Alta ↑ LATAM
Brazil
+3.5%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
SINO Lane Tracker Edição 02
novembro de 2024 snapshot
Iberia softens, South America firms
The first month-over-month read splits the pool cleanly: Iberia drifts down post-Christmas frontload, the South American lanes firm modestly into year-end demand. Mexico is flat.
26 rotas 9 comentadas 8 cruzadas Publicado em 5 de novembro de 2024 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →
Momentum de clusters · média MoM marítimo 40GP
LATAM
+2.4%
7 rotas
Iberia
-3.6%
2 rotas
Trecho de incorporação
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<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
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
26 pontos representando países de destino estão plotados no mapa. A cor reflete a variação mês a mês. Para navegação por teclado utilize a tabela de dados abaixo na página.
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Trecho de incorporação
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Livre para uso sob CC BY 4.0. Atribuição a SINO Lane Tracker obrigatória (já incluída no trecho abaixo).
<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 do editor · novembro de 2024
Iberia softens, South America firms
The first month-over-month read splits the pool cleanly: Iberia drifts down post-Christmas frontload, the South American lanes firm modestly into year-end demand. Mexico is flat.
China → Brazil sea 40GP rose 3.52% to USD 3,300–4,050, the largest upward move in the pool. Argentina and the Pacific Alliance lanes — Chile, Colombia, Ecuador — each added between 2.9 and 3.0%, tracking a single Andean demand pulse rather than nine independent stories. Callao gained 2.56% as forward bookings priced in the Chancay megaport inauguration scheduled for this month.
Iberia ran the opposite direction. China → Portugal shed 3.75% and China → Spain shed 3.41% as the inventory build ahead of the European Christmas window completed and forward orders thinned. Algeciras and Sines transshipment flows softened with the seasonal turn.
Mexico sat between the two. China → Mexico printed -0.87% — effectively flat — as Manzanillo continued absorbing nearshoring demand against the post-frontload tonnage build. The lane is the highest absolute level in the LATAM cluster but is no longer accelerating.
Para observar no próximo mês
- Chancay (Peru) megaport opens this month — first reading on capacity reallocation between Callao and the new deep-sea hub.
- Iberian December cycle — Spain and Portugal typically find a floor before the new-year inventory pull begins.
- Mexico tariff signal — frontloading dynamics into Manzanillo as US policy timeline crystallises.
- Brazil agribusiness export window — Santos congestion on the inbound side if berth dwell extends.
Por SINO Shipping desk
Este mês
8 destaques do mês
Spotlights · este mês
3 altas ↑ · 3 quedas ↓ · 2 spotlights narrativos · rotação mensal
Alta ↑ LATAM
Argentina
+2.9%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
Marítimo 40GP 12 m
Alta ↑ LATAM
Chile
+2.9%
Copper exporter / lithium triangle gateway via Valparaiso
Marítimo 40GP 12 m
Queda ↓ iberian-gateway
Portugal
-3.8%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ iberian-gateway
Spain
-3.4%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ LATAM
Mexico
-0.9%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
Narrativa LATAM
Peru
+2.6%
Chancay megaport just opened — first Chinese-built deep-sea hub on Pacific coast
Marítimo 40GP 12 m
Narrativa LATAM
Colombia
+2.9%
Buenaventura main gateway, Caribbean access via Cartagena
Marítimo 40GP 12 m
Trecho de incorporação
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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
| 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 | $4,200 | $8,063 |
| novembro de 2024 | $4,293 | $7,775 |
- LATAM
- Iberia
Trecho de incorporação
Cole este iframe no seu artigo
Livre para uso sob CC BY 4.0. Atribuição a SINO Lane Tracker obrigatória (já incluída no trecho abaixo).
<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>
Movimento
Maiores variações — marítimo 40GP
Maiores altas
- Brazil+3.5%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
- Uruguay+3.5%
- Argentina+2.9%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
- Chile+2.9%
Copper exporter / lithium triangle gateway via Valparaiso
- Colombia+2.9%
Buenaventura main gateway, Caribbean access via Cartagena
Maiores quedas
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 | Expandir linha | ||||||
|---|---|---|---|---|---|---|---|---|
| Rota do pool editorial. Argentina | $3,150–$3,850 | $10.25 | $16.45 | — | +2.9% | |||
| Bolivia | $3,600–$4,400 | $10.50 | $16.80 | — | +2.6% | |||
| Rota do pool editorial. Brazil | $3,300–$4,050 | $10.05 | $16.10 | — | +3.5% | |||
| Rota do pool editorial. Chile | $3,950–$4,850 | $7.60 | $12.15 | — | +2.9% | |||
| Rota do pool editorial. Colombia | $3,950–$4,850 | $10.05 | $16.10 | — | +2.9% | |||
| Costa Rica | $5,100–$6,250 | $11.60 | $18.60 | — | -0.9% | |||
| Cuba | $12,950–$15,800 | $12.20 | $19.55 | — | -0.9% | |||
| Dominican Republic | $12,950–$15,800 | $12.20 | $19.55 | — | -0.9% | |||
| Rota do pool editorial. Ecuador | $3,950–$4,850 | $10.05 | $16.10 | — | +2.9% | |||
| El Salvador | $5,100–$6,250 | $11.60 | $18.60 | — | -0.9% | |||
| Guatemala | $5,100–$6,250 | $11.60 | $18.60 | — | -0.9% | |||
| Guyana | $3,600–$4,400 | $10.50 | $16.80 | — | +2.6% | |||
| Haiti | $12,950–$15,800 | $12.20 | $19.55 | — | -0.9% | |||
| Honduras | $5,100–$6,250 | $11.60 | $18.60 | — | -0.9% | |||
| Jamaica | $12,950–$15,800 | $12.20 | $19.55 | — | -0.9% | |||
| Rota do pool editorial. Mexico | $5,100–$6,250 | $11.60 | $18.60 | — | -0.9% | |||
| Nicaragua | $5,100–$6,250 | $11.60 | $18.60 | — | -0.9% | |||
| Panama | $5,100–$6,250 | $11.60 | $18.60 | — | -0.9% | |||
| Paraguay | $3,600–$4,400 | $10.50 | $16.80 | — | +2.6% | |||
| Rota do pool editorial. Peru | $3,600–$4,400 | $10.50 | $16.80 | — | +2.6% | |||
| Rota do pool editorial. Portugal | $6,350–$7,750 | $9.30 | $14.90 | — | -3.8% | |||
| Rota do pool editorial. Spain | $7,650–$9,350 | $9.80 | $15.65 | $6,800–$8,300 | -3.4% | |||
| Suriname | $3,600–$4,400 | $10.50 | $16.80 | — | +2.6% | |||
| Trinidad And Tobago | $12,950–$15,800 | $12.20 | $19.55 | — | -0.9% | |||
| Uruguay | $3,300–$4,050 | $12.30 | $19.65 | — | +3.5% | |||
| Venezuela | $3,600–$4,400 | $10.50 | $16.80 | — | +2.6% |
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.
Imprensa e dados
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