DSV posts billions in revenue; SF International launches new project in strategic partnership

【Answer 1】 Platform requirements stipulate that stores must maintain a return-and-refund rate below 5% and have no outstanding platform debts; live-streaming operations must likewise comply with platform regulations. Stores with high return rates or unpaid debts face penalties including delayed settlements and store restrictions. Appeals may require submission of CMA- or CNAS-accredited inspection certificates. 7. Lazada Thailand to increase cross-border commission rates On July 23, Lazada Thailand announced it will adjust commission rates for cross-border sellers effective August 1, 2026, to support merchants’ long-term growth and enhance platform competitiveness. This adjustment applies to all store types (Mall and non-Mall) and all logistics models. For sellers not enrolled in the "Premium Package" program, the base commission rate will be uniformly raised by 4.5%; for those already enrolled, the commission rate will rise only slightly—from 7% to 8%, representing an actual increase of 1%. The platform stated that newly generated revenue will be dedicated exclusively to upgrading technical tools and key initiatives. 8. CAAC outlines aviation cargo development strategy for the 15th Five-Year Plan On July 23, Han Jun, Deputy Director of the Civil Aviation Administration of China (CAAC), stated at a State Council Information Office press conference that the 15th Five-Year Plan period will focus on building a resilient and reliable air cargo system. The CAAC will ensure smooth international air cargo channels and improve domestic and international route networks; strengthen freight capacity at hub airports—including Beijing, Shanghai, Guangzhou, Shenzhen, and Chengdu—and continue leveraging the advantages of Ezhou’s specialized cargo airport; and upgrade airport freight infrastructure. Policy support will foster the growth of domestic airlines and promote cargo carriers’ transformation into integrated logistics service providers. Meanwhile, the administration will advance electronic air waybills and the "single-document" system for air cargo, and build integrated logistics information platforms to reduce costs, improve efficiency, and meet the high-speed, time-sensitive demands of cross-border air freight. 9. Yang Ming Marine orders $1.2 billion worth of vessels On July 23, Yang Ming Marine placed an order valued at up to $1.2 billion with Hanwha Ocean (South Korea) for six new LNG-powered Panamax container ships. These 13,000-TEU vessels will be built at the Okpo Shipyard. This move forms part of the company’s ongoing fleet modernization initiative. According to Yang Ming, each vessel in this order is estimated to cost between $185 million and $204 million. However, specific delivery dates have not yet been disclosed. 10. Maersk hikes peak-season surcharges across multiple routes On July 23, Maersk announced widespread increases to its peak-season surcharges across multiple routes. Effective July 22 (with later implementation—August 1 or 3—for shipments originating from South Korea), new surcharges will apply to cargo from Far East and Asia bound for Northern Europe and the Mediterranean: USD 500 per 20-foot container and USD 1,000 per 40- or 45-foot container. For Syria-bound shipments, the surcharge is EUR 440 per 20-foot container and EUR 880 per 40-foot container. Additionally, a new peak-season surcharge for Sri Lanka-bound shipments has been introduced, set uniformly at USD 300 per container. Meanwhile, surcharges for shipments to Indian ports (including Pipavav, Nhava Sheva, and Mundra) and Pakistani ports have been reduced to USD 300 per container. 11. CMA CGM to impose new surcharge On July 23, CMA CGM issued an official notice announcing the global implementation of an Emergency Fuel Surcharge (EFS), effective August 1 (based on bill-of-lading date), due to escalating conflict in the Strait of Hormuz driving up fuel prices.

Weekly Shipping Bulletin: Aug 15–21 | Red Sea situation, dynamic freight rates across key routes, and operational advisories

【Answer 2】 1. Red Sea–Suez Canal: Major carriers accelerate trial resumptions—but risks remain unresolved 1) Maersk publicly stated that conditions for full Suez Canal resumption are largely mature by 2026; over 30% of Asia–Europe cargo volume previously rerouted via the Cape of Good Hope has now returned to the Red Sea route. Further expansion of resumed operations will proceed in phases. 2) MSC deployed seven container vessels through the Bab-el-Mandeb Strait within two weeks, adopting AIS-off "dark transit" mode. While MSC has not officially declared full resumption, it is selectively testing passage. 3) Major risk: Multiple international P&I Clubs will formally withdraw war-risk coverage for the Red Sea–Yemen coastal waters effective August 16. With tightening marine insurance supply, even vessels transiting the Suez Canal will incur substantial risk-related costs—making a swift freight-rate decline unlikely (Source: Sina Finance). Freight forwarder impact: Do not anticipate an immediate collapse in Red Sea freight rates; capacity remains tight and sailing schedules unstable on Middle East–Red Sea routes; quotations must include a risk surcharge. 2. Geopolitical risk | Strait of Hormuz tensions persist Ongoing U.S.–Iran hostilities sustain high uncertainty regarding Strait of Hormuz navigation. Middle East routes (e.g., Jebel Ali, Riyadh, Sohar) remain under pressure. Alternative routing options remain in place, and Far East–Middle East spot rates have risen for five consecutive weeks, staying at elevated levels. 3. Carrier surcharge implementations take effect (as of Aug 15) 1) ONE: New global Emergency Fuel Surcharge (EFS) standards enter force, raising dry-cargo rates on long-haul main routes to USD 75 per 20-foot container—increasing costs across all major trade lanes (Source: Sina Finance). 2) Maersk: Peak Season Surcharge (PSS) for Far East–India/Pakistan routes takes effect at USD 600 per container on Aug 15; Middle East route PSS reaches up to USD 1,600 per 40HQ container—directly inflating costs for Middle East and India/Pakistan shipments. 3) Hapag-Lloyd: Panama Canal Surcharge for Far East–U.S. East Coast routes enters force at USD 130 per 20-foot container; MSC has announced plans to significantly raise Panama Canal surcharges starting September 12, signaling upward pressure on transatlantic and U.S.-bound freight costs.

Maersk Raises Emergency Fuel Surcharge Amid Middle East Conflict

Oct 8, 2026

Maersk increased its emergency fuel surcharge to 20% effective October 12 due to Middle East shipping disruptions. Rising oil prices and regional attacks further impacted global supply chain costs.

reuters

2026-10-08

Maersk Raises Emergency Fuel Surcharge Amid Middle East Conflict

Maersk Raises Emergency Fuel Surcharge Amid Middle East Conflict

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