Skip to main content
SINO Lane Tracker Edição 03

dezembro de 2024 snapshot

Iberia jumps 17%, South America keeps pace

December delivers the year's first sharp move on the Iberian gateway: Spain and Portugal both add roughly 17% as Red Sea capacity tightens through the Christmas window. The South American cluster firms in single digits.


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

Momentum de clusters · média MoM marítimo 40GP

LATAM
+3.8%
7 rotas
Iberia
+17.2%
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

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.

Nota do editor · dezembro de 2024

Iberia jumps 17%, South America keeps pace

December delivers the year's first sharp move on the Iberian gateway: Spain and Portugal both add roughly 17% as Red Sea capacity tightens through the Christmas window. The South American cluster firms in single digits.

China → Portugal sea 40GP rose 17.38% to USD 7,450–9,100 and China → Spain rose 17.06% to USD 8,950–10,950. The move is concentrated, not gradual: Cape of Good Hope rerouting that had been absorbed into the Iberian baseline for twelve months reverted to surcharge territory as Houthi disruption intensified and Algeciras transshipment lost slot availability into the European holiday window.

South America firmed in a tighter band. Argentina led at +5.00% to USD 3,300–4,050, with the Pacific Alliance cluster — Chile, Colombia, Ecuador — adding 4.55% each and Peru +4.38%. Brazil added 4.08% to USD 3,450–4,200. The Andean cluster moved as one rather than as four independent lanes, consistent with carriers passing through a single bunker and capacity adjustment across the trade.

Mexico remained the outlier at -0.44% — effectively flat — as nearshoring frontload tonnage stayed deployed against weakening forward orders. The lane held its ranking as the most expensive LATAM corridor at USD 5,100–6,200 but did not participate in the cluster firming.

Para observar no próximo mês

  • Iberian January cycle — whether the 17% jump consolidates or unwinds once Christmas inventory clears.
  • Pacific Alliance unwind into Lunar New Year — the 4.55% cluster move should reverse on capacity build.
  • Mexico tariff timing — the flat print masks heavy frontloading; Q1 will reveal the destocking.
  • Chancay (Peru) first-month operational read — Callao share migration as the new hub stabilises.

Por SINO Shipping desk

Este mês

8 destaques do mês

Spotlights · este mês

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

Alta ↑ iberian-gateway

Portugal

+17.4%

Sines deepwater port, Atlantic gateway for re-export to Africa + Americas

Marítimo 40GP 12 m

Mais em iberian-gateway

Alta ↑ iberian-gateway

Spain

+17.1%

Algeciras / Valencia hub for Iberia + North Africa transshipment

Marítimo 40GP 12 m

Mais em iberian-gateway

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.

$3,807 $5,232 $6,656 $8,081 $9,506 -11m -8m -5m -2m dezembro de 2024

    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 $4,200 $8,063
    1 mês atrás $4,293 $7,775
    dezembro de 2024 $4,446 $9,113
    • LATAM
    • Iberia
    Movimento

    Maiores variações — marítimo 40GP

    Maiores altas

    Marítimo 40GP MoM
    • Portugal
      +17.4%

      Sines deepwater port, Atlantic gateway for re-export to Africa + Americas

    • Spain
      +17.1%

      Algeciras / Valencia hub for Iberia + North Africa transshipment

    • Buenos Aires gateway — commodity exporter, FX-volatile demand cycles

    • Chile
      +4.5%

      Copper exporter / lithium triangle gateway via Valparaiso

    • Buenaventura main gateway, Caribbean access via Cartagena

    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 Expandir linha
    Rota do pool editorial. Argentina
    $3,300–$4,050 $10.40 $16.65 +5.0%
    Bolivia
    $3,750–$4,600 $10.65 $17.05 +4.4%
    Rota do pool editorial. Brazil
    $3,450–$4,200 $10.20 $16.30 +4.1%
    Rota do pool editorial. Chile
    $4,150–$5,050 $7.70 $12.30 +4.5%
    Rota do pool editorial. Colombia
    $4,150–$5,050 $10.20 $16.30 +4.5%
    Costa Rica
    $5,100–$6,200 $11.60 $18.55 -0.4%
    Cuba
    $12,850–$15,750 $12.20 $19.55 -0.5%
    Dominican Republic
    $12,850–$15,750 $12.20 $19.55 -0.5%
    Rota do pool editorial. Ecuador
    $4,150–$5,050 $10.20 $16.30 +4.5%
    El Salvador
    $5,100–$6,200 $11.60 $18.55 -0.4%
    Guatemala
    $5,100–$6,200 $11.60 $18.55 -0.4%
    Guyana
    $3,750–$4,600 $10.65 $17.05 +4.4%
    Haiti
    $12,850–$15,750 $12.20 $19.55 -0.5%
    Honduras
    $5,100–$6,200 $11.60 $18.55 -0.4%
    Jamaica
    $12,850–$15,750 $12.20 $19.55 -0.5%
    Rota do pool editorial. Mexico
    $5,100–$6,200 $11.60 $18.55 -0.4%
    Nicaragua
    $5,100–$6,200 $11.60 $18.55 -0.4%
    Panama
    $5,100–$6,200 $11.60 $18.55 -0.4%
    Paraguay
    $3,750–$4,600 $10.65 $17.05 +4.4%
    Rota do pool editorial. Peru
    $3,750–$4,600 $10.65 $17.05 +4.4%
    Rota do pool editorial. Portugal
    $7,450–$9,100 $10.00 $16.00 +17.4%
    Rota do pool editorial. Spain
    $8,950–$10,950 $10.55 $16.85 $6,900–$8,450 +17.1%
    Suriname
    $3,750–$4,600 $10.65 $17.05 +4.4%
    Trinidad And Tobago
    $12,850–$15,750 $12.20 $19.55 -0.5%
    Uruguay
    $3,450–$4,200 $12.45 $19.95 +4.1%
    Venezuela
    $3,750–$4,600 $10.65 $17.05 +4.4%
    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

    Citando este arquivo, ou procurando o analista por trás?