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China will go on holiday in 2026 and the world will feel the impact.

Hundreds of millions of people travel for the holiday. A large percentage do not return to the same factory. This limits experience on the line and creates training gaps that show up as slower production and higher error rates.

Chinese New Year is not just a holiday. It is the largest annual human migration on Earth. With factories closing, workers traveling, and logistics networks halting, failing to prepare creates risks of 4 to 6 week delays. The 2026 cycle adds extra pressure as the global supply chain remains tight.

Over the last week the logistics sector showed two very different pictures. Transnet secured a R6 billion sustainability-linked loan that should support long-term improvements across ports and rail. At the same time operations on the ground remained under pressure. Cape Town faced repeated wind closures, Durban ran close to capacity and border congestion increased across the region. Airfreight continued to offer strong uplift as perishables and high-value cargo kept demand high. The key takeaway is simple. Structural investment is moving forward but traders still need tight planning to manage the daily operational shifts across South Africa’s logistics network.

South Africa’s logistics system is showing gradual improvement, with stronger rail volumes and higher container throughput compared to last year.

South Africa’s ports are improving but remain under pressure, with Durban delays, Cape Town gains, and global freight rates still sliding. Importers and exporters who build buffers, renegotiate Incoterms, and lock in contracts now will be better positioned for Q4.

South African ports congestion remains a serious challenge despite headlines of progress. Durban still has vessels waiting at anchorage, and Cape Town faces six-day delays, leaving hauliers and clients under pressure. In this week’s update, TSI Central Station unpacks the realities behind the numbers, the impact on importers and exporters, and why planning around disruptions like China’s Golden Week is essential.

South Africa secured a vital trade win with US approval for continued fish exports beyond 2026, protecting a key market for local exporters. At the same time, Transnet shows signs of progress, ports are stabilising, and freight rates are holding steady, though risks from security, congestion, and global trade policies remain.

Logistics update: improved port conditions, wind delays in Cape Town, SWIFT risk low, US tariffs, Drewry rate drops, TSI insights.

South African exporters face rising challenges, from poor port communication to looming U.S. tariffs. While government support measures are being put in place, businesses must prepare for higher costs, shifting schedules, and new compliance risks. Staying agile, diversifying markets, and managing costs proactively will be key to navigating the months ahead.