September Market Report
MUWON USA, INC. · MARKET INSIGHTS
SEPTEMBER 2026 WHOLESALE RESELLER EDITION
September 2026 U.S. Wholesale Container Market Outlook
Competitive standard supply and selective coastal 40HC support: two different September markets.
For wholesalers supplying other dealers. Equipment- and market-level outlook, with separate implications for retail dealers and exporters.
Contents - tap to open
The September trading stance
September has two different supply stories: competitive offers for well-supplied standard equipment, and a more supportive pricing outlook for used 40HC CW at gateways exposed to Asia-bound owner withdrawals. A national inventory bet is not warranted, but neither is a blanket wait-for-lower-prices strategy. For wholesalers, the distinction is between interchangeable stock with dependable alternatives and suitable used 40HC lots whose replacement availability is contracting.
Muwon's late-August market observations identified owner-led efforts to move used 40HC equipment toward Asia from selected U.S. gateways. These observations support a selective price-floor thesis where withdrawals reduce sale-ready supply; they do not establish the volume of net inventory reduction or a confirmed price increase at every coastal depot. [34]
Our September stance: maintain proven dealer inventory, bring forward staged coverage for suitable used 40HC where continuing withdrawals and shrinking allocations are confirmed, and negotiate standard one-trip or other equipment where genuinely equivalent supply remains available. Price support in the first segment can coexist with discounts in the second.
Protect repeat dealer supply when owner allocations contract and replacements are not keeping pace.
Retain purchasing flexibility where the same specification and release window remain available from alternatives.
A one-trip promotion is not a measurement of the local used-container supply balance.
Muwon's conditional market interpretation. A selective floor means reduced downward price pressure in an affected segment, not a guaranteed rise or a nationwide shortage.
1. September outlook by equipment and market
Separate the owner, depot, equipment type, condition and release window before drawing a price conclusion. The relevant question is not simply whether a container is available, but whether comparable replacement supply will remain available for the dealer business being served.
| Equipment / supply segment | September view | Wholesale implication |
|---|---|---|
| 40HC used CW — withdrawal-exposed gateways | Selective price support. A floor or firmer quotes is plausible where sustained Asia-bound withdrawals reduce comparable disposal supply. | Bring forward staged coverage for established dealer demand when allocations shrink or replenishment slips. Do not wait for a nationwide price index to turn before protecting a verified local need. |
| 40HC used CW — adequately replenished markets | Competitive to stable; discounts can remain available if other owners' disposals or arrivals offset withdrawals. | Negotiate comparable lots and maintain proven turnover. Do not apply a coastal scarcity premium without local evidence. |
| 40HC one-trip | Competitive to stable where equivalent ready stock remains available. Specific configurations and replacement timing may differ. | Requote standard lots without assuming that a used-CW withdrawal program also removes the same new equipment. Assess one-trip as a substitute only when downstream buyers accept the specification and price difference. |
| 20GP one-trip | Local and specification-sensitive. Earlier firmness and a current depot-specific discount can coexist. | Protect established replenishment needs and compare current replacements separately from 40HC. Do not infer a new nationwide decline from a single offer. |
| Used 20GP / 40GP | Application- and location-led, not a direct extension of the 40HC repositioning thesis. | Maintain the sizes and grades actually absorbed by the dealer channel; do not transfer a 40HC supply conclusion to these lines. |
| WWT / As-Is | Condition and resale suitability remain decisive. | Keep these lots separate from export-suitable CW comparisons. A low mixed-grade offer does not establish the value of a consistently acceptable CW batch. |
| Open-side / double-door / reefer | Specification- and project-led; no common dry-container direction is asserted. | Match specialist supply to established demand and the relevant test, service and release requirements. |
Coastal used 40HC: why the Asia-bound flow still matters
Late-August Muwon field intelligence indicated repositioning efforts involving one or more major lessors, with West Coast gateways and Savannah among the markets identified. LA/Long Beach is therefore a priority market for checking owner withdrawals, not a blanket declaration that every lessor or every depot is short. Program scale, completed loadings, duration and the net effect on local sale-ready stock have not been independently quantified. [34]
The commercial mechanism is specific: an owner can prefer moving suitable equipment to Asia over disposing of it locally when its destination opportunity justifies the actual movement and associated obligations. That competing use may reduce its willingness to discount or the lots it offers for domestic resale. Higher Asia-to-U.S. freight alone does not establish the economics of the reverse movement.
Price support, a price floor and an actual price rise are different outcomes. Withdrawals can limit further discounting before completed transaction prices rise. If other disposal supply or arrivals replace the departing units, or dealer demand weakens sufficiently, a broad local increase may not follow.
For a wholesaler with recurring demand for suitable CW lots, the practical issue is replacement access. Repeatedly smaller owner allocations, reduced choice of acceptable lots and slower replacement are reasons to protect supply selectively. A general new-container promotion is not a reason to disregard those signals.
Apply the distinction market by market
Los Angeles/Long Beach: focus on the owners and used-CW lots actually exposed to Asia-bound movement. Where withdrawals continue and alternatives do not replace them, our preference is earlier staged coverage for repeat dealer needs rather than indefinite waiting for another discount. The recommendation is not to buy every available 40HC.
Oakland and other West Coast locations: test each depot separately. The reviewed Oakland price reduction concerned new 40HC equipment; it does not establish the direction of LA/LB used-CW prices or prove that a withdrawal program has stopped. Ready stock and incoming gate-buy lots are comparable only when their timing and terms serve the same requirement. [M]
Savannah and the Southeast: retain Asia-bound withdrawals as an owner-specific supply consideration where commercially active. Do not combine Savannah with Houston, Dallas or all Southeast depots as a single inventory pool. Replenishment from other owners can offset the effect. [34]
Houston/Dallas, the Northeast and inland markets: use their own disposal, arrival and dealer-demand evidence. A quoted low price or a future supply offer elsewhere is not a like-for-like price decline in a withdrawal-exposed gateway. For Chicago/Denver and other inland destinations, evaluate access to actual destination buyers before treating coastal stock as a resale opportunity. [M]
These are conditional regional interpretations, not city-wide inventory measurements. A withdrawn advertisement is not proof of an exported container.
2. What the evidence supports—and what it cannot tell us
Historical company results provide context, not a September depot verdict
Singamas reported a first-half 20-foot dry-container average selling price of $1,613 versus $1,845 a year earlier, alongside overcapacity pressure. CIMC reported dry-container sales of 1.1385 million TEU, up 1.12%, with second-quarter demand recovery and stabilizing prices. These are company-specific manufacturing measures. They cannot establish that comparable used-CW supply in a U.S. gateway is growing or shrinking in September. [16][17]
Triton's Q2 gain on leasing-equipment sales fell to $2.0 million from $7.9 million a year earlier, primarily because of a lower average selling price for used dry containers. Its average utilization improved sequentially but remained below the year-earlier quarter. These observations describe the period ended June 30; they do not disprove a later, owner-specific withdrawal or price-floor development. The decline in accounting gain is not a container-price percentage change. [18]
Global leasing: an earlier-quarter backdrop, not a local flow measure
New-equipment discounts and used-equipment withdrawals are different observations
The early-September offer pair reviewed by Muwon concerned similarly described new 40HC stock from the same supplier at the same Oakland depot. It shows price flexibility in that offered stock, not a confirmed decline in coastal used 40HC CW. Another direct supplier reply quoted more than one market while indicating additional lead time in one of them; it did not confirm that every requested unit was ready for immediate release. [M]
Late-August repositioning observations concern a different supply channel: owners deciding whether to release suitable used equipment into local resale or move it toward Asia. They should be evaluated against subsequent owner allocations, actual movement and replacement availability—not inferred from unrelated new-container prices or a national half-year average. [34]
| Evidence | What it supports | What it does not establish |
|---|---|---|
| First-half manufacturing and Q2 leasing disclosures | The reported companies' earlier pricing, production and leasing conditions. | The current amount of used CW available for sale in an individual U.S. depot. |
| A fresh new-40HC discount | Negotiating room for that offered specification and lot. | That the used-CW repositioning channel has reversed. |
| A low quoted price in another market | A supplier's indicated price and stated supply terms. | A local price decline, all requested units in stock, or a nationwide clearing price. |
| Owner repositioning intelligence | A competing use for suitable equipment and a reason to monitor local disposal allocations. | A measured net inventory reduction or guaranteed price increase without further evidence. |
High factory output also does not automatically become uncommitted U.S. resale supply. Ownership, existing orders, destination and arrival timing matter. The September conclusion is therefore a segmented market: competitive supply in some trading lines, with a selective support mechanism for withdrawal-exposed used 40HC. The magnitude of either effect still requires comparable local evidence.
3. Wholesale positioning for September
Protect recurring used-CW supply where withdrawals are visible
A stocking wholesaler need not pre-sell every unit. Repeat dealer demand can justify immediately available service stock. Where Asia-bound withdrawals continue, owner allocations are reduced and replacements do not keep pace, staged coverage of suitable used 40HC is more defensible than waiting solely for a lower headline price.
This is a targeted availability decision—not a forecast that all CW prices must rise. If allocations reopen, replacement lots rebuild or dealer buying weakens, the case for earlier coverage becomes less compelling. Follow the affected trading line rather than applying the same response to every product.
Use competition where equivalent supply actually remains
For standard one-trip and other well-supplied lots, continue comparing current alternatives. Negotiating room may lie in quantity, condition scope and release timing as well as price. A promotion in one segment should not automatically change the buying posture in another.
Separate repeat-demand inventory from additional speculative lots. An attractive supply offer alone does not establish downstream demand, and several dealer inquiries may concern the same end project. Purchasing quantities, margins and credit limits remain company-specific.
Offer availability precisely; do not generalize scarcity
For an affected used-CW lot, communicate the confirmed allocation and release window. For stock with dependable alternatives, compete on the actual specification and supply terms. Neither message requires a nationwide price-rise claim or an implied guarantee of future replacement stock.
Wholesale resale evidence is the next dealer's buying activity, not an end-user advertisement further down the channel. Maintaining suitable stock for that buyer and taking an unbounded position on a market forecast are different decisions.
4. Commercial priorities by sales channel
Wholesalers supplying other dealers
Focus September offers on the markets and product lines that regular dealers are actively replenishing. A clearly described, repeatable supply offer is more useful than an undifferentiated list that mixes ready stock, expected arrivals and unconfirmed quantities.
Position the offer around what is genuinely available: a defined quality range, reliable allocation and an achievable release window. In our view, those distinctions are a more defensible sales message than an unsupported claim that all container prices are about to rise. Do not imply continuing supply, exclusivity or fixed future prices unless agreed.
Retail dealers
Keep budget used, better-condition used and one-trip equipment distinct. The appropriate mix depends on which tiers local customers actually select. A low headline acquisition price is not a sufficient reason to add a grade that repeatedly fails to convert into sales.
Separate ex-depot wholesale quotations from delivered retail offerings when interpreting market prices. Differences in service and condition can explain part of the price gap without indicating a change in the underlying equipment market.
Exporters: separate equipment resale from SOC use
Equipment sold overseas: demand must be confirmed in the destination market. Domestic wholesale conditions do not establish an overseas resale opportunity, and a cargo freight index is not an executable quote for moving the equipment. Treat destination acceptance, the actual route and agreed commercial terms as separate issues.
Containers acquired for cargo shipment as SOC: availability in a sales depot is not the same as acceptance for the intended sailing. Maersk's guidance calls for an SOC application and photographs of the container and CSC plate for carrier validation. IMO distinguishes safety approval and the owner's examination obligations from a commercial condition description. A CW offer therefore does not by itself establish a confirmed booking or satisfy all voyage requirements.[32][33]
For end users, the implications are narrower: specification, usable availability and delivery timing. The wholesale inventory view should not be read as advice to speculate on equipment.
5. September checkpoints
| Window | Wholesale desk priority | Decision to make |
|---|---|---|
| September 8–11 | Reconfirm used-CW owner allocations and Asia-bound withdrawal exposure separately from standard new-stock alternatives. | Identify the recurring dealer needs requiring earlier coverage and the lines where competitive sourcing remains available. |
| September 14–18 | Check whether departing CW lots are replaced, whether matched quotes change and whether dealer orders hold. | Continue selective coverage only where the supply evidence persists; retain negotiating flexibility where allocations rebuild. |
| September 21–30 | Reconcile allocations, physical releases, claim exposure and cash collection; confirm October replenishment. | Carry stock that has a viable channel and contribution, not merely a low purchase price or an uncollected invoice. |
China's published holidays place Mid-Autumn Festival on September 25–27 and National Day on October 1–7. Get supplier-specific documentation, inspection, production and support cutoffs before relying on October replenishment. This does not imply every factory stops or that existing U.S. depot stock becomes unavailable. The September 15–16 FOMC meeting is a financing review point, not an assumed rate cut. [28][29]
Use new port results to reassess arrivals, but do not freeze a profitable dealer transaction while waiting for a national narrative. At the research cutoff, the Port of Los Angeles' 2026 table had not yet populated August. [27]
6. Demand and financing: supporting context
Expand: G7, Asian demand and import evidence
Macro indicators matter when they change an order book, financing assumption or replacement route. They should not substitute for depot-level evidence. BEA’s Q2 second estimate showed 1.5% annualized GDP growth but 4.2% growth in real final sales to private domestic purchasers; BLS reported August payroll growth of 162,000 and 4.1% unemployment. These are not interchangeable measures of demand. [1][2]
Census estimated July nominal construction spending 3.8% below a year earlier. WillScot’s Q2 portable-storage leasing revenue was approximately $74.9 million versus $79.6 million a year earlier. That North American company indicator is neither U.S.-only container unit demand nor proof of a uniform construction or rental downturn. Together, the evidence favors confirming the customer’s specific project over assuming that broad growth will lift every storage application. [19][31]
WillScot also raised its company-wide outlook on large-project demand. That supports looking for funded, specification-specific projects rather than extrapolating the weaker portable-storage revenue line into a blanket bearish view. [31]
The private-domestic-demand measure includes services; the North American storage indicator also reflects pricing and mix. Neither is a direct count of U.S. wholesale container purchases. Keep company and geographic coverage attached to every comparison.
For U.S. imports, Descartes reported 2,508,310 TEU in July, up 4.5% month-on-month but down 4.3% year-on-year. The August 7 NRF/Hackett forecast put October, November and December at 2.13, 2.03 and 2.06 million TEU at its covered ports. Treat the latter as a dated forecast—not realized Q4 demand—and do not splice the two differently scoped series together. Tariff-driven shipment timing also makes year-on-year comparisons an imperfect guide to end demand.[20][21]
G7 and Asian context — expand the comparison
| Economy / region | Verified public signal | Muwon’s commercial interpretation |
|---|---|---|
| United States | The Federal Reserve held its target range at 3.50–3.75% on July 29 and highlighted energy-related inflation uncertainty. [3] | Do not build inventory economics around an assumed near-term fall in borrowing costs. |
| Euro area: Germany, France and Italy | Eurostat’s September 7 release reported Q2 growth of 0.6% quarter-on-quarter: Germany 0.3%, France 0.0%, Italy 0.2%. The ECB continues to flag energy-price risk. [4][5] | European activity is not moving uniformly. Avoid assuming that Europe will absorb all excess equipment or that every export market is weakening. |
| United Kingdom | The Bank of England held Bank Rate at 3.75% on July 30; three members preferred an increase. [6] | Budget cautiously for finance-sensitive customers; a rate cut is not a dependable procurement subsidy. |
| Canada | The Bank of Canada’s July report described weak activity with emerging improvement, alongside trade and Middle East risks. [7] | Evaluate Canadian demand, currency and cross-border costs together; later tariff announcements can change the July baseline. |
| Japan | The Bank of Japan’s July outlook described moderate growth, an oil-price drag and support from AI-related demand. [8] | Distinguish technology-linked orders from broader industrial and consumer demand; monitor currency exposure on actual transactions. |
| China | August manufacturing PMI was 49.8; new orders were 50.6. A reading above 50 indicates expansion versus the previous month in that survey component. [9] | Factory activity and orders give mixed signals. Neither the headline PMI nor a busy factory alone establishes container shortages. |
| South Korea / Australia | The Bank of Korea forecast 3.3% growth for 2026 and 2.9% for 2027, supported by semiconductors. The RBA held its cash rate at 4.35% in August. [10][11] | Technology-linked strength can coexist with restrictive financing elsewhere. Validate specific projects rather than extrapolating an economy-wide container boom. |
7. Operating risks that can change a deal
Expand: current routing, energy and policy exposure
Middle East and energy: identify the affected transaction
Maersk’s August 31 notice describes cargo- and location-specific restrictions, alternative routings, emergency charges and temporary empty-return arrangements. It establishes operational disruption for the services described—not a universal surcharge on U.S. depot sales. Check the carrier, routing, insurance, equipment ownership and cost allocation for the actual shipment. [12]
Keep the Gulf/Hormuz energy and regional logistics channel distinct from Red Sea/Suez versus Cape routing. Different routes can affect different replacement flows. EIA’s August outlook used an August 6 forecast vintage and scheduled its next release for September 9; do not treat that earlier energy path as a guaranteed September delivery budget. [22]
Panama: constraints and booking flexibility coexist
The Canal Authority’s water-related notice specifies nine Neopanamax and 25 Panamax daily slots from September 3, with Panamax slots scheduled to fall to 23 on September 15. A follow-up also relaxes certain Neopanamax booking restrictions for booking dates from September 13. Its 63 weekly Neopanamax slots include allocations under existing programs; they are not 63 extra slots. Check the latest applicable advisory, the actual booked service and reservation—not a generic delay assumption. [24][30]
Trade policy and other disruptions: no blanket conclusions
USTR’s July 23 forced-labor Section 301 action and Canada’s specified U.S.-origin counter-tariffs scheduled for September 8 require transaction-specific checks. Keep duties on cargo, the customs treatment of container equipment and maritime service charges separate. Confirm classification, origin, entry status, exemptions and the party bearing new charges with the responsible adviser. [13][14]
The EU’s Russia-related economic sanctions extend to July 31, 2027. Do not assume a diplomatic headline immediately removes trade restrictions or creates funded reconstruction orders. Likewise, use relevant operator notices for labor, cyber, terminal or weather exposure; NOAA’s seasonal outlook is not a port-specific landfall or closure forecast. [23][25]
8. Market triggers and the Q4 / Q1 outlook
| Development | Evidence to look for | September response |
|---|---|---|
| Asia-bound withdrawals constrain used 40HC supply | Continuing owner movement or reduced disposal allocations; less comparable sale-ready stock; replacements not keeping pace; dealer demand holding. | Protect established used-CW needs through earlier staged coverage in the affected market. |
| Withdrawals are offset or stop | Comparable disposal lists rebuild, allocations reopen and replacement timing improves. | Return more weight to competitive sourcing; do not keep paying a scarcity premium solely because a program previously existed. |
| New or other standard supply stays competitive | Multiple independent, comparable ready lots remain available at negotiable terms. | Maintain proven turnover and negotiate. Do not treat a selective used-CW floor as a reason to accumulate every category. |
| Dealer absorption weakens | Lower accepted buying levels, weaker conversion and growing unallocated stock. | Review additional commitments even if some upstream supply has been withdrawn. |
| Movement costs or routes change | Actual freight, routing and destination opportunities change owners' alternatives and U.S. replenishment. | Recheck the affected lane and owner's response. Higher transport cost does not by itself mean a higher resale price. |
Q4 2026: the two supply stories can persist. Standard stock remains competitive where arrivals and disposals are sufficient. Withdrawal-exposed used 40HC can stabilize or firm earlier if Asia-bound movement continues and local replacements remain limited. This supports product- and gateway-specific coverage, not an assumed national year-end rally or universal clearance.
Q1 2027: the balance depends on how much suitable stock enters the quarter, whether owners continue withdrawing it, and whether downstream demand absorbs replacement supply. Do not assume a December bottom, a fixed sequence of recovery across container types or a lasting shortage merely because of holiday timing.
For forward commitments, recheck the published USTR maritime-action suspension near its November 9, 2026 endpoint and supplier/carrier schedules around the February 6, 2027 Lunar New Year. These dates do not establish a fee restart or an individual factory's shutdown. [15][26]
Methodology and limitations
This publication combines public sources available through September 7, 2026 with selected 2026 supplier and trading correspondence, including early-September examples. The internal review is qualitative and non-random; it is not a complete mailbox audit, a national transaction-price index or a census of unsold containers. Supplier identities, private absolute prices and customer-specific terms are not published.
Official observations and company disclosures are evidence; September positioning and scenario triggers are Muwon's judgments. Company-specific purchasing quantities, cost assumptions, margin targets and credit pricing are outside the scope of this report. No statistically calibrated probabilities or proven national price floor are claimed.
The global context remains relevant where it changes customer orders, replacement supply, transport, credit or currency exposure. It is not a substitute for the next dealer's attainable buying price. Public pages and rules may change; confirm origin, classification, carrier acceptance, inspection, cost allocation and credit terms on the actual transaction.
Muwon USA is a commercial market participant. This report supports planning, not a binding supply offer, guarantee, or transaction-specific legal, customs or investment advice. More detailed current bid levels require comparable, live trade quotations rather than invented public price ranges.
Late-August repositioning intelligence is retained as an owner- and gateway-specific field signal. It is not a newly verified September count of loadings, net stock reductions or completed-price increases. Historical corporate results and fresh quotations for other equipment do not resolve that local question. Source [34] records the provenance of Muwon’s field view; it is not independent fleet-flow verification.
Sources and evidence notes
Dates identify the observation or forecast vintage. Public facts, selected private observations [M], and Muwon's conditional market judgments are kept distinct.
- [1]U.S. Bureau of Economic Analysis — GDP, Second Estimate, Q2 2026August 26, 2026. Real U.S. GDP; annualized quarterly growth.
- [2]U.S. Bureau of Labor Statistics — Employment Situation — August 2026September 4, 2026. Payroll employment and unemployment. Live release page.
- [3]Federal Reserve — FOMC statement, July 29, 2026Policy range and inflation/energy assessment; not a prediction of future decisions.
- [4]Eurostat — GDP and employment, Q2 2026September 7, 2026. Seasonally adjusted quarterly GDP; includes national differences.
- [5]European Central Bank — Monetary policy decisions, July 23, 2026Euro-area policy and energy-related inflation risk.
- [6]Bank of England — July 2026 Monetary Policy Summary and MinutesJuly 30, 2026. Bank Rate and voting split; official indexed release.
- [7]Bank of Canada — Monetary Policy Report — July 2026July 15, 2026. A forecast vintage preceding later tariff announcements.
- [8]Bank of Japan — Outlook for Economic Activity and Prices, July 2026July 31, 2026. Outlook summary and forecasts; Japanese projections use fiscal years.
- [9]National Bureau of Statistics of China — China Purchasing Managers Index — August 2026September 1, 2026. Survey diffusion indices; not container prices or unit volumes.
- [10]Bank of Korea — Economic Outlook — August 2026August 27, 2026. Annual growth forecasts and semiconductor/Middle East assumptions.
- [11]Reserve Bank of Australia — Statement on Monetary Policy — August 2026August 11, 2026. Cash rate and policy assessment.
- [12]Maersk — Middle East Operational Update 44August 31, 2026. Carrier-specific restrictions and arrangements; not a universal lane tariff.
- [13]Office of the U.S. Trade Representative — Final forced-labor Section 301 actionJuly 23, 2026. Differentiated measures and exemptions; classification-specific application requires review.
- [14]Department of Finance Canada — Products subject to counter-tariffs effective September 8, 2026List updated August 26. Specified U.S.-origin goods, with stated transition conditions.
- [15]Office of the U.S. Trade Representative — Notice of modification: maritime Section 301 suspensionNovember 9, 2025 notice. Published suspension end: November 9, 2026, 11:59 p.m. EST; subject to further review.
- [16]Singamas Container Holdings — 2026 interim results press releaseAugust 25, 2026. Issuer release hosted by IR Asia; 20-foot dry-container ASP, not a national equipment index.
- [17]CIMC Group / ACN Newswire — CIMC Group Announces 2026 Interim ResultsAugust 28, 2026. Company-issued release syndicated by FinancialContent; management commentary is attributed.
- [18]Triton International / SEC — Interim financial report on Form 6-K, quarter ended June 30, 2026SEC-hosted Form 6-K. Global utilization in CEU, its exclusions and quarterly/yearly comparisons; not U.S. resale inventory.
- [19]U.S. Census Bureau — Monthly Construction Spending — July 2026September 1, 2026 release. Nominal spending estimate; live page changes with each release.
- [20]Descartes Systems Group — August Global Shipping Report — July U.S. importsAugust 10, 2026. U.S. import observations; coverage differs from Global Port Tracker.
- [21]NRF / Hackett Associates — Import Cargo’s Early Peak Season is Winding DownAugust 7, 2026. Dated Q4 forecast for covered ports, not realized volumes or a September revision.
- [22]U.S. Energy Information Administration — Short-Term Energy Outlook — August 2026Released August 11; forecast completed August 6; next release scheduled September 9. Live page.
- [23]Council of the European Union — Timeline of sanctions against RussiaJune 25, 2026 decision extended economic sanctions to July 31, 2027. Later legal changes remain possible.
- [24]Panama Canal Authority — Additional measures addressing reduced watershed precipitationOfficial operating notice checked September 7: slot settings for September 3 and 15. Recheck subsequent advisories.
- [25]NOAA Climate Prediction Center — 2026 Atlantic hurricane season outlookAugust 6 update. Basin-scale outlook, explicitly not a landfall forecast.
- [26]Hong Kong Government — General holidays for 2027Lunar New Year calendar date only; not a mainland factory shutdown schedule.
- [27]Port of Los Angeles — 2026 Historical TEU StatisticsOfficial monthly table checked September 7, 2026; August was not populated. No exact release date is inferred.
- [28]General Office of the State Council / Haidian government — 2026 public-holiday arrangementsState Council notice dated November 4, 2025, republished December 11. Mid-Autumn September 25–27; National Day October 1–7. Not individual supplier shutdown dates.
- [29]Federal Reserve — FOMC meeting calendarPublished September 15–16, 2026 meeting dates; not a forecast of the decision.
- [30]Panama Canal Authority — Temporary booking-system adjustmentsRules effective August 30 for booking dates from September 13, 2026. Booking flexibility and weekly allocation; recheck the applicable advisory.
- [31]WillScot Holdings — Second Quarter 2026 Results and Updated OutlookAugust 6, 2026. Portable-storage revenue reported in thousands; company operates across North America. Not a U.S.-only container volume series.
- [32]Maersk - Shipper-owned container acceptanceCarrier guidance accessed September 7, 2026: SOC documents and carrier validation; not unconditional acceptance.
- [33]International Maritime Organization - 1972 Convention for Safe Containers (CSC 1972)Safety approval and owner responsibility for maintenance and periodic examination. Distinct from a commercial CW grade.
- [34]Muwon USA — What Rising Asian Demand Means for U.S. BuyersAugust 31, 2026. Published record of Muwon’s owner- and gateway-specific Asia-bound used-40HC observations, including West Coast and Savannah context. Source provenance only: not an independent shipment audit, a new September flow count or proof of a completed local price rise.
- [M]Muwon USA — Selected trading-desk and factory-side correspondenceSelected 2026 correspondence, including end-August factory observations and early-September offers. Non-public, qualitative and non-random; no private counterparty details are reproduced.
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