Port Congestion | 32-Week Line-up African Congestion Persists, Low-Water Conditions Worsen Impacts in Europe 港口拥堵 | 32 周 line-up 非洲拥堵持续，欧洲低水位影响扩大

Asia Ports: Recovery Gains Traction in South China, While Selected Southeast Asian Ports Remain Under Pressure

Overall operational recovery across Asian ports has shown improvements this week. Even so, certain ports continue to grapple with vessel bunch-ups and container yard constraints.

In South China, operational disruptions triggered by earlier typhoons have gradually eased, with normal operations resumed at the Port of Shenzhen and other Pearl River Delta terminals. Nevertheless, prior schedule shifts, backlogged cargo and limited appointment resources have left partial terminals facing vessel waiting times and constrained container turnover. Full operational recovery has not yet been achieved.

For Southeast Asia, the Port of Manila in the Philippines remains a key area of concern. Disruptions caused by adverse weather previously led to concentrated vessel arrivals. Port backlogs are still being cleared, and ongoing schedule delays continue to undermine service reliability for regional shipping lanes.

Pressure at Malaysia’s Port Klang has eased to some extent, yet container yard utilisation stays relatively high. Past berth congestion stemming from concentrated carrier call-ins resulted in vessel waiting, so the pace of throughput recovery warrants ongoing monitoring.

Ports in Vietnam, including Ho Chi Minh City and Vung Tau, still face operational headwinds, driven by rising export volumes, elevated yard utilisation and bottlenecks in landside transportation capacity.

亚洲港口：华南恢复推进，东南亚部分港口仍承压

亚洲港口本周整体恢复情况有所改善，但部分港口仍面临船舶集中到港和堆场压力。

中国华南港口方面，前期台风造成的运营影响正在逐步缓解，深圳港、珠三角区域港口作业恢复正常。不过，由于此前船期调整、货量积压以及预约资源紧张，部分码头仍存在船舶等待和集装箱周转压力，港口效率尚未完全恢复。

东南亚方面，菲律宾马尼拉港（Manila）仍是区域内关注重点。此前天气影响导致船舶集中到港，港口积压仍在消化过程中，部分船期延误持续影响区域航线稳定性。

马来西亚巴生港（Port Klang）压力有所缓解，但堆场利用率仍处于较高水平。此前由于船公司集中挂靠导致的泊位压力，使部分船舶出现等待，后续仍需关注港口吞吐恢复速度。

越南方面，胡志明港（Ho Chi Minh City）和头顿港（Vung Tau）仍存在一定运营压力，主要受到出口货量增长、堆场利用率提升以及陆侧运输效率限制影响。

Africa Ports: Persistent High Pressure at Beira, Slow Recovery Momentum

African ports continue to register some of the most notable congestion worldwide this week. Adverse weather and infrastructure limitations are slowing recovery progress.

Mozambique’s Port of Beira remains in recovery mode with prolonged vessel waiting times. Recovery work at terminals triggered by prior severe weather has not been completed, restraining terminal productivity. Significant vessel queuing has yet to see material improvement.

In West Africa, Tema (Ghana) and Apapa (Nigeria) are confronted with landside transport bottlenecks. Constrained porthinterland road access, trucking capacity and cargo clearance efficiency — rather than pure terminal capacity limits — extend vessel turnaround durations.

Mombasa in East Africa faces persistent challenges from yard congestion, equipment coordination hurdles and inland transport restrictions. As a key gateway port for East Africa, reduced efficiency at Mombasa may create ripple effects for import cargo flows across neighbouring economies.

非洲港口：贝拉港持续高压，港口恢复速度仍较慢

非洲港口本周仍是全球拥堵较明显的区域之一，天气影响和基础设施限制继续拖慢港口恢复。

莫桑比克贝拉港（Beira）仍处于恢复阶段，船舶等待时间维持高位。由于此前恶劣天气影响，码头恢复工作尚未完全结束，港口作业效率受到限制，大量船舶排队情况仍未明显改善。

西非方面，加纳特马港（Tema）和尼日利亚阿帕帕港（Apapa）仍面临陆侧运输压力。当前影响港口效率的主要因素并非单纯码头能力不足，而是港外道路、卡车运输以及货物疏运效率不足，导致船舶停留时间增加。

东非方面，肯尼亚蒙巴萨港（Mombasa）持续受到堆场压力、设备协调以及内陆运输限制影响。作为东非重要门户港，蒙巴萨港效率下降可能进一步影响周边国家进口货物流转。

Europe Ports: Mounting Bulk Cargo Pressure Amid Sustained Low-Water Levels

Major European ports maintain broadly stable operations this week; nonetheless, constraints on inland waterway shipping represent a prevailing risk factor.

• Germany’s Port of Hamburg and Bremerhaven are coping with high container yard occupancy, alongside tight storage capacity for certain special cargo types. Moreover, rail capacity limitations hamper cargo movement between terminals and inland destinations.
• Lowwater conditions along the Rhine and Danube Rivers constitute the dominant disruptive factor across Europe. Inland barges must sail with reduced load capacities, which undermines the transport efficiency of bulk commodities such as coal, ores and grain, and may generate additional transshipment burdens at ports.
• The Port of Antwerp in Belgium operates stably, with impacts from past incidents fully resolved. Even so, stakeholders should keep track of equipment maintenance status, labour availability and schedule recovery progress.

欧洲港口：低水位持续影响，大宗货物运输压力增加

欧洲港口本周整体运行保持稳定，但内河运输限制仍是主要风险。

德国汉堡港（Hamburg）和不来梅港（Bremerhaven）仍面临堆场利用率偏高问题，部分特殊货物存储空间较为紧张。同时，铁路运输能力限制也影响港口与内陆之间的货物流转。

目前欧洲最大的影响因素仍来自莱茵河、多瑙河低水位。低水位导致部分内河船舶需要减载运行，影响煤炭、矿石、粮食等大宗商品运输效率，并可能增加港口转运压力。

比利时安特卫普港（Antwerp）整体运营保持稳定，前期事故影响已经消退，但港口仍需关注设备维护、人员资源以及船期恢复情况。

Middle East Ports: Stable Terminal Operations, While Security Risks Shape Routing Decisions

Key Middle Eastern ports are functioning normally without material signs of congestion this week.

• Major facilities including Fujairah, Jebel Ali and Khor Fakkan in the UAE report smooth berthing and cargo handling with minimal operational disruptions.
• That said, shipping carriers remain highly alert to security concerns across the Red Sea and Strait of Hormuz. Although port operations themselves remain unaffected, many carriers adopt more conservative routing strategies. Key considerations include rising insurance costs, potential diversion risks and schedule reliability.
• Should regional security conditions deteriorate further, certain vessel call arrangements could be adjusted, and cargo volumes may shift toward alternative port hubs.

中东港口：港口运行稳定，安全风险仍影响航线选择

本周中东主要港口保持正常运营，尚未出现明显拥堵。

阿联酋富查伊拉港（Fujairah）、杰贝阿里港（Jebel Ali）、豪尔费坎港（Khor Fakkan）等主要港口作业正常，船舶靠泊和装卸未受到明显影响。

不过，红海及霍尔木兹海峡安全风险仍是船东重点关注因素。虽然港口本身运行稳定，但部分船东仍采取更加谨慎的航线安排，关注保险成本、绕航风险以及船期稳定性。

如果区域安全形势进一步升级，可能影响部分船舶挂靠计划，并推动货物流向向替代港口转移。

Americas Ports: Overall Stable Performance; Landside Logistics Under Observation for Mexican Terminals

Ports across the Americas deliver largely steady performance this week, with no substantial congestion reported at major North American gateways.

• Selected Mexican ports face moderate pressures. At Lázaro Cárdenas and Manzanillo, yard utilisation levels, customs clearance workflows and landside logistics constrain cargo turnover, which requires continued oversight.
• Recovery is still underway for Chilean ports following prior weatherrelated disruptions. Schedule readjustments and inland cargo backlogs have not been fully cleared.

美洲港口：整体稳定，墨西哥港口关注陆侧运输

美洲港口本周整体运行较为平稳，北美主要港口未出现明显拥堵。

墨西哥部分港口仍存在一定压力，其中拉萨罗卡德纳斯港（Lázaro Cárdenas）和曼萨尼约港（Manzanillo）主要受到堆场利用率、海关处理以及陆侧运输影响，港口周转效率仍需关注。

南美方面，智利港口此前受天气影响后的恢复仍在继续，船期调整和内陆运输积压尚未完全消化。

Weekly Observation

Between 5 August and 11 August, global port congestion follows the pattern of localised pressure points amid broadly stable operations:

• In Asia: Cargo backlogs stemming from earlier weather events keep receding, yet key regional hubs including Manila and Port Klang are still in recovery phases.
• In Africa: Beira continues to operate under severe strain, while West and East African ports remain hampered by infrastructure shortfalls and landside logistics bottlenecks.
• In Europe: Low-river-water conditions create meaningful headwinds for bulk commodity supply chains.
• In the Middle East: Ports maintain normal throughput, yet security risks are reshaping carriers’operational strategies.

For ship owners and supply-chain operators, three developments merit close monitoring in the week ahead:

1. The speed of backlog clearance at major Asian ports
2. Whether congestion spreads further across African port facilities
3. Potential impacts on vessel schedules and operational costs triggered by European low-water levels and MiddleEastern security risks

本周观察

8月5日至8月11日期间，全球港口拥堵继续呈现“局部压力突出、整体运行稳定”的特点。

亚洲方面，前期天气造成的港口积压正在逐步缓解，但马尼拉、巴生港等区域枢纽港仍存在恢复压力；非洲方面，贝拉港持续处于高压力状态，西非和东非港口仍受到基础设施和陆侧运输限制；欧洲方面，低水位成为影响大宗商品运输的重要因素；中东方面，港口运行保持正常，但安全风险正在影响船东运营策略。

对于船东和运营方而言，未来一周需要重点关注三方面变化：

一是亚洲主要港口积压恢复速度；

二是非洲港口拥堵是否进一步扩大；

三是欧洲低水位以及中东安全风险是否对船期和运营成本产生进一步影响。