# Mexico Logistics Market Report — September 2026

> Mid-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.

Source: https://www.freightspot.com/en/resources/market-update/septiembre-2026 · Updated: 2026-09-17 · Edition: September 2026 (as of Sep 17) · Data as of: 2026-09-17 · Publisher: FreightSpot

## Key takeaways

- **Transpacific is driving the mid-month story.** Drewry WCI: $4,465 (Sep 3) → $4,476 (Sep 10) → **$4,500 (Sep 17, +1%)**. Shanghai–LA **$7,712 (+5%)** and Shanghai–NY **$10,394 (+7%)** — index high. Asia–Europe down (SHA–RTM $3,626 −9%). Transpac blanks **8 this / 9 next** ahead of Golden Week (Oct 1–7).
- **Asia–Mexico: August’s print landed this week.** EAX **$6,415/FEU (+21.4% MoM)** published ~Sep 16 (Eternity / info-transportes). Early-Sep spot ~**$8,000**; **no closed September EAX yet**. Book 3–4 weeks out and confirm the sailing, not just the rate.
- **Manzanillo: solid YTD volume, friction on the road.** Jan–Aug reports ~**2.82M TEU (+11%)** at Manzanillo (secondary ASIPONA/press). Maersk / C.H. Robinson: **Manzanillo–GDL** corridor works with **3–8 h** delays. Quote all-in with landside buffer; Lázaro plan B if you can.
- **MVE: ~14 days left.** Electronically mandatory **October 1, 2026** (SAT/ANAM 53-2026). Without a VUTCE folio, definitive clearance stops. Doc/E15 relief runs toward year-end — the hard cut is Oct 1. Build the file this week.
- **Macro and border on the Q4 radar.** FIX **17.1527** (Sep 15); peso weaker vs Aug close (~17.04). WTB Saturday **08:00–19:00** pilot live since Sep 5. **4th USMCA round** reset to **Sep 28–29** in DC (ROO / AI hardware on the table). Auto 25% / steel 50% still on.

## Indicators

| Indicator | Value | Change | Note |
| --- | --- | --- | --- |
| Drewry WCI (global) | $4,500 | +1% | USD/FEU · Sep 17 · vs Aug 27 ~flat |
| Shanghai → LA | $7,712 | +5% | USD/FEU · Sep 17 · Drewry |
| EAX Asia–Mexico (Aug) | $6,415 | +21.4% MoM | USD/FEU · print Sep 16 · Eternity |
| FIX exchange rate | $17.1527 |  | MXN/USD · Sep 15 · Banxico |

## Ocean

*WCI at $4,500 mid-month; Transpacific up. Golden Week already tightening capacity.*

| Indicator | Value | Change | Note |
| --- | --- | --- | --- |
| Drewry WCI | $4,500/FEU | +1% | Sep 17 |
| EAX Asia–Mexico | $6,415/FEU | +21.4% | Aug · print Sep 16 |
| Shanghai → LA | $7,712/FEU | +5% | Sep 17 |

Drewry WCI in September: **$4,465 (Sep 3)** → **$4,476 (Sep 10)** → **$4,500 (Sep 17, +1%)**. Vs Aug close ($4,473) nearly flat, but Transpac up and Asia–Europe down.

As of Sep 17: Shanghai–LA **$7,712 (+5%)**, Shanghai–NY **$10,394 (+7%)**. Transpac blanks **8 this / 9 next**. Aug EAX **$6,415 (+21.4%)**; spot ~**$8,000**. No closed Sep EAX.

## Mexican ports

*YTD volume up; bottleneck is landside access.*

| Indicator | Value | Change | Note |
| --- | --- | --- | --- |
| Manzanillo TEUs | ~2.82M | +11% | Jan–Aug |
| GDL delay | 3–8 h |  | Sep |

Manzanillo Jan–Aug ~**2.82M TEU (+11%)** (press/ASIPONA). Sep-only TEUs not closed yet.

Manzanillo–GDL works: **3–8 h** delays (Maersk / C.H. Robinson). Quote all-in with landside buffer.

## Air

*Global almost flat; no public Asia→MX TAC.*

| Indicator | Value | Change | Note |
| --- | --- | --- | --- |
| TAC BAI00 | +0.2% WoW | +20.2% YoY | Sep 14 |

TAC BAI00 week to **Sep 14: +0.2% WoW / +20.2% YoY**. **We will not invent an Asia→MX TAC**.

## Trucking & cross-border

*WTB Saturday pilot live; bottleneck remains B-1.*

| Indicator | Value | Change | Note |
| --- | --- | --- | --- |
| WTB Saturday | 8:00–19:00 | desde 5-sep | CBP |
| Laredo L/T | 8.0–8.5 | +61.9% YoY | Uber · Sep 10 |

WTB Saturdays **08:00–19:00** from **Sep 5**. Uber Freight: **B-1** shortage; Laredo L/T **8.0–8.5** (+61.9% YoY).

## Customs & regulation

*MVE: ~14 days. No fifth extension announced.*

**Oct 1, 2026 — electronic MVE only** (SAT/ANAM 53-2026). Without VUTCE folio, no clearance. Build the file this week.

## Trade & macro

*FIX ~17.15; 4th USMCA round Sep 28–29.*

| Indicator | Value | Change | Note |
| --- | --- | --- | --- |
| FIX | $17.1527 |  | Sep 15 |
| Auto tariff | 25% | sigue | pause |
| Steel tariff | 50% | sigue | pause |

FIX **17.1527 (Sep 15)** vs ~17.04 Aug close. **4th USMCA round Sep 28–29** in DC. Auto **25%** / steel **50%** remain.

## Coming up (already enacted)

- **October 1, 2026 — Value declaration: electronic only**: Electronic mandate takes effect (SAT/ANAM 53-2026). Definitive import without a transmitted folio does not clear. (Don’t bet on a fifth extension. Build the file in September.)
- **October 1–7, 2026 — China Golden Week**: Post-holiday blanks and rollovers on Asia–Mexico / Transpac. Space > rate on critical SKUs.
- **September 28–29, 2026 — 4th USMCA round**: Washington DC. ROO and AI hardware on the table per reports. Auto 25% / steel 50% still in the background.
- **December 31, 2026 — Non-treaty tariff decree expires**: Transitory articles set that date as the end of elevated rates. Don’t assume automatic renewal.

## What to do

- **Book Asia–Mexico NOW (3–4 wks)**: Pre–Golden Week blanks + spot ~$8k. Don’t bet on a $5–6k correction without confirmed space.
- **Close a test MVE before Oct 1**: ~14 days left. Without a folio there is no definitive clearance.
- **Put Manzanillo landside delay in the all-in**: 3–8 h on the GDL corridor + demurrage. Freight alone lies.
- **Lock B-1 / transload plan B before ETA**: Use WTB Saturday window (to 19:00) so you don’t roll to Monday.
- **Recost landed cost with TP WCI + FIX ~17.15**: Aug EAX $6,415 / spot ~$8k + weaker peso vs Aug close.

## Sources

- [TrasportoEuropa — Drewry WCI Sep 17, 2026 ($4,500)](https://www.trasportoeuropa.it/english/asian-container-freight-rates-move-at-two-speeds/)
- [Daily Cargo News — WCI Sep 10, 2026 ($4,476)](https://www.thedcn.com.au/news/world-container-index-10-september-2026)
- [Daily Cargo News — WCI Sep 3, 2026 ($4,465)](https://www.thedcn.com.au/news/world-container-index-3-september-2026)
- [info-transportes / Eternity — EAX Asia–Mexico August 2026](https://info-transportes.com.mx/index.php/puertos-y-terminales/5219-flete-maritimo-de-asia-a-mexico-sube-21-4-en-agosto)
- [C.H. Robinson — Sep 2026 ocean update (Manzanillo landside)](https://www.chrobinson.com/es-es/resources/insights-and-advisories/north-america-freight-insights/sep-2026-freight-market-update/ocean/)
- [WE News — Manzanillo–GDL corridor delays 3–8 h](https://we-news.com/mx/trabajos-en-corredor-manzanillo-guadalajara-generan-retrasos-de-hasta-8-horas-en-entregas-de-carga)
- [ANAM — release 53-2026 (MVE extension)](https://www.anam.gob.mx/comunicado-prensa-conjunto-53-2026/)
- [Banxico — FIX Sep 15, 2026 (17.1527)](https://www.banxico.org.mx/tipcamb/llenarTiposCambioAction.do?idioma=es)
- [CBP — WTB extended Saturday hours pilot](https://www.cbp.gov/newsroom/local-media-release/laredo-port-entry-announces-extended-saturday-operational-hours-world)
- [Uber Freight — Q3 freight market update (Sep 10)](https://www.uberfreight.com/en-US/blog/q3-freight-market-update-repairing-networks-as-we-head-into-q4)
- [Air Cargo Week — TAC BAI00 week to Sep 14](https://aircargoweek.com/global-airfreight-rates-edge-higher-as-fuel-costs-surge/)
- [Global Trade Review — USMCA round reset Sep 28–29](https://www.globaltradereview.com/news/all/6aab116ced554427f3676151)

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