China Logistics Daily https://chinalogisticsdaily.com A daily briefing on China logistics, freight, tariffs and ecommerce fulfilment, written for sellers who ship from China. Published every morning, 07:00 Irish time. en-gb Tue, 01 Sep 2026 06:00:00 GMT noreply@china-fulfillment.com (Noel Murphy) 360 China Port Delays Hit 10 Days, Asia-Europe Demand Faces Drop https://chinalogisticsdaily.com/briefing/2026-09-01/ https://chinalogisticsdaily.com/briefing/2026-09-01/ Tue, 01 Sep 2026 06:00:00 GMT Noel Murphy Shanghai and Ningbo berth delays reach 10 days. Suez shifts threaten 8.7% demand contraction. Air freighter capacity up despite ecommerce slump. Ships wait 10 days to berth at Shanghai and Ningbo after Typhoon Saudel added to weeks of congestion, holding up 3.92 million TEU globally. Carriers are shifting 19% of Asia-Europe capacity back through Suez, and if the full fleet follows, global container demand could contract 8.7% in the first half of 2027 even as underlying cargo volumes grow.

  1. Shanghai and Ningbo berth delays reach 10 days after typhoon
    Ships now wait 10 days to berth at Shanghai and Ningbo, with 3.92 million TEU stuck globally after Typhoon Saudel hit already congested ports.
  2. Suez return could cut Asia-Europe container demand 8.7% in 2027
    A full return to Suez routing would reduce global head-haul container demand 8.7% year-on-year in H1 2027, despite cargo volumes still growing.
  3. PetroChina restores Middle East output to 90% after Iran war disruption
    PetroChina has restored Middle East production to nearly 90% of pre-conflict levels, helping offset a 14.2% drop in overseas crude output during H1 2026.

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]]> ports-congestion sea-freight peak-season fuel-surcharges manufacturing China ports slip on Saudel as Cosco orders 18 more ships https://chinalogisticsdaily.com/briefing/2026-08-31/ https://chinalogisticsdaily.com/briefing/2026-08-31/ Mon, 31 Aug 2026 06:00:00 GMT Noel Murphy Typhoon Saudel is rolling cargo out of Chinese ports, Cosco commits $3bn to 18 newbuilds, and Brussels signals movement on the China talks by year end. Typhoon Saudel has put rolled cargo and skipped port calls back into the China trades, and yard density in north and east Asia is tightening behind it. Cosco has committed about $3bn to 18 new container ships, which does nothing for your Q4 but plenty for 2028 rates. Brussels is briefing that the four-track talks with Beijing could move by the end of the year.

  1. Saudel puts rolled cargo and skipped calls back into the China trades
    Typhoon Saudel has triggered fresh transshipment, rolled cargo and skipped port calls in China, with yard density in north and east Asia tightening behind it.
  2. Cosco puts $3bn into 18 new box ships as the orderbook keeps climbing
    Cosco Shipping has ordered 18 new container ships at a reported $3bn, adding to an orderbook that is already at record levels.
  3. Brussels signals the China trade talks could move before the year is out
    Former European Council president Charles Michel says he expects progress on the four-track EU-China talks by late October, November or year end.

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