This week, global logistics stayed under Red Sea/Hormuz disruption; Africa rerouting became the default, while Middle East air capacity kept expanding and spot rates trended softer. China’s green port upgrades and NEV exports accelerated; South Korean transshipment remained strong; US West Coast ports faced labor and cost headwinds; South Asia inland connectivity improved; Europe prepared for potential port strikes.
China
Hong Kong, China
🔹 HK Green Shipping Fund Sixth Batch Opens, 45 New Applications Submitted (May 10) Hong Kong Marine Department launched the sixth round of Green Shipping Fund applications, receiving 45 submissions focused on methanol retrofits and shore power. Cumulative approved projects reached 81, with total disbursements at HK$4.1 billion. The new batch targets 12 additional methanol vessels and 10 shore power connections, aiming to cut annual emissions by another 7,500 tons. 35 global lines now participate, advancing the 2030 carbon neutrality goal.
🔹 HKIA Weekly Cargo Hits 482,000 Tons, Cool Chain Up 22% on Pharma Surge (May 13) Hong Kong International Airport lifted weekly throughput to 482,000 tons, driven by SEA–NA transshipment and peak pharmaceutical shipments. Cool chain volumes rose 22% week-on-week, supported by expanded temperature-controlled zones and dedicated pharma handling. Freighter's night slot utilization held above 88%, clearing backlogs ahead of mid-month peak demand.
Shenzhen, China
🔹 Yantian Port Methanol Bunkering Reaches 20 Weekly Calls, Monthly Supply Tops 9,200 Tons (May 11) Shenzhen Yantian Port scaled green methanol bunkering to 20 weekly operations, covering all Asia–Europe and 7 fixed Middle East services. May supply exceeded 9,200 tons, with cumulative emission reductions hitting 7,800 tons since March. A new 5-year supply deal with global energy firms locks pricing stability through 2030, supporting long-term green shipping plans.
🔹 Shenzhen Q2 Cross-Border E-Commerce Logistics Up 41%, Middle East Warehouse Demand Soars (May 12) Shenzhen’s cross-border e-commerce logistics surged 41% year-on-year in Q2, led by NEVs, consumer electronics, and smart home goods. Local firms reported a 65% jump in warehouse bookings in Dubai, Riyadh, and Kuwait, as exporters shift inventory to mitigate Red Sea delays. Port container throughput rose 26% YoY, sustaining export momentum.
Guangzhou, China
🔹 Nansha Port NEV Monthly Exports Hit 27,000 Units, Seventh Middle East Ro-Ro Launched (May 9) Guangzhou Nansha Port added a seventh weekly Middle East Ro-Ro service, covering Jeddah, Dubai, Abu Dhabi, and Kuwait. Driven by global NEV demand, May exports reached 27,000 units, with automated loading cutting port stay to under 6.5 hours. PRD manufacturing push lifted monthly NEV export growth to 48% month-on-month.
🔹 Baiyun Airport Adds Fourth Daily Middle East Freighter, Cargo Volume Rises 40% (May 14) Guangzhou Baiyun International Airport launched a fourth daily dedicated freighter to the Middle East, operated by SF Airlines and China Southern Cargo. Weekly cargo to the region jumped 40% week-on-week, with electronics, medical supplies, and pharma accounting for 72% of shipments. Spot rates eased to $4.50–5.70/kg for general cargo; cool chain held steady at $7.60–9.50/kg.
Shanghai, China
🔹 COSCO Cape Route Utilization Sustains 95%, War-Risk Surcharges Extended to Late June (May 10) COSCO’s 14 Asia–Middle East Cape reroutes maintained 95% berth utilization, with bookings visible into September. Transit times remained 8–11 days longer than pre-crisis; Jeddah and Salalah handled 55% of Gulf feeder cargo. War-risk surcharges were extended to late June. Rail yard volume reached 41,000 TEUs with 3-day dwell time; China cargo accounted for 39% of port volume.
🔹 Shanghai Port Luo Jing Terminal Phase II Kicks Off, 1.4M TEU Annual Capacity Planned (May 12) Shanghai Port started construction on the second phase of Luo Jing Container Terminal, a key hub for the Yangtze River Economic Belt. The project includes one 100,000-ton and three 10,000-ton container berths, plus six workboat berths, with a designed annual capacity of 1.4 million TEUs. On-dock rail and automated gate systems will be upgraded to cut truck turnaround time by 25%, supporting stronger Yangtze–Maritime multimodal growth.
Tianjin, China
🔹 Tianjin Port Green Corridor Coverage Rises to 55%, On Track for Year-End 60% Target (May 6) Tianjin Port’s green shipping corridor coverage climbed to 55% of total port traffic, with 110 LNG and methanol-powered vessels accessing the dedicated channel weekly. Another 30 shore power connection points were completed, bringing the total to 230. Monthly carbon emissions reduced by an estimated 6,500 tons in May, steadily advancing Northern China green port development goals.
🔹 Tianjin Binhai Airport Adds Eighth Weekly Middle East Freighter, Auto Parts Cargo Dominates (May 2) Tianjin Binhai International Airport increased weekly cargo flights to Jeddah to eight frequencies, catering to strong demand for auto components, machinery and electronics exports. B747 freighters delivered stable weekly capacity of 2,300 tons, with transit time controlled within 10 hours. The expanded route undertakes nearly half of Tianjin’s air cargo to the Gulf, effectively easing pressure from disrupted sea lanes.
Qingdao, China
🔹 Qingdao Port Weekly Green Fuel Bunkering Rises to 28 Calls, Q2 Volume Continues Doubling (May 7) Qingdao Port recorded 28 weekly green methanol and LNG bunkering operations, supplying over 3,300 tons of alternative fuels in the week. The port continued issuing berthing preferential policies for eco-friendly vessels, with cumulative subsidies reaching RMB 5.8 million in May. Green fuel throughput maintained double-quarter growth, consolidating its position as Northern China’s core green fuel distribution hub.
🔹 Qingdao–Osaka Cargo Flights Maintain Seven Weekly Frequencies, Seafood Exports Up 28% (May 3) Qingdao Airlines kept seven weekly cargo flights on the Qingdao-Osaka route, with B737-800BCF freighters providing stable weekly capacity of 1,050 tons. Dedicated cold chain lanes ensured full temperature control for fresh seafood and electronic components. Shandong’s seafood exports to Japan jumped 28% month-on-month, driving steady growth in cross-border cargo flow.
Vietnam
🔹 Haiphong Port April Full Throughput Hits 960,000 TEUs, Electronic Exports Rise 32% (May 2) Haiphong Port closed April with total throughput of 960,000 TEUs, marking 30% year-on-year growth. Electronics and textile exports to the US and EU rose 32%, supported by 24/7 port operation and optimized customs clearance. Average container dwell time stayed at 2.1 days, continuing to benefit from global supply chain diversion to Vietnam.
🔹 Vietnam $2B Logistics Infrastructure Plan Accelerates, Two ICD Projects Enter Site Preparation (May 5) Vietnam’s Ministry of Transport pushed forward its $2 billion national logistics infrastructure plan; the approved Cai Mep ICD expansion and Tan Cang-Moc Bai inland depot projects officially entered site preparation phase. South Korean and Japanese investors confirmed full capital commitment of $450 million, with construction set to start in Q3 2026, targeting a 15% cut in national logistics costs by 2030.
South Korea
Busan, South Korea
🔹 Busan Port Weekly Transshipment Volume Reaches 720,000 TEUs, Chip Express Lane Growth 45% (May 1) Busan Port weekly transshipment volume climbed to 720,000 TEUs, setting a new weekly record for eight consecutive weeks. Port authorities added 18 new container cranes and extended terminal operating hours to handle surging cargo volume. Dedicated semiconductor “Chip Express” lane throughput rose 45% week-on-week, supporting steady export demand for South Korea’s tech industry.
🔹 Busan Port AI Smart Logistics Pilot Fully Covered All Terminals, Efficiency Target Raised to 32% (May 4) Busan Port Authority completed full rollout of Microsoft AI predictive logistics system across all five major terminals. The platform analyzes vessel schedules, weather and real-time congestion to cut waiting time significantly. Full system integration will finish in Q1 2027, with the overall port efficiency upgrade target lifted to 32%.
Incheon, South Korea
🔹 Incheon Airport Middle East Air Cargo Keeps 40% Growth, Expanded Cold Chain Warehouse Operational (May 6) Incheon International Airport maintained a 40% week-on-week increase in air cargo to the Middle East, with five weekly round-trip flights fully loaded. High-value electronics and pharmaceutical cargo accounted for 76% of shipments. The newly built 5,000㎡ temperature-controlled cold chain warehouse officially opened, pushing pharmaceutical processing capacity up 42% month-on-month.
🔹 Incheon Port Smart Platform Cumulative Processing Hits 18,000 TEUs, Busan System Integration Speeds Up (May 3) Incheon Port’s smart logistics platform cumulative processed over 18,000 TEUs since launch, serving more than 480 local logistics enterprises. The system cut document processing time by 60% and improved supply chain visibility for 97% of users. Digital network joint debugging with Busan Port is ongoing, scheduled for unified official operation in Q1 2027.
United States
🔹 CAPE Tariff Refund Applications Surpass 75,000, First Batch Refunds to Be Issued in 30 Days (May 2) US CBP’s CAPE tariff refund portal saw registered importers exceed 75,000 within two weeks of launch, applying for refunds related to $166 billion of invalid tariffs. The first batch of official refunds will be issued within 30–60 days; the White House maintained the 180-day review window for temporary 10% tariffs, with more Section 301 trade investigations pending follow-up.
🔹 Los Angeles Port May Early Throughput Stays Stable at 740,000 TEUs, Rail Dwell Time Remains 3 Days (May 5) Port of Los Angeles handled 740,000 TEUs in early May, staying stable against tariff uncertainty and rising energy costs. Automated cranes and extended gate hours kept truck turnaround time under 60 minutes. Rail yard container volume reached 38,000 TEUs with dwell time steady at 3 days; China-related cargo still accounts for 38% of the port’s total business volume.
Bangladesh
🔹 Chittagong Port Dwell Time Down to 3.2 Days, New Terminal Prepares for December Handover (May 10) Chittagong Port operated at 140% capacity with extended hours and extra cranes ahead of garment export peak. Average container dwell time improved to 3.2 days. Bidding for the New Mooring Container Terminal concluded; six global operators were shortlisted for the December 2026 handover, targeting 2.5 million TEU annual capacity.
🔹 Bangladesh Railway Dhaka–Chittagong Trains Rise to 22 Daily, Transit Time 5 Hours (May 12) Bangladesh Railway increased daily container trains between Dhaka ICD and Chittagong Port to 22 trips (60 TEU each). Transit time stabilized at 5 hours, cutting highway congestion by 32% and lowering garment export logistics costs. The expansion supports autumn–winter order shipments.
Myanmar
🔹 Yangon Port China Imports Up 45% MoM, Customs Clearance 14 Hours (May 13) Yangon Port recorded a 45% month-on-month rise in Chinese imports (consumer goods, construction materials, electronics). Simplified 4-document verification and bilingual pre-declaration kept clearance at 14 hours. May welcomed 62 container vessels, with cross-border trade recovering post-holiday.
🔹 Myanmar Railways Yangon–Mawlamyine Adds 3 Weekly Parcel Trains, Agri Cargo Prioritized (May 11) Myanmar Railways added three weekly special parcel trains on Yangon–Mawlamyine (300 tons each: rice, pulses, construction materials), easing daytime road congestion. Mandalay–Yangon night freight stabilized at 16 daily trips, prioritizing agri deliveries to secure domestic supply chains.
Middle East
Red Sea & Strait of Hormuz (May 9–15, 2026)
🔹 Hormuz Daily Transit Still 91% Below Pre-Crisis, 2,800 Vessels Stranded West of Strait (May 15) Strait of Hormuz commercial traffic remained 91% below pre-crisis levels (10–14 vessels daily under Iranian control). Around 2,800 vessels (750 tankers/container ships) were stranded west of the strait. Major carriers continued full Africa rerouting with no immediate return to Gulf lanes.
🔹 Iranian Corridor Fees Stable at $1.5–2.0M/Vessel, RMB Settlement Widely Accepted (May 12) Iran’s coastal corridor operated under military monitoring with steady fees of $1.5–2.0 million per vessel. RMB settlement remained common. Tanker transits rose slightly; container liner traffic stayed nearly suspended due to cost and risk.
🔹 Egypt–Saudi Land Corridor Weekly Cargo 1,250 TEUs, Transit Time 10 Days (May 11) Egypt–Saudi cross-border logistics corridor stabilized at 1,250 TEUs weekly (Trieste–Damietta–Safaga to Saudi Gulf ports). Transit time shortened to 10 days (vs. 32–35 days via Cape). Refrigerated food/pharma accounted for 38% of volume; more liners planned to join.
🔹 Middle East Air Cargo Capacity 45% Above Pre-Crisis, Spot Rates Ease Further (May 14) Gulf air cargo capacity stood 45% above pre-disruption levels with new China/Europe freighters operational. General cargo rates eased to $3.60–4.70/kg; priority electronics/pharma rates at $6.50–8.50/kg. Asia–Europe air freight fell 16% from peaks; full recovery eyed mid-June.