagong’s Bay Terminal, enabling it to handle 14,000 TEU vessels (up from 8,000 TEU). Construction starts Q1 2026 and will boost annual throughput by 400,000 TEUs, reducing vessel waiting time by 50%. The project also includes climate-resilient design to withstand cyclones. 🔹 Chittagong Port’s Textile Exports to EU Rise 8%: Despite global headwinds, Chittagong Port’s textile exports to Europe grew 8% this week, driven by pre-winter orders. The port added 1 feeder service to Rotterdam, cutting transit time to 24 days. To handle volume, 3 new gantry cranes were put into operation, increasing loading capacity by 15%.
Myanmar
🔹 Yangon Port’s Cold Chain Facility Opens (Sept 3): Yangon Port launched a 5,000㎡ cold chain terminal on Sept 3, funded by a $12M Asian Development Bank loan. The facility can store 300 tons of perishables (rice, pulses) at 0–4°C, reducing spoilage during export to ASEAN. The first shipment—80 tons of white rice to Singapore—was shipped on Sept 4, with 15 more orders booked for September. 🔹 Myanmar Airways Adds Singapore Cargo Flights (Sept 2): Myanmar Airways International increased Yangon-Singapore cargo flights from 4x to 6x weekly on Sept 2, using Boeing 737 freighters with 50-ton capacity. The route primarily transports Myanmar’s agricultural exports and imports electronics components. This week, cargo volume reached 380 tons, up 27% from last week, with plans to add a 7th weekly flight in October.