The mass quarantine measures imposed this past weekend in Shanghai, including highway closures, severely affected trucks carrying exports bound for the city’s port, according to logistics company Orient Star Group.
“Trucks loaded with cargoes and containers were unable to enter the Shanghai terminal,” said the company, which also contributes to CNBC’s Supply Chain Heat Map.
The heat map is a new data tool that CNBC created with 13 of the world’s top maritime and logistics data providers to give investors better insight into inventory flows in real-time.
The Port of Ningbo, which became the alternative port destination, is now showing an increase in congestion since Covid cases keep showing up in certain Shanghai districts.
“Production and manufacturing are basically resumed in Shanghai, but once there are quarantines, transportation, and drayage are affected to a certain extent,” Orient Star Group said.
DHL Global Forwarding tells CNBC finding truckers in and out of the Shanghai area still presents a challenge.
During the lockdown, the slowdown in trucking led to raw material shortages for companies such as Volkswagen and Tesla.
Before the latest restrictions, truck drivers were still required to provide a nationally recognized 48-hour negative Covid test result and a traffic permit, said Akil Nair, Seko Logistics’ vice president of global carrier management and ocean strategy for Asia-Pacific.
In practice, he said, many local governments have also demanded that tests be retaken locally and on highways.
The latest quarantine restrictions come at a time when trucking capacity recovered to around 80 percent.
Orient Star Group is also seeing a pickup in West Coast cargo, which had been trending down. This is a forward-looking indicator of the container uptick many logistics experts were predicting. Containers bound for the East Coast remain strong and stable.