
Summary
This brief is published for September 1, 2026 in Asia/Shanghai and prioritizes freight information published or updated on August 31, with selected domestic port and customs context where still relevant. In air cargo, IATA's July data showed global demand still expanding, although regional trade patterns and policy shifts continue to reshape lanes. In ocean freight, Maersk issued or updated advisories and surcharges covering the Middle East situation, Durban congestion and Far East-to-South Asia/Middle East/Red Sea peak-season pressure. In ports, customs and green fuel, Suape began operations, Shanghai's rail-sea intermodal customs model and green methanol bunkering capacity show why corridor efficiency and low-carbon services increasingly matter.
Key Updates
Select a headline to expand the full update.
IATA published its July air cargo market data on August 31, showing global cargo tonne-kilometres continued to grow year on year, with international demand also expanding. The report also points to uneven regional performance, as trade policy, tariff expectations and cross-border ecommerce flows alter lane structure. For exporters, the market is not simply returning to a broad peak-season pattern; it is creating more fragmented regional opportunities. High-value, time-sensitive and replenishment cargo can still benefit from air capacity, but shippers should quote with fuel, security, peak-season and destination handling charges checked separately.
Source: Air Cargo Demand Up in JulyMaersk updated its Middle East situation page on August 31, continuing to direct customers to monitor regional security, schedule changes, booking acceptance and operational notices. For cargo moving through the Persian Gulf, Red Sea, Arabian Sea and nearby transshipment hubs, the practical question is not only whether a waterway is technically open. Shippers need to confirm whether carriers accept the booking, whether transit time has changed, and whether war-risk costs or other surcharges are already included. Middle East-related shipments should be checked by origin, ocean leg, transshipment port and destination port.
Source: Update 6 - Middle East situationMaersk issued an August 31 update for its Congestion Fee Destination covering Durban, indicating that congestion-related costs at the South African gateway continue to be passed through on some import flows. Durban remains a key gateway for Southern Africa, where vessel waiting time, yard fluidity and inland pickup can materially affect both FCL and LCL delivery. For cargo into South Africa or distributed via Durban, DH Logistics recommends separating destination congestion, local port charges and inland waiting costs in the quote, and checking free time, pickup appointments and consignee customs documents early.
Source: Congestion Fee Destination - DurbanMaersk announced an August 31 Peak Season Surcharge adjustment from Far East Asia to India, Pakistan, Sri Lanka, the Middle East and the Red Sea. These PSS updates usually reflect combined pressure from capacity, equipment positioning, diversions, port operations and demand swings. For China and East Asia exporters, South Asia, Middle East and Red Sea quotes should use shorter validity windows. Sales contracts should also state when surcharge changes take effect, whether the trigger is sailing date or gate-in date, and who absorbs the difference if the carrier updates charges after the commercial quote.
Source: Peak Season Surcharge - Far East Asia to India, Pakistan, Sri Lanka, Middle East and Red SeaMaersk announced on August 31 that its new container terminal at Suape in Pernambuco, Brazil, has started operations. Suape is positioned in Northeast Brazil, and additional container-handling capacity can improve regional imports, exports and feeder connectivity. For China, Asia and Europe cargo moving to or from Northeast Brazil, the new terminal should be included in routing comparisons. The real advantage will depend on carrier calls, feeder networks, customs processing, cold-chain capability and inland trucking availability. Project cargo, consumer goods and temperature-controlled shipments should each check operating windows separately.
Source: Maersk commences operations at new container terminal in BrazilShanghai Customs published an August 31 update on a rail-sea intermodal customs model built around one declaration and one through bill. The model is intended to reduce repeated declarations and handoff costs for shippers. For Yangtze River Delta exporters, rail-sea intermodal value is not only lower inland transport cost; it also improves schedule certainty before port cut-off. Orders involving inland factories, rail terminals, port areas and carrier bookings should align container numbers, seals, arrival events and customs milestones early, so the rail leg does not miss terminal cut-off windows.
Source: 一次申报,一单贯通海铁联运海关监管新模式助力企业加速出海Ship.sh reported on August 31, citing Shanghai International Port Group's interim report, that the group completed 74 LNG bunkering operations totaling 388,000 cubic metres in the first half, plus 17 methanol bunkering operations totaling 51,200 tonnes, up 57.5% year on year, including 14,700 tonnes of green methanol. Green fuel supply is moving from demonstration into port service competition, affecting carrier calls, low-carbon ocean products and shipper Scope 3 emissions accounting. Exporters with low-carbon transport requirements should include fuel type, route product, emissions-data methodology and surcharge transparency in carrier evaluations.
Source: 所有指标全部实现正增长!上港集团上半年净利85.19亿元The Pearl River Administration of Navigational Affairs under China's Ministry of Transport published its July 2026 waterway and Qiongzhou Strait ro-ro transport operating summary on August 31. Monthly waterway data matters to foreign-trade shippers because it indicates throughput trends across South China inland waterways, coastal links and ro-ro corridors, all of which affect port collection and distribution resilience. For South China exporters, the connection between Pearl River waterways, seaports, trucking and rail can determine whether factory-to-port legs meet cut-off times. Before peak season, shippers should confirm barge space, trucking, terminal cut-offs and customs documents together.
Source: 2026年7月珠江水运经济运行和琼州海峡客滚运输情况简述DH Logistics View
- The common theme today is that base capacity is still being added, but freight pricing and execution conditions are becoming more granular. Air cargo demand continues to expand and Suape gives Northeast Brazil another container-gateway option, while Shanghai's rail-sea intermodal customs model and green methanol bunkering capacity show that customs efficiency, low-carbon fuel and port services are becoming competitive factors.
- DH Logistics recommends splitting quotes into main freight, port or congestion charges, inland haulage, fuel, security and risk surcharges, with effective dates and trigger events written into the contract. For South Asia, the Middle East, Red Sea, South Africa, the Yangtze River Delta, South China and Northeast Brazil, booking checks should cover carrier advisories, destination handling capacity and backup routings.
Planning Notes
- Secure air cargo space early for time-sensitive shipments and separate fuel, security, peak-season and handling charges.
- For Middle East, Red Sea and Persian Gulf cargo, confirm booking restrictions, war-risk cover and diversion responsibility shipment by shipment.
- For South Africa cargo via Durban, reserve for congestion fees, free-time exposure and pickup waiting costs.
- Use shorter quote validity for Far East to South Asia, Middle East and Red Sea shipments, and specify the PSS effective-date basis.
- For Northeast Brazil cargo, compare Suape with traditional Brazil gateways by transit time, feeder coverage and inland cost.
- For Yangtze River Delta rail-sea moves, align rail, customs, arrival and terminal cut-off milestones before dispatch.
- For low-carbon logistics programs, verify fuel type, emissions-data methodology and green-service surcharge transparency.
- Before South China peak-season exports, confirm barge, truck, terminal cut-off and customs-document timing together.
Sources
View sources (8)
- International · Industry associationAir Cargo Demand Up in JulyIATA · 2026-08-31
- International · Company announcementUpdate 6 - Middle East situationMaersk · 2026-08-31
- International · Company announcementCongestion Fee Destination - DurbanMaersk · 2026-08-31
- International · Company announcementPeak Season Surcharge - Far East Asia to India, Pakistan, Sri Lanka, Middle East and Red SeaMaersk · 2026-08-31
- International · Company announcementMaersk commences operations at new container terminal in BrazilMaersk · 2026-08-31
- China · Official institution一次申报,一单贯通海铁联运海关监管新模式助力企业加速出海上海海关 · 2026-08-31
- China · Industry media所有指标全部实现正增长!上港集团上半年净利85.19亿元航运界 · 2026-08-31
- China · Official institution2026年7月珠江水运经济运行和琼州海峡客滚运输情况简述交通运输部珠江航务管理局 · 2026-08-31