<div class="phx-topic abstract-wrapper">Evergreen Marine Corp. is moving its operations from San Francisco to the Port of Oakland, officials</div>

Evergreen Marine Corp. is moving its operations from San Francisco to the Port of Oakland, officials

<div>Evergreen Marine Corp. is moving its operations from San Francisco to the Port of Oakland, officials at both ports said.The move, which has been the subject of wide speculation here, is a crushing blow for the Port of San Francisco. During the past several months, most of its carriers have left or have made plans to leave, including China Ocean Shipping Co., Nedlloyd Lines BV, National Shipping Corp. of the Philippines and South Seas Steamship Co.The exodus represents upward of $3 million in lost annual revenue to the port.Evergreen's defection, scheduled for next summer, is expected to cost the San...

Evergreen Marine Corp. is moving its operations from San Francisco to the Port of Oakland, officials at both ports said. The move, which has been the subject of wide speculation here, is a crushing blow for the Port of San Francisco. During the past several months, most of its carriers have left or have made plans to leave, including China Ocean Shipping Co., Nedlloyd Lines BV, National Shipping Corp. of the Philippines and South Seas Steamship Co.The exodus represents upward of $3 million in lost annual revenue to the port. Evergreen's defection, scheduled for next summer, is expected to cost the San Francisco waterfront facility $1.9 million in lost revenue for fiscal year 1995-96, as well as cargo volume upward of 20,000 20-foot equivalent units (TEUs) annually. The loss will continue San Francisco's slide in the port rankings. It ranked 14th in container volume in 1991 and 22nd at the end of 1993. Most of the loss is directly attributable to the Port of Oakland, which has used the lure of the intermodal advantages offered by three railroads to entice ocean carriers across San Francisco Bay. "We respect that we're outnumbered. There are three railheads serving Oakland, and we have just one here on the peninsula," a San Francisco spokesman said. San Francisco suffers from other logistical problems as well, executives said. "The most important factor is where the market is," said Paul Laign, vice president of operations for Hanjin Shipping Co. Most of the region's manufacturing is in the East Bay, and the agricultural exporters in the San Joaquin Valley have much easier access to the Port of Oakland, he said. Leo Brien, director of maritime activities at the Port of Oakland, said that with intermodal business so crucial to carriers today, the added cost and inconvenience of routing that business through San Francisco just became prohibitive. "Sooner or later, you have to mitigate the disadvantages. You certainly can't do it on price, so you have to move where the market is," Mr. Brien said. San Francisco, however, plans to continue to fight for some freight. Gerry Roybal, the port's marketing liaison, said San Francisco is looking at shipping lines whose main business is local cargo. He said the port, with its vacant terminal space, can offer small and mid- size local cargo carriers dedicated facilities. "They can't get that anywhere else in the Bay Area," he said. San Francisco also is considering ways to offset the higher drayage (trucking) rates inherent in serving the port and is talking to lines that do a heavy business in electronics exports from Silicon Valley. Mr. Roybal said it would actually be more advantageous in some cases for those carriers to use San Francisco.

Maritime

EVERGREEN OPTS TO LEAVE SAN FRANCISCO FOR OAKLAND

<div class="phx-topic abstract-wrapper">Progress for wind projects in the UK and Taiwan have bucked the trend of an expected drop in offshore wind turbine generator awards this year. </div>

Progress for wind projects in the UK and Taiwan have bucked the trend of an expected drop in offshore wind turbine generator awards this year.

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<div class="phx-topic">Two European offshore wind contractors are moving forward with key projects in the UK and Taiwan, the companies announced Thursday, delivering a project cargo pipeline for specialist carriers. Belgian’s DEME said it had been awarded a contract for the transport and installation of 35 foundations for the 495-megawatt (MW) Formosa 4 offshore wind farm in Taiwan being developed by a consortium including Taiwan-based Synera Renewable Energy. The contract was awarded to DEME’s Taiwanese joint venture CDWE and will involve the deployment of several vessels from its fleet, including the 61,000-deadweight metric ton (dwt) offshore installation vessel Green Jade and a rock placement vessel. The contract also involves development of an offshore electricity substation and scour protection works. Copenhagen-headquartered vessel operator Cadeler was awarded a contract worth around $90 million last month for the transportation and installation of the 35 Siemens Gamesa 14-MW wind turbines for the Formosa 4 project. The wind farm covers 22 square miles about 13 miles off the coast of northwest Taiwan. DEME said foundation installation work is expected to begin in the first half of 2027, while Cadeler said its transportation contract is set to start in March 2028. <h3>Ship delivery supports North Sea buildout </h3>Separately, Cadeler confirmed the delivery of the Wind Ally that will be deployed to install foundations at Ørsted’s $11 billion, 2.9-gigawatt Hornsea 3 offshore wind farm in the British sector of the North Sea. The ship is the first of Cadeler’s three “A”-class wind turbine installation vessels ordered from Chinese shipyard Cosco (Qidong) Offshore Company. The second ship, Wind Ace, is scheduled for delivery in the second half of 2026, while Wind Apex will follow by mid-2027. By that time, Cadeler will operate a 12-vessel fleet, the largest in the offshore wind industry, the company said in a statement. The ships will have a deck space of more than 60,000 square feet, a payload exceeding 18,000 tons and a main crane capable of lifting more than 3,300 tons. The announcements were made as offshore wind turbine generator awards this year are set to drop to the lowest level since at least 2022, according to the latest data from RigLogix, part of the Westwood Global Energy Group. Around 250 awards have been made so far in 2025, the energy consultancy said in its September offshore energy report, with around 300 forecast for the full year. But the sector is expected to bounce back next year with 1,200 awards projected, of which 67% will be in Western Europe and 28% in Asia, excluding China, RigLogix said. Contact Keith Wallis at <a href="mailto:keithwallis@hotmail.com">keithwallis@hotmail.com</a>. </div>

Two European offshore wind contractors are moving forward with key projects in the UK and Taiwan, the companies announced Thursday, delivering a project cargo pipeline for specialist carriers. Belgian’s DEME said it had been awarded a contract for the transport and installation of 35 foundations for the 495-megawatt (MW) Formosa 4 offshore wind farm in Taiwan being developed by a consortium including Taiwan-based Synera Renewable Energy. The contract was awarded to DEME’s Taiwanese joint venture CDWE and will involve the deployment of several vessels from its fleet, including the 61,000-deadweight metric ton (dwt) offshore installation vessel Green Jade and a rock placement vessel. The contract also involves development of an offshore electricity substation and scour protection works. Copenhagen-headquartered vessel operator Cadeler was awarded a contract worth around $90 million last month for the transportation and installation of the 35 Siemens Gamesa 14-MW wind turbines for the Formosa 4 project. The wind farm covers 22 square miles about 13 miles off the coast of northwest Taiwan. DEME said foundation installation work is expected to begin in the first half of 2027, while Cadeler said its transportation contract is set to start in March 2028. Ship delivery supports North Sea buildout Separately, Cadeler confirmed the delivery of the Wind Ally that will be deployed to install foundations at Ørsted’s $11 billion, 2.9-gigawatt Hornsea 3 offshore wind farm in the British sector of the North Sea. The ship is the first of Cadeler’s three “A”-class wind turbine installation vessels ordered from Chinese shipyard Cosco (Qidong) Offshore Company. The second ship, Wind Ace, is scheduled for delivery in the second half of 2026, while Wind Apex will follow by mid-2027. By that time, Cadeler will operate a 12-vessel fleet, the largest in the offshore wind industry, the company said in a statement. The ships will have a deck space of more than 60,000 square feet, a payload exceeding 18,000 tons and a main crane capable of lifting more than 3,300 tons. The announcements were made as offshore wind turbine generator awards this year are set to drop to the lowest level since at least 2022, according to the latest data from RigLogix, part of the Westwood Global Energy Group. Around 250 awards have been made so far in 2025, the energy consultancy said in its September offshore energy report, with around 300 forecast for the full year. But the sector is expected to bounce back next year with 1,200 awards projected, of which 67% will be in Western Europe and 28% in Asia, excluding China, RigLogix said. Contact Keith Wallis at keithwallis@hotmail.com .

Energy projects

Project cargo

Breakbulk News

Uplift in ship demand to serve DEME, Cadeler wind farm projects

<div class="phx-topic abstract-wrapper">A federal appeals court said the agency made an unfair and arbitrary rule that allows ocean carriers to bill late fees to one set of contracted parties but not others, like truckers. </div>

A federal appeals court said the agency made an unfair and arbitrary rule that allows ocean carriers to bill late fees to one set of contracted parties but not others, like truckers.

<div class="phx-topic">The Federal Maritime Commission (FMC) made an “arbitrary and capricious” rule about who should pay detention and demurrage, which effectively blocked ocean carriers from billing their in-house truckers for late charges on containers, an appeals court says. A three-judge panel for the D.C. Court of Appeals on Tuesday ruled in favor of a petition by the World Shipping Council (WSC) to review an FMC rulemaking that stemmed from the passage of the Ocean Shipping Reform Act of 2022 (OSRA-22). The rulemaking sought to clarify who is the responsible for charges on the delayed retrieval and return of containers to marine terminals. In February 2024, the FMC said that <a href="https://www.joc.com/article/fmcs-new-rules-to-prevent-truckers-from-being-hit-with-dd-bills-5225636">ocean carriers could only bill detention and demurrage to the party who contracted for ocean transportation</a>, or in some instances the consignee. The rule sought to prevent instances where port truckers said they were blocked from retrieving a container until they paid any fees associated with the shipment. While the FMC tried to clarify that the rule did not prevent ocean carriers from billing late charges to truckers under carrier haulage agreements, <a href="https://www.joc.com/article/ocean-carriers-seek-clarity-on-dd-billing-to-truckers-under-new-fmc-rules-5221906">the WSC challenged</a> the plain text of the rule as preventing that. The appellate court agreed with the WSC’s argument that there’s a contradiction in allowing parties in a contract to bill each other in one instance but not in another instance. The court said the rule should be removed because it is “arbitrary and capricious.” While the FMC’s rule aimed to “confine the parties against who demurrage and detention charges may be levied to entities who are in a contractual relationship with the billing party, the commission, without adequate explanation, left out entities who are in such a contractual relationship while seemingly including others who are not.” The FMC’s rulemaking attempted to protect parties that may not know the terms for when detention and demurrage could be billed. But the court determined that truckers in carrier haulage agreements with ocean carriers are aware of detention and demurrage provisions in those agreements, so they can be held responsible for those fees. “The trucker has precisely the kind of first-hand information from negotiating the contract that the commission views to be vital to allowing imposition of demurrage and detention fees,” the court said. Even though the WSC did not challenge the FMC’s determination that consignees could also be hit with detention and demurrage, the judges said the inclusion of consignees highlights the rule’s seeming contradiction because they may not have a contractual relationship with an ocean carrier. “There may well be sound explanations for allowing billing of consignees even absent privity, but the commission’s account of its decision to include consignees — which is found in the rule’s preamble — does not attempt to provide one,” the court said. The WSC said in a statement to the Journal of Commerce that it wants to work with the FMC on promulgating a rule “Incentivizing the on-time pickup and return of shipping containers to and from ports to prevent supply chain congestion.” “Consumers, shippers, truckers, port operators, and ocean carriers all benefit from a D&amp;D rule that ensures containers keep moving to where they’re scheduled to be, without delays and backups,” the WSC said. The FMC was not immediately available to comment on the ruling. Contact Michael Angell at <a href="mailto:michael.angell@spglobal.com">michael.angell@spglobal.com</a>. </div>

The Federal Maritime Commission (FMC) made an “arbitrary and capricious” rule about who should pay detention and demurrage, which effectively blocked ocean carriers from billing their in-house truckers for late charges on containers, an appeals court says. A three-judge panel for the D.C. Court of Appeals on Tuesday ruled in favor of a petition by the World Shipping Council (WSC) to review an FMC rulemaking that stemmed from the passage of the Ocean Shipping Reform Act of 2022 (OSRA-22). The rulemaking sought to clarify who is the responsible for charges on the delayed retrieval and return of containers to marine terminals. In February 2024, the FMC said that ocean carriers could only bill detention and demurrage to the party who contracted for ocean transportation , or in some instances the consignee. The rule sought to prevent instances where port truckers said they were blocked from retrieving a container until they paid any fees associated with the shipment. While the FMC tried to clarify that the rule did not prevent ocean carriers from billing late charges to truckers under carrier haulage agreements, the WSC challenged the plain text of the rule as preventing that. The appellate court agreed with the WSC’s argument that there’s a contradiction in allowing parties in a contract to bill each other in one instance but not in another instance. The court said the rule should be removed because it is “arbitrary and capricious.” While the FMC’s rule aimed to “confine the parties against who demurrage and detention charges may be levied to entities who are in a contractual relationship with the billing party, the commission, without adequate explanation, left out entities who are in such a contractual relationship while seemingly including others who are not.” The FMC’s rulemaking attempted to protect parties that may not know the terms for when detention and demurrage could be billed. But the court determined that truckers in carrier haulage agreements with ocean carriers are aware of detention and demurrage provisions in those agreements, so they can be held responsible for those fees. “The trucker has precisely the kind of first-hand information from negotiating the contract that the commission views to be vital to allowing imposition of demurrage and detention fees,” the court said. Even though the WSC did not challenge the FMC’s determination that consignees could also be hit with detention and demurrage, the judges said the inclusion of consignees highlights the rule’s seeming contradiction because they may not have a contractual relationship with an ocean carrier. “There may well be sound explanations for allowing billing of consignees even absent privity, but the commission’s account of its decision to include consignees — which is found in the rule’s preamble — does not attempt to provide one,” the court said. The WSC said in a statement to the Journal of Commerce that it wants to work with the FMC on promulgating a rule “Incentivizing the on-time pickup and return of shipping containers to and from ports to prevent supply chain congestion.” “Consumers, shippers, truckers, port operators, and ocean carriers all benefit from a D&D rule that ensures containers keep moving to where they’re scheduled to be, without delays and backups,” the WSC said. The FMC was not immediately available to comment on the ruling. Contact Michael Angell at michael.angell@spglobal.com .

Port News

Drayage

Appeals court strikes down FMC’s detention and demurrage billing rule

<div class="phx-topic abstract-wrapper">Smaller airports in Europe have positioned themselves as business-friendly entry points for cross-border e-commerce traffic that moves mostly on freighters, according to consultancy Trade and Transport Group.</div>

Smaller airports in Europe have positioned themselves as business-friendly entry points for cross-border e-commerce traffic that moves mostly on freighters, according to consultancy Trade and Transport Group.

<div class="phx-topic">The surge in China-Europe e-commerce volumes after the US shut down duty-free access for low-value Chinese imports in May is causing a shift in air cargo away from major European hubs to smaller airports in the region, according to a new report from consultancy Trade and Transport Group. Sydney-based TTG said although international air cargo growth at European airports was about 3% so far this year, the numbers masked large differences in growth between the traditional top cargo hubs and other freighter-focused airports across the continent. “Some of the shift away from the major hubs has been a result of a change in traffic mix away from general cargo to more cross-border e-commerce,” the Trade and Transport report noted. “Belgium, Hungary and some other eastern European countries have positioned themselves as business-friendly entry points for this type of traffic, most of which moves on freighters,” the report added. Growth in cross-border e-commerce traffic from China into Europe has risen sharply this year after the US on May 2 removed a Chinese exemption from “de minimis” rules that grant duty-free access for goods valued at under $800. The US subsequently extended the removal of the de minimis rule to all its trading partners on Aug. 29. <div class="wrapper-narrow"><dynamic-object type="jocchartid" resource-id="4d4c2884-4c45-449e-9be5-4b0e52526557"></dynamic-object></div>Data from air cargo analyst Rotate shows an 18% year-over-year increase in capacity deployed on China-Europe routes in August, with 129,800 tons of space provided by carriers. China-US capacity last month was up 8% at 108,800 tons. For the seven months through July, the market share of low-value e-commerce within China-Europe’s total air trade reached 40% compared with the 38% share recorded for the whole of 2024, according to air freight consultancy Aevean. <h3>Shifting focus away from US </h3>China-US e-commerce filled half the air freight capacity on the trans-Pacific and about 6% of global air freight demand before the tariffs were introduced on May 2, prompting China’s online platforms to quickly shift focus to Europe. In the 12 months ending July 31, Trade and Transport Group data shows European airports received about 19 million metric tons of international air cargo, with 40% handled by the top five airports — Frankfurt, Charles de Gaulle in Paris, London Heathrow, Amsterdam and DHL’s main hub in Leipzig-Halle in Germany. Another 26% was handled by air cargo-focused Liege in Belgium, Luxembourg, Cologne-Bonn, Madrid and Milan Malpensa. “The top 10 airports only grew their combined traffic volumes by 1.3%, but if LGG [Liege] hadn’t grown by 11%, this number would have been close to zero...,” TTG’s report said. “...Amsterdam, Luxembourg and Leipzig-Halle actually saw declines in international traffic.” While growth stalled or declined at the major hubs, other European airports recorded significant increases in volume in the 12 months ending July 31, according to TTG data. The growth was led by Budapest, which saw 12-month volume rise 62%; Václav Havel Airport Prague, which grew 41%; and Warsaw Chopin Airport, which was up 19%. Volumes through Brussels increased 13%, while in the UK, the freighter hub of East Midlands Airport saw an increase in cargo volumes of 11%. Contact Greg Knowler at <a href="mailto:greg.knowler@spglobal.com">greg.knowler@spglobal.com</a>. </div>

The surge in China-Europe e-commerce volumes after the US shut down duty-free access for low-value Chinese imports in May is causing a shift in air cargo away from major European hubs to smaller airports in the region, according to a new report from consultancy Trade and Transport Group. Sydney-based TTG said although international air cargo growth at European airports was about 3% so far this year, the numbers masked large differences in growth between the traditional top cargo hubs and other freighter-focused airports across the continent. “Some of the shift away from the major hubs has been a result of a change in traffic mix away from general cargo to more cross-border e-commerce,” the Trade and Transport report noted. “Belgium, Hungary and some other eastern European countries have positioned themselves as business-friendly entry points for this type of traffic, most of which moves on freighters,” the report added. Growth in cross-border e-commerce traffic from China into Europe has risen sharply this year after the US on May 2 removed a Chinese exemption from “de minimis” rules that grant duty-free access for goods valued at under $800. The US subsequently extended the removal of the de minimis rule to all its trading partners on Aug. 29. Data from air cargo analyst Rotate shows an 18% year-over-year increase in capacity deployed on China-Europe routes in August, with 129,800 tons of space provided by carriers. China-US capacity last month was up 8% at 108,800 tons. For the seven months through July, the market share of low-value e-commerce within China-Europe’s total air trade reached 40% compared with the 38% share recorded for the whole of 2024, according to air freight consultancy Aevean. Shifting focus away from US China-US e-commerce filled half the air freight capacity on the trans-Pacific and about 6% of global air freight demand before the tariffs were introduced on May 2, prompting China’s online platforms to quickly shift focus to Europe. In the 12 months ending July 31, Trade and Transport Group data shows European airports received about 19 million metric tons of international air cargo, with 40% handled by the top five airports — Frankfurt, Charles de Gaulle in Paris, London Heathrow, Amsterdam and DHL’s main hub in Leipzig-Halle in Germany. Another 26% was handled by air cargo-focused Liege in Belgium, Luxembourg, Cologne-Bonn, Madrid and Milan Malpensa. “The top 10 airports only grew their combined traffic volumes by 1.3%, but if LGG [Liege] hadn’t grown by 11%, this number would have been close to zero...,” TTG’s report said. “...Amsterdam, Luxembourg and Leipzig-Halle actually saw declines in international traffic.” While growth stalled or declined at the major hubs, other European airports recorded significant increases in volume in the 12 months ending July 31, according to TTG data. The growth was led by Budapest, which saw 12-month volume rise 62%; Václav Havel Airport Prague, which grew 41%; and Warsaw Chopin Airport, which was up 19%. Volumes through Brussels increased 13%, while in the UK, the freighter hub of East Midlands Airport saw an increase in cargo volumes of 11%. Contact Greg Knowler at greg.knowler@spglobal.com .

Air Cargo

Air cargo shift from major European hubs underway: report

<div class="phx-topic abstract-wrapper">The Trump administration’s imposition of hefty tariffs on Brazil in August sent US bookings for coffee, sugar and orange juice plummeting in the first half of September.</div>

The Trump administration’s imposition of hefty tariffs on Brazil in August sent US bookings for coffee, sugar and orange juice plummeting in the first half of September.

<div class="phx-topic">US demand for major Brazilian commodities coffee, sugar and orange juice is falling by double-digits due to 50% tariffs on the imports, putting downward pressure on container spot rates even as carriers plans to inject more tonnage into the trade lane next month. The US imposition of hefty tariffs on Brazil in August has sent bookings plummeting, with coffee down 67%, sugar 77%, and orange juice 29% in the first half of September compared with the same period last year, according to maritime visibility provider Vizion and data and analytics company Dun &amp; Bradstreet. While forwarders say US imports from Brazil haven’t collapsed, they note container spot rates have slumped more than 20% to a range of $1,600 to $1,700 per FEU since the tariffs were imposed. “Roasters have made what we thought was an unthinkable change to almost immediately move away from Brazil,” said a US coffee importer who notes the industry is increasingly sourcing from Mexico. “We expected more stickiness towards Brazilian coffee in roaster blends.” <div class="wrapper-narrow"><dynamic-object type="jocchartid" resource-id="c1f38fd2-5d26-4e8e-90ac-68e28863368c"></dynamic-object></div>Despite the fresh weakness in the Brazil-US trade, container lines plan to add 22% more capacity in October, eeSea data shows. “More capacity is to be injected [in October and November],” said Peter Sand, chief analyst at rate benchmarking platform Xeneta. “If demand is weakening, this will see rates dropping further.” As the spot market slides and <a href="https://www.joc.com/article/impending-brazil-tariffs-increase-pressure-on-us-pulp-industry-6048344">the impacts ripple across Brazilian commodities</a>, many shippers moving cargo on contract rates have pulled back shipments, said a Brazil-based freight forwarder. Long-term rates are closer to about $3,200 per FEU, Xeneta data shows. “Rates are so low that most of what is moving now is [freight-all-kinds] or lumber,” the forwarder said. US import volumes from the East Coast of South America fell 11.7% in August from July and were down more than 12% compared with August 2024, according to data from PIERS, a sister product of the Journal of Commerce within S&amp;P Global. Despite the pressure in Brazil, overall capacity on the East Coast of South America to US East Coast trade has grown about 3.7% year over year, Xeneta data shows. Still, Sand told the Journal of Commerce that if demand drops enough, some of those vessels may opt to skip <a href="https://www.joc.com/article/brazils-santos-readies-development-of-south-americas-largest-box-terminal-6082796">Brazilian port</a> calls. Meanwhile, ocean reliability on the trade lane as measured by maritime intelligence provider eeSea came in at 27% in August, up from 23% in July. The last time reliability on the lane exceeded 30% was in June 2024. Contact Laura Robb at <a href="mailto:Laura.Robb@spglobal.com">laura.robb@spglobal.com</a>.  </div>

US demand for major Brazilian commodities coffee, sugar and orange juice is falling by double-digits due to 50% tariffs on the imports, putting downward pressure on container spot rates even as carriers plans to inject more tonnage into the trade lane next month. The US imposition of hefty tariffs on Brazil in August has sent bookings plummeting, with coffee down 67%, sugar 77%, and orange juice 29% in the first half of September compared with the same period last year, according to maritime visibility provider Vizion and data and analytics company Dun & Bradstreet. While forwarders say US imports from Brazil haven’t collapsed, they note container spot rates have slumped more than 20% to a range of $1,600 to $1,700 per FEU since the tariffs were imposed. “Roasters have made what we thought was an unthinkable change to almost immediately move away from Brazil,” said a US coffee importer who notes the industry is increasingly sourcing from Mexico. “We expected more stickiness towards Brazilian coffee in roaster blends.” Despite the fresh weakness in the Brazil-US trade, container lines plan to add 22% more capacity in October, eeSea data shows. “More capacity is to be injected [in October and November],” said Peter Sand, chief analyst at rate benchmarking platform Xeneta. “If demand is weakening, this will see rates dropping further.” As the spot market slides and the impacts ripple across Brazilian commodities , many shippers moving cargo on contract rates have pulled back shipments, said a Brazil-based freight forwarder. Long-term rates are closer to about $3,200 per FEU, Xeneta data shows. “Rates are so low that most of what is moving now is [freight-all-kinds] or lumber,” the forwarder said. US import volumes from the East Coast of South America fell 11.7% in August from July and were down more than 12% compared with August 2024, according to data from PIERS, a sister product of the Journal of Commerce within S&P Global. Despite the pressure in Brazil, overall capacity on the East Coast of South America to US East Coast trade has grown about 3.7% year over year, Xeneta data shows. Still, Sand told the Journal of Commerce that if demand drops enough, some of those vessels may opt to skip Brazilian port calls. Meanwhile, ocean reliability on the trade lane as measured by maritime intelligence provider eeSea came in at 27% in August, up from 23% in July. The last time reliability on the lane exceeded 30% was in June 2024. Contact Laura Robb at laura.robb@spglobal.com . 

Container lines

Forwarding

Container Shipping News

Key Brazilian exports to US falling sharply in early aftermath of 50% tariffs

<div class="phx-topic abstract-wrapper">But supply chains in a region stretching between South China, Taiwan and the Philippines face extensive disruption even after terminals reopen and flights resume as shippers rush to complete orders ahead of Golden Week factory closures.</div>

But supply chains in a region stretching between South China, Taiwan and the Philippines face extensive disruption even after terminals reopen and flights resume as shippers rush to complete orders ahead of Golden Week factory closures.

<div class="phx-topic">Ports and airports in southern China will restart operations Thursday after super typhoon Ragasa, the world’s strongest storm so far this year, made landfall in Guangdong province Wednesday, causing widespread flooding and property damage. But supply chains in a region stretching between South China, Taiwan and the Philippines face extensive disruption even after terminals reopen and flights resume. The turmoil comes ahead of China’s National Day holiday that starts Oct. 1. “The cyclone couldn’t have come for a worse time for shippers rushing to complete orders before factories in southern China close for a week to 10 days from next week,” said a senior executive at a Hong Kong-based freight forwarder. The storm, packing winds of up to 140 miles per hour at its peak, struck the South China coast near Yangjiang about 130 miles west of Hong Kong on Wednesday after killing at least 17 people in Taiwan and 10 in the Philippines. The hurricane-force winds and rains have cut a swathe through the region, damaging buildings, bringing down power lines and causing extensive flooding that has disrupted road and rail transport in the Philippines, Taiwan and southern China. Hapag-Lloyd, in an advisory Wednesday, warned of lengthy berthing delays at key ports in South China. Cathay Pacific Airways, Hong Kong’s dominant air cargo airline, said it would take some time for flights to return to normal. At Shenzhen’s Yantian terminal, which handles about a quarter of China’s exports to the US, Hapag-Lloyd forecast berthing delays of five to seven days after the facility reopens. The carrier said it expected a four- to five-day delay at Shekou, three to four days at Nansha, Guangzhou’s main export port; about three days in Hong Kong and delays of two days in both Kaohsiung and Keelung in Taiwan. “As a result, we anticipate significant disruptions to our operations,” Hapag-Lloyd said in its advisory. All ports in southern China, including Shenzhen, Hong Kong and Nansha, plus Kaohsiung, <a href="https://www.joc.com/article/south-china-supply-chains-brace-for-years-strongest-typhoon-6084358">have been closed since early Monday.</a>CMA CGM said the Philippine Coast Guard had banned the movement of all vessels ahead of the cyclone’s arrival on Sept. 22, although terminals at Manila and Subic Bay were kept partially open. The carrier indicated Tuesday vessels were being delayed up to two days. OOCL said in an advisory that the Hong Kong government downgraded its typhoon warning Wednesday evening, but cargo operations at terminals and depots in Hong Kong, Shenzhen, Guangzhou and nearby cities including Dongguan and Nansha remained suspended. <h3>Flights suspended in Hong Kong </h3>At Hong Kong International Airport, the world’s busiest cargo airport, all flights were suspended Wednesday and are not scheduled to resume until Thursday morning. The Airport Authority of Hong Kong said 100 cargo flights will be canceled during this period, including services operated by integrators FedEx, UPS and DHL. A further 15 flights operated by carriers including Atlas Air, Kalitta Air and MSC Air Cargo will be delayed until Friday and Saturday. In an advisory Wednesday, Cathay Pacific said flights would resume Thursday, but noted that restoring its normal schedule will be a “challenging and gradual process that will take time.” Shenzhen Baoan International Airport, used by carriers including UPS, FedEx and Atlas Air, suspended all flights late Tuesday and won’t restart operations until Thursday, according to flight schedules. Contact Keith Wallis at <a href="mailto:keithwallis@hotmail.com">keithwallis@hotmail.com</a>.</div>

Ports and airports in southern China will restart operations Thursday after super typhoon Ragasa, the world’s strongest storm so far this year, made landfall in Guangdong province Wednesday, causing widespread flooding and property damage. But supply chains in a region stretching between South China, Taiwan and the Philippines face extensive disruption even after terminals reopen and flights resume. The turmoil comes ahead of China’s National Day holiday that starts Oct. 1. “The cyclone couldn’t have come for a worse time for shippers rushing to complete orders before factories in southern China close for a week to 10 days from next week,” said a senior executive at a Hong Kong-based freight forwarder. The storm, packing winds of up to 140 miles per hour at its peak, struck the South China coast near Yangjiang about 130 miles west of Hong Kong on Wednesday after killing at least 17 people in Taiwan and 10 in the Philippines. The hurricane-force winds and rains have cut a swathe through the region, damaging buildings, bringing down power lines and causing extensive flooding that has disrupted road and rail transport in the Philippines, Taiwan and southern China. Hapag-Lloyd, in an advisory Wednesday, warned of lengthy berthing delays at key ports in South China. Cathay Pacific Airways, Hong Kong’s dominant air cargo airline, said it would take some time for flights to return to normal. At Shenzhen’s Yantian terminal, which handles about a quarter of China’s exports to the US, Hapag-Lloyd forecast berthing delays of five to seven days after the facility reopens. The carrier said it expected a four- to five-day delay at Shekou, three to four days at Nansha, Guangzhou’s main export port; about three days in Hong Kong and delays of two days in both Kaohsiung and Keelung in Taiwan. “As a result, we anticipate significant disruptions to our operations,” Hapag-Lloyd said in its advisory. All ports in southern China, including Shenzhen, Hong Kong and Nansha, plus Kaohsiung, have been closed since early Monday. CMA CGM said the Philippine Coast Guard had banned the movement of all vessels ahead of the cyclone’s arrival on Sept. 22, although terminals at Manila and Subic Bay were kept partially open. The carrier indicated Tuesday vessels were being delayed up to two days. OOCL said in an advisory that the Hong Kong government downgraded its typhoon warning Wednesday evening, but cargo operations at terminals and depots in Hong Kong, Shenzhen, Guangzhou and nearby cities including Dongguan and Nansha remained suspended. Flights suspended in Hong Kong At Hong Kong International Airport, the world’s busiest cargo airport, all flights were suspended Wednesday and are not scheduled to resume until Thursday morning. The Airport Authority of Hong Kong said 100 cargo flights will be canceled during this period, including services operated by integrators FedEx, UPS and DHL. A further 15 flights operated by carriers including Atlas Air, Kalitta Air and MSC Air Cargo will be delayed until Friday and Saturday. In an advisory Wednesday, Cathay Pacific said flights would resume Thursday, but noted that restoring its normal schedule will be a “challenging and gradual process that will take time.” Shenzhen Baoan International Airport, used by carriers including UPS, FedEx and Atlas Air, suspended all flights late Tuesday and won’t restart operations until Thursday, according to flight schedules. Contact Keith Wallis at keithwallis@hotmail.com .

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In today’s competitive logistical landscape, efficiency is an absolute necessity for smooth operations. Yet, in the barge sector, many operators still rely on fragmented systems, delayed updates, and manual tracking methods that slow decision-making and increase operational risk. OpenTug’s new eBook, How Enhanced Visibility Transforms Barge Operations, reveals how unified, real-time data can become your competitive advantage leading to improved voyage management and more actionable insights. Drawing on industry best practices and real-world examples, it explores how operational transparency empowers teams to: ●	Reduce delays with accurate ETAs and proactive scheduling decisions ●	Improve asset utilization by identifying underused equipment and optimizing cargos ●	Strengthen safety and compliance through consistent, accessible documentation and reporting ●	Boost customer satisfaction with transparent status updates and faster response time You’ll learn how visibility can connect every part of your operation into a single, actionable view. The ability to see and act on real-time information transforms the way you plan, execute, and deliver. From managing a small regional fleet to running a large, national operation, this eBook will help you understand the measurable benefits of enhanced visibility and how technology like BargeOS is transforming the way barge logistics is managed. Get your copy today and see how clear insights lead to stronger performance, smarter decisions, and more profitable operations. <a href="https://9315820.fs1.hubspotusercontent-na1.net/hubfs/9315820/eBook/Nav-theFuture-AJW-08.19.25.pdf" rel="noreferrer" class="joc_admin__link">Click here</a><span class="joc_admin__inline-image joc_admin__inline-image-aspect-ratio-16_9 joc_admin__inline-image-position-left joc_admin__inline-image-size-small" data-figure-size="small" data-figure-position="left" data-figure-aspect-ratio="16:9"><img src="/content-assets/1756152344211_Opentug%20logo.png" alt="" class="joc_admin__inline-image-inherit">

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Transform Barge Operations with Total Visibility

At SSA Marine Mexico, we firmly believe that business development must go hand in hand with social and environmental well-being. Our vision is not solely focused on operating efficiently, but also on creating a meaningful and positive impact in the communities where we are present. Since 1995, we have reaffirmed this commitment through tangible actions that reflect our core values of responsibility, solidarity, and sustainability. <span class="joc_admin__inline-image joc_admin__inline-image-aspect-ratio-3_2 joc_admin__inline-image-position-left joc_admin__inline-image-size-medium" data-figure-size="medium" data-figure-position="left" data-figure-aspect-ratio="3:2"><img src="/content-assets/1752584535914_Photo%201.jpg" alt="" class="joc_admin__inline-image-inherit"> A Year of Major Achievements Over the past year, we allocated more than $107,000 USD to the implementation of 60 social and environmental projects, positively impacting over 7,800 people across various regions of Mexico. Each initiative was designed with a holistic approach, addressing key areas that contribute to long-term community development. Education: Laying the Foundation for the Future Education is one of the most powerful tools to promote social mobility and equitable development. At SSA Marine Mexico, we support academic initiatives that inspire and empower the next generation of leaders. One of our most impactful partnerships was with the University of Colima, where we sponsored the “Reto Camp” program. This initiative encourages university students to develop innovative solutions in the fields of sustainability, logistics, and port operations, offering them mentorship, tools, and real-world challenges to solve. In addition, we donated microscopes, school supplies, and educational materials to institutions in underserved communities, helping to improve the learning environment and provide students with the resources they need to succeed. Health and Sports: Promoting Wellness We believe that healthy communities are strong communities. We have supported several local sporting events and provided direct assistance to talented athletes, enabling them to pursue their passions and represent their regions with pride. Beyond sports, we also strengthened our collaboration with critical emergency response organizations such as the Mexican Red Cross and Civil Protection. Our contributions helped enhance their readiness and capabilities in times of crisis, ensuring better outcomes for those affected by emergencies. Supporting Vulnerable Groups: Reaching Those Who Need It Most A core part of our social responsibility efforts is directed toward supporting vulnerable populations. We have contributed to a range of initiatives focused on children, migrants, and at-risk families. These efforts included donations to orphanages and shelters, as well as support for the National Institute of Migration and grassroots organizations dedicated to protecting and empowering people facing adversity. By standing with those in need, we reinforce our commitment to inclusion and social justice, values that are central to our identity as a responsible company. <span class="joc_admin__inline-image joc_admin__inline-image-aspect-ratio-3_2 joc_admin__inline-image-position-left joc_admin__inline-image-size-medium" data-figure-size="medium" data-figure-position="left" data-figure-aspect-ratio="3:2"><img src="/content-assets/1752584944645_Photo%202.png" alt="" class="joc_admin__inline-image-inherit">Culture: Strengthening Community Identity Cultural identity is a key element in building resilient and united communities. At SSA Marine Mexico, we actively participate in the organization and sponsorship of cultural events that celebrate local traditions and foster civic pride. Working alongside port authorities and municipal governments, we helped bring music, art, and heritage to the forefront, creating spaces for community engagement and intercultural dialogue. Environment: Investing in the Planet Our commitment to sustainability goes beyond operations—it’s a philosophy that drives every decision we make. We have partnered with environmental institutions to carry out reforestation campaigns, beach cleanups, and conservation efforts. In collaboration with the Institute for the Environment, we supported initiatives aimed at decarbonization, biodiversity protection, and environmental education. By involving our employees and local volunteers in these actions, we also foster a culture of environmental stewardship throughout our organization and our surrounding communities. Innovation for a Sustainable Future Sustainability is not just about doing good—it’s also about doing things better. In 2024, we invested $22 million USD in the acquisition of 11 state-of-the-art E-RTG cranes. These electric rubber-tired gantry cranes represent a significant technological advancement in port equipment. Seven of them are already operating on clean electric energy, resulting in a reduction of nearly 4,000 tons of CO₂ emissions and improving operational efficiency by 7%. The remaining four cranes are fully compatible with future electrification, underscoring our long-term strategy to modernize our operations in an environmentally responsible way. This investment is part of a broader innovation roadmap that includes digitalization, automation, and cleaner energy sources—all designed to ensure that our ports continue to grow without compromising the health of our planet. Building a Better Tomorrow, Together At SSA Marine Mexico, we understand that sustainability is a shared and ongoing responsibility. True impact requires collaboration across sectors, long-term vision, and unwavering commitment. That is why we continue to work hand-in-hand with local authorities, non-profit organizations, universities, and our own employees to create solutions that are both scalable and sustainable. Our journey is far from over. In the years ahead, we will continue to deepen our community engagement, explore cleaner technologies, and strengthen the social fabric of the regions where we operate. Each initiative, no matter the size, is a step toward building a future where business success goes hand-in-hand with human and environmental prosperity. We are proud of what we have achieved in 2024, but we are even more excited about what lies ahead. SSA Marine Mexico — Moving the World, Caring for People and Planet. LINK: <a href="https://www.ssamarine.mx/" rel="noreferrer" class="joc_admin__link">https://www.ssamarine.mx/</a>

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SSA Marine Mexico: True Commitment to Sustainability

The world of LTL is slow to embrace change. Business anachronisms permeate current supply chain processes. These vestiges of the way things used to work define the LTL freight transportation procurement process of many modern shippers.David Knuth, logistics specialist at IEWC, a global supplier of cable and wire based in Wisconsin, is happy to have modernized the RFP process, automating the entire LTL bidding procedure with Bid$ense, SMC³’s automated truckload and LTL freight transportation sourcing solution. But when prompted, he can still recall what once was.In his previous job, a large part of his duties were consumed by creating an intermodal bid package for carriers. In a spreadsheet, Knuth detailed the company’s volumes lane by lane, taking care to delete any errant keystrokes or misleading data. He would then email out the information to each carrier, taking time to respond to detailed technical questions about the spreadsheet data. Finally, he had to compile all the results, create an algorithm that would compare the carriers on each lane, and award the business.“It was a huge undertaking. It took about four months to do,” Knuth said of the old process. “It was almost a full-time job for that part of the year, every year.”In his new job at IEWC, he sat down with Bid$ense on day one and was amazed at the capabilities. Knuth had never before used a bid tool. SMC³’s latest versions of Bid$ense automate the process even further, taking truckload and LTL RFPs entirely online. The tool draws on RFP best-practices protocols to streamline the bidding communication process, enabling bidding carriers to respond accurately and promptly to shipper requests. The solution also does all the distribution work automatically, electronically submitting shipper bid data to carriers based on their actual service capabilities and performance records. Carriers are alerted with timely prompts for RFP deliverables, so shippers aren’t waiting by the phone for responses.Another benefit of automating the process is the data-cleansing assistance. When Knuth sent spreadsheets to carriers, data errors might cloud the bidding process; he might have to resend data or simply accept a price that did not truly reflect the costs of doing business. Data cleansing is incredibly beneficial, he said.The spreadsheet technique also made bidding analysis an onerous task. Since Bid$ense automates and streamlines the entire RFP process, intensive examination is now simple. SMC³ knows that each bid has more than one best outcome. With uniform responses from each carrier, shippers can quickly rank results and create an unlimited quantity of what-if scenarios to make the optimal procurement decision.Jesse Burnett of Central Garden &amp; Pet experiences many of the same benefits. Founded in 1980, Central Garden &amp; Pet has spent the last three decades growing from a small garden supply company to a provider of a range of products from dog chews and bird seed to soil supplements and natural insecticides. For much of its life, the company shipped these disparate goods via LTL and truckload carriers to retailers throughout the country, relying on each business unit to negotiate directly with their freight transportation providers. This arrangement worked fairly well for a small company, but as Central Garden &amp; Pet expanded, leadership decided to consolidate decision making.Burnett helped centralize the transportation decision making in 2015 with SMC³’s Bid$ense. Before Bid$ense, every business unit operated independently as far as negotiating with carriers.“There were a lot of different things just floating around,” he said. “We didn’t have master agreements in place; no national pricing at all. The pricing from carriers was just all over the place, depending on where you were.”The transformations he saw with Bid$ense were immediate. Burnett has been using the tool about every other year since its implementation at the company. Central Garden and Pet’s $19.6 million 2019 LTL bid saved the company just more than 9 percent when compared to its historical average. For Burnett, though, bid automation extends far beyond savings.“We knew that we weren’t getting the best pricing offer from our carriers just because nothing was centralized,” he continued. “We knew that if we combined everything from all these business units and paired it with one corporate offering, then it would drive some cost benefit with it.”When the company initially decided to centralize bid procurement, executives researched a number of different methodologies and technologies. In the end, though, Burnett found that Bid$ense was both widespread and well known, and that his carrier partners already knew how to use the application. Burnett also highlighted the data-cleansing process as a major benefit, saying the rigorous process ensures that carriers always return the best price.“It definitely has helped drive savings,” he said. “Any time you go out there and you drive that competitiveness with the carriers and they know they’re in a bid environment, it seems to sharpen their pencils.”Transportation procurement is an integral part of the modern supply chain. With Bid$ense, shippers can develop a strategic implementation plan that saves them time and money, but also helps them create strong relationships with their carrier partners. These carriers appreciate the solution’s data-cleansing process; when carriers receive a complete shipment history and future volume forecast, they don’t have to guess on pricing. Carriers that receive more data from shippers get a complete picture of that shipper’s freight, allowing them to accurately plan instead of simply preparing for the worst-case scenario. Clean data presented through an automated system can lead to both bigger shipment savings and a lasting partnership between carrier and customer.Whether customers are looking to streamline over-the-road transportation bidding by automating the RFP process or create an entirely new, centralized sourcing process, Bid$ense has the analytical horsepower to get the job done.SMC³ 2020 Customer Case Study

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Shippers save money, time with automated transportation bidding tools

If there’s one immutable truth in the world of logistics, it’s this: LTL is an inherently complex form of transportation. Tariffs, rates, DIM weights, transit times — it’s enough to confuse even seasoned logistics professionals. The solution to this knowledge gap has historically been on-the-job training or university supply chain education, but for a variety of reasons there is now a pressing need for third-party, remote LTL training that prepares logistics workers for transportation success. Global Scope Can Overlook Local Intricacies In the past, professionals looking to move into a supply chain career learned about the basics of supply chain from universities. However, many of these college supply chain programs are now global in scope, focusing on worldwide supply chain management instead of the intricacies of specialized domestic transportation. And even these programs, which used to be widespread, are becoming less common. LTL is not an industry of broad-brush strokes; supply chain professionals really need a pointillistic understanding of the logistics of LTL in order to excel in the industry. Accelerating Need for Dedicated LTL Education This lack of specified training put the onus on employers to prepare new hires with the LTL knowledge needed to do their jobs. Dedicated LTL study is a necessity, not a luxury. At the same time, changes in LTL and the broader supply chain world are accelerating. The reliance on e-commerce has ballooned since the start of the pandemic, and last-mile LTL shipments and related e-commerce strains on the supply chain won’t diminish once social distancing abates. That genie isn’t going back into the bottle. So supply chain employers need logistics workers that are fully versed in all aspects of the industry, ready to solve unique shipping and delivery problems based on their extensive supply chain knowledge But why care about LTL? It’s been reported that some shippers in today’s world are no longer concerned with what mode is used to ship their goods. A Multimodal Approach Ensures On-Time Delivery This mode agnosticism means supply chain stakeholders have to be well versed in all modes of transportation. As unforeseen weather events and other disruptions, such as protests, become more common, savvy logistics employees will need to be armed with familiarity of all modes, not just the most popular, to ensure that freight is delivered on time, without damage, and in the most financially expedient way possible. Offerings like SMC³’s LTL online education courses cover a wide range of topics from LTL basics and operations to more advanced concepts like pricing analytics and transportation law. The company also has plans to continually refresh content, adding new expert presenters and taking the feedback of students to make the courses even better as time goes on. Learn more about&nbsp;<a href="https://logisticstrainingcenter.com/smc3-courses/" rel="noreferrer" class="joc_admin__link">SMC³’s LTL Online Education program</a>&nbsp;and view the 2021 hybrid schedule, featuring live industry experts,&nbsp;<a href="https://www.smc3.com/onlinelearning2021/" rel="noreferrer" class="joc_admin__link">here.</a>

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