Subida ↑ LATAM
Ecuador
+93.7%
Banana exporter, USD-economy, Guayaquil dredging
Marítimo 40GP 12 m
SINO Lane Tracker Edición 23
agosto de 2026 snapshot
The Atlantic gives it back; air goes the other way
Mexico led the region's rise for two months and now leads its fall, down 35.4%. Twenty-three of twenty-six LATAM destinations printed lower ocean rates. But air did the opposite across the Atlantic — Brazil up 24% — while Iberia followed Europe down. The region is pricing two modes in two directions.
Historia del mes
The Atlantic gives it back; air goes the other way
Leer la nota
26 rutas 9 comentadas Publicado el 31 de julio de 2026 Metodología v1 JSON RSS Citar Solicitar cotización → Snapshot más reciente →
Momentum de clusters · promedio MoM marítimo 40GP
LATAM
+13.6%
7 rutas
Iberia
-17.6%
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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<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 · agosto de 2026
The Atlantic gives it back; air goes the other way
Mexico led the region's rise for two months and now leads its fall, down 35.4%. Twenty-three of twenty-six LATAM destinations printed lower ocean rates. But air did the opposite across the Atlantic — Brazil up 24% — while Iberia followed Europe down. The region is pricing two modes in two directions.
El equipo detrás de este análisis
Ethan WuMarketing ManagerHong Kong
Found ChenStrategic Trade ExpertShenzhen
Ruby LuNorth America & Oceania Market SpecialistShenzhen
The deceleration the carriers themselves flagged in July arrived in full. China → Mexico fell 35.4% to $4,500-$5,500, the sharpest drop in the region and an almost exact mirror of the 38.3% rise that made it July's headline. The deep-sea Atlantic moved as one block: Brazil and Argentina both down 26.9% to $5,310-$6,490, with Uruguay, Paraguay, Bolivia and the Caribbean tracking the same slope. Measured from June rather than July, Brazil is 15.1% cheaper and Mexico 10.7% cheaper, so unlike Europe the Americas have cleared their early-summer base outright.
July closed on a specific re-check: the Pacific Alliance had held flat for two months on a bad data cell, and a clean Chile, Colombia and Ecuador quote was the first thing to verify. August delivered it. Chile and Colombia printed $4,500-$5,500 and Ecuador $5,490-$6,710, all structurally valid for the first time since June. The month-over-month deltas read +58.7% and +93.7%, but that is our own withheld July read arriving late, not a repricing — against the raw quotes those desks actually issued in July, the Pacific eased around 20%. The levels are now right; the deltas need one more cycle to settle.
Air is where the region separates from itself. Across the Atlantic it rose while ocean fell: Brazil +24.0% to $12.40/kg, Argentina +12.7% to the same, Chile +17.3% to $12.90, Uruguay and Paraguay both +24%, the Caribbean +12.7%. Iberia went the other way entirely — Spain −31.7% to $4.10/kg and Portugal −33.8% to $4.90, because Iberia prices with Europe, not with the Americas. When the ocean product gets slower and less certain, Atlantic shippers pay to skip it; that is what a +24% air print against a −27% ocean print means.
Para vigilar el próximo mes
- The Atlantic has now cleared its June base. A third consecutive fall would move this from surcharge unwind to genuine demand softening on the Santos and Buenos Aires strings.
- The Pacific Alliance needs one clean month on top of this one. Chile, Colombia and Ecuador are structurally valid again, so September prints a level rather than a rebound.
- The air inversion is the region's real signal: Atlantic air up while ocean falls says shippers are buying certainty. If it holds a second month, ocean reliability — not ocean price — is the constraint.
- Iberia is priced by Europe. Spain and Portugal will follow the North-European surcharge cycle, not the LATAM one, and should be quoted on that basis.
Por SINO Shipping desk
Este mes
8 destacados del mes
Spotlights · este mes
3 subidas ↑ · 3 bajadas ↓ · 2 spotlights narrativos · rotación mensual
Subida ↑ LATAM
Chile
+58.7%
Copper exporter / lithium triangle gateway via Valparaiso
Marítimo 40GP 12 m
Subida ↑ LATAM
Colombia
+58.7%
Buenaventura main gateway, Caribbean access via Cartagena
Marítimo 40GP 12 m
Bajada ↓ LATAM
Mexico
-35.4%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
Bajada ↓ LATAM
Brazil
-26.9%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
Bajada ↓ LATAM
Argentina
-26.9%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
Marítimo 40GP 12 m
Narrativa LATAM
Peru
-26.9%
Chancay megaport just opened — first Chinese-built deep-sea hub on Pacific coast
Marítimo 40GP 12 m
Narrativa iberian-gateway
Spain
-17.3%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Más en iberian-gateway
Código de incrustación
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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 | $2,796 | $5,138 |
| 10 meses atrás | $2,432 | $3,863 |
| 9 meses atrás | $2,868 | $4,275 |
| 8 meses atrás | $2,805 | $3,250 |
| 7 meses atrás | $2,450 | $3,913 |
| 6 meses atrás | $3,100 | $3,388 |
| 5 meses atrás | $3,648 | $3,150 |
| 4 meses atrás | $3,964 | $3,688 |
| 3 meses atrás | $3,719 | $3,200 |
| 2 meses atrás | $4,983 | $5,280 |
| 1 mes atrás | $5,609 | $6,525 |
| agosto de 2026 | $5,319 | $5,375 |
- 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
- Ecuador+93.7%
Banana exporter, USD-economy, Guayaquil dredging
- Chile+58.7%
Copper exporter / lithium triangle gateway via Valparaiso
- Colombia+58.7%
Buenaventura main gateway, Caribbean access via Cartagena
- Costa Rica-14.6%
- El Salvador-14.6%
Mayores bajadas
- Mexico-35.4%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
- Venezuela-26.9%
- Uruguay-26.9%
- Trinidad And Tobago-26.9%
- Suriname-26.9%
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 | $5,310–$6,490 | $12.40 | $19.21 | — | -26.9% | |||
| Bolivia | $3,895–$4,776 | $11.68 | $19.92 | — | -26.9% | |||
| Ruta del pool editorial. Brazil | $5,310–$6,490 | $12.40 | $19.63 | — | -26.9% | |||
| Ruta del pool editorial. Chile | $4,500–$5,500 | $12.90 | $20.65 | — | +58.7% | |||
| Ruta del pool editorial. Colombia | $4,500–$5,500 | $9.40 | $14.87 | — | +58.7% | |||
| Costa Rica | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Cuba | $12,538–$15,325 | $14.90 | $23.85 | — | -26.9% | |||
| Dominican Republic | $9,543–$11,622 | $14.90 | $23.85 | — | -26.9% | |||
| Ruta del pool editorial. Ecuador | $5,490–$6,710 | $10.30 | $16.30 | — | +93.7% | |||
| El Salvador | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Guatemala | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Guyana | $5,906–$7,160 | $12.55 | $21.39 | — | -26.9% | |||
| Haiti | $9,543–$11,622 | $14.90 | $23.85 | — | -26.9% | |||
| Honduras | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Jamaica | $9,543–$11,622 | $14.90 | $23.85 | — | -26.9% | |||
| Ruta del pool editorial. Mexico | $4,500–$5,500 | $8.60 | $17.42 | — | -35.4% | |||
| Nicaragua | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Panama | $2,732–$3,291 | $14.05 | $23.75 | — | -14.6% | |||
| Paraguay | $5,388–$6,570 | $12.73 | $21.52 | — | -26.9% | |||
| Ruta del pool editorial. Peru | $3,895–$4,776 | $11.68 | $19.92 | — | -26.9% | |||
| Ruta del pool editorial. Portugal | $4,500–$5,500 | $4.90 | $8.81 | — | -18.0% | |||
| Ruta del pool editorial. Spain | $5,175–$6,325 | $4.10 | $7.37 | $7,470–$9,130 | -17.3% | |||
| Suriname | $5,906–$7,160 | $12.55 | $21.39 | — | -26.9% | |||
| Trinidad And Tobago | $9,543–$11,622 | $14.90 | $23.85 | — | -26.9% | |||
| Uruguay | $4,946–$6,054 | $15.54 | $25.09 | — | -26.9% | |||
| Venezuela | $5,906–$7,160 | $12.55 | $21.39 | — | -26.9% |
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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