Rijeka’s rail line is back, Koper passes a million TEU, and the decisions that will move cargo next year are being made in Brussels and Belgrade
On the ground, the week was a story of one line reopening on a patch. The Zagreb–Rijeka line took freight again on the afternoon of 15 October, five days after the derailment at Meja, but switches and signalling still need repair, so I would keep a fallback booking until the operator says the work is finished. Koper reported one million TEU for the year to date, ahead of schedule. I will not call it a record because the source gives no prior-year figure, but the port is plainly carrying volume while it sells the southern route to Bavarian shippers. The weak point is outside the Adriatic: September schedule reliability was 27% worldwide and 4% on Far East–Europe, with 17% or more of October Far East–Europe capacity cancelled. A late vessel at Koper costs a rail slot behind it.
Behind the logistics, the slow part of the region is moving. On 12 and 13 October the EU held accession conferences with Montenegro, Albania, Ukraine and Moldova. Montenegro now has 21 of its 33 chapters provisionally closed, and Ukraine and Moldova opened two negotiating clusters covering 17 chapters. The Commission’s enlargement package, with accession roadmaps for four of those countries and a proposal for gradual integration, has been pushed back a week to 4 November. Early signs point to transport and energy among the areas for deeper market participation. For a corridor business that matters more than any single tender: customs alignment, rail rules and funding eligibility follow accession, in that order of boring detail.
The risks are political. Serbia’s oil company NIS is still held by Russian shareholders under US sanctions, and Romania has cleared the sale of its Romanian petrol-station arm to Argenta, a step in a restructuring that is separate from the Hungarian MOL talks. Fuel and project cargo in Serbia depend on how that ends. Kosovo’s parliament passed a law that the EU’s enlargement commissioner called unacceptable, which touches the Hague court handling cases involving Kosovo. I found no customs or transit consequence yet, but it is a funding and relationship risk to watch. And in the Black Sea, one outlet reports at least four merchant ships hit off Bulgaria and Romania between 13 and 15 October, with at least 17 seafarers missing. I have only that one source, so verify before quoting it. If it holds, insurers will reprice the Constanța and Danube options.
The common thread is that routing is being decided by accession timetables, sanctions and war risk as much as by track and berth. On the cost side, EU leaders asked the Commission to update its ETS2 impact assessment without postponing it; ETS2 will reach hauliers through diesel prices from 2028. I would write that into any multi-year road contract now.
Note on scope: four logistics items and six context items passed verification this week. I left out anything I could not confirm by reading the source.
한국어 요약
현장에서는 10월 15일 자그레브–리예카 노선이 화물에 한해 재개되었지만 복구가 끝나지 않아 임시 상태이고, 코페르는 올해 누적 100만 TEU를 예상보다 일찍 달성했으나 전 세계 정시성이 27%(극동–유럽 4%)로 떨어져 일정 위험이 큽니다. 물류 뒤의 흐름으로는 10월 12~13일 EU가 몬테네그로, 알바니아, 우크라이나, 몰도바와 가입 협상 회의를 열어 몬테네그로는 33개 챕터 중 21개를 잠정 종결했고, 가입 로드맵을 담은 확대 패키지는 11월 4일로 연기되었습니다. 세르비아 NIS는 미국 제재 아래 러시아 지분 문제가 남아 있고 루마니아 주유소 부문 매각만 승인되었으며, 코소보는 EU가 “수용 불가”라고 한 헤이그 특별법원 관련 법을 통과시켜 관계 위험이 커졌습니다. 흑해 선박 피격은 단일 출처 보도이므로 확인이 필요하고, ETS2는 연기 없이 영향평가만 재검토되어 2028년부터 도로 운송 연료비에 반영됩니다. 결국 물류 경로는 선로와 부두만큼이나 EU 가입 일정, 제재, 전쟁 위험으로 결정되고 있습니다.
Part A · On the ground
Freight resumed in the late afternoon of 15 October after a five-day stoppage; passenger service is partial and repairs to switches and signalling continue.
One million TEU since the start of the year, ahead of schedule; no prior-year comparison given. Management also presented the southern route to Bavarian partners in Munich.
Xeneta’s September data: Far East–Europe 4% on time, 9.9-day average delay, at least 17% of October Far East–Europe capacity cancelled.
A private sea-rail-road route from Port Said and Alexandria via Thessaloniki and Corridor X to Niš, launched 29 September; a separate Bar (Montenegro) track has an MoU but no carrier or schedule.
Part B · Behind the logistics
On 12–13 October Montenegro closed three more chapters (21 of 33 now provisionally closed), Albania closed one (4 of 33), and Ukraine and Moldova opened clusters 2 and 3 (17 chapters).
Logistics link: customs, transport and funding rules converge as chapters close.
It is expected to contain roadmaps for Albania, Moldova, Montenegro and Ukraine and a proposal for gradual integration, with early signs pointing to energy, transport, digital and defence.
Logistics link: transport is a candidate area for deeper market access.
The buyer is a Romanian metalworking group moving into fuel; NIS itself remains under US sanctions tied to Russian ownership, with the MOL talks separate.
Logistics link: fuel and project-cargo supply in Serbia depends on the ownership outcome.
Commissioner Marta Kos called the new measure unacceptable; details of the provisions were not available in the summary I could read.
Logistics link: relationship and funding risk; no customs impact found yet.
The 15–16 October summit asked the Commission to update its assessment; ETS2 (planned 2028) is not postponed.
Logistics link: road fuel cost, passed through to hauliers via diesel prices.
Drone attacks on at least four ships off Bulgaria and Romania on 13–15 October, including a sinking with at least 17 seafarers missing; single source, treat with care.
Logistics link: war-risk pricing on Constanța and Danube routing.
Country of the week · Kosovo
SeeNews data this week gives a snapshot: the IMF raised its 2026 growth forecast to 3.5% (0.2 points above April), tax revenue rose 14.5% year on year in January–September, and harmonised inflation reached 7.8% in September. That is a growing economy with rising prices. Watch: how the EU responds to the Hague-court law, because it shapes the political climate for connectivity funding and project cargo.
People to know
Marta Kos, EU Commissioner for enlargement, who commented on the Kosovo law and has confirmed the 4 November date for the enlargement package.