Subida ↑ LATAM
Mexico
+38.3%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
SINO Lane Tracker Edición 22
julio de 2026 snapshot
The Americas hit their inflection; the interior opens
June's surge reached LATAM in full through the Atlantic. July is the come-down carriers themselves flagged: Mexico still leads, but Brazil and Argentina decelerate hard, Iberia splits on the July surcharge, and the Mercosur interior emerges as the next leg.
Historia del mes
The Americas hit their inflection; the Mercosur interior opens
Leer la nota
26 rutas 9 comentadas Publicado el 1 de julio de 2026 Metodología v1 JSON RSS Citar Solicitar cotización → Snapshot más reciente →
Momentum de clusters · promedio MoM marítimo 40GP
LATAM
+10.1%
7 rutas
Iberia
+23.8%
2 rutas
Código de incrustación
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Libre de uso bajo CC BY 4.0. Atribución incluida en el código.
<iframe src="https://es.sino-shipping.com/lane-tracker/embed/cluster-momentum/" width="100%" height="280" style="border:0;" loading="lazy" title="SINO Lane Tracker — Cluster momentum"></iframe> <p style="font:12px/1.4 system-ui;color:#666;text-align:right;margin-top:4px">Source: <a href="https://es.sino-shipping.com/lane-tracker/">SINO Lane Tracker</a></p>
Atlas · marítimo 40GP MoM
Las 26 rutas en el mapa
Cada punto es un país de destino. El color refleja el delta MoM del marítimo 40GP de este mes. Los puntos más grandes marcan las 9 rutas que seguimos y comentamos cada mes. Hacé clic en un punto para tarifas y tendencia.
- Subida > +5% MoM
- Estable ±5%
- Bajada < −5% MoM
- Sin datos
- Ruta comentada
26 puntos representando países de destino están trazados en el mapa. El color refleja el cambio mes a mes. Para navegación por teclado utilizá la tabla de datos más abajo.
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Código de incrustación
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Libre de uso bajo CC BY 4.0. Atribución a SINO Lane Tracker requerida (ya incluida en el código).
<iframe src="https://es.sino-shipping.com/lane-tracker/embed/world-map/" width="100%" height="640" style="border:0;" loading="lazy" title="SINO Lane Tracker — World atlas"></iframe> <p style="font:12px/1.4 system-ui;color:#666;text-align:right;margin-top:4px">Source: <a href="https://es.sino-shipping.com/lane-tracker/">SINO Lane Tracker</a></p>
Nota del editor · julio de 2026
The Americas hit their inflection; the interior opens
June's surge reached LATAM in full through the Atlantic. July is the come-down carriers themselves flagged: Mexico still leads, but Brazil and Argentina decelerate hard, Iberia splits on the July surcharge, and the Mercosur interior emerges as the next leg.
El equipo detrás de este análisis
Ethan WuMarketing ManagerHong Kong
Found ChenStrategic Trade ExpertShenzhen
Ruby LuNorth America & Oceania Market SpecialistShenzhen
China → Mexico led again, up 38.3% to $6,968-$8,517 on structural nearshoring pull into Manzanillo. But the deep-sea Atlantic cooled sharply: Brazil and Argentina rose 16.1% to $7,263-$8,877 — a real gain, but a fraction of June's +85.3%. That deceleration is the inflection the carrier desks called out this month, with US and South American lanes softening from July after running harder than Europe in the spring. The Atlantic is still climbing; it is no longer sprinting.
Iberia split. Spain rose 34.7% to $6,255-$7,645, moving with North Europe's 1 July peak-season surcharge round rather than the LATAM cluster, while Portugal added a milder 13.0%. The more telling signal is inland: Uruguay and Paraguay both firmed 16.1% with the Atlantic, and an EAA associate reports touring Uruguay, Paraguay and Bolivia with new Mercosur-interior partners expected soon. The landlocked demand feeding through Santos and Montevideo is where the next corridor is being built. Air freight held flat across the LATAM lanes — an ocean event, not a fuel shock.
The Pacific Alliance sat still for a second month. Chile, Colombia and Ecuador printed no move — and this cycle the desk restated their raw quotes, which arrived with a 40GP priced at or below their own 20GP, back to trend pending a clean read. Peru held flat too. Chancay's ramp has yet to reprice the West Coast the way June's watch note anticipated; flat is not stable, and the Pacific Alliance remains the cluster most exposed to a catch-up move once a credible quote lands.
Para vigilar el próximo mes
- The Atlantic give-back: Brazil and Argentina cooled from +85% to +16%. A flat or negative August print confirms the carrier-flagged inflection has fully landed.
- The Mercosur interior — Uruguay, Paraguay, Bolivia — is the corridor to watch as new partner capacity is announced; Santos and Montevideo dwell are the constraints.
- The Pacific Alliance has held flat two months running with a bad-data cell this cycle; a clean Chile/Colombia/Ecuador quote is the first thing to re-check next month.
- Iberia moved with the July surcharge, not fundamentals — watch Spain give back if the North-Europe PSS softens.
Por SINO Shipping desk
Este mes
8 destacados del mes
Spotlights · este mes
3 subidas ↑ · 3 bajadas ↓ · 2 spotlights narrativos · rotación mensual
Subida ↑ iberian-gateway
Spain
+34.7%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Más en iberian-gateway
Subida ↑ LATAM
Brazil
+16.1%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
Bajada ↓ LATAM
Chile
=
Copper exporter / lithium triangle gateway via Valparaiso
Marítimo 40GP 12 m
Bajada ↓ LATAM
Peru
=
Chancay megaport just opened — first Chinese-built deep-sea hub on Pacific coast
Marítimo 40GP 12 m
Bajada ↓ LATAM
Colombia
=
Buenaventura main gateway, Caribbean access via Cartagena
Marítimo 40GP 12 m
Narrativa LATAM
Ecuador
=
Banana exporter, USD-economy, Guayaquil dredging
Marítimo 40GP 12 m
Narrativa LATAM
Argentina
+16.1%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
Marítimo 40GP 12 m
Código de incrustación
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Libre de uso bajo CC BY 4.0. Atribución incluida en el código.
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Tendencia 12 meses · promedio marítimo 40GP
Cómo se movió cada cluster, promedio marítimo 40GP
Una línea por cluster editorial. Pasá el cursor sobre el gráfico para ver los valores mensuales. Sirve para detectar cambios estructurales detrás de los spotlights del mes.
Ver tabla de datos
| Mes | LATAM | Iberia |
|---|---|---|
| 11 meses atrás | $2,707 | $5,363 |
| 10 meses atrás | $2,796 | $5,138 |
| 9 meses atrás | $2,432 | $3,863 |
| 8 meses atrás | $2,868 | $4,275 |
| 7 meses atrás | $2,805 | $3,250 |
| 6 meses atrás | $2,450 | $3,913 |
| 5 meses atrás | $3,100 | $3,388 |
| 4 meses atrás | $3,648 | $3,150 |
| 3 meses atrás | $3,964 | $3,688 |
| 2 meses atrás | $3,719 | $3,200 |
| 1 mes atrás | $4,983 | $5,280 |
| julio de 2026 | $5,609 | $6,525 |
- LATAM
- Iberia
Código de incrustación
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Libre de uso bajo CC BY 4.0. Atribución a SINO Lane Tracker requerida (ya incluida en el código).
<iframe src="https://es.sino-shipping.com/lane-tracker/embed/cluster-trends/" width="100%" height="540" style="border:0;" loading="lazy" title="SINO Lane Tracker — Cluster trends"></iframe> <p style="font:12px/1.4 system-ui;color:#666;text-align:right;margin-top:4px">Source: <a href="https://es.sino-shipping.com/lane-tracker/">SINO Lane Tracker</a></p>
Movimiento
Mayores movimientos — marítimo 40GP
Mayores subidas
- Mexico+38.3%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
- Costa Rica+38.3%
- El Salvador+38.3%
- Guatemala+38.3%
- Honduras+38.3%
Mayores bajadas
Cobertura
Todas las 26 rutas con origen China
★ marca las 9 rutas del pool de destacados.
← desplazá para ver todas las columnas →
| Comparar | 12 m | Expandir fila | ||||||
|---|---|---|---|---|---|---|---|---|
| Ruta del pool editorial. Argentina | $7,263–$8,877 | $11.00 | $17.04 | — | +16.1% | |||
| Bolivia | $5,327–$6,532 | $11.00 | $18.76 | — | = | |||
| Ruta del pool editorial. Brazil | $7,263–$8,877 | $10.00 | $15.83 | — | +16.1% | |||
| Ruta del pool editorial. Chile | $2,835–$3,465 | $11.00 | $17.61 | — | = | |||
| Ruta del pool editorial. Colombia | $2,835–$3,465 | $9.50 | $15.03 | — | = | |||
| Costa Rica | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Cuba | $17,149–$20,961 | $13.22 | $21.16 | — | +21.1% | |||
| Dominican Republic | $13,053–$15,897 | $13.22 | $21.16 | — | +21.1% | |||
| Ruta del pool editorial. Ecuador | $2,835–$3,465 | $9.70 | $15.35 | — | = | |||
| El Salvador | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Guatemala | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Guyana | $8,078–$9,794 | $10.12 | $17.25 | — | +16.1% | |||
| Haiti | $13,053–$15,897 | $13.22 | $21.16 | — | +21.1% | |||
| Honduras | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Jamaica | $13,053–$15,897 | $13.22 | $21.16 | — | +21.1% | |||
| Ruta del pool editorial. Mexico | $6,968–$8,517 | $10.00 | $20.26 | — | +38.3% | |||
| Nicaragua | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Panama | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Paraguay | $7,370–$8,986 | $10.27 | $17.36 | — | +16.1% | |||
| Ruta del pool editorial. Peru | $5,327–$6,532 | $11.00 | $18.76 | — | = | |||
| Ruta del pool editorial. Portugal | $5,490–$6,710 | $7.40 | $13.31 | — | +13.0% | |||
| Ruta del pool editorial. Spain | $6,255–$7,645 | $6.00 | $10.79 | $7,470–$9,130 | +34.7% | |||
| Suriname | $8,078–$9,794 | $10.12 | $17.25 | — | +16.1% | |||
| Trinidad And Tobago | $13,053–$15,897 | $13.22 | $21.16 | — | +21.1% | |||
| Uruguay | $6,765–$8,280 | $12.53 | $20.23 | — | +16.1% | |||
| Venezuela | $8,078–$9,794 | $10.12 | $17.25 | — | +16.1% |
Metodología
Cómo construimos el índice.
01 · Fuente de datos
Las tarifas son las medianas mensuales propias de SINO Shipping sobre 26 rutas desde China — el libro de un solo transitario, no un índice multi-transportista. FCL/LCL/aéreo/ferroviario/exprés capturados la misma semana cada mes.
02 · Cobertura
Lane Tracker publishes a single-forwarder benchmark. For the ~14-16 emerging-markets lanes with no public benchmark (Middle Corridor, East Africa, MENA secondary, SE Asia secondary, Caribbean), no comparable data exists publicly.
03 · Cadencia y correcciones
Publicado mensualmente, la última semana del mes, con la metodología v1. Las correcciones materiales se registran en el changelog de la página de metodología; los snapshots de meses previos quedan congelados en sus valores publicados.
Prensa y datos
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