03/09/2026
Global Freight Update: September 2026 🌍
Peak season pricing is holding at high altitude, and carriers are cutting capacity to keep it there.
🌊 Ocean Freight
Drewry's World Container Index held at US$4,465 per 40ft on 3 September. Shanghai to Los Angeles rose 5 per cent to US$7,185 and Shanghai to New York 3 per cent to US$9,587, while Shanghai to Rotterdam fell 5 per cent to US$4,092. Carriers are lining up Golden Week blank sailings on both lanes and Panama Canal transits drop to 32 a day later this month. Drewry expects the Transpacific to hold and Asia to Europe to keep easing.
✈️ Air Freight
Xeneta's July global average spot rate was US$3.12 per kg, 28 per cent above last year but 6 per cent down on June, with almost no interest in peak season charters. Rates are expected to keep easing through Q4.
⛽ Fuel
The full 53.7 cents per litre excise has applied since 3 August. Terminal gate diesel sat around 237 cents per litre in the eastern capitals on 2 September, down from about 245 a fortnight ago. The FWC fuel cost recovery obligations remain non-operative while the TWU and ARTIO trigger variation is still before the Commission.
📦 What this means
✔️ Budget on Transpacific rates staying high through Q4. Asia to Europe is the lane to push on price.
✔️ Golden Week runs 1 to 7 October. Stock for November shelves needs bookings locked this week.
✔️ Build the restored excise into landed cost and check fuel levies moved with the diesel dip.
✔️ Watch the FWC fuel case. Any change hits transport levies fast.
At Bluestar Global Logistics (BGL), we're helping customers hold space, manage cost exposure and get Q4 stock moving on time.
📧 [email protected]