Weekly pulse · Week of September 21

Weekly Pulse — September 21, 2026

Golden Week tightens capacity, the FIX moves to 17.25, Manzanillo keeps absorbing Asia volume, and the electronic value declaration enters its final week. What moves your operation, in two minutes.

Published September 21, 2026, with data closed that same day

Drewry WCI: $4,500
FIX exchange rate: $17.2450
Manzanillo TEU: 2.82M

What matters

Golden Week: the print is in; capacity tightens this week. Drewry’s WCI on Sep 17 closed at $4,500/FEU (+1%): Shanghai–LA $7,712 (+5%), Shanghai–NY $10,394 (+7%). Drewry flags 9 Transpacific blank sailings for the following week (vs 8) and Shanghai berth wait rising from 65 to 78 hours. No fresher print as of Monday; the next WCI lands Thursday. Lock Asia–Mexico space now and confirm the sailing, not just the rate.
The Pacific absorbs Asia; the Gulf gives ground. Semar (Jan–Aug cut, published Sep 17): national boxes 6.51M TEU (+3.4%). Manzanillo 2.82M (+11%) —43% of the total— and Lázaro 1.81M (+4.9%). Pacific +7.1%; Gulf −7.1% (Veracruz −5.6%, Altamira −5.3%). If your cargo lands on the Pacific, plan a landside buffer: volume is still outrunning the road.
Electronic value declaration: final transition week. It becomes mandatory on October 1, 2026 (SAT/ANAM 53-2026). ~10 days left under the transitional scheme; without a VUTCE folio, definitive clearance stops. Facilities run through Dec 31 (pedimento annexes and E15 instead of full contracts) — use them, but don’t delay transmission. Guide: new MVE extension.
Laredo: more window for empties, not for laden freight. From Sep 14, CBP opens Colombia Solidarity Bridge one hour earlier (7:00 a.m.–midnight, Mon–Fri) for 90 days — tractors and empty trailers only. Laden freight is out of scope. If you reposition empties via Colombia, use the morning window; laden moves still watch live waits at World Trade / Colombia.
Peso: FIX at 17.2450. Banxico set 17.2450 MXN/USD on Sep 18 (last business day of the week; Sat/Sun N/A). Versus 17.1527 on Sep 15, the peso weakened ~0.5% week over week. The rate that counts on the entry is still the DOF rate on clearance day — not the bank window. Gap: no September EAX print yet; August’s $6,415/FEU remains the latest published Asia–Mexico reference.

Sources

Every figure in this edition comes from public sources, with data as of September 21, 2026. Freight indexes move week to week: use them as a trend reference, not as a quote.

Past editions

September 2026 (as of Sep 17)Mexico Logistics Market Report — September 2026Mid-month cut: WCI at $4,500 with Transpacific climbing into Golden Week, August EAX $6,415 now printed and Asia–Mexico spot ~$8,000, Manzanillo stuck on land, MVE 14 days from Oct 1, and USMCA round Sep 28–29. What already moves your Q4 — without pretending the month has closed.

Week of September 17Weekly Pulse — September 17, 2026Transpacific climbing into Golden Week, Manzanillo stuck on land (not at berth), and the electronic value declaration two weeks out. What moves your operation this week, in two minutes.

August 2026Mexico Logistics Market Report — August 2026Asia–Mexico drives EAX to $6,415/FEU (+21.4% MoM), the WCI closes the month at $4,473 after a $4,526 peak, Manzanillo’s ITAP improves while August TEUs are still unpublished, and electronic MVE is locked for October 1. How August closed — and what you need to move now.