SINO Lane Tracker Edição 01 Referência de um único transitário · 26 rotas

outubro de 2024 snapshot

Inaugural read on the LATAM and Iberian pool

October opens the back-history with no month-over-month baseline yet — the nine-lane pool is read at absolute levels. Mexico and Iberia sit at the top of the curve; River Plate and the Andean cluster sit at the bottom.

26 rotas 9 comentadas 8 cruzadas Publicado em 5 de outubro de 2024 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →

Momentum de clusters · média MoM marítimo 40GP

LATAM

—

7 rotas

Iberia

—

2 rotas

Atlas · marítimo 40GP MoM

As 26 rotas no mapa

Cada ponto é um país de destino. A cor reflete o delta MoM do marítimo 40GP deste mês. Pontos maiores marcam as 9 rotas que acompanhamos e comentamos a cada mês. Clique em um ponto para ver tarifas e tendência.

Alta > +5% MoM
Neutro ±5%
Queda < −5% MoM
Sem dados
Rota comentada

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Nota do editor · outubro de 2024

Inaugural read on the LATAM and Iberian pool

China → Mexico sea 40GP prints at USD 5,150–6,300, the most expensive lane in the LATAM cluster on the back of sustained nearshoring demand into Manzanillo and Lazaro Cardenas. The Pacific Alliance cluster — Chile, Colombia, Ecuador — clears at USD 3,850–4,700, around a quarter cheaper, with Callao tracking lower at USD 3,500–4,300.

Iberia sits structurally higher than LATAM. China → Spain at USD 7,900–9,700 and China → Portugal at USD 6,600–8,050 carry the Red Sea premium absorbed into the baseline since late 2023 — Cape of Good Hope rerouting has been priced in for nearly a year, not a surcharge anymore.

Argentina is the cheapest lane in the pool at USD 3,050–3,750. The discount reflects thin demand and FX overhang into Buenos Aires more than carrier competition. Chancay (Peru) is one month from its scheduled inauguration — Callao deep-sea volumes through Q4 are the early read on whether the new hub displaces share or sits alongside the incumbent flow.

Para observar no próximo mês

Chancay (Peru) megaport inauguration in November — first reading on whether Callao share migrates or volumes expand.
Iberian Q4 inventory cycle — Spain and Portugal sea 40GP should firm into the back-to-school and Christmas window.
Mexico tariff signal — frontloading ahead of US policy shifts is the dominant driver into Manzanillo through year-end.
Argentina FX cycle — watch whether the discount versus the rest of the pool widens or compresses through November.

Por SINO Shipping desk

Este mês

8 destaques do mês

Spotlights · este mês

3 altas ↑ · 3 quedas ↓ · 2 spotlights narrativos · rotação mensal

Narrativa LATAM

Mexico

—

Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor

Marítimo 40GP 12 m — dados limitados

Guia completo Mexico → Cotação para esta rota →

Mais em LATAM

Brazil
Chile
Peru

Narrativa iberian-gateway

Spain

—

Algeciras / Valencia hub for Iberia + North Africa transshipment

Marítimo 40GP 12 m — dados limitados

Cotação para esta rota →

Mais em iberian-gateway

Portugal

Tendência 12 meses · média marítimo 40GP

Como cada cluster se moveu, média marítimo 40GP

Uma linha por cluster editorial. Passe o cursor sobre o gráfico para ver os valores mensais. Útil para detectar mudanças estruturais por trás dos spotlights do mês.

Ver tabela de dados

Média marítimo 40GP USD em 12 meses por cluster
Mês	LATAM	Iberia
11 meses atrás	—	—
10 meses atrás	—	—
9 meses atrás	—	—
8 meses atrás	—	—
7 meses atrás	—	—
6 meses atrás	—	—
5 meses atrás	—	—
4 meses atrás	—	—
3 meses atrás	—	—
2 meses atrás	—	—
1 mês atrás	—	—
outubro de 2024	$4,200	$8,063

LATAM
Iberia

Movimento

Maiores variações — marítimo 40GP

Maiores altas

Marítimo 40GP MoM

Maiores quedas

Marítimo 40GP MoM

Cobertura

Todas as 26 rotas com origem China

★ marca as 9 rotas do pool de destaques.

← role para ver todas as colunas →

Comparar							12 m
	Rota do pool editorial. Argentina	$3,050–$3,750	$10.15	$16.25	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports
	Bolivia	$3,500–$4,300	$10.40	$16.65	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports
	Rota do pool editorial. Brazil	$3,200–$3,900	$9.95	$15.90	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports
	Rota do pool editorial. Chile	$3,850–$4,700	$7.50	$12.05	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports
	Rota do pool editorial. Colombia	$3,850–$4,700	$9.95	$15.90	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports
	Costa Rica	$5,150–$6,300	$11.65	$18.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Cuba	$13,050–$15,950	$12.30	$19.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Dominican Republic	$13,050–$15,950	$12.30	$19.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Rota do pool editorial. Ecuador	$3,850–$4,700	$9.95	$15.90	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports
	El Salvador	$5,150–$6,300	$11.65	$18.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Guatemala	$5,150–$6,300	$11.65	$18.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Guyana	$3,500–$4,300	$10.40	$16.65	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports
	Haiti	$13,050–$15,950	$12.30	$19.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Honduras	$5,150–$6,300	$11.65	$18.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Jamaica	$13,050–$15,950	$12.30	$19.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Rota do pool editorial. Mexico	$5,150–$6,300	$11.65	$18.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Nicaragua	$5,150–$6,300	$11.65	$18.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Panama	$5,150–$6,300	$11.65	$18.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Paraguay	$3,500–$4,300	$10.40	$16.65	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports
	Rota do pool editorial. Peru	$3,500–$4,300	$10.40	$16.65	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports
	Rota do pool editorial. Portugal	$6,600–$8,050	$9.45	$15.10	—	—	—
Snapshot de mercado — 4 sinais Red Sea rerouting Cape of Good Hope detours ongoing — +7-10 days transit, surcharges applied Post-peak decline Rates easing from August peaks — negotiate for better terms Equipment Container repositioning challenges from Cape routing Blank sailings Carriers reducing capacity — confirm booking early
	Rota do pool editorial. Spain	$7,900–$9,700	$9.95	$15.90	$6,800–$8,300	—	—
Snapshot de mercado — 4 sinais Red Sea rerouting Cape of Good Hope detours ongoing — +7-10 days transit, surcharges applied Post-peak decline Rates easing from August peaks — negotiate for better terms Equipment Container repositioning challenges from Cape routing Blank sailings Carriers reducing capacity — confirm booking early
	Suriname	$3,500–$4,300	$10.40	$16.65	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports
	Trinidad And Tobago	$13,050–$15,950	$12.30	$19.65	—	—	—
Snapshot de mercado — 4 sinais Red Sea indirect Transpacific routes less affected — stable capacity Post-peak Rates softening from summer highs — good negotiation window ILA watch East Coast port labor negotiations — potential disruption risk Equipment Container availability improving at major ports
	Uruguay	$3,200–$3,900	$12.15	$19.45	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports
	Venezuela	$3,500–$4,300	$10.40	$16.65	—	—	—
Snapshot de mercado — 3 sinais Pacific stable West Coast services via Pacific operating normally Rate softening Post-peak rates easing — negotiate for Q4 contracts Equipment Container availability good at major South American ports

Metodologia

Como calibramos com os índices públicos.

01 · Fonte de dados

As tarifas são as medianas mensais próprias da SINO Shipping em 26 rotas saindo da China — o book de um único agente de carga, não um índice multi-armador. FCL/LCL/aéreo/ferroviário/expresso capturados na mesma semana de cada mês.

02 · Calibração

Lane Tracker publishes a single-forwarder benchmark. Where SINO's lanes overlap with FBX (12 routes E-W) or Drewry WCI (8 routes), we publish a delta vs the public index. 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 · Cadência e correções

Publicado mensalmente, na última semana do mês, na metodologia v1. Correções materiais ficam registradas no changelog da página de metodologia; snapshots de meses anteriores permanecem congelados nos valores publicados.

Metodologia completa

Imprensa e dados

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Arquivo

Inaugural read on the LATAM and Iberian pool

Cole este iframe no seu artigo

As 26 rotas no mapa

Inaugural read on the LATAM and Iberian pool

8 destaques do mês

Mexico

Spain

Incorporar spotlight esta rota

Como cada cluster se moveu, média marítimo 40GP

Maiores variações — marítimo 40GP

Maiores altas

Maiores quedas

Todas as 26 rotas com origem China

Como calibramos com os índices públicos.

Citando este arquivo, ou procurando o analista por trás?

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