Daily Logistics Briefing
All three stories today directly affect your cargo: US route rates have hit their highest point this year, making vessel space even tighter; Shein's profit has halved, triggered by the EU scrapping tax exemption on low-value parcels, signalling that this kind of exemption is disappearing worldwide; and China and the US have released their mutual tariff cut lists, covering products you commonly import like toys and small appliances, with the truce also extended to January 10 next year. Put all three together and you can judge how your booking and customs clearance costs will shift this quarter.
Today's Top 3
1. US route rates hit year high as port congestion eats up over 8% of global capacity
Spot rates on the US west coast route rose to US00 per FEU this week, the highest so far this year
FreightWaves 路 2026-09-30 路 Read original article ↗
2. Shein's profit halved: the cost of the EU scrapping low-value parcel tax exemption
Shein's Hong Kong-listed shares plunged on Tuesday, closing down 10.9% at HK.44 per share
Free Malaysia Today 路 2026-09-29 路 Read original article ↗
3. China and US cut US billion in mutual tariffs covering toys and small appliances, truce extended to January 10 next year
China and the US agreed to cut tariffs on a combined US billion worth of goods, with each side offering a US billion list of non-sensitive products
The Edge Malaysia 路 2026-09-28 路 Read original article ↗
HASTE View
Putting the three stories together: tighter vessel space, disappearing tax exemptions, but the pre-Chinese New Year booking rush may not be as fierce this time
What does the US route rate hike have to do with your cargo? Carriers share the same vessels - cargo bound for the US and cargo bound for Southeast Asia often sit on the same ship. With west coast rates up to US00 per FEU and east coast at US00, carriers will naturally prioritise space for whoever pays more, which is the US route. If your Malaysia consolidation booking comes in late, it could easily get bumped to the next sailing, the cut-off date moves earlier, and your delivery time stretches out. This isn't just talk - it's a number from Sea-Intelligence: port congestion has already eaten up over 8% of global vessel capacity, and this situation could take up to 10 months to normalise.
This is a condensed version. The full briefing, with every key point, the cost comparison table and the recommended actions, is published on the Haste website:
This briefing is compiled from public reports. Please refer to official announcements and the latest carrier notices for exact rates, tariffs and tax regulations.
