If July's update landed on your desk, you'll know rates and capacity both moved against importers. August opens from that same elevated base, plus a landside cost story that's now bigger than what we flagged last month.
Here's what to plan around for August.
Where Rates Stand Heading into August
FCL rates from China into Auckland have been climbing through the peak-season window, with carriers pushing increases through a mix of FAK adjustments and Peak Season Surcharges while continuing to manage capacity through blank sailings and selective vessel deployment. Geopolitical tensions in the Middle East also weighing on sentiment through elevated bunker costs and fuel surcharges.
Equipment is part of the story too: 20' equipment remains tight across all New Zealand ports, and converting to 40' or 40'HC equipment improves your odds where order size allows — LCL is worth considering for smaller, more frequent orders.
*NZ-specific PSS levels for August are still being confirmed on our side — talk to your KLN Oceania contact for current indications before you commit to a quote.
Five Things to Watch in August
1. Rate Pressure and Surcharge Stacking Continues. The layers building on top of base freight are the real exposure this month — FAK increases, PSS, and bunker-related surcharges are compounding rather than acting alone. Request all-in quotes, not base rate quotes, and confirm validity windows before booking.
2. MSC's Exit Has Structurally Tightened Space. This isn't a temporary capacity blip. MSC's withdrawal of its Wallaby service from New Zealand means there is currently no direct MSC option from Asia to New Zealand, and the last MSC sailing calling NZ ports departed Ningbo in May. MSC placed an immediate stop on new bookings from Asia to New Zealand and cancelled sailings that hadn't already had an empty container uplifted. The remaining carriers have absorbed that demand, and it's still being felt. Book early: we're securing space up to 45 days out.
3. The Strait of Hormuz Is Still Weighing on Bunker Costs. Commercial traffic through the Strait remains well below normal levels. This keeps global bunker costs elevated and continues to shape vessel deployment decisions across Oceania, the same dynamic affecting the Australia trade is in play here.
4. Landside Costs Are Climbing, VBS Now the Bigger Story. Vehicle Booking System (VBS) charges at the Port of Auckland stepped up again on 1 July 2026, following through on planned increases to vehicle booking system and port access charges. That's part of a staged climb from $130 in 2025 rising to $180 in January 2026, $230 by July 2026, with a further increase originally flagged for January 2027 — a 77% increase between January and July 2026 alone. One update worth flagging: Port of Auckland has reportedly pared back the scale of that January 2027 increase from the figure originally announced, though we haven't been able to confirm the exact revised number from a published source yet.
If this is adding to your landside bill, off-peak delivery windows and hubbing are both worth a conversation with us — they're the two levers with the most control here.
5. Airfreight Capacity Is Tightening as Ocean Pressure Spills Over. Ocean capacity constraints and schedule disruptions are pushing more importers to shift urgent cargo to air, adding pressure to airfreight space that's already tightening from its own supply-side issues. The Hangzhou–Sydney–Auckland route has suspended its twice-weekly passenger flights from 10 May to 24 October 2026, directly cutting belly-hold cargo capacity into Auckland at the same time ocean disruptions are pushing demand the other way. That combination is contributing to backlogs and split shipments. If time-critical cargo is becoming a bigger part of your supply chain, it's worth talking to us before it becomes a bottleneck.
August is where several separate pressures are now stacking on top of each other: base rates and surcharges climbing together, a structural capacity gap left by MSC that hasn't been backfilled by new direct services, landside costs at the Port of Auckland at their highest point yet, and airfreight absorbing overflow demand from ocean disruption. Unlike Australia, there's no single point-in-time domestic cost trigger here — it's a build-up of already-active costs rather than one August 1 reset.
The positions that matter most right now: landed cost models that reflect current VBS and surcharge levels, not H1 assumptions; bookings placed well ahead of cargo-ready dates given the MSC-driven capacity gap; and a live conversation about air/ocean mode-shift risk if any part of your supply chain is time-sensitive.
Rates and landside costs will likely remain firm through August. The capacity MSC withdrew from the Asia–NZ trade hasn't been replaced by an equivalent new direct service, which is a different picture to Australia's incoming vessel additions — so relief here is less visible in the near term. The practical position: treat booking and cost-model updates as live, ongoing tasks this month, not something to revisit once rates move.