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Mexico¡¯s anti-piracy crackdown led to 900 abandoned China-sourced containers (+300% YoY) at Manzanillo Port due to IP violations, forcing exporters to rethink compliance strategies.

The US and China agreed to extend their tariff truce by 90 days, maintaining a 24% tariff pause while advancing talks on tech, energy, and supply chains.

Hapag-Lloyd announces a $1000/container GRI surge on Far East to Latin America routes, mirroring Maersk¡¯s peak season surcharges, signaling intensified global shipping cost pressures.

1. What is "Customs Closure"?Definition: Hainan will become a special customs supervision zone under the principle of "First Line Open, Second Line Controlled, Island-Wide Freedom"14.First Line (Open): Free movement of goods, capital, and personnel between Hainan and global markets.Second Line (Cont

Qingdao Port¡¯s rail-sea intermodal volume hit 1.503M TEUs (+15.1% YoY) in H1 2025, retaining its national lead. Expanded routes (86 total) and new inland ports (54) boost cross-border logistics, including dedicated solar product and China-Europe rail services.

North American Trade Lanes:US West Coast outperforms East Coast with some carriers experiencing rolloversFailed mid-July GRIs followed by significant rate erosionEast Coast volumes decline as slower transit times miss tariff deadlinesMSC suspends PEARL service, Ocean Alliance implements blank sailin

Matson Lines has immediately halted all shipments of electric vehicles (EVs) and plug-in hybrids due to lithium-ion battery risks, following recent maritime fires. No timeline for resumption.

Maersk, Hapag-Lloyd, and other carriers have announced August freight rate adjustments. Maersk will impose PSS on China to South Africa/Mauritius routes ($1,000/20¡¯, $1,600/40¡¯ dry containers), while Hapag-Lloyd adds $300/TEU on Far East-Australia routes. US West/East rates rebound, while Europe-Asia rates may rise further due to tariffs.

The OECD warns that rising deglobalization, driven by trade wars and reshoring, may cut global trade by 18%, with GDP losses up to 12%. Shipping firms face volatility as tariffs reshape supply chains, while trans-Pacific freight rates surge and crash amid uncertain demand.

A U.S. federal court halted Trump¡¯s April 2 tariff order, ruling it unconstitutional. The administration must suspend collections within 10 days, but an appeal is underway. Businesses brace for uncertainty as the White House vows to fight.