WEEK 27 MARKET UPDATE

NIGERIA STARTS FIRST DOMESTIC CONTAINER SHIPPING LINE 

Clarion Shipping West Africa is starting what it calls “Nigeria’s first fully indigenous container liner,” as it looks to build  regional trade and improve service versus the transshipment options of the major carriers. The company celebrated the  launch of the service at Tin Can Island Port in Lagos on July 3. The initial service plan calls for a focus on moving  containers between Nigeria’s ports, with the company encouraging the government to enforce cabotage rules. It  expects to have an advantage by promoting its ownership and support of the local economy. Service, Clarion Shipping,  says will range from Nigeria to Benin, Togo, Ghana, Cameroon, Sierra Leone, and Ivory Coast. However, it reports  interest for service to South Africa and Egypt as it seeks expressions of interest from customers. Clarion reports it has  had a strong response since announcing the new service. The vessel was acquired in April, and during the dedication this  week, it disclosed plans to expand its fleet. The company said it would soon be bringing a vessel with 1,789 TEU capacity  to Nigeria that would focus on the export service to Liberia, Togo, Ghana, Ivory Coast, and Nigeria 

FEDEX TO IMPLEMENT SINGLE PRICING STRUCTURE FOR EXPRESS, STANDARD PICKUPS 

FedEx Corp. next month will implement a streamlined pricing structure for parcel pickups in the U.S. and Canada aimed  at simplifying the customer experience. The move is made possible by the company’s ongoing campaign to collapse  separate Express and Ground delivery networks into a single operation. The new rating structure, which takes effect  Aug. 18, will charge one fee for both expedited or standard shipping, even if FedEx (NYSE: FDX) performs two pickups in  the same day. For regularly scheduled and automated pickups, customers will be charged weekly based on the number  of pickup days. On-demand pickups will be charged per-stop, FedEx explained on its website. The new pricing structure  benefits customers by providing consistent and straightforward rates instead of customers having to track costs by the  service offering being used, according to the carrier. It also provides more control in scheduling pickups because  businesses can select the number of regular pickup days that fit their needs. Rather than charging ad hoc pickup fees  per-package, FedEx will charge per-stop, which likely will save shippers money. And on-call shipments can be  consolidated into regular pickups, further streamlining pickup activity. 

TRANSHIPMENT KEY TO US-VIETNAM TRADE DEAL 

Vietnam has, reportedly, agreed a trade deal with the US. President Donald Trump announced the deal on Truth Social,  20% tariffs on imports from Vietnam to the US, 40% on transhipment goods and zero tariffs for US exports to Vietnam.  Wait a minute though, do we know what is considered transhipment? Transhipment is easy, right? You take a box from  one country on a small ship, to a major hub and then transfer that box to a mainline vessel, feeder vessel to Singapore  from Indonesia and onwards to the US or Europe. Job done!If on the other hand you are talking about particular cargo  

the definition gets messier. If I take an engine built in India to Vietnam and install that engine into a car, is the car built in  India or Vietnam? If I then put in electronics from Taiwan, upholstery from Bangladesh, tyres from Malaysia, will we  start to charge separate tariffs on each item, or a blanket tariff on the finished product? “The bottom line is that there is clear evidence that re-routing is happening and that many operations have moved to Vietnam specifically to avoid  tariffs,” concluded HBR.According to the study policymakers must expect companies to adapt to import duties as best  they can. Therefore, “it’s important to gather more precise data about where this is happening,” said the report.

J&T EXPRESS REPORTS 24% JUMP IN PARCEL SHIPMENTS 

Rapid international expansion continues to fuel growth at Hong Kong-based e-commerce logistics provider J&T Express,  which reported record second quarter volume of 7.4 billion parcels, up 23.5% from the prior year. Total parcel volume  for the first half of the year increased 27% to 14 billion pieces. J&T Express achieved full-year profit for the first time in  2024 behind a 16% increase in revenue to $10.3 billion. It turned a net profit of $110 million compared to a $1.2 billion  loss in 2023.The company, which operates in 13 countries, processed 81.2 million parcels on an average daily basis  during the second quarter. J&T Express is a major express carrier in Southeast Asia, with a market share of 29%,  according to independent research groups and the company. Customers include popular e-commerce platforms, local  brands and B2B shippers. In addition to serving e-commerce platforms, J&T has also expanded into parcel delivery for  general customers. The courier reported that volumes increased by two-thirds to 1.7 billion parcels in the region during  the April-June period — the fastest single quarter since its listing on the Hong Kong Stock Exchange in October 2023. 

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