Typhoon Bavi's 2M TEU delay pushes Manzanillo FCL deliveries back 2 weeks

Sources: The Loadstar, Council of the European Union, Milenio, EL CEO, 中华人民共和国商务部

Typhoon Bavi Delays 2 Million TEU at Northern Asia Ports

Typhoon Bavi caused severe disruptions at major container ports in northern Asia over the weekend, delaying approximately 2 million TEU of vessel capacity. North Asia accounted for 54% of global port congestion on Sunday, mainly in Shanghai and Ningbo. Operations require at least two weeks to clear the backlog. Disruptions cause blank sailings and equipment shortages on transpacific routes to Manzanillo and Lazaro Cardenas.

Mexico Imposes Anti-Dumping Duties on Chinese Cardboard and Polycarbonate

Mexico imposed definitive anti-dumping duties on cardboard originating from China at rates of 0.2837 to 0.4854 USD per kilogram for TIGIE codes 4810.13.07, 4810.29.99, 4810.32.01, 4810.39.99, 4810.92.01 and 4810.99.99 effective July 9 2026. A duty of 4.2301 USD per kilogram applies to polycarbonate sheets from China covering TIGIE codes 3916.90.91, 3920.61.01, 3921.19.91 and 3925.90.99 also effective July 9 2026.

Panama Canal Restrictions and Mexican Compliance Measures

Panama Canal recorded 84.8 ft level at Gatun Lake on July 15 2026 with 0.30% freshwater surcharge, max draft 49.5 ft Neopanamax and 39.5 ft Panamax. Section 301 tariffs 10-12.5% apply from July 24 2026. NOM-042-NUCL-2026 enters into force January 11 2027 adding 677,200 pesos annual compliance cost for 244 operators.

US-Mexico T-MEC Negotiations Resume with Stricter Origin Rules

US-Mexico bilateral negotiations resume July 20 2026 in Mexico City. US proposes raising regional value content threshold for vehicles from 75% to 82% and requiring 50% US-specific content. Effective tariff rate on non-compliant Mexican autos is 13-15%. Section 122 10% import surcharge expires 12:01 a.m. July 24 2026.

Expert Analysis

Typhoon Bavi delayed 2 million TEU at Shanghai and Ningbo, causing blank sailings and equipment shortages on routes to Manzanillo and Lazaro Cardenas that will push your FCL deliveries back by at least two weeks.

Must Do This WeekRecalculate landed costs for polycarbonate and cardboard by July 20 using 4.2301 USD/kg and 0.2837-0.4854 USD/kg dutiesDuties effective July 9 require immediate SAT declaration updates to prevent clearance holds on affected TIGIE codes Start This WeekSecure buffer stock or reroute July FCL bookings before July 242 million TEU delay and 54% North Asia congestion will extend lead times by at least two weeks on routes to Manzanillo and Lazaro Cardenas Keep MonitoringMonitor Section 301 tariff implementation starting July 2410-12.5% tariffs on China-origin goods may compound anti-dumping costs for non-compliant shipments

Typhoon Bavi's 2 million TEU backlog at Shanghai and Ningbo directly triggers blank sailings and equipment shortages on China-Mexico FCL lanes, extending your lead times by at least two weeks while equipment shortages raise the probability of cargo rollovers. These delays coincide with Mexico's new anti-dumping duties of 0.2837-4.2301 USD/kg on Chinese cardboard and polycarbonate effective July 9, forcing an immediate recalculation of to-arrival costs for any shipments under the listed TIGIE codes. The combined effect squeezes margins through higher duties plus potential two-week storage fees at destination ports.