What moves your costs, your transit times and your cargo today.

THE DAY IN 30 SECONDS

• The United States has banned Canadian imports valued at $967 million from 29 September.
• The SCFI fell 1% to both US coasts, while Maersk will withdraw 4,000 TEU of weekly capacity.
• Panama will raise daily transits to 33 on 15 October and has already authorised a 14.94-metre draft.
• Hapag-Lloyd is using Suez on six Gemini services, although most of its network continues via the Cape.
• Mumbai is restricting freighters until June 2027, while Navi Mumbai faces start-up disruptions.
• Croatia has kept several crossings with Bosnia and Serbia closed, with two-hour waits at alternative border points.
• Rotterdam has lost four first-port connections but gained two as the last European port of call.
• Poland has opened an intermodal terminal in Zabrze, while Audi is testing automated loading of cars onto rail wagons.

⚖️ TARIFFS AND TRADE POLICY

United States bans $967 million in purchases from Canada

The figure: $967 million in Canadian imports, based on their 2025 value

Why it matters: The ban has been in force since 00:01 on 29 September and mainly affects alcoholic beverages, certain dairy products and motorcycles. European goods containing Canadian components or with Canadian origin may require confirmation of classification and origin before shipment: no Incoterm, including DDP, permits customs clearance of a product whose importation is prohibited.

• Alcoholic beverages account for approximately 87% of the affected trade.
• Certain dairy products, including whey, as well as motorcycles and mopeds, are also covered.
• Many tariff lines were already subject to a 50% duty, so the additional commercial impact may be limited.

What to watch: A bilateral negotiation could change the list, but Washington has not yet announced exemptions or a transition period.

Source

📊 FREIGHT RATES AND MARKET SIGNALS

SCFI falls 1% as Maersk withdraws 4,000 TEU

The figure: $7,463 per 40-foot container to the US West Coast and $10,497 to the US East Coast

Why it matters: Both routes fell 1% from 18 September, a modest signal consistent with the end of the peak season ahead of China’s Golden Week. Under CFR and CIF, the seller contracts ocean transport; under FOB and FCA, the buyer does so, making October quotations relevant rather than assuming September levels will be extended.

• Maersk will withdraw its additional Transpacific Express service between Asia and the US West Coast in October.
• The withdrawal will remove 4,000 TEU of weekly capacity, limiting some of the downward pressure on freight rates.
• The planned tariff reduction between China and the United States is arriving too late to alter the current peak season.

What to watch: Blank sailings after Golden Week will determine whether the decline continues or stabilises as capacity is reduced.

Source

United States consolidates its bottlenecks in one dashboard

The Bureau of Transportation Statistics updated its federal logistics indicators dashboard on 29 September. The tool brings together ships at anchor and awaiting berths, rail dwell, truck speeds around Los Angeles-Long Beach and New York-New Jersey, spot rates and diesel prices.

Why it matters: It is not a single index and does not independently provide a market conclusion, but it makes it possible to assess whether a supplier-reported delay is local or part of a wider deterioration in the US supply chain.

Source

🚢 OCEAN SHIPPING