Pakistan Supply Chain Update — Week 25 of 2026 (22nd, June, 2026)
Timely Insights and Key Industry Changes
Hi, it’s Faiz from Maalbardaar.
After last week’s focus on the Pakistan Budget 2026-27 and landed cost planning, this week brings a more balanced picture for Pakistan’s supply chain.
Fuel prices have fallen sharply, Pakistan’s current account moved back into surplus in May, and SBP reserves improved again.
This gives some relief to importers, exporters, transporters, and manufacturers.
But businesses still need to stay careful.
The new budget still needs to be reviewed closely because customs duties, additional customs duties, regulatory duties, petroleum levies, and tax rules can all affect the final landed cost of shipments.
At the same time, movement through the Strait of Hormuz has improved, but shipping and insurance companies are still cautious.
For importers and exporters, the message is simple:
Fuel relief is helpful, but every shipment still needs updated freight, tax, customs, and landed cost calculations.
The Current Situation: Fuel Relief Helps, but Budget Impact Still Needs Review
Pakistan’s supply chain has received short-term relief after a major fuel price cut.
According to Pakistan State Oil’s latest fuel price archive, petrol is now listed at Rs 299.5 per litre, while high-speed diesel is listed at Rs 311.47 per litre, effective from June 20, 2026.
This is important because diesel directly affects trucking, container movement, port-to-warehouse transport, and domestic distribution.
But lower fuel prices do not automatically mean lower freight bills.
Transporters may take time to revise rates, and shipment costs are still affected by customs duties, regulatory duties, taxes, exchange rate movement, port charges, and documentation delays.
The Reality:
Fuel prices have come down, but businesses should not rely on old cost sheets.
Importers and exporters should review landed cost again after the latest fuel cut and the new budget measures.
Key Updates:
1. Major Fuel Price Cut Gives Relief to Inland Freight
Petrol and diesel prices have fallen sharply from the previous fuel cycle.
According to PSO’s fuel price archive, the latest prices effective from June 20, 2026 are:
- Petrol: Rs 299.5 per litre
- High-speed diesel: Rs 311.47 per litre
- Previous petrol price: Rs 373.78 per litre
- Previous high-speed diesel price: Rs 378.78 per litre
Why It Matters:
Lower diesel prices may reduce pressure on trucking, container movement, port-to-warehouse transport, last-mile delivery, and domestic distribution.
But businesses should still confirm freight rates before finalising shipment pricing.
A fuel price cut helps, but it does not always show up immediately in transport invoices.
2. Pakistan Posts Current Account Surplus in May
Pakistan’s current account recorded a surplus of $459 million in May 2026, according to State Bank of Pakistan balance of payments data.
This was an improvement from a $276 million deficit in April 2026.
For July to May FY26, the current account balance also moved into a $255 million surplus.
A better current account position can support:
- Exchange rate confidence
- Import payments
- LC confidence
- Shipping payments
- Fuel procurement
- LNG procurement
However, businesses should still stay careful.
The trade gap remains a concern, and Pakistan’s import bill continues to require strong foreign exchange support.
3. FBR Budget Details Confirm Tariff Changes
The FBR Budget 2026-27 salient features confirm tariff rationalisation under the National Tariff Policy 2025-30.
The changes include customs duty reductions on selected industrial input goods across 92 tariff lines.
The budget also includes reductions in additional customs duty and changes to regulatory duty rates across different tariff lines.
This can help some businesses reduce costs on selected raw materials, machinery, or industrial inputs.
But not every importer will benefit in the same way.
Importers should review:
- HS codes
- Product classification
- Customs duty
- Additional customs duty
- Regulatory duty
- Sales tax impact
- Final landed cost
A duty reduction on one tariff line does not mean every shipment becomes cheaper.
Each product should be checked separately before placing orders or confirming shipments.
4. SBP Reserves Improve Again
According to the State Bank of Pakistan’s foreign exchange reserves data, SBP-held foreign exchange reserves stood at $17.221 billion as of June 12, 2026.
Commercial bank reserves stood at $5.521 billion, bringing total liquid foreign exchange reserves to $22.742 billion.
Stronger reserves support trade confidence.
They help with:
- Import payments
- LC confidence
- Fuel purchases
- LNG procurement
- Shipping payments
- Exchange rate stability
This is positive for importers and exporters, but businesses should still plan carefully because external payments remain sensitive to fuel prices, import demand, and global shipping conditions.
5. Hormuz Movement Improves, but Shipping Risk Remains
Movement through the Strait of Hormuz has improved after recent diplomatic progress.
According to Reuters, three Saudi-flagged supertankers carrying around 6 million barrels of crude oil moved through the Strait of Hormuz after the U.S.-Iran deal.
A newer Reuters update also reported that four Qatar-controlled LNG tankers entered the Strait of Hormuz, while overall shipping traffic remained slower.
The situation is improving, but the risk has not fully disappeared.
Any renewed disruption can still affect:
- Fuel prices
- Freight rates
- War-risk insurance
- Vessel schedules
- LNG supply
- Industrial energy costs
Importers and exporters should continue to monitor vessel movement and freight updates before confirming timelines.
6. Port Qasim Continues Daily Shipping and Cargo Reporting
Port Qasim Authority continued publishing daily shipping and cargo handling reports during the week, with reports available from June 16 to June 21, 2026 on the PQA daily shipping reports page.
This shows continued port reporting and cargo movement during the week.
Port visibility is important for importers and exporters.
Even when ports are active, cargo movement still depends on:
- Customs readiness
- Document preparation
- Payment coordination
- Inland transport
- Delivery planning
Businesses should not only track vessel arrival.
They should also prepare clearance and transport before cargo reaches the port.
What This Means for Importers and Exporters
This week gives businesses some relief.
Fuel prices have fallen sharply, SBP reserves have improved, and the current account moved into surplus in May.
But importers and exporters still need to stay careful.
The budget has introduced changes that may affect customs duties, additional customs duties, regulatory duties, tax exposure, and landed cost.
At the same time, Hormuz movement is improving, but shipping and insurance risk has not fully disappeared.
Businesses should now review shipment cost sheets again.
Your landed cost should include:
- Freight charges
- Fuel surcharges
- Insurance
- Customs duties
- Additional customs duties
- Regulatory duties
- Sales tax
- Exchange rate impact
- Port charges
- Customs clearance
- Inland transportation
- Delay or warehousing costs
The key lesson is simple:
Do not assume lower fuel prices automatically mean lower shipment cost.
Check the full landed cost before confirming cargo.
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