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Loadstar: China–SE Asia box rates jump 15%; CIMEX reshuffle; ONE fuel surcharge to $60

The Loadstar (25 Sep 2026) reports Drewry’s Intra-Asia Container Index rose a fourth straight week, up 6% to USD 1,402/FEU as of 17 Sep. Shanghai–Laem Chabang and Shanghai–Ho Chi Minh City spot rates each climbed 15% to USD 1,324 and USD 1,161 per 40ft; Shanghai–Nhava Sheva edged 1% to USD 3,897. SCFI Shanghai–SE Asia was +9% to USD 1,104/TEU (18 Sep). ONE raised its emergency fuel surcharge to USD 60 from USD 38 (16 Sep). CMA CGM is restructuring CIMEX1/CIMEX3 China–Middle East rotations.

On 25 September 2026, The Loadstar reported that unrelenting congestion and rising bunker costs have pushed intra-Asia container rates higher for about a month, with Drewry’s Intra-Asia Container Index up for a fourth consecutive week.

As of 17 September the index stood at USD 1,402 per 40ft, up 6% from 10 September. Spot rates from Shanghai to Laem Chabang and Ho Chi Minh City each rose 15% to USD 1,324 and USD 1,161 per 40ft; Shanghai–Nhava Sheva gained 1% to USD 3,897. The SCFI Shanghai–Southeast Asia print on 18 September was USD 1,104 per TEU, up 9% week on week.

ONE increased its emergency fuel surcharge to USD 60 from USD 38 on 16 September, adding pressure on all-in pricing as Brent-linked bunker costs rose.

CMA CGM is reshaping dedicated China–Middle East services: CIMEX1 drops Qingdao, Hong Kong and Sohar to focus on South China, Singapore and the Middle East, while Qingdao and Sohar move onto CIMEX3 with Ningbo, Shekou, Colombo, Fujairah and Singapore, extending that loop from seven to eight weeks. Linerlytica told The Loadstar Southeast Asia now accounts for about 11% of global port congestion (from 7% a month earlier), with North Asia still about 45%.

Source: The Loadstar

Topics

  • intra-asia
  • freight-rates
  • drewry
  • cma-cgm
  • cimex
  • one
  • southeast-asia
  • china
  • logistics
  • procurement

China Beige Book: U.S. orders gauge jumps to 13 in September as relative tariffs improve

CNBC (25 Sep 2026) cites China Beige Book’s survey of 1,295 Chinese firms (1–22 Sep): the U.S. orders gauge (share reporting higher orders minus share reporting lower) rose to 13 from 3 in August and −12 a year earlier. Shipments to the U.S. rose month-on-month and year-on-year as China’s relative tariff position improved. Overall domestic and export orders stayed below year-ago levels, and new orders softened from August. Barclays puts the effective U.S. tariff on Chinese goods near 23%.

Reuters: some buyers restore China orders as plus-one plants lag on ecosystem

Reuters (14 Sep 2026; widely recirculated into late September) reports that a year after tariff-driven diversification, some companies are restoring China production or sourcing because overseas plants struggle to match skilled labour, supplier networks and reliable power. Dawang Metals in Dandong regained U.S. agricultural-machinery orders after an India shift underperformed; Hangzhou furniture exporter Jin Chaofeng shut a 2024 Ho Chi Minh City workshop and moved production back. People familia

RCL: new weekly China–Indonesia RCI05 from 8 Nov; Qingdao–Shanghai–Nansha–Jakarta–Surabaya

Container News (24 Sep 2026) reports Regional Container Lines and partners will launch weekly service RCI05 linking Qingdao, Shanghai and Nansha with Jakarta and Surabaya, then Singapore. The full rotation is 28 days; vessels of about 2,800–4,300 TEU will be used. Maiden departure from Qingdao is scheduled for 8 November 2026.

Netstock: 75% of China-sourcing SMBs flag long lead times (gap widens to 33 pts)

FreightWaves (24 Sep 2026) reports Netstock's 2026 Supply Chain Planning Benchmark: among SMBs sourcing from China, 75% now cite long supplier lead times, versus 42% for businesses sourcing elsewhere. That China gap widened from 9 percentage points in 2025 (61% vs 52%) to 33 points this year. Multi-region sourcing among firms tracked on US/China/Canada/Mexico rose to 55% (from 45% in 2024). Supplier lead-time swings ranked the top single inventory challenge for 29% of respondents.

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