ASIA-PACIFIC LIVE SUPPLY CHAIN STATUS

Typhoon Bavi has moved away from the Yangtze River Delta and is no longer creating a direct major weather threat to Shanghai or Ningbo-Zhoushan. Port, road, rail, waterway and airport operations across the region are progressively returning to normal. However, the principal supply chain risk has shifted from terminal closures to a substantial accumulation of vessels and cargo.

Linerlytica estimates that more than 2 million TEU of containership capacity is currently waiting in North Asia, with the largest concentrations around Shanghai and Ningbo. The resulting vessel backlog, berth congestion and schedule disruption may take several weeks to fully clear, even though the main ports and transport networks have reopened.

CURRENT OPERATIONAL IMPACTS

1. Ocean Freight & Port Operations

• Shanghai: Container handling, pickup, delivery and gate-in operations have resumed across the port. Terminal productivity may nevertheless remain below normal while delayed vessels, accumulated containers and displaced berth windows are processed. Customers should continue to anticipate truck queues, appointment constraints and slower container availability.

• Ningbo-Zhoushan: Container yards, warehouses and trucking operations are reported to be operational. Recovery may continue at different speeds across individual terminals, particularly for pilotage, berth allocation, vessel movements and the handling of accumulated export and import cargo.

• Lower Yangtze River: Vessel traffic restrictions along the Jiangsu section of the lower Yangtze River were fully lifted on July 14. Ports and terminals are progressively resuming normal activity, but the release of delayed vessel traffic has produced a sharp increase in waterway movements and may create temporary congestion at busy intersections, anchorages and terminals.

• North Asia congestion: More than 2 million TEU of vessel capacity is estimated to be waiting in North Asia, primarily around Shanghai and Ningbo. Although not all waiting capacity is attributable solely to Bavi, severe weather and the associated port suspensions materially increased vessel queues. The backlog may require several weeks to clear.

• Vessel schedules: Port reopening does not mean carrier schedules have normalized. Berth-window changes, vessel bunching, port omissions, altered rotations, slow steaming and rolled cargo may continue affecting services through Shanghai and Ningbo. Disruption may also propagate to subsequent ports across Asia, Europe and North America.

• Container availability: Equipment imbalances may emerge as delayed vessels and import containers arrive in concentrated waves. Export shippers may experience short-term shortages of specific container types, while importers may face delayed discharge, availability notifications and delivery appointments.

2. Air Freight

• Shanghai and the Yangtze River Delta: Air cargo and passenger flight operations are returning to normal. However, delayed passenger rotations and accumulated export cargo may continue to constrain uplift capacity at Shanghai Pudong and other regional airports in the near term.

• Nanjing: Flights at Nanjing Lukou International Airport are reported to be operating normally, with airlines progressively restoring affected services.

• Recovery demand: Shippers seeking to recover delayed ocean shipments may increase demand for expedited airfreight. Customers requiring urgent uplift should secure capacity early and confirm flight status before cargo tender.

3. Inland & Multimodal Transport

• Highway and drayage: Typhoon-related speed limits and traffic controls on several expressway sections in Jiangsu have been lifted. Drayage demand remains elevated as customers move accumulated import and export containers following terminal reopening. Truck appointment shortages, queues and delayed equipment release may continue at peak times.

• Rail: Passenger rail services suspended during the storm have resumed across multiple Yangtze River Delta routes. Freight services are also moving into recovery, although previously accumulated cargo and equipment repositioning may create localized delays.

• Inland waterways: Navigation along the lower Yangtze has resumed. The concentrated release of waiting traffic may temporarily affect barge connections, feeder schedules and terminal turnaround times.

• Warehousing and distribution: Facilities across the main Shanghai, Ningbo and Jiangsu logistics corridors are generally operational. Distribution schedules may still be affected by late container availability, concentrated inbound volumes and trucking capacity constraints.

OUTLOOK

The immediate weather emergency has passed, but the ocean freight recovery will be prolonged. The most significant risks over the coming days and weeks are vessel bunching, berth congestion, rolled bookings, missed connections, revised cut-off times and container equipment imbalances.

The disruption may extend beyond East China as delayed vessels arrive out of sequence at subsequent ports. Customers should therefore monitor the complete end-to-end routing of affected shipments, rather than focusing only on the operational status of the original loading or discharge terminal.

SEKO IN ACTION

SEKO’s Asia control towers and local operations teams are coordinating the transition from emergency response to sustained backlog and schedule recovery:

• Terminal Verification: Confirming terminal-specific gate status, appointment capacity, vessel cut-offs and container availability before arranging dispatch.

• Backlog Prioritization: Prioritizing urgent import releases, export gate-ins and time-sensitive cargo affected by terminal closures or vessel delays.

• Carrier Coordination: Tracking revised vessel arrivals, berth windows, port omissions, rolled bookings, replacement sailings and alternative discharge arrangements.

• Connection Management: Reviewing transshipment and inland connections that may be missed because of revised arrival or departure times.

• Equipment Monitoring: Monitoring container availability and potential equipment imbalances across Shanghai, Ningbo and surrounding inland depots.

• Alternative Solutions: Assessing alternative ports, routings, expedited ocean products and airfreight options for critical shipments where commercially and operationally appropriate.

SEKO OFFICES

SEKO offices in Greater China are operating as normal unless local authorities introduce new weather-related workplace or transport restrictions. Local teams in Shanghai, Ningbo and across the Yangtze River Delta remain focused on backlog clearance, carrier schedule changes and the prioritization of time-sensitive cargo.

SEKO’S GUIDANCE

Customers with active shipments through Shanghai, Ningbo-Zhoushan or the Yangtze River Delta should take the following measures:

1. Confirm Before Dispatch: Confirm the terminal gate status, appointment availability, cut-off time and container release status with SEKO before sending a truck.

2. Check Vessel-Specific Status: Review the latest estimated arrival and departure times for the assigned vessel. A port being operational does not confirm that an individual sailing will operate as originally scheduled.

3. Protect Critical Bookings: Identify cargo assigned to omitted, delayed or heavily congested sailings and review alternative routings or replacement departures where necessary.

4. Review Connections: Recheck transshipment, feeder, rail, barge and final-delivery connections because changes at Shanghai or Ningbo may affect the remainder of the shipment journey.

5. Maintain Extended Schedule Buffers: Allow at least 5–7 additional days for affected ocean shipments. Longer buffers may be required for cargo already rolled, omitted, rerouted or waiting on a congested vessel.

6. Plan for Equipment Constraints: Confirm the availability of the required container type before arranging loading, particularly for reefer, open-top, flat-rack and other specialized equipment.

7. Escalate Time-Critical Cargo: Inform SEKO immediately if delivery deadlines, production continuity or inventory availability could be affected. Alternative ocean, airfreight or multimodal solutions can then be reviewed.

SEKO Logistics will continue monitoring terminal notices, carrier advisories, vessel queues, equipment availability and inland transport conditions. Further updates will be issued if congestion materially worsens, recovery timelines change or additional severe weather affects North Asia operations.

Sources: ECNS — Typhoon Bavi Leaves Yangtze River Delta, Transport Gradually Resumes, July 15, 2026; China Daily — Transport Services Resume as Typhoon Bavi Weakens, July 12, 2026; Linerlytica Market Pulse 2026 Week 28, issued July 13, 2026; terminal, carrier and local operational reports available to SEKO Logistics.

YOUR TRUSTED PARTNER THROUGH EVERY DISRUPTION

Our global and regional control towers are operating around the clock to mitigate disruptions:

•    Strategic contingency routing and alternative gateway planning
•    Flexible capacity solutions for time-sensitive, high-value, and priority shipments
•    Cost visibility and proactive communication as market dynamics evolve