Subida ↑ LATAM
Colombia
+82.0%
Buenaventura main gateway, Caribbean access via Cartagena
Marítimo 40GP 12 m
SINO Lane Tracker Edición 24
septiembre de 2026 snapshot
Latin America reprices, and Iberia is the only lane going the other way
Twenty-four of our twenty-six destinations printed a higher sea 40GP this month. The two that fell are Spain and Portugal. China → Colombia rose 82.0%, Brazil and Argentina 54.2% to $8,190-$10,010, Chile and Mexico 46.0% — and six of those are real desk quotes, not extrapolations.
Historia del mes
Latin America reprices, and Iberia is the only lane going the other way
Leer la nota
26 rutas 9 comentadas Publicado el 1 de septiembre de 2026 Metodología v1 JSON RSS Citar Solicitar cotización → Snapshot más reciente →
Momentum de clusters · promedio MoM marítimo 40GP
LATAM
+54.4%
7 rutas
Iberia
-13.1%
2 rutas
Código de incrustación
Pegá este iframe en tu artículo
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.
—
—
Código de incrustación
Pegá este iframe en tu artículo
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 · septiembre de 2026
Latin America reprices, and Iberia is the only lane going the other way
Twenty-four of our twenty-six destinations printed a higher sea 40GP this month. The two that fell are Spain and Portugal. China → Colombia rose 82.0%, Brazil and Argentina 54.2% to $8,190-$10,010, Chile and Mexico 46.0% — and six of those are real desk quotes, not extrapolations.
El equipo detrás de este análisis
Ethan WuExpertos en Carga y Logística desde ChinaHong Kong
Found ChenExpertos en Carga y Logística desde ChinaShenzhen
Ruby LuEspecialista de Mercado Norteamérica y Oceanía en SINO ShippingShenzhen
The distinction between a quote and an extrapolation carries this month's story, because in August we were warning about the opposite case. Colombia, Brazil, Argentina, Ecuador, Chile and Mexico each arrived as a real desk quote this cycle — six independent readings all pointing the same way. Last month we wrote that the Pacific Alliance needed one clean month before its jump could be read as a level rather than a rebound from our own withheld July print. That month has arrived and the lane did not settle back: it rose again by roughly half as much again. Colombia at $8,190-$10,010 is a market level now, not a correction working its way through our data.
The driver is capacity rather than Latin American demand. Back-to-back typhoons left the Port of Shanghai at 4.42 days average vessel waiting time with over 2.4 million TEU disrupted across Northeast Asia, and carriers repositioned tonnage to protect mainline reliability. Where demand was weak enough to absorb the loss — Asia-Europe, now in a seventh consecutive week of falling rates — lanes held or eased. Where Q3 volumes were still moving, the tightness went into price. That is why Spain fell 19.1% and Portugal 7.0% to $4,185-$5,115 on the same board where Colombia rose 82%. For an importer running both an Iberian and a Latin American programme out of China, this is the month those two budgets stop moving together, and a blended assumption will be wrong on both. Air offers less relief than usual: Brazil at $9.60/kg and Colombia at $9.50 have narrowed the gap to ocean but not closed it, and Central America and the Caribbean are still $14.19-$14.38/kg.
Two notes on our own numbers. Peru and Bolivia print $5,811-$7,125, up 49.2%, and both are derived rather than quoted — last month we deliberately routed them away from the Pacific Alliance because those anchors were recovering from our withheld July read, and with two clean prints in hand that detour is no longer needed. The Central American and Caribbean markets on this board are likewise derived; where a destination carries no quote we say so rather than presenting a cluster average as a desk number. And the calendar outranks all of it: Mid-Autumn Festival and Golden Week fall back to back, Chinese factories stand down after roughly 20 September, and that leaves about fifteen working days to move Q4 inventory — into an origin still clearing a backlog, an active blank-sailing programme, and carriers who have just posted a 58.2% year-on-year rise in quarterly operating profit and have no reason to discount space. On a lane that just repriced 46-82%, a booking that rolls does not cost a worse rate. It costs the quarter.
Para vigilar el próximo mes
- Latin America has repriced upward two months running on clean quotes. A third print tells us whether $8,190-$10,010 is the level or the top of an overshoot.
- Spain and Portugal have decoupled from the Latin American board. Whether they keep falling once the Shanghai backlog clears is the test of how weak Asia-Europe demand really is.
- Peru and Bolivia are back on Pacific Alliance maths after one month's detour. Their next print should track Chile closely; if it does not, the cluster needs re-cutting.
- Air into the Caribbean and Central America is holding at $14.19-$14.38/kg while ocean rises. If ocean keeps climbing, that gap closes and air becomes a real option on lanes where it has not been one all year.
- October's first print is the first clean read on underlying demand since July, once the Shanghai backlog and the Golden Week shutdown clear together.
Por SINO Shipping desk
Este mes
8 destacados del mes
Spotlights · este mes
3 subidas ↑ · 3 bajadas ↓ · 2 spotlights narrativos · rotación mensual
Subida ↑ LATAM
Brasil
+54.2%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
Subida ↑ LATAM
Argentina
+54.2%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
Marítimo 40GP 12 m
Bajada ↓ Iberia
España
-19.1%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Más en Iberia
Bajada ↓ Iberia
Portugal
-7.0%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
Marítimo 40GP 12 m
Más en Iberia
Bajada ↓ LATAM
México
+46.0%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
Narrativa LATAM
Chile
+46.0%
Copper exporter / lithium triangle gateway via Valparaiso
Marítimo 40GP 12 m
Narrativa LATAM
Perú
+49.2%
Chancay megaport just opened — first Chinese-built deep-sea hub on Pacific coast
Marítimo 40GP 12 m
Código de incrustación
Incrustar spotlight esta ruta
Libre de uso bajo CC BY 4.0. Atribución incluida en el código.
—
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 | $2,432 | $3,863 |
| 10 meses atrás | $2,868 | $4,275 |
| 9 meses atrás | $2,805 | $3,250 |
| 8 meses atrás | $2,450 | $3,913 |
| 7 meses atrás | $3,100 | $3,388 |
| 6 meses atrás | $3,648 | $3,150 |
| 5 meses atrás | $3,964 | $3,688 |
| 4 meses atrás | $3,719 | $3,200 |
| 3 meses atrás | $4,983 | $5,280 |
| 2 meses atrás | $5,609 | $6,525 |
| 1 mes atrás | $5,319 | $5,375 |
| septiembre de 2026 | $8,210 | $4,650 |
- LATAM
- Iberia
Código de incrustación
Pegá este iframe en tu artículo
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
Mayores bajadas
- España-19.1%
Algeciras / Valencia hub for Iberia + North Africa transshipment
- Portugal-7.0%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
- México+46.0%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
- Chile+46.0%
Copper exporter / lithium triangle gateway via Valparaiso
- Panamá+46.0%
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 | $8,190–$10,010 | $10.00 | $15.49 | — | +54.2% | |||
| Bolivia | $5,811–$7,125 | $11.79 | $20.11 | — | +49.2% | |||
| Ruta del pool editorial. Brasil | $8,190–$10,010 | $9.60 | $15.20 | — | +54.2% | |||
| Ruta del pool editorial. Chile | $6,570–$8,030 | $9.80 | $15.69 | — | +46.0% | |||
| Ruta del pool editorial. Colombia | $8,190–$10,010 | $9.50 | $15.03 | — | +82.0% | |||
| Costa Rica | $3,989–$4,805 | $14.19 | $23.99 | — | +46.0% | |||
| Cuba | $19,338–$23,637 | $14.38 | $23.02 | — | +54.2% | |||
| Ruta del pool editorial. Ecuador | $8,190–$10,010 | $10.40 | $16.46 | — | +49.2% | |||
| El Salvador | $3,989–$4,805 | $14.19 | $23.99 | — | +46.0% | |||
| Ruta del pool editorial. España | $4,185–$5,115 | $4.20 | $7.55 | $7,470–$9,130 | -19.1% | |||
| Guatemala | $3,989–$4,805 | $14.19 | $23.99 | — | +46.0% | |||
| Guyana | $9,109–$11,043 | $10.12 | $17.25 | — | +54.2% | |||
| Haití | $14,719–$17,925 | $14.38 | $23.02 | — | +54.2% | |||
| Honduras | $3,989–$4,805 | $14.19 | $23.99 | — | +46.0% | |||
| Jamaica | $14,719–$17,925 | $14.38 | $23.02 | — | +54.2% | |||
| Ruta del pool editorial. México | $6,570–$8,030 | $8.30 | $16.81 | — | +46.0% | |||
| Nicaragua | $3,989–$4,805 | $14.19 | $23.99 | — | +46.0% | |||
| Panamá | $3,989–$4,805 | $14.19 | $23.99 | — | +46.0% | |||
| Paraguay | $8,310–$10,133 | $10.27 | $17.36 | — | +54.2% | |||
| Ruta del pool editorial. Perú | $5,811–$7,125 | $11.79 | $20.11 | — | +49.2% | |||
| Ruta del pool editorial. Portugal | $4,185–$5,115 | $4.80 | $8.63 | — | -7.0% | |||
| República Dominicana | $14,719–$17,925 | $14.38 | $23.02 | — | +54.2% | |||
| Surinam | $9,109–$11,043 | $10.12 | $17.25 | — | +54.2% | |||
| Trinidad y Tobago | $14,719–$17,925 | $14.38 | $23.02 | — | +54.2% | |||
| Uruguay | $7,629–$9,338 | $12.53 | $20.23 | — | +54.3% | |||
| Venezuela | $9,109–$11,043 | $10.12 | $17.25 | — | +54.2% |
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
¿Citando este archivo, o buscando al analista detrás?
Suscríbete · Edición mensual
Recibe el Lane Tracker en tu bandeja de entrada.
Tarifas marítimas desde China y análisis editorial, el día 5 de cada mes. Sin spam, cancela cuando quieras.
Archivo