Weekly pulse · Week of September 28

Weekly Pulse — September 28, 2026

WCI eases to $4,468 ahead of Golden Week, the FIX jumps to 17.71, Manzanillo’s CRT test stalls in confusion, and the electronic value declaration has three days left. What moves your operation, in two minutes.

Published September 28, 2026, with data closed that same day

Drewry WCI: $4,468
FIX exchange rate: $17.7100
MVE countdown: 3 days

What matters

Golden Week: rates ease; blanks rise; soft print expected next week. Drewry’s WCI on Sep 24 closed at $4,468/FEU (−1%). Transpacific was firmer — Shanghai–LA $7,838 (+2%), Shanghai–NY $10,373 (flat) — while Asia–Europe fell: Shanghai–Genoa $3,835 (−5%), Shanghai–Rotterdam $3,485 (−4%) as Suez containership transits rose 41→48 (W37→W38). Carriers announced 15 Transpacific blank sailings for next week (vs 9) and 7 Asia–Europe (vs 3). Drewry still expects East–West rates to soften into the holiday. Lock Asia–Mexico space and confirm the sailing, not just the rate.
Manzanillo landside: CRT test announced, then walked back. Copoma told truckers that from Sep 24, afternoon Contecon appointments should stage at the Centro de Regulación Terrestre (CRT); Contecon publicly said the notice was not coordinated with the terminal and to keep the current gate process. A source told T21 the Sep 24 trial did not run; stakeholders were due to meet again Mon Sep 28. Volume print is unchanged: 2.82M TEU Jan–Aug (+11%). Until one instruction is clear, pad landside time for Pacific boxes.
Electronic value declaration: three days left. MVE becomes mandatory on October 1, 2026 (SAT/ANAM joint release 53-2026). From today (Sep 28), ~3 days remain under the transitional window; without a VUTCE folio, definitive clearance stops. Facilities run through Dec 31 (pedimento annexes and E15 contract summaries) — use them, but do not delay transmission. Guide: new MVE extension.
Peso: FIX jumps to 17.7100. Banxico set 17.7100 MXN/USD on Sep 25 (last banking business day; Sat/Sun/Mon morning N/A until the noon FIX). Versus 17.2450 on Sep 18, that is roughly +2.7% more pesos per dollar week over week — the sharpest move in recent Pulso prints. The rate that counts on the entry is still the DOF rate on clearance day. Gap: no September EAX (Asia–Mexico) print yet; August’s $6,415/FEU remains the latest published reference.
T-MEC round four slips to October; border windows unchanged. Mexico and the U.S. postponed the fourth bilateral review round from September into October (agenda conflicts; steel/aluminum/auto Section 232 talks continue in working groups). At the border, Colombia Solidarity’s empty-trailer extended hours (from Sep 14, 90 days) and World Trade Bridge’s Saturday close at 7 p.m. (three-month pilot from Sep 5) remain in force — laden freight still plans against live CBP waits.

Sources

Every figure in this edition comes from public sources, with data as of September 28, 2026. Freight indexes move week to week: use them as a trend reference, not as a quote.

Past editions

Week of September 21Weekly Pulse — September 21, 2026Golden 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.

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.