TRADLINX

Global TPFS dropped to 27.4 — the lowest in recent cycles — as CONGESTED ports fell to 79. Guangzhou’s 578-hour spike fully resolved. South Manila worsened to 76 hours with 31 vessels waiting, while Koper finally improved after three cycles of deterioration.

Global TPFS dropped sharply from 38.0 to 29.4 as CONGESTED ports fell by 51. Guangzhou surged from LOW to 578-hour delays overnight. Northern Europe and Mediterranean ports recovered, but Koper worsened for the third straight cycle.
The big editorial hook this cycle is the Guangzhou spike — LOW to 578 hours in one period is the most dramatic single-port move in recent PCI data. Worth keeping an eye on whether this is a one-off disruption or the start of something structural.

Global TPFS rose from 35.1 to 38.0 as CONGESTED ports jumped by 18. The Manila cluster surged — South Manila delays nearly doubled to 75.7 hours. Port Klang Northport was the biggest improver, dropping from CONGESTED to STABLE.

The Hormuz crisis broke the global container repositioning cycle. Europe’s Asia-Europe trade imbalance has hit 3.3:1, JNPT volumes surged 700%, and empty repositioning now accounts for 42% of global TEU-miles. Here’s where the shortages are showing up, why specialized equipment is hit hardest, and what this means for your next booking.