WORLDWIDE FREIGHT SERVICES
Email: jack@transworldcn.com
Incident: Chemical warehouse blast killed 14, injured 750 at Iran's busiest container port (handles 55% of non-oil trade)
Immediate Impact:
。 43 vessels diverted to Lombok Strait
。 Persian Gulf shipping rates +220% overnight
。 Expected 2-3 week recovery period
。 Reroute Middle East cargo via Jebel Ali/Dubai
。 Suspend CFR shipments to Iran temporarily
Development: Trump demands free passage for US vessels through Panama/Suez Canals (12% of global trade)
Current Status:
。 Panama/Egypt reject "sovereignty violation"
。 Potential canal delays if tensions escalate
Contingency Plan:
。 Cape of Good Hope routing adds 10-14 days
。 Lock in trans-Pacific rates before possible surges
| Route | Rate Chang | Key Driver |
| Europe | -4.3% | Weak EU demand |
| Mediterranean | -1.5% | Overcapacity |
| North America | +2.1% | Pre-holiday rush |
| Persian Gulf | -8.3% | Iran disruption |
| South America | -10.1% |
Argentina strikes |
Pro Tip: Leverage falling rates on South America routes for Q3 inventory buildup.
Changes:
。 Mandatory UN38.3 certification for sea transport
。 Enhanced fireproof packaging requirements
Action Items:
。 Audit battery suppliers' compliance
。 Expect 3-5 day longer clearance times initially
Latest: Trump links tariff cuts to "substantial concessions"
Timeline: 18-nation preliminary talks underway
Strategic Move:
。 Split orders between China/Vietnam
。 Utilize China's 33.6% growing rail-sea intermodal for EVs
Growth: Rail-sea auto shipments up 33.6% YoY
Hotspot: Shanghai handles 1/3 of exports
Opportunity:
。 Negotiate dedicated RoRo space
。 Target tariff-exempt markets like Cambodia (new supply chain pact)
Status: 7-day strike ongoing
Workaround:
。 Use Chilean ports + trucking
。 Priority air for high-value goods
Offer: $4.1M grants for:
。 Autonomous warehouses
。 Drone last-mile delivery
Eligibility: Foreign firms with China JVs may qualify
Achievement: 15-ton equipment shipped China→UAE in 72hrs
Application:
。 Emergency machinery parts
。 High-value pharmaceutical
1. Diversify Middle East Routes: Avoid Strait of Hormuz through May
2. Pre-Book Panama Canal Slots: Potential 2025 Q3 congestion
3. Bulk Order EVs Now: Beat expected 2025 H2 export quotas
4. Audit Lithium Shipments: Avoid May compliance delays
Immediate Action: Review all Q3 shipments transiting Persian Gulf or using lithium batteries.
Data sources: IMF Trade Alert, S&P Global Commodities, China Customs
Whatsapp: +86 181-2642-4455
Website: https://www.transworldcn.com/
Wishing You Have a Happy Trade!
+86 18126424455
Email:jack@transworldcn.com 
Room 501-9, Building D, Longjing Technology Park, No. 335, Bulong Road, Ma'antang Community, Bantian Street, Longgang District, Shenzhen, China Shenzhen Transworld Supply Chain Co., LTD
