Alta ↑ LATAM
Mexico
+11.9%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
SINO Lane Tracker Edição 04
janeiro de 2025 snapshot
Mexico breaks out 12%, the rest firms quietly
January is a Mexico story. The lane adds nearly 12% on tariff frontloading into Manzanillo while the South American cluster firms in low single digits and Iberia barely moves.
26 rotas 9 comentadas 8 cruzadas Publicado em 5 de janeiro de 2025 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →
Momentum de clusters · média MoM marítimo 40GP
LATAM
+5.8%
7 rotas
Iberia
+3.3%
2 rotas
Trecho de incorporação
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Livre para uso sob CC BY 4.0. Atribuição incluída no trecho.
<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
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/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 · janeiro de 2025
Mexico breaks out 12%, the rest firms quietly
January is a Mexico story. The lane adds nearly 12% on tariff frontloading into Manzanillo while the South American cluster firms in low single digits and Iberia barely moves.
China → Mexico sea 40GP rose 11.95% to USD 5,700–6,950, the top mover in the pool by a wide margin. Manzanillo and Lazaro Cardenas absorbed accelerated frontloading as US tariff timelines crystallised in early January — the lane's market_snapshot flags the tariff rush directly. The move recovers the December underperformance and then some.
South America firmed in tight bands. The Pacific Alliance cluster — Chile, Colombia, Ecuador — each added 4.89% to USD 4,350–5,300, Argentina +4.76% and Peru +4.79%. The single-pulse pattern that ran through December held: Andean lanes still trade as a block. Brazil added 4.58% to USD 3,600–4,400.
Iberia decelerated. China → Spain rose 3.27% and China → Portugal +3.32% — both well under the December prints. Algeciras and Sines normalised as the post-Christmas inventory cycle completed and Red Sea capacity stabilised. The 17% December move did not extend; it consolidated.
Para observar no próximo mês
- Mexico February print — whether the tariff frontload extends or destocks as inventory lands.
- Lunar New Year capacity unwind on the trans-Pacific — China-LATAM lanes typically loosen mid-February as intra-Asia tonnage frees up.
- Iberian floor — whether March extends the consolidation or resumes a downward leg.
- Pacific Alliance vs Brazil divergence — five months running, the Andean lanes have moved as one block; first crack would mark a regime shift.
Por SINO Shipping desk
Este mês
8 destaques do mês
Spotlights · este mês
3 altas ↑ · 3 quedas ↓ · 2 spotlights narrativos · rotação mensal
Alta ↑ LATAM
Chile
+4.9%
Copper exporter / lithium triangle gateway via Valparaiso
Marítimo 40GP 12 m
Alta ↑ LATAM
Colombia
+4.9%
Buenaventura main gateway, Caribbean access via Cartagena
Marítimo 40GP 12 m
Queda ↓ iberian-gateway
Spain
+3.3%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ iberian-gateway
Portugal
+3.3%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ LATAM
Brazil
+4.6%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
Narrativa LATAM
Peru
+4.8%
Chancay megaport just opened — first Chinese-built deep-sea hub on Pacific coast
Marítimo 40GP 12 m
Narrativa LATAM
Ecuador
+4.9%
Banana exporter, USD-economy, Guayaquil dredging
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 | $4,200 | $8,063 |
| 2 meses atrás | $4,293 | $7,775 |
| 1 mês atrás | $4,446 | $9,113 |
| janeiro de 2025 | $4,718 | $9,413 |
- 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
- Costa Rica+11.9%
- El Salvador+11.9%
- Guatemala+11.9%
- Honduras+11.9%
- Mexico+11.9%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Maiores quedas
- Spain+3.3%
Algeciras / Valencia hub for Iberia + North Africa transshipment
- Portugal+3.3%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
- Uruguay+4.6%
- Brazil+4.6%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
- Argentina+4.8%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
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 | $3,450–$4,250 | $10.60 | $16.95 | — | +4.8% | |||
| Bolivia | $3,950–$4,800 | $10.80 | $17.30 | — | +4.8% | |||
| Rota do pool editorial. Brazil | $3,600–$4,400 | $10.35 | $16.55 | — | +4.6% | |||
| Rota do pool editorial. Chile | $4,350–$5,300 | $7.85 | $12.50 | — | +4.9% | |||
| Rota do pool editorial. Colombia | $4,350–$5,300 | $10.35 | $16.55 | — | +4.9% | |||
| Costa Rica | $5,700–$6,950 | $12.10 | $19.40 | — | +11.9% | |||
| Cuba | $14,400–$17,600 | $12.75 | $20.40 | — | +11.9% | |||
| Dominican Republic | $14,400–$17,600 | $12.75 | $20.40 | — | +11.9% | |||
| Rota do pool editorial. Ecuador | $4,350–$5,300 | $10.35 | $16.55 | — | +4.9% | |||
| El Salvador | $5,700–$6,950 | $12.10 | $19.40 | — | +11.9% | |||
| Guatemala | $5,700–$6,950 | $12.10 | $19.40 | — | +11.9% | |||
| Guyana | $3,950–$4,800 | $10.80 | $17.30 | — | +4.8% | |||
| Haiti | $14,400–$17,600 | $12.75 | $20.40 | — | +11.9% | |||
| Honduras | $5,700–$6,950 | $12.10 | $19.40 | — | +11.9% | |||
| Jamaica | $14,400–$17,600 | $12.75 | $20.40 | — | +11.9% | |||
| Rota do pool editorial. Mexico | $5,700–$6,950 | $12.10 | $19.40 | — | +11.9% | |||
| Nicaragua | $5,700–$6,950 | $12.10 | $19.40 | — | +11.9% | |||
| Panama | $5,700–$6,950 | $12.10 | $19.40 | — | +11.9% | |||
| Paraguay | $3,950–$4,800 | $10.80 | $17.30 | — | +4.8% | |||
| Rota do pool editorial. Peru | $3,950–$4,800 | $10.80 | $17.30 | — | +4.8% | |||
| Rota do pool editorial. Portugal | $7,700–$9,400 | $10.15 | $16.25 | — | +3.3% | |||
| Rota do pool editorial. Spain | $9,250–$11,300 | $10.70 | $17.15 | $6,950–$8,500 | +3.3% | |||
| Suriname | $3,950–$4,800 | $10.80 | $17.30 | — | +4.8% | |||
| Trinidad And Tobago | $14,400–$17,600 | $12.75 | $20.40 | — | +11.9% | |||
| Uruguay | $3,600–$4,400 | $12.65 | $20.25 | — | +4.6% | |||
| Venezuela | $3,950–$4,800 | $10.80 | $17.30 | — | +4.8% |
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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